Adam Novak is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, BNY Mellon, and Columbia Threadneedle. His other business activities include independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver these services, emphasizing assets held in Ameriprise-managed accounts.

Marko Cohen is a financial professional at Cetera with three years of industry experience. He holds a Series 66 credential and has worked at Cetera and related entities since 2023. Prior to his financial career, he was a student for 22 years. Cohen is also involved with Wooster Square Advisors, where he provides financial planning and investment allocation services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Jason Macaluso is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining Raymond James in 2024. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Cameron Rice is a financial advisor with LPL Financial in Wallingford, CT, holding a Series 63 designation and 27 years of industry experience. He previously worked at Voya Financial Advisors for seven years before joining LPL Financial in 2021. Outside of his advisory role, Rice is also a licensed non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from various sources.

Hilary Donofrio Lawton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Westport Capital Markets, LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Peter Greco is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Metlife Securities Inc. Since 2008, he has been an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options alongside educational seminars.

Kathryn Zebrowski is a Series 66 licensed financial advisor with Edward Jones in West Haven, CT, with four years of industry experience. Prior to joining Edward Jones, she worked in education for nine years. She serves as a board member of the Ward-Heitman House Museum Foundation, Inc., which focuses on preserving the historic Ward-Heitman House in West Haven. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alexander Santacroce is a financial advisor at Merrill in New Haven, CT, holding a Series 66 designation with 14 years of industry experience. He has worked at both Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Scanlon is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He collaborates with high net worth individuals, families, and small businesses to develop and manage financial plans aimed at providing fulfillment and peace of mind. Thomas has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as an Investor Service Representative at Putnam Investments from 2014 to 2015.

Heather Hepburn is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining LPL Financial in 2019, she worked at People's Securities, Inc. for 19 years. She is also associated with Webster Bank in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Kenneth Spitzbard is a financial advisor at Osaic Wealth, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, Inc. and Bard Financial Services, where he continues to serve as president. He is a member of the investment oversight committee for the Jewish Foundation of Greater New Haven. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides a range of services including brokerage, investment advisory, financial planning, retirement consulting, and access to third-party managers, using firm-provided tools and multiple advisory platforms.

David Laughran is a CFP®-designated financial advisor with 12 years of industry experience, currently practicing at Edward Jones in Branford, CT. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Amarjit Singh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes nine years at MetLife Securities and he has been with Mass Mutual since 2016. Outside of his advisory role, he serves as a presenter for the Department of Justice on faith-based discussions and consults for a nonprofit foundation focused on scholarship programs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various programs including educational seminars and event-driven planning services.

Keri Walsh is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, including her current role at Morgan Stanley Private Bank, N.A. Since 2016, she took a brief career pause as a homemaker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through direct client engagements and corporate financial planning agreements.

Stephen Mcguirk is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years and has been with Massachusetts Mutual Life Insurance Company since 2016. He also operates as an independent insurance agent focusing on dental, group disability income, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations within collaborative, annual planning engagements.

Gerald Hollmann is a financial advisor with LPL Enterprise in Shelton, CT, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he operates Hollmann Manufacturing Technologies, LLC, a business focused on engineering, design, and sales of medical devices and components. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Matthew Lubanko is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and investment services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Amer Abdel Hack is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at Barnum Financial Group and MassMutual Life Insurance Company. Outside of finance, he has worked in the hospitality sector at Spotted Horse Tavern and has an academic background with the University of Connecticut. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop client recommendations while maintaining limited investment discretion.

Megan Kelly Luginsland is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Northeast Wealth Solutions, and Austin McGuire Company. She also has academic experience from Sacred Heart University and Albertus Magnus College. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Logan Reed is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked at Janney Montgomery Scott for eight years. Reed is also involved with Thimble Island Health Insurance LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.