Micaela Walsh is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she held various roles including positions at Bucknell University and Essex Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, and serves multiple registered investment companies with formally established governance and oversight procedures.

Karen Knettel is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory work, she operates a YouTube cooking show focused on art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Nicholas Francia is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Francia is a member of the Advisory Committee on Finance Issues for The ESOP Association, a peer-sharing group focused on ESOP-related developments and best practices. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Casey Odo is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cadaret Grant & Co., Inc., Securities America, and Investacorp Advisory Services Inc. Odo also has involvement in non-variable insurance activities outside his advisory role. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Paul Blanco is a Series 66-licensed financial advisor with Mass Mutual Investors Services. He has been in the financial services industry since 2023, with prior experience at Barnum Financial Group and MassMutual Life Insurance Co. Blanco is also active as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services 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 programs, delivering collaborative, goal-based recommendations without discretionary authority.

Brian Parmelee is a CFP®-certified financial advisor with 13 years of industry experience. He has worked with MassMutual Investors Services since 2017 and has additional experience with Massachusetts Mutual Life Insurance Company and Metlife Securities. Outside his advisory role, he acts as a broker for Risk & Insurance Associates, selling fixed life insurance and related products, and assists clients with life settlement transactions. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning engagements.

Rustam Yamilov is a financial advisor with J.P. Morgan Securities in New Canaan, CT, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. before joining J.P. Morgan in 2018. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research, with recommendations incorporating an ESG eligibility framework.

Tristan Lawrie is a Series 66-registered financial advisor with LPL Financial, bringing 16 years of industry experience. He has worked at LPL Financial since 2012 and previously spent three years at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Francisco Triay is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions in various sectors including automotive and retail. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Bruce Sargent is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 57 years of industry experience. His career includes roles at Citigroup Global Markets from 1968 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He serves as president and co-trustee of the Bruce & Janet Sargent Charitable Foundation and is a trustee of Game Conservancy USA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Jeffrey Costa is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with LPL Financial and previously worked at Scholtz & Company, LLC, First County Bank, and MSI Financial Services, Inc. His practice includes managing a DBA, Skinner Wealth Strategies, related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Bortnick Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its related entities since 2003. Outside of his advisory role, he operates a sole proprietorship specializing in tax preparation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Priya Kessler is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop disciplined financial plans tailored to their individual situations. She utilizes Fidelity's recommendations and resources to provide clients with the knowledge and guidance needed to make informed financial decisions. Priya has held several roles within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, and previously served as a High Net Worth Specialist, Advanced Broker, and Associate Financial Service Professional at Charles Schwab. She began her career as a Client Service & Support Intern at Charles Schwab. Outside of her professional work, Priya enjoys cooking and baking, exploring culinary experiences, socializing with friends, engaging in outdoor adventures, traveling, and spending time with pets.

Michael Pappa is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. His prior experience includes a one-year tenure at Janney Montgomery Scott LLC and two years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Hillgen Santa is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and spent over a decade at H.Beck, Inc. Mr. Hillgen Santa is also the owner of Lorraine's Antiques, an antiques business operating since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad service offering with extensive non-advisory financial activities.

Jeffrey Adelglass is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at Adelglass Wealth Management since 2018 and at LPL Financial since the same year. He also worked at the University of Connecticut from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers various financial planning and investment management solutions, including model portfolios and access to third-party asset managers.

Arnold Blumenfeld is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Blumenfeld has been with Ameriprise since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and annual advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

Richard Martin is a financial advisor with Fidelity, holding CFP® and ChFC® designations and over 27 years of industry experience. His career includes roles at New York Life Insurance Company, MassMutual Life Insurance Company, and various broker-dealers before joining Fidelity. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Susan Galich is a financial advisor with UBS Financial Services in Trumbull, CT, holding a Series 66 designation and 37 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Treasurer for the Teuta Ladies Society, overseeing financial reconciliations and checkbook management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and securities-backed lending.

Glenn Ufland is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Gavin720 Holdings LLC, through which he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.