Daniel Hoffmann is a CFP®-certified financial advisor with Mass Mutual Investors Services in Shelton, CT, where he has worked since 2021. He has four years of industry experience and previously held roles at Southern Tide, Vincere Management Group, and Salve Regina University. Hoffmann also works as an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative client relationships and goal-based recommendations.

Tressan Quinn is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Earl Wheway Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a board member of the Catherine Violet Hubbard Animal Sanctuary, a private foundation in Newtown, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Anthony Marchitto is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with LPL Financial in Milford, CT, where he has worked since 2021. His prior experience includes roles at Christopher Gavin and Waddell And Reed, Inc. Outside of finance, he was involved with Prime One Eleven Restaurant for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Brian Ward is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory duties, he works as a financial representative providing life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Leonel Calderon is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2015 and was previously with Northstar Wealth Partners, LLC. Calderon also operates a business entity for tax purposes outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by research and technology.

Alan Popowski is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this position, he helps families understand and become comfortable with their relationship with money, serving as an advocate and resource to maximize the full range of Fidelity's offerings. Alan has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments including Vice President, Executive Planning Consultant (2021-2024), Vice President, Branch Office Leader (2017-2021), Assistant Branch Manager (2015-2017), Financial Consultant (2012-2015), and Investment Consultant (2010-2012). Prior to joining Fidelity, he worked as a Financial Consultant at Laidlaw & Company (UK), LTD. in 2010 and as an Investment Consultant at David Lerner Associates from 2009 to 2010.

Ronald Quagliani Jr. is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Barnum Financial Group and Marcum LLP, as well as experience outside finance in the food service and recreation sectors. 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 provides financial planning, asset management, and educational seminars using firm-approved software tools and emphasizes collaborative, annual planning relationships.

Nuno Tecla is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MassMutual-affiliated firms since 2016 and maintains an outside insurance sales position focusing on life, accident, health, property and casualty, dental, group disability income, fixed annuities, 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, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships supported by analytical tools and event-driven planning services.

Kristina Daoud is a financial advisor with Ameriprise in Middletown, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Ameriprise since 2012, including its affiliated entities. Outside of her advisory role, she is involved with Nancy S. Daoud & Associates, LLC in a non-investment capacity. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations focused on income sources, tax strategies, and Social Security options. The firm combines algorithmic tools with professional oversight and provides a broad array of advisory, brokerage, and insurance services typical of large institutional firms.

Crissel Lopez is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, she collaborates with clients to develop financial plans that address their needs, goals, and concerns, aiming to help them feel comfortable and confident about their financial future. Her professional experience includes positions as a Wealth Management Advisor at TIAA from 2017 to 2020, Retirement Counselor and Assistant Director of Sales Execution at Prudential Retirement between 2013 and 2017, and various roles in financial services dating back to 1995. Over the years, she has gained expertise in wealth management, retirement planning, sales execution, and business development within the financial sector. Outside of her professional career, Crissel enjoys spending time at the beach, cooking and baking, participating in family activities, watching football, solving puzzles, and attending theater events.

Luke Pergola is a Planning Consultant at Fidelity Investments, where he collaborates with clients in a branch setting to understand their financial goals and co-create personalized plans. He provides guidance on retirement planning, investment allocation, and other financial topics, focusing on collaboration and education to help clients make informed decisions aligned with their needs. Prior to his current role, Luke gained experience as an Investment Consultant and High Net Worth Service Associate at Fidelity Investments, as well as serving as an Investment Advisor Representative at Barron Financial Group and a Financial Representative at Equitable. His professional background reflects a breadth of experience in financial advising and client service. Outside of his professional work, Luke has personal interests that include food, social events, music, outdoor adventures, and tennis.

Ernest Asprelli Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also has a long tenure at Citigroup Global Markets dating back to 1996. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Joshua Carter is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America and Merrill since 2013. Outside of his advisory role, he is the sole owner of an unrelated business, 4 Turtle Bay, located in Branford, Connecticut. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond investment management.

Jacklin Ledoux is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Primerica Advisors, Ledoux worked at Amazon.com LLC and Hospitality Staffing Solutions. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors utilizing model-based investment strategies supported by third-party asset managers and custodians.

Adam Leapley is a financial advisor with Morgan Stanley in Westport, CT, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved as an owner of a commercial property in Orange, CT. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a discovery-based process to develop financial plans, offering a variety of investment services through its broad retail and institutional platform.

Isaiah Hernandez is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at M&T Bank, Starbucks Coffee, JPMorgan Chase, and Sun Life Financial. Hernandez also has academic experience from Bowdoin College and Taft School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Paul Keating is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at BOFA Securities, Inc. and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services that incorporate firm-approved tools and modeling techniques while maintaining a broad range of retail and institutional investment solutions.

Anthony Arico is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his parents' investment affairs. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Gachi is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.