Nicholas Pelaccia is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as at Dick's Last Resort and Auto Repairs Unlimited, alongside a period of full-time education. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendations.

Richard Zorena is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the Board of Directors for the Orange Chamber of Commerce and is a board member of the Rotary Club of Orange. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including portfolio management, financial planning, and capital markets solutions.

Emily Medrek is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 designations and 24 years of industry experience. She previously worked at People's Securities, Inc. for 24 years and has been with Webster Bank since 2023. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Robert Heagney is a financial advisor with Ameriprise Financial Services in New Haven, CT, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Savona Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice. The firm’s approach includes asset allocation, tax-aware withdrawal strategies, and Social Security claiming options, supported by proprietary research and third-party data.

Andrew Wigzell is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory role, he is an insurance agent specializing in individual and group life, health, fixed annuities, long-term care, and disability products. 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 provides ongoing financial planning, asset management, and educational programs, structuring engagements as annual collaborative relationships utilizing firm-approved software and strategies.

Justin Knickerbocker is a financial advisor with Ameriprise in Cheshire, CT, holding the Series 66 and Series 63 credentials and bringing 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as a swimming meet official for USA Swimming and is involved with Doolittles of America, an organization for descendants of Abraham Doolittle. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice. The firm’s retirement income offering involves a collaborative, non-discretionary process supported by proprietary investment research and third-party data.

Jonathan Di Pietro is a Series 66-licensed advisor with LPL Enterprise, based in Shelton, CT, and has four years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes a long tenure at Waterford Hotel Group. In addition to his advisory role, he is involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Leonard Whitlock Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior roles include positions at Citigroup Global Markets, Merrill, Bank of America, and Wells Fargo. He is also associated with Webster Bank. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and diverse investment strategies.

Tyler Naumann currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained extensive experience at Fidelity in various capacities, including Financial Consultant from 2021 to 2026, Planning Consultant from 2021 to 2022, Workplace Financial Consultant from 2016 to 2021, and Financial Representative from 2014 to 2016. Throughout his career at Fidelity, Tyler has supported clients through a disciplined process aimed at helping them become confident and comfortable in their financial planning and investment strategies. He focuses on educating clients about their options and guiding them in making financial decisions that align with their individual situations, goals, and preferences. His approach emphasizes proper financial planning and implementation to help clients manage their assets effectively and live life on their own terms.

Zachary Bass is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include seven years at Edward Jones and positions at SagePoint Financial and OSAIC. Outside of advising, he is involved in non-variable insurance activities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset managers within an integrated platform that includes insurance products and collateralized lending programs.

Peter Goldberg is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing assets managed within Ameriprise and incorporating algorithmic tools overseen by a dedicated consulting team.

Jeffrey Bruneau is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a tenure at Wachovia Bank, N.A. dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Anthony Sorrentino Jr. is a financial advisor with LPL Financial, holding a Series 65 designation and bringing 49 years of industry experience. His prior firms include Securities America, Securities Service Network, and Retirement Planning Partners LLC, where he maintains ongoing involvement. He also has a longstanding role with Financial Underwriters, Inc., which includes non-variable insurance activities. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

William Miller Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior positions include roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Outside of his advisory work, he serves on the committee of a small club focused on member recruitment and organizational sustainability. 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, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Pamela Smith is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. She is based in Branford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, providing both discretionary and non-discretionary management options.

Richard Suraci is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved with Christian Question Inc, a role he has held since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and implementation delegated to BNY Mellon Advisors.

Jeffrey Spiewak is a financial advisor at Ameriprise with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Dibico Construction, Inc. and Rockit Solutions, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jonathan Snyder is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm uses structured discovery processes and planning tools such as Monte Carlo simulations to support its financial planning services.

Robert Hoynes is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations and bringing 25 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 10 years before joining LPL Financial in 2019. Hoynes also serves as a trustee in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and a variety of portfolio options.

Lindsey Shaffner is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2025. Lindsey has extensive experience in the financial sector, having worked as an Equity Trader at Neuberger Berman from 2006 to 2021. In her current position, Lindsey focuses on building trusted relationships by understanding each client's goals and partnering with them to develop personalized financial plans aimed at long-term success. Outside of her professional work, her personal interests include spending time at the beach, comedy, fitness, social events with friends, movies, and reading.