Brian Noe is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at SagePoint Financial, Lincoln Financial Advisors, and Guardian Life. Brian and his wife Shelby co-authored a book about Hammonasset Beach State Park. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform supported by a complex affiliate network and private-equity ownership.

Glen Maleri is a financial advisor at OSAIC with 36 years of industry experience and holds a Series 65 designation. He has worked at OSAIC since 2024 and previously spent seven years at Securities America Advisors and three years at National Planning Corporation. Maleri is also the owner-manager of The Maleri Group LLC, which provides sales and services in fixed products, employee benefits, and various insurance lines. Additionally, he serves as an uncompensated board member for The Children's Community Programs of CT. OSAIC Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with model-based asset allocation and portfolio optimization tools, and it is notable for its scale, affiliate network, and private-equity ownership.

Benjamin Williams is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he is involved with The Lighthouse Sober Living and Recovery 365, where he has been active for four years. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm’s investment process incorporates model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party due diligence.

Erin Malangone is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Cardinal Financial Company and Kern Mortgage Company. She has also held positions with the South Carolina House of Representatives and various educational institutions. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Charles Lombardi Jr. is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member of the Orange Board of Finance and chairs the Orange Republican Town Committee, both in Orange, Connecticut. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including customized financial planning supported by advanced analytical tools and investment research.

Brendan Duffy is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 plans, corporations, and charitable organizations.

Joseph Palmucci is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, Merrill, Merrill Lynch Trust Company, and Waddell & Reed. He serves on the board of The Amity Club of New Haven and works as a reconciler for the City of Shelton. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, and institutions.

John Carroll is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various non-financial roles, including positions in education and retail. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and a range of affiliated services.

Danny Ferreira is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, also working at Bank of America N.A. from 2023 to present. He is based in New Haven, CT. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Cappiello is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked with Charles Schwab Bank Ssb and Charles Schwab & Co., Inc. since 2018, following prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Keara Williams is a financial advisor at Merrill with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Williams serves as a board member and is involved with the Museum of Contemporary Art Connecticut, participating in event planning and fundraising efforts. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joao Gomes is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of advising, he operates an accounting and tax preparation practice. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with options for discretionary management and third-party strategies.

Michael Promis is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab. He has worked with Charles Schwab Bank and Charles Schwab and Co., Inc. since 2022, following a decade at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale and integrated operational structure, delivering multi-asset investment guidance alongside custody and brokerage services.

Todd Corbett is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates to support its advisory process.

Sonia Sternbach is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Moneco Advisors, The Falcon Group, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

John Foreman is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 66, and Series 65 credentials and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 2016 and 2011, respectively. Outside of his advisory role, Foreman serves as a town councilman in Trumbull, CT, and is a trustee for the William H. Foreman Trust. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual financial planning engagements and educational seminars, focusing on investment categories and strategies without discretionary management.

Steven Procaccini is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, he serves as a high school baseball umpire and works as a concert merchandise vendor. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Edward Swiderski is a financial advisor at Fidelity with 16 years of industry experience and holds Series 63 and Series 66 credentials. He has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and systematic portfolio construction methods.

David Beeman is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Mass Mutual Investors Services and has worked at Massachusetts Mutual Life Insurance Company and METLIFE SECURITIES Inc. He is also an independent insurance agent specializing in various insurance 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 provides financial planning, asset management, and educational seminars, working with clients through annual collaborative planning engagements.

Thomas O'Connor is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Merrill, RBC Capital Markets, and Bank of America. Prior to his advisory career, he had brief engagements at Automat Data Processing, Mayson Dixon Strategic Consulting, and George Washington University. 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 plans, corporations, and charitable organizations.