Leonard Manz III is a CFP® professional with 19 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been with JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he manages several rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm offers advisory services alongside brokerage, distribution, and investment management capabilities.

Todd Rubsamen is a financial advisor with Raymond James & Associates in Woodbury, CT, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary relationships and a range of portfolio management approaches.

Susananne Bailey is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Securities before joining Merrill and its affiliate Bank of America. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Gray is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Robert B. Ausdal & Co., Inc., and Probabilities Fund Management, LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Salustro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Devivo is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources. He serves on the Board of Directors for St. Joseph High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Todd Murphy is a financial advisor with Equitable Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, having previously worked at firms including Prudential and AXA Advisors. Outside of his advisory role, Murphy is involved in educational facilitation at Yale School of Management and serves on multiple nonprofit boards focused on mental health and early childhood education. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented with third-party managers and provides ERISA fiduciary services to qualified plans.

Jeffrey Nelson is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Merrill Lynch and Prudential. Outside of his advisory role, Nelson is involved in sports broadcasting, working as a broadcaster and reporter for Post University and independently. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized event-driven planning programs.

Gregory Wachter is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at MetLife Securities from 2011 to 2017 before joining Mass Mutual in 2017. Outside of advisory work, he founded the CJA Foundation, a charitable organization, and is involved in consulting for financial advisor software through Barnum Inforce Insights. 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 through collaborative, annual engagements using firm-approved tools and offers asset management and educational programs.

Thomas Collins Jr. is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Collins also serves on the Board of Directors for the Stratford YMCA. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James English III is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 48 years of industry experience. He previously spent 22 years at Janney Montgomery Scott before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

David Costa is a Series 66 licensed financial advisor with Merrill in New Haven, CT, bringing three years of industry experience. He has previously worked at Bank of America for eleven years before joining Merrill in 2022. 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 various institutional investors.

Joseph Stango is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the board of Dora's Voice and contributes as a commentator on issues affecting the Medicaid population for the Waterbury Sunday Republican and WATR. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic tools overseen by an internal committee.

Jason Phillips is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Cetera and its related entities since 2019 and previously worked with Foresters Financial and Foresters Advisory Services for over two decades. He has also been involved in youth hockey organizations in the New Haven area. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors with diverse investment options and program structures.

David Dinatali is a financial advisor with Ameriprise in Cheshire, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at DDK Capital LLC for eight years. He is also involved in managing an advisory business through Centurion Holdings LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Isabella Pilato is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial, she worked at Oak Beach Bar & Grill for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Daniel Recalde is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Northwestern Mutual and other financial services firms. He is also involved as an agent in insurance and benefits-related activities through his other business engagements. Cambridge Investment Research Advisors serves a broad range of clients, including individual and institutional investors, by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm utilizes a variety of portfolio management approaches and emphasizes tailored strategies through a network of independent Financial Professionals.

David Gay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held prior roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is active as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies, with over $256 billion in assets under management.

William Calderon is a financial advisor at LPL Financial holding the Series 66 designation. He began his advisory career in 2023 and has previous experience as a student at Syracuse University and as a teacher at Staples High School and Coleytown Middle School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and offers access to proprietary and third-party research and investment strategies.

Kristina Kiraly is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Bank of America, Merrill, Darden Restaurants Inc, General Electric/ABB, and Keller Williams Realty. Outside of her advisory role, she sells personal items on eBay and Mercari. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.