Robert Tosetti III is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Orange Hills Country Club. Outside of his advisory role, he is also a registered staff member in client service at Nancy S Daoud & Associates LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered through a centralized consulting team. The firm serves a broad client base and provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alexander Bijanada is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored, non-discretionary recommendations using research and modeling tools, emphasizing tax-smart withdrawal strategies and asset allocation within its managed accounts.

Michael Feinstein is a CFP® professional with 29 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Feinstein owns and manages KMBT Management Co, where he oversees strategic and operational functions of the financial advisory practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Holley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, previously serving at Metlife Securities Inc. from 2005 to 2017. In addition to his advisory role, he is an independent insurance agent focusing on dental, disability, and Medicare-related products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides education seminars and specialized event-driven planning programs.

David Ivanovich Jr. is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds a Series 63 designation and has worked at UBS since 2008, following 14 years at Citigroup Global Markets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and providing access to proprietary research and model-based asset allocations.

Michael Linder is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in New Haven, CT, having previously worked at Citigroup, JP Morgan Securities, and ACI Catering Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by proprietary planning tools and a broad range of investment services.

Sean Reilly is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Tide Line Customs LLC, and Thimble Island Brewing Company LLC. Outside of his advisory role, he is the sole proprietor of New England Oyster Farm LLC and is involved in recreational fishing through Sea Sprite Sport Fishing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and extensive resources.

Christopher Coppola III is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is involved in equine training through Triple Bar C and serves on the Economic Development Commission for the town of Berlin, Connecticut. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Thomas Cagganello Jr Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank since 2015, as well as 14 years at Wells Fargo Clearing. Outside of his advisory work, he serves as an officer of DTIG LLC, a wholesale and distribution business based in Westport. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Ari Linder is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial planning that aligns with clients' unique goals and values. Since joining Merrill in 2017, Ari has applied a disciplined process that begins with understanding clients and their financial situations to deliver comprehensive financial care. Prior to becoming a financial advisor, Ari spent 13 years working in nonprofit organizations, leading teams focused on behavioral science and person-centered strategies. Ari's expertise includes college education planning, LGBT wealth planning, liquidity management, retirement planning, portfolio management, socially responsible investing, and tax minimization. Ari holds the Personal Investment Advisor (PIA) designation and has received education from Hunter College and Marywood University. Ari is also active professionally as a member of the CTGLC since 2017 and formerly Toastmasters International from 2017 to 2018. Beyond professional work, Ari serves as Board Vice President for the Triangle Community Center in Norwalk, supporting local LGBTQ+ individuals, and volunteers with Better Money Habits to promote financial literacy. At home, Ari shares life with a spouse, three senior cats, and many houseplants, and enjoys gardening, knitting, crocheting, and reading.

Elizabeth Baker is a financial advisor with Wells Fargo Clearing in Ansonia, CT, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as the Finance Committee Chairperson at Seymour Congregational Church, overseeing budgeting and expenditures. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Egzon Dauti is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Key Bank and Citizens Securities, Inc. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services to provide a broad range of solutions.

Corey Gallagher is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation and Citigroup. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various investment strategies and tools.

Charles Stack is a financial advisor with LPL Financial and holds Series 63 and Series 65 registrations. He has 32 years of industry experience, including prior roles at Royal Alliance and National Planning Corporation. In addition to his advisory work, he serves as a part-time music director at Tabor Evangelical Lutheran Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Nicholas Agresti is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at Eastern Connecticut State University and PFS Investments Inc. He has also held positions in education at Joseph A Foran High School and Harborside Middle School. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, with operational support from BNY Mellon Advisors and Pershing.

Geri Pell is a CFP® with 40 years of industry experience, currently serving at Ameriprise since 2005. She holds Series 63 and Series 65 licenses and is based in Southport, CT. Pell serves on the boards of several nonprofit organizations, including Treehouse Shakers and Purchase College Foundation, and is involved in business ventures related to real estate and tax preparation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Gustabo Sempertegui is a Series 66 licensed advisor with LPL Enterprise, based in Shelton, CT, and has four years of industry experience. His prior roles include work at The Prudential Insurance Company of America and Pruco Securities LLC, along with earlier experience in healthcare and pharmacy sectors. He is also involved in non-variable insurance brokerage related to fixed insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed internally or by third-party strategists, and offers a range of financial planning and asset management services.

John Billington is a CFP® and ChFC® with 44 years of experience in the financial services industry. He has worked at MassMutual Investors Services since 2017 and has prior experience with Metropolitan Life Insurance Company and Metlife Securities, Inc. In addition to his advisory work, he serves as a trustee for several family trust accounts and is a partner in Harbor Oak Professional Services, LLC, which manages tax-related matters for the partnership. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, emphasizing collaborative, annual client relationships and event-driven planning services.

Wayne Tolson Jr. is a Senior Financial Advisor and Sports & Entertainment Advisor at Merrill Lynch Wealth Management based at 75 Rockefeller Plaza. He specializes in providing comprehensive wealth management services tailored to clients in sports and entertainment, as well as highly compensated executives, business owners, and individuals navigating complex financial scenarios. With over eighteen years of global wealth management experience, Mr. Tolson's practice focuses on creating customized financial plans, investment strategies, and legacy management frameworks. His expertise includes executive compensation, divorce transition planning, family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. He utilizes resources from Merrill Lynch and Bank of America to address various aspects of his clients' financial lives, emphasizing client empowerment, financial literacy, and transparency. Mr. Tolson holds a Bachelor of Science degree from Charter Oak State College and carries professional designations including Personal Investment Advisor (PIA), Sports & Entertainment Advisor (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is bilingual in English and Spanish and participates in professional organizations such as NAACP and NMSDC. Additionally, he volunteers with the USAD Youth Mentoring Program to promote financial literacy.

Mauricio Trabuco is a financial advisor with MassMutual Investors Services who holds Series 66, Series 65, and Series 63 licenses and has 21 years of industry experience. His prior work includes roles at Merrill and The Prudential Insurance Company of America. He is also an independent insurance agent selling various insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning.