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 at Ameriprise with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Ameriprise and Ameriprise Financial Services since 2014. Outside of his advisory role, he participates 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 large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jonathan Di Pietro is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Leonard Whitlock Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Citigroup Global Markets, Bank of America, Merrill, and Wells Fargo. He is also associated with Webster Bank in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial products.

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 10 years of industry experience. His prior work includes roles at Edward Jones, SagePoint Financial, Inc., and OSAIC. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm utilizes model-driven investment implementation with access to third-party asset managers and insurance products.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics guided by diversification principles and modern portfolio theory.

Anthony Sorrentino Jr. is a financial advisor with LPL Financial, holding a Series 65 credential and nearly five decades of industry experience. His career includes roles at Securities America, Securities Service Network, and Financial Underwriters, where he has worked since 1976. He is also involved with Retirement Planning Partners LLC, which operates as a related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with model portfolios, customized strategies, and technology tools.

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 the Series 63 and Series 65 designations and has worked at firms including Massachusetts Mutual Life Insurance Company, MetLife Securities Inc, Ameriprise, and Citigroup Global Markets. Smith has been with LPL Financial since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Christopher Carrano is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial industry. He focuses on understanding his clients' personal priorities to develop tailored strategies that support their financial goals. His expertise spans general investing, retirement planning, college education funding, executive compensation, and family wealth management. Christopher holds a Bachelor's Degree from Saint Anselm College and has earned the Professional Investment Advisor (PIA) designation. He takes a personalized approach to advising, emphasizing simplicity and transparency in navigating complex investment decisions. Outside of his professional responsibilities, Christopher is involved in the community through organizations such as Guilford Youth Football and the Guilford Youth Lacrosse Association. His personal interests include adventure sports, biking, hiking, music, and rock climbing.

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 at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent three years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analytics.

Bryan Hoffman is a financial advisor with LPL Financial based in Guilford, CT, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and New York Life Insurance Co. Hoffman serves on the board of the Barrington Business & Community Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Esposito is a financial advisor with Mass Mutual Investors Services in Guilford, CT, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience, including prior roles at METLIFE SECURITIES Inc. and Mass Mutual Life Insurance Company. Mass Mutual 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 emphasizes collaborative, annual financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Robert Hoynes is a financial advisor at LPL Financial with 25 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining LPL Financial in 2019, he worked at Sagepoint Financial, Inc., OSAIC Services, Inc., WealthSpire Advisors, and Osaic FA, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Robert Outtrim Jr. is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 credentials and nearly 50 years of industry experience. He has worked at Merrill since 1976 and has been associated with Bank of America since 2009. Outside of his advisory role, he serves on the audit committee of the New Haven Lawn Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth investors, and institutional entities.

Jessica Myers is a financial advisor at OSAIC with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Valerio Financial Group and National Planning Corporation. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with portfolio optimization and provides a variety of programs such as Unified Managed Accounts and third-party money manager options.