Keith Neidig is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with clients to support their wealth planning needs by leveraging comprehensive resources and providing tailored advice. His approach focuses on ensuring clients have appropriate asset allocation across emergency funds, income, protection, and tax-smart growth strategies to help achieve their financial goals. Keith has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently serving as Vice President, Financial Consultant since 2022. His experience spans various aspects of financial consulting and investment advising. Outside of his professional role, Keith's personal interests include baseball, beach activities, fishing, football, golf, and spending time at the lake.

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.

Albert Innarelli III is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017, including a recent role at Morgan Stanley Private Bank, N.A. from 2026. Prior to joining Morgan Stanley, he was employed by Follett Higher Education for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Michelle Doffek is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at SagePoint Financial, Inc., and Morgan Stanley, including a private banking role. Michelle also owns Doffek LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

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.

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 Behrens is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 63 designation and bringing 54 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Behrens also operates as an independent insurance agent, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services 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, using firm-approved tools to deliver written recommendations within annual planning engagements.

Nicholas Sheridan is a Financial Advisor with Merrill Lynch Wealth Management, where he leads the MWS Associates team. The team offers services that integrate the resources of a global wealth management firm with personalized care to assist clients in achieving both their personal and financial life priorities. Nicholas and his team focus on building deep relationships with clients by getting to know them personally and collaborating to develop strategies tailored to their unique life goals. His professional credentials include being a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Finance from the University of Connecticut and was born and raised in Ellington, Connecticut. Nicholas currently lives in Manchester, Connecticut with his wife, Jennifer. Outside of work, he is passionate about exercise, fitness, and golf, activities he enjoys with clients, friends, and family.

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.

Mia Wallack is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Webster Bank and LPL Financial since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and various portfolio management technologies.

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.

Roxanne Donahue is a Financial Consultant who focuses on helping individuals and families improve their financial futures. She emphasizes guidance and education to assist clients in focusing on their goals and navigating financial challenges. Her approach involves collaborative planning to create strategies aimed at providing peace of mind for the future. Roxanne has experience working with Fidelity Investments, where she served as a Financial Representative from 2023 to 2024, and then as an Investment Consultant from 2024 to 2026. Outside of her professional work, Roxanne's interests include cooking and baking, fishing, spending time at the lake, music, pets, and yoga.

Gene Callahan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Patrick Willcutts is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president and is a member of the Finance Oversight Committee for Rotary International District in Evanston, IL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Benjamin Swain is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade, Equitable Advisors, and Advised Assets Group. Currently based in West Hartford, CT, Swain has been with Charles Schwab since 2023. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Leonard Lye is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at institutions including Citigroup, Santander Bank, and KeyBank. His current roles also include serving as a Private Client Relationship Manager at Webster Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Daniel Bedard is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. His career includes prior roles at Avantax Advisory Services and Premier Pay Solutions, and he also operates Bedard & Company, PC, providing tax preparation and accounting services. Bedard serves on the board of directors for Newtown Savings Bank, a mutually owned local community 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 of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Ryan Buser is a financial advisor at Merrill with six years of industry experience. He previously worked at Morgan Stanley, BMO Capital Markets Corp., and KLS Advisors. Outside of finance, he owns ThreePaddy Games, LLC, a business focused on designing and producing board games for online retail. 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 and profit-sharing plans, corporations, and charitable organizations.

Halima Adam Dabre is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 designations. Prior to her current role, she was involved with Red Carpet Homecare, LLC for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.