Joseph Matthews is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Matthews also teaches at Fairfield University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and research methodologies.

Ravi Sankar is a Series 66 licensed financial advisor with two years of industry experience. He is currently with LPL Enterprise and has prior experience at Pruco Securities LLC, Sutherland Global, and Wipro. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.

Nicholas Pelaccia is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as at Dick's Last Resort and Auto Repairs Unlimited, alongside a period of full-time education. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendations.

Richard Zorena is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the Board of Directors for the Orange Chamber of Commerce and is a board member of the Rotary Club of Orange. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including portfolio management, financial planning, and capital markets solutions.

James Craco Jr. is a financial advisor with LPL Enterprise LLC, holding Series 63, 65, and 66 credentials and 27 years of industry experience. His prior positions include roles at Sentinel Asset Management, Colonial Life, Oppenheimer, Credit Agricole Securities, and TD Securities. He is also involved in a non-variable insurance agency based in Fairfield, CT. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Reese Gregory is a financial advisor with Morgan Stanley in Fairfield, CT, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Morgan Stanley, he worked in various roles including at Modern Day Auctions and LightRFP. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models, while serving approximately $2.74 trillion in client assets.

Robert Heagney is a financial advisor with Ameriprise Financial Services in New Haven, CT, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Savona Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice. The firm’s approach includes asset allocation, tax-aware withdrawal strategies, and Social Security claiming options, supported by proprietary research and third-party data.

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.

Michael Gefen is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with clients to develop individualized financial plans focused on retirement and other significant life events. His approach emphasizes understanding clients' unique needs and priorities to help them work toward financial security and comfort. He has held various roles in the financial sector since 1993, including positions as Vice President-Investments at Prudential Securities and vFinance, Senior Financial Consultant at Comerica Bank, and Equity Trader at several firms such as Millennium Management LP, Nexus Asset Management, and Diamondback Capital. This extensive experience spans investment management and trading. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

Matthew Kennelly is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2006. Outside of his advisory work, he serves on the board of directors for the Prospect Soccer Club in Connecticut. Ameriprise Financial Services is a large, diversified advisory 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 focused on reliable income sources 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.

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.

Donald Rich is a financial advisor at Wells Fargo Advisors with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, he is a trustee for a family trust and is involved in investment-related ventures through entities he owns or co-owns. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning specialties and integrates advisory services with various financial products and referral channels.

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.

Robert Duffus is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at People's United Advisors, People's Securities, and People's United Bank. Duffus also serves as a public notary and has experience as a branch manager at M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with a range of investment options and operational tools while maintaining a broad platform that includes affiliated insurance and banking services.

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.

Jerrett Weltens is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at People's United Advisors, Inc. and People's Securities, Inc. from 2013 to 2022. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Michael Nelson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a tenure with Wachovia Bank, N.A. starting in 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Potok is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at VOYA Financial Advisors, Inc., AssetMark Brokerage, LLC, and Centurion Capital Group, Inc. He is also involved with Retirement Income Resources, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets through various program structures and custodial relationships.

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.