Sandra Assunto is a financial advisor with LPL Financial in Milford, CT, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at People's United Advisors, Inc. and People's Securities, Inc., where she worked for multiple decades. 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 portfolio programs, and institutional platforms, supported by technology and a large advisor network.

Michael Derby is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup, Guardian Life Insurance, Opus Advisory Group, and Park Avenue Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative screens and qualitative research to support its recommendations, which include an ESG eligibility framework.

Julian Diaz is a financial advisor with MassMutual Investors Services in Shelton, CT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual entities since 2016. In addition to advisory work, he is an independent insurance agent specializing in dental, group disability income, fixed annuities, life/accident/health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Christopher Desantis is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has 18 years of industry experience, including 12 years with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Kenneth Sorrentino is a Series 66-licensed financial advisor with LPL Financial, based in Trumbull, CT, and has five years of industry experience. His background includes roles with Siorsky Credit Union, Retirement Planning Partners, and involvement with Yale University Athletics and the University of New Haven. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

John Corraro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at MetLife Securities. Outside of his advisory work, Corraro serves as chairman of the board for Center Stage Theatre, is a board member for the Foundation for Life, and sits on the development committee of the Boys and Girls Club of the Lower Naugatuck Valley. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements tailored to client goals.

Lisa Cerbone Montalto is a Wealth Management Advisor at Merrill Lynch Wealth Management in Ridgefield, Connecticut. She leads the MDCL Group and the healthcare professional and Financial Life Benefits initiative, focusing on serving physicians, medical professionals, healthcare executives, and their families. Lisa applies her experience in healthcare and financial services to help clients simplify their financial lives and achieve their goals with greater knowledge and confidence. Prior to joining Merrill Lynch, Lisa spent over two decades in healthcare administration and medical education. She holds a Bachelor's degree in Government from Wesleyan University and a Master's degree in Health Services Administration from the University of Michigan. Lisa maintains multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lisa is actively involved in her community, advising the Abbott Technical High School Leos Club and volunteering with various Lions Clubs and vision-related organizations in Fairfield and New Haven Counties. She also contributes to youth music programs in Danbury, Connecticut. Lisa is a member of several professional organizations including the American College of Healthcare Executives, the American Public Health Association, and the Financial Planning Association. Fluent in English and Spanish, she resides in Brookfield, Connecticut with her family.

Richard Granger is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a general partner at The Land of Nod Winery LLC, involved in grape growing, winemaking, and sales. Morgan Stanley Wealth Management provides advisory programs and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and modeling tools and offers a range of investment and advisory services.

David Spiecher is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013 and was previously with Merrill from 2011 to 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG eligibility where applicable.

Jane Hoeffner is a financial advisor at Morgan Stanley in Westport, CT, with three years of industry experience. She holds a Series 66 designation and joined Morgan Stanley in 2025 after working for the Weston Public Library and spending 18 years in homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving both individual and institutional clients. The firm offers a range of advisory programs focused on structured financial planning and employs analytical tools such as Monte Carlo simulations and return estimates in its process.

Fredric Lowe is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 63 designation and over 35 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following his tenure at Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 employs a structured financial planning process supported by proprietary tools and investment committee insights.

Justin Getts is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Guardian Life and Woodbury Financial Services. 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 provides advisory and brokerage services through a broad network of representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Mead Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He has previously worked at Morgan Stanley and its private bank affiliates for over a decade before joining Raymond James and The IST Group in 2021. He is also the owner of Greenfield Hill Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing advanced analytical tools and supporting municipal and public finance through a distinctive affiliation with a municipal advisor.

Patrick Clark is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He previously worked for Commonwealth Financial Network for 15 years and Wrp Investments, Inc. for one year. Clark is the owner of Alpine Wealth Management, LLC, a private entity created to facilitate securities and fixed insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client goals.

Allison Mislow is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 20 years of industry experience. She previously worked at MetLife Insurance Company for 17 years before joining MassMutual Investors Services in 2017. Outside of her advisory role, she is involved in insurance sales and serves as a power of attorney for her parent. MassMutual Investors Services 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 planning engagements supported by firm-approved software tools and educational seminars.

Tyler Griffin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior roles include positions at Trinity Point Wealth and Racebrook Country Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Michael Frascione is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 65 designations. He has experience beginning in 2024 with Wells Fargo Bank and joined Wells Fargo Clearing in 2025. Additionally, he has been involved with Connecticut Weather Center, Inc. since 2007. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Sayegh is a CFP® with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. He previously worked at People's United Advisors, Inc. and People's Securities, Inc. for a total of over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various allocation approaches.

Amy C Hessel is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked at WorldCare Pet Transport, Mercy Learning Center of Bridgeport, and Pearson, and spent nine years in education. She also provides technology consulting services to an individual client outside of her advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, with recommendations based on internal research and third-party data.

Jelmena Hudson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and with Wells Fargo Advisors Financial Network since 2026, following a brief tenure at Morgan Stanley in 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs analysis, and divorce planning.