Kenneth Sorrentino is a financial advisor with LPL Financial in Trumbull, CT, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Retirement Planning Partners since 2021, and previously was involved with Yale University Athletics and the University of New Haven. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a wide range of management options and model portfolios supported by LPL Research and third-party subadvisors.

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 for Merrill Lynch Wealth Management based in Ridgefield, Connecticut. She leads the MDCL Group and the healthcare professional and Financial Life Benefits initiative on her team, focusing on serving physicians, medical professionals, healthcare executives, and others in the healthcare field. With more than two decades of experience, Lisa advises business owners, executives, and multi-generational families on wealth growth, preservation, and education. Prior to joining Merrill Lynch in 1999, she had a twenty-year career in healthcare administration and medical education. Lisa holds a Bachelor's degree with Honors in Government from Wesleyan University and a Master's degree in Health Services Administration from the University of Michigan School of Public Health. She is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lisa is actively engaged in her community through roles such as Lion Advisor for the Abbott Technical High School Leos Club and involvement with the Lions Club of Danbury, the Lions Low Vision Centers of Fairfield and New Haven Counties, and the Saint Therese Youth Choir in Danbury. She communicates in English and Spanish and is a member of professional organizations including the American College of Healthcare Executives, the American Public Health Association, the Financial Planning Association, and the University of Michigan Alumni Association.

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 Certified Financial Planner (CFP®) and holds a Series 66 license with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013, based in Westport, CT. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

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 who holds a Series 66 designation and has 15 years of industry experience. His previous roles include positions at Guardian Life and Woodbury Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

James Mead Jr. is a financial advisor with Raymond James Financial Services Advisors, Holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Boston Harbor Wealth Advisors. He is also owner of Greenfield Hill Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers a range of tailored, mostly non-discretionary advisory solutions and maintains links to municipal and public finance through its affiliate network.

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 a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Trinity Point Wealth and held roles outside finance including at Racebrook Country Club, Amazon, and Boys & Girls Clubs of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios across mutual funds, ETFs, and ETPs.

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 affiliated with LPL Financial since 2022. He has previous experience at People's United Advisors, Inc. and People's Securities, Inc., where he has worked for over three decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs with access to research, model portfolios, and various investment strategies.

Amy C Hessel is a financial advisor with Ameriprise in Stratford, CT, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, she worked in education and held roles at WorldCare Pet Transport, Mercy Learning Center of Bridgeport, and Pearson. Outside of her advisory role, she provides online technology consulting to a college professor. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jelmena Hudson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Mike Card is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities. Outside of finance, he worked briefly in the hospitality sector at Dive Bar & Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Daniel Hoffmann is a CFP®-certified financial advisor with Mass Mutual Investors Services in Shelton, CT, where he has worked since 2021. He has four years of industry experience and previously held roles at Southern Tide, Vincere Management Group, and Salve Regina University. Hoffmann also works as an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health 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 ongoing financial planning, asset management, and educational seminars, emphasizing collaborative client relationships and goal-based recommendations.

Tressan Quinn is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Earl Wheway Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a board member of the Catherine Violet Hubbard Animal Sanctuary, a private foundation in Newtown, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Anthony Marchitto is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with LPL Financial in Milford, CT, where he has worked since 2021. His prior experience includes roles at Christopher Gavin and Waddell And Reed, Inc. Outside of finance, he was involved with Prime One Eleven Restaurant for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.