Karen Goersch is a financial advisor with Ameriprise in Rowayton, CT, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary recommendations through a centralized consulting team.

Sandra Senich is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Prior to that, she worked at Bank of America, N.A. since 2004. Outside of her advisory role, she serves on several nonprofit boards, including as Director of THE UCONN CLUB and Vice Chair of the Mattatuck Historical Society, and is involved in charitable fundraising and community arts organizations. Merrill, together 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Gerald Janosko is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2011 to 2017. Janosko also works as an independent insurance agent, selling various insurance and Medicare-related products. Mass Mutual 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 seminars, structuring financial planning as annual, collaborative engagements using firm-approved software and tools.

Christian Foxen is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2021, he was involved with Clube do Povo de Esgueira and Guifoes Sport Club, as well as entrepreneurial ventures including Pine and Iron Axe Throwing and Bluestone Landscapes LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and also offers custody, underwriting, and capital markets solutions.

Ronald Berry is a financial advisor at Cetera with 26 years of industry experience and holds a Series 66 designation. His prior work includes roles at MSI Financial Services, Investors Capital Corp., and Ameriprise. He serves as a member of the Town of Easton Insurance Commission, where he reviews insurance provider proposals and risk mitigation for the town. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with services for individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning solutions through a large network of independent advisors.

Kieran Doherty is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Snowden Lane Partners and Morgan Stanley. He serves on the Board of Directors for The Madison Jaycees in Madison, Connecticut. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Dante D'amore is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and with approximately one year of industry experience. Prior to his current role, he was affiliated with MassMutual Life Insurance Company and spent four years at Sacred Heart University. Mass Mutual Investors Services 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, with a focus on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Joseph Mccarthy is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is a co-owner of Smedley Aerial Lifts LLC and Smedley Industrial Services, Inc., businesses unrelated to investment management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with diverse investment strategies and advanced operational tools.

Scott Mastocciolo is a financial advisor at Osaic Wealth with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise and Wells Fargo Advisors. Mastocciolo is also Managing Director and Financial Advisor at Westport Private Wealth LLC, where he is involved in fixed annuity and insurance business. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers using asset-allocation tools and automated rebalancing.

Michael Tuozzoli is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary retirement income advice, supported by algorithmic automation and oversight committees.

Declan Mahar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1983 and is a qualified Portfolio Manager. Declan provides traditional financial advice and guidance while also developing and managing personalized investment strategies. These strategies may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment options. When working with clients under the firm’s Investment Advisory Program, he may manage these strategies on a discretionary basis. In addition to investment management, Declan collaborates with clients’ accountants and attorneys to create estate plans focused on preserving wealth for future generations. He holds an MBA degree in finance as well as a bachelor's degree, both from Sacred Heart University. Declan is registered with FINRA for Series 7, 24, 63, 65, and 31 and holds Life, Accident & Health Insurance Licenses. He also holds the Personal Investment Advisor (PIA) professional designation.

Skyler Agresti is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he worked in education at Joseph A. Foran High School and Harborside Middle School. He is also involved with the Small Business Development Center. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment recommendations through a large network of advisors.

Robert Mark is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over two decades at Advanced Resources, LLP and H. Beck, Inc. Mark maintains an ongoing role with Advanced Resources, LLP in an investment-related capacity. 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, utilizing both discretionary and non-discretionary strategies supported by various technological tools.

Alyssa Zito is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds Series 63 and Series 66 designations and previously worked with Prudential Annuities Distributors and Prudential Insurance Company of America. Outside of her advisory role, Alyssa coaches youth female basketball with the Ridgefield Basketball Association. Mass Mutual 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, and educational seminars, employing firm-approved tools to analyze client goals and provide collaborative, ongoing advice.

Jay Liddell is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity Investments since 2010, initially serving as Branch Office Manager from 2010 to 2017 before transitioning to his current role as Wealth Management Advisor in 2017. In his work, he focuses on understanding the priorities of clients and their families to assist them in working towards their financial goals.

Lindsay Hillas is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and a member of the Vacheron, DiSabato & Associates group. She specializes in helping high-net-worth individuals and their families simplify complex financial matters through personalized planning and investment advice. Her approach centers on creating customized financial strategies aligned with each client's goals to assist in growing and maintaining wealth. Lindsay's areas of expertise include liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). Lindsay earned her bachelor's degree from Fairfield University. Beyond her professional work, Lindsay enjoys cooking, football, music, reading, skiing, traveling, and spending time with her family.

Walter Rodiger III is a CFP® professional with 44 years of industry experience, currently serving at Equitable Advisors since 2005. His prior experience includes roles at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Outside of his advisory work, he is involved with the Wilton Historical Society as a board member and investment committee member, and he also serves on the investment committee of Wilton Congregational Church. Equitable Advisors provides financial planning, retirement plan consulting, and a range of asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver personalized investment strategies without sponsoring proprietary wrap fee programs.

Amanda Lesmes is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has been with MassMutual and its affiliated firm since 2025. Prior to entering the industry, she worked at Bryant University and Eyes Physicians & Surgeons. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including divorce and estate settlement planning.

Oscar Deleon is a Financial Consultant at Fidelity Investments, where he works with families to define their financial goals and develop strategies to achieve them. He utilizes Fidelity's extensive resources to assist clients in creating personalized approaches to retirement, income, and wealth planning. Prior to his current role, Oscar held several positions at Fidelity Investments, including Investment Consultant from 2018 to 2020, Workplace Planning & Guidance Consultant II from 2017 to 2018, and Investments Solutions Representative from 2016 to 2017. Outside of his professional work, Oscar enjoys family activities, culinary experiences, social events with friends, golf, soccer, and traveling.

Timothy Fox is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2026. In this role, he provides personalized service tailored to clients' needs and preferences, partnering with them to navigate Fidelity's offerings and explore solutions that support their financial priorities. Prior to his current role, Timothy served as a Client Service Manager for Fidelity Family Office Services from 2021 to 2026 and as a Financial Representative at Fidelity from 2018 to 2021. His earlier experience includes roles as a Trader at Cobb Hill Capital Management from 2013 to 2018, a Trading Assistant at Cobb Capital from 2007 to 2012, and a self-employed Trader at the New York Mercantile Exchange from 2006 to 2007.