Jessie Morotto is a financial advisor at LPL Financial with eight years of industry experience. Morotto holds the Series 66 designation and has previously worked with firms including Brian Skinner and Waddell & Reed, Inc. Outside of advising, Morotto also serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, combining discretionary and non-discretionary management with research-supported model portfolios.

Theresa Gartner is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to her advisory role, she serves as co-trustee and co-power of attorney for her father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Nuzzo Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Raymond James, he worked at Long View Investments LLC and has a background that includes roles at the University of Connecticut and Amity Regional High School. He is also involved in a non-investment-related business, Long View Investments LLC, based in North Haven, CT. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers both customized advice and institutional consulting solutions, with a focus that includes municipal and public finance clients.

Brandon Brooks is a CFP® and Series 66-licensed financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Investments since 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals, families, and institutions to define financial goals, make optimal investment decisions, and avoid costly mistakes. His approach begins with a comprehensive assessment of clients' financial situations and priorities, leading to customized investment plans that adapt to changing needs and market conditions. Clients benefit from his access to Merrill's investment insights and the banking and lending solutions of Bank of America. With 20 years of experience in the financial services industry, Peter has held positions in equity research, asset management, and private wealth management. His areas of expertise include college education planning, corporate executive services, equity compensation, family wealth management, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree from Yale University and an MBA from the Kellogg School of Management at Northwestern University. Peter also holds professional designations such as Chartered Financial Analyst (CFA), Personal Investment Advisor (PIA), and Retirement Income Certified Professional (RICP). Peter is involved in professional organizations such as CPS Lives and participates in community initiatives including Big Brothers Big Sisters of Metropolitan Chicago and CPS Lives. Outside of work, he enjoys activities like baseball, football, music, running, table tennis, tennis, traveling, spending time with family, home improvement projects, and sonic experimentation with musical instruments. He lives in Wilmette with his wife, three sons, and two pugs.

Kyle Christiansen is a Series 66-registered advisor with Merrill, based in Fairfield, CT, and has eight years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Bisland is a financial advisor with Morgan Stanley who holds the Series 66 designation and has 16 years of industry experience. He has worked with Morgan Stanley since 2010 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using various analytical tools and models.

Christopher Kusick is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities. Kusick is a licensed independent insurance agent offering products including dental, disability, life, and Medicare-related insurance. He also serves as a trustee responsible for executing the wishes of a trust. Mass Mutual 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 tools and programs designed to support collaborative, client-focused planning and event-driven services such as divorce and estate-settlement planning.

Bob Malitsky is a financial advisor with Mass Mutual Investors Services in Easton, CT, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and Metlife Securities Inc. from 2015 to 2017. He also works as an insurance agent specializing in individual life, health, group life, group health, and fixed annuities. 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, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Luigi Veltri is a Senior Financial Advisor at Merrill Lynch Wealth Management, with over 18 years of experience in the financial services industry. He joined Merrill Lynch in 2006 and focuses on managing new wealth, personal retirement planning, and portfolio management services. Luigi holds an MBA from Sacred Heart University and a Bachelor's degree in Business Administration from Western Connecticut State University's Ancell School of Business. He is also a Personal Investment Advisor (PIA) and is fluent in Italian and English. Luigi has been recognized as a member of the 2024 Forbes "Best-in-State Wealth Management Teams." He is known for his dedication to helping clients pursue their financial goals with reliable and caring service, earning strong rapport with both clients and colleagues. He is affiliated with Merrill Lynch Wealth Management professional organizations. Beyond his professional role, Luigi is committed to his community and participates in several charitable and community organizations, including the Read Aloud Program, the Trumbull Father’s Club, and Closer for Free. He enjoys spending time with his family and engaging in activities such as baseball, fishing, gardening, pickleball, skiing, soccer, softball, tennis, and traveling.

Jake Finnucan is a financial advisor with Merrill and holds the Series 66 designation. He has five years of industry experience and has worked at Bank of America, Merrill Lynch, and Webster Bank Financial Corporation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Marcus Hebeler is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been affiliated with Cetera and its affiliates since 2016. Outside of advisory work, he is also licensed as an insurance agent selling life, health, and annuity products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting a wide range of investment strategies and program structures.

Stephen Krizek is a financial advisor with Edward Jones in Fairfield, CT, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Third Bridge and EII Capital Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sean Lenahan is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Outside of his advisory role, he serves as a board member on the finance and fundraising committees for the Family & Children's Agency in Norwalk, CT. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Lauren Morales is a financial advisor at Merrill with 11 years of experience at the firm and holds a Series 66 designation. She has worked at Merrill since 2015 and is based in Westport, CT. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

Lisa Simon is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2012. Merrill provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Kevin Gargano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co of America, Prudential Annuities Distributors, Raymond James Financial Services, Liberty Bank, and Vantis Life Insurance Co of CT. Outside of finance, he is the president and owner of RoGar Pharma, a non-investment-related business. 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 range of financial planning and advisory programs, leveraging research and model portfolios from various sources to support both discretionary and non-discretionary management strategies.

Patrick Skelly is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Edward Soderberg is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience, including 12 years at Invest Financial Corporation before joining LPL Financial in 2018. Outside of his advisory work, he serves as an instructor at the YMCA and works as a photographer. 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. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Mark Fitzgerald is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He worked at Commonfund Securities, Inc. for 15 years before joining Merrill in 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.