Benjamin Stephens is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2024, he worked at GWFS Equities, Inc. for three years and Shamrock Companies for 23 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Sean Drinan is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with Dream Big Basketball LLC, where he gives basketball lessons and conducts training camps. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

William Struss is a CFA® charterholder with 10 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual, joining in 2025. His prior experience includes roles at Orion Portfolio Solutions, Brinker Capital, JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Fidelity Investments Institutional Services Company, Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Diane Brett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at LPL Financial since 2011 and has been involved with American Eagle Credit Union since 2008, where she also provides financial and investment advice to members and non-members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

Stephen Carlo is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for over two decades at Securities America Advisors, Inc. He serves as a co-trustee on a family revocable trust, acting as a tie breaker in decision-making when necessary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset-allocation tools, risk assessment, and automated rebalancing across various asset classes.

Tyler Allen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Enterprise Holdings, Target, and Bryant University. Merrill, along 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 for individuals, high-net-worth clients, and institutional accounts, utilizing internal and third-party managers.

Marilyn Zarkos is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at M&T Bank, Citizens Securities, Inc., Edward Jones, and Macy’s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationally. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by model portfolios and research.

Trevor Glasgow is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Horton Team, which specializes in providing tailored financial solutions to clients. Since beginning his career with The Horton Team in 2013, Trevor has gained over a decade of experience assisting individuals, families, and businesses in managing their financial complexities. His expertise includes corporate benefits, executive services, retirement planning, portfolio management, and legacy planning. Trevor holds a Bachelor's degree from the University of Connecticut School of Business and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He works extensively with both public and private companies, managing defined contribution and benefit plans, equity compensation, deferred compensation, health savings accounts, and fiduciary services. Outside of his professional role, Trevor resides in West Hartford, Connecticut, with his wife and two sons. He supports UConn Husky Athletics and enjoys engaging in activities such as tennis, golf, cooking, and spending time with family and friends. He and his family are active members of their local community.

Jaime Mcauliffe is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Fisher Investments since 2017 and previously was with Voya Financial Advisors and Voya Financial from 2014 to 2017. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Bryan Greenleaf is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has eight years of industry experience, having worked previously with UBS Financial Services and St. Germain Securities. His current tenure at Mass Mutual Investors Services began in 2018, with a brief interval before returning in 2024. MassMutual Investors Services, LLC operates as 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, emphasizing collaborative, goal-focused engagements supported by firm-approved software tools.

Emma Szalay is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, preceded by three years at Ameriprise. Outside of finance, she has experience with community-oriented roles such as involvement in the Team Osan Spouses Club and the USO. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in portfolio management.

Patricio Ortiz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2011. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients maintain final decision authority.

Christina Esposito is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Maureen Zavatone is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Morgan Stanley prior to her current role. She serves as a committee member for Old Saybrook Cares, a nonprofit organization supporting local families affected by the global health pandemic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Jay Bigman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior work includes 26 years at Investacorp, Inc. and roles at Securities America Advisors, Inc. and Securities America, Inc. He operates Bigman Consulting Services, LLC, a vendor for checking products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.

Alan Weber is a financial advisor at Merrill in Hartford, CT, holding a Series 66 designation with 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004 and concurrently affiliated with Bank of America, N.A. since 2011. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drew Martin is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Group and the University of Louisville. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Stephen Rotondo is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves as executor for his father's estate. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and offering a broad range of financial products and research-driven portfolio management.

Neil Keyser is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at UBS Financial Services, The Colony Group, and Wellington Management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, including asset allocation, tax-aware withdrawal strategies, and Social Security options.

Matthew Chirico is a financial advisor with Equitable Advisors in Vernon, CT, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Axa Advisors, Infinex Investments, Northwestern Mutual Investment Services, and James Corso. Outside of advising, he owns SMD Enterprises LLC, a business selling collectibles on eBay. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.