Kristina Kiraly is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Bank of America, Merrill, Darden Restaurants Inc, General Electric/ABB, and Keller Williams Realty. Outside of her advisory role, she sells personal items on eBay and Mercari. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Deck is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

George Goldman is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual affiliates in 2016. He is also an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, long-term care, and property and casualty insurance, and is a partner in Golman Wealth Advisory Team, LLC. 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, utilizing tools such as Monte Carlo simulations and automated asset-allocation software.

Jennifer Ibrahim is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at Primerica Advisors since 2023 and previously at Primerica Financial Services starting in 2022. Outside of her advisory role, she is involved as an independent market partner with Monat Global and an affiliate with Amare, and she works as a self-employed nanny. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining authority over model selection.

Jp Rizzitelli is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at SagePoint Financial, Inc. for 12 years before joining LPL Financial in 2020. His business activities include providing tax advisory services and non-variable insurance financial advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Robin Pinkham is the principal of Robin Pinkham Investment Advisory, LLC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been managing his own advisory firm since 2009 and has also worked with Westport Resources Management and Westport Resources Investment Services since 2003. Outside of his advisory work, he volunteers at Crosby Commons, an assisted living facility in Shelton, CT, where he gives monthly investment talks to residents. Robin Pinkham Investment Advisory, LLC provides individualized portfolio management services primarily for a high-net-worth individual client, overseeing approximately $500,000 in assets. The firm emphasizes direct portfolio management and ongoing account oversight, serving a single client with a client-focused approach uncommon among similar advisers.

Michael Choniski is the sole advisor at Trendhaven Investment Management, LLC, an independent firm based in Fairfield, CT. He holds a Series 65 designation and has 12 years of industry experience. Outside his role at Trendhaven, he occasionally provides business planning and development services. Trendhaven Investment Management offers discretionary portfolio management primarily to experienced investors, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an absolute-return, trend-following investment approach that uses licensed technical analytics and back-tested signals to manage allocations mainly between high-yield U.S. corporate bond funds and cash or money-market instruments.