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 at LPL Financial with 27 years of industry experience. He has held positions at LPL Financial since 2020, Sagepoint Financial, Inc. from 2008 to 2020, and American General Securities Incorporated from 2004 to 2008. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in tax advisory and financial advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors through various platforms, model portfolios, and technology tools while providing access to broad financial services and institutional solutions.

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 in Fairfield, CT, holding a Series 65 designation with 13 years of industry experience. Since founding Trendhaven in 2013, he has provided investment advisory services. Outside his advisory role, he occasionally offers business planning and development services. Trendhaven Investment Management serves individuals, pension plans, trusts, charitable organizations, and corporations, focusing on experienced investors seeking an absolute-return objective. The firm employs a trend-following investment model using licensed technical analytics to tactically manage allocations primarily between high-yield U.S. corporate bond funds and cash or money-market instruments.