Charles Mac Namara is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, BNY Mellon Securities, and Equitable Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and a range of brokerage and insurance products through an integrated platform.

Joseph Dedo is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including 20 years at Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. His professional background includes insurance sales and investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Nichole Mc Carthy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at Ameriprise and Wells Fargo Clearing. She is also a registered associate at Westport Wealth Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed risk profiling and supported by firm research.

Jason Castaldi is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is the managing member of Wealth Building LLC. MassMutual Investors Services, LLC 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 services, utilizing firm-approved software tools and providing collaborative, annual planning engagements.

Nikola Sormaz is a Series 66-credentialed financial advisor with Edward Jones in New Haven, CT, bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Jensen Industries from 2004 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gregory Fischer is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been providing financial guidance since 1999. He focuses on developing deep, personalized relationships with clients to simplify their financial lives and align strategies with their long-term goals and priorities. Gregory's expertise encompasses a wide range of areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, and tax minimization. He holds several professional designations, including Certified Private Wealth Advisor (CPWA)®, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Wesleyan University in 1996 with a Bachelor of Arts degree in Economics, where he also played football and ice hockey. Gregory resides in Redding, Connecticut with his two sons and participates in outdoor activities such as snowboarding, golfing, mountain biking, and hiking. Additionally, he supports organizations like St. Jude Children's Research Hospital, the Boys & Girls Club of Redding, Make-A-Wish, The Peddie School, and Wesleyan University.

John Ahern is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial advisory roles, including positions as an Investment Consultant at Fidelity Investments, and Financial Advisor roles at MML Investor Services, LLC, MSI Financial Services, Inc., and New England Securities. He began his career as a Junior Associate at Financial Advisory Network, LLC. John is a Certified Financial Planner™ professional who focuses on helping clients work towards their long-term financial goals by developing a thorough understanding of their current situation and future objectives. He collaborates with clients to establish a clear financial picture and identify strategies to improve their likelihood of long-term success. Outside of his professional work, John enjoys activities such as beach outings, biking, family activities, golf, running, and skiing.

Karen Scinto is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Northwestern Mutual Investment Management and several independent advisory practices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both proprietary and third-party research and investment strategies.

Ellen Cohen is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has worked within various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad client base with discretionary and non-discretionary advisory services.

John Lombardi is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trade implementation delegated to BNY Mellon Advisors.

John Uyeki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Chelsea Groton Bank, and Infinex Investments Inc./Osaic Institutions, Inc. Outside of his advisory work, he is an owner and partner of Stripers Inc. LLC, a recreational fishing boat business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence and ESG eligibility process.

Michele Wyatt is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Lincoln Financial Distributors for 11 years before joining Fisher Investments in 2024. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Kalie Van Cura is a financial advisor at Merrill with nine years at the firm and five years of industry experience. She holds a Series 66 designation and previously worked at Tudor Investment Corporation for four years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Alan Williams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as self-employment since 1993. Outside of advising, he owns and operates a tax preparation and accounting business and serves as treasurer and comptroller for a construction company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party model portfolios.

Derek Packett is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Assessment Appeals and volunteers with the Flanders Nature Center & Land Trust. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focusing on income sources and tax-aware withdrawal strategies.

Gennaro Zimbaldi is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Morgan Stanley since 2019, following prior roles at Newbridge Securities Corporation and Curry Subaru. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Philip Ucci III is a ChFC®-designated financial advisor with 20 years of industry experience, currently with Raymond James Financial. His prior experience includes roles at Edward Jones and KeyBank. He is also the CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, both operating in Milford, CT. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and municipal entities. Its offerings include tailored, mostly non-discretionary advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Lisa Capobianco is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of advising, she serves as Secretary and Treasurer of WHITECAP Technologies, Inc., a telecommunications sales company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Steven Chille is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, underwriting, and research resources.

Matthew Landry is a CFP®-certified financial advisor with Morgan Stanley, bringing 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following a 13-year tenure at Merrill. Outside of his advisory role, he is involved in real estate investment and management as a sole proprietor. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios developed by its Global Investment Committee to support clients’ financial planning needs.