Kenneth Sorrentino is a financial advisor with LPL Financial based in Trumbull, CT. He holds the Series 66 designation and has four years of industry experience. His work history includes roles at LPL Financial and Retirement Planning Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

John Corraro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at MetLife Securities. Outside of his advisory work, Corraro serves as chairman of the board for Center Stage Theatre, is a board member for the Foundation for Life, and sits on the development committee of the Boys and Girls Club of the Lower Naugatuck Valley. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements tailored to client goals.

Lisa Cerbone Montalto is a Wealth Management Advisor at Merrill Lynch Wealth Management in Ridgefield, Connecticut. She leads the MDCL Group and the healthcare professional and Financial Life Benefits initiative, focusing on serving physicians, medical professionals, healthcare executives, and their families. Lisa applies her experience in healthcare and financial services to help clients simplify their financial lives and achieve their goals with greater knowledge and confidence. Prior to joining Merrill Lynch, Lisa spent over two decades in healthcare administration and medical education. She holds a Bachelor's degree in Government from Wesleyan University and a Master's degree in Health Services Administration from the University of Michigan. Lisa maintains multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lisa is actively involved in her community, advising the Abbott Technical High School Leos Club and volunteering with various Lions Clubs and vision-related organizations in Fairfield and New Haven Counties. She also contributes to youth music programs in Danbury, Connecticut. Lisa is a member of several professional organizations including the American College of Healthcare Executives, the American Public Health Association, and the Financial Planning Association. Fluent in English and Spanish, she resides in Brookfield, Connecticut with her family.

Richard Granger is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a general partner at The Land of Nod Winery LLC, involved in grape growing, winemaking, and sales. Morgan Stanley Wealth Management provides advisory programs and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and modeling tools and offers a range of investment and advisory services.

David Spiecher is a Certified Financial Planner (CFP®) and holds a Series 66 license with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013, based in Westport, CT. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Jane Hoeffner is a financial advisor at Morgan Stanley in Westport, CT, with three years of industry experience. She holds a Series 66 designation and joined Morgan Stanley in 2025 after working for the Weston Public Library and spending 18 years in homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving both individual and institutional clients. The firm offers a range of advisory programs focused on structured financial planning and employs analytical tools such as Monte Carlo simulations and return estimates in its process.

Fredric Lowe is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 63 designation and over 35 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following his tenure at Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and investment committee insights.

James Mead Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He has previously worked at Morgan Stanley and its private bank affiliates for over a decade before joining Raymond James and The IST Group in 2021. He is also the owner of Greenfield Hill Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing advanced analytical tools and supporting municipal and public finance through a distinctive affiliation with a municipal advisor.

Benjamin Smiles is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2015 as part of The Smiles Group, a wealth management team. He focuses on providing a comprehensive approach to wealth management that begins with understanding each client's family, financial situation, and priorities. Benjamin helps clients develop customized strategies tailored to their unique circumstances, allowing for flexibility as their needs evolve and market conditions change. He delivers access to the investment insights of Merrill Lynch and the banking services of Bank of America to address a broad range of financial aspects. With expertise spanning estate planning, investments, tax minimization, education funding, wealth transfer, and retirement income strategies, Benjamin works with high-net-worth clients to simplify their financial lives and prioritize their goals. He collaborates closely with a Wealth Management Lending Officer from Bank of America to offer strategic home financing guidance aligned with clients’ overall financial plans. Benjamin holds the Certified Plan Fiduciary Advisor (CPFA) designation and is a recognized Retirement Benefits Consultant and Personal Investment Advisor. Benjamin completed high school at Stratton Mountain School and attended the University of Colorado System’s Leeds School of Business, though no degree was conferred. He resides in Ridgefield, Connecticut, with his wife, Meg, and their children, Lily and Charlie. His personal interests include skiing, surfing, sailing, and travel.

Patrick Clark is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He previously worked for Commonwealth Financial Network for 15 years and Wrp Investments, Inc. for one year. Clark is the owner of Alpine Wealth Management, LLC, a private entity created to facilitate securities and fixed insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client goals.

Allison Mislow is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 20 years of industry experience. She previously worked at MetLife Insurance Company for 17 years before joining MassMutual Investors Services in 2017. Outside of her advisory role, she is involved in insurance sales and serves as a power of attorney for her parent. MassMutual 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 collaborative planning engagements supported by firm-approved software tools and educational seminars.

Tyler Griffin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior roles include positions at Trinity Point Wealth and Racebrook Country Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Casey Olsen is a Series 66-licensed financial advisor at Merrill with 11 years at the firm and three years of industry experience. Based in Stamford, CT, Olsen has worked solely with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over two decades of experience helping corporate professionals, lawyers, doctors, and other individuals simplify their wealth management through tailored strategies. Michael works closely with clients to develop personalized financial plans that address liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He also assists small business owners with managing 401(k) plans and optimizing employee benefits. Michael holds a Master's Degree from Fordham University and a Bachelor's Degree from Syracuse University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He integrates the resources of Merrill Lynch and banking services from Bank of America to provide a comprehensive approach to wealth management. Michael emphasizes a long-term, disciplined financial strategy to help clients pursue their unique goals through changing market conditions. Outside of his professional role, Michael volunteers within the communities he serves. His personal interests include billiards, golfing, hiking, and reading.

Amy C Hessel is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked at WorldCare Pet Transport, Mercy Learning Center of Bridgeport, and Pearson, and spent nine years in education. She also provides technology consulting services to an individual client outside of her advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, with recommendations based on internal research and third-party data.

Jelmena Hudson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Mike Card is a financial advisor at LPL Enterprise with three years of industry experience and holds a Series 66 designation. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Charter Communications. He has also been involved with a dive bar and restaurant business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Daniel Hoffmann is a CFP®-certified financial advisor with Mass Mutual Investors Services in Shelton, CT, where he has worked since 2021. He has four years of industry experience and previously held roles at Southern Tide, Vincere Management Group, and Salve Regina University. Hoffmann also works as an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. 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, emphasizing collaborative client relationships and goal-based recommendations.

Earl Wheway Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and was previously with UBS Financial Services for 10 years. Outside of his advisory role, he serves as a board member of the Catherine Violet Hubbard Animal Sanctuary, a private foundation in Newtown, Connecticut. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs, including estate planning and corporate financial planning solutions.

Kevin Condon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Stamford, CT. He specializes in providing personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and small businesses, focusing on areas such as personal retirement planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Mount Saint Mary's University and maintains professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin applies his expertise through consistent communication and personalized financial planning to help clients meet their long-term goals. Kevin resides in Wilton, CT with his family. Outside of his financial advisory role, he teaches cycling at Equinox Fitness and enjoys running, cycling, golf, and skiing. He has also participated in community events such as the Autism Speaks NYC Marathon in 2011 and has been involved with Smilow Cancer Hospital.