Richard Suraci is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved with Christian Question Inc, a role he has held since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and implementation delegated to BNY Mellon Advisors.

Jeffrey Spiewak is a financial advisor at Ameriprise with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Ameriprise in 2023, he worked at Dibico Construction, Inc. and Rockit Solutions, LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Clinton Noell is a financial advisor with Charles Schwab in Fairfield, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work history includes roles at Morgan Stanley, E*TRADE Capital Management, and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jonathan Snyder is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent three years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 emphasizes a structured planning process supported by firm-approved tools and analytics.

Steven Evanchik is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney LLC before his current role at Morgan Stanley Private Bank, N.A. He serves as a partner in an investment-related business, James Newby and Elizabeth Newby, LTD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and internal investment analysis.

Matthew Carrano is a financial advisor at Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Guilford Savings Bank and Roger Williams University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Lindsey Shaffner is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2025. Lindsey has extensive experience in the financial sector, having worked as an Equity Trader at Neuberger Berman from 2006 to 2021. In her current position, Lindsey focuses on building trusted relationships by understanding each client's goals and partnering with them to develop personalized financial plans aimed at long-term success. Outside of her professional work, her personal interests include spending time at the beach, comedy, fitness, social events with friends, movies, and reading.

Benjamin Seleski is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on assisting professionals who are raising families, have accumulated wealth, and are planning their financial futures. He works collaboratively with clients to define their life goals and establish personalized financial strategies that address their specific needs and help them stay on track. Benjamin's expertise includes executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He employs a disciplined approach that involves understanding clients' financial lives to integrate various aspects such as education savings programs, credit and lending solutions, insurance strategies, trust services, wealth structuring, and alternative investments through collaboration with specialists throughout the firm. He holds a Bachelor's Degree from Yeshiva University and has completed a graduate program in religious studies. Benjamin is designated as a Personal Investment Advisor (PIA). Outside of his professional role, he is engaged in his community and volunteers with local organizations. His personal interests include baseball, basketball, football, ice hockey, music, running, and skiing.

David Fishman is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Raymond James & Associates, Tocqueville Securities L.P., and AMG Funds LLC. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with risk management strategies that include tax-aware processes and defensive tactics.

Robert Outtrim Jr. is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 credentials and nearly 50 years of industry experience. He has worked at Merrill since 1976 and has been associated with Bank of America since 2009. Outside of his advisory role, he serves on the audit committee of the New Haven Lawn Club. 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 for a broad range of clients including individuals, high-net-worth investors, and institutional entities.

Kevin Tucker is a financial advisor with Ameriprise in Trumbull, CT, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jessica Myers is a financial advisor at OSAIC with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Valerio Financial Group and National Planning Corporation. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with portfolio optimization and provides a variety of programs such as Unified Managed Accounts and third-party money manager options.

Matthew Fortney is a financial advisor with LPL Financial in Shelton, Connecticut, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Northstar Wealth Partners, MSI Financial Services, Ast Investment Services, and American Skandia Advisory Services. Outside of his advisory work, he is involved with Stoneshore Partners LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 extensive investment tools and a large network of over 22,800 advisors.

Dean Volain is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes over four decades at Volain & Volain Certified Public Accountants P.C., as well as roles at Raymond James Financial and experience in insurance brokering. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise managed accounts.

Brett Hutchison is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides guidance and support to clients in managing their financial assets. He holds a Bachelor's Degree from Quinnipiac University.

Christopher Podkowiak is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Primerica in various capacities since 2010. Outside of advising, he has been serving at the Probate Court of Berlin, CT since 2015. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Fiona Kastrati is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs and Chainhaus. Outside of her advisory role, she is involved as an employee in Cipriani Wall Street, a restaurant and nightlife establishment in New York. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning that employs firm-approved tools and modeling techniques to help clients develop personalized strategies.

Chelsea Spencer is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Foresters Financial Services and in the hospitality sector. Outside of her advisory role, she is involved with New View Wealth Management LLC, operating under Cetera Business. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Janet Connolly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and Citigroup Global Markets. She is also involved in an investment-related activity with Wilmington Advisors at M&T. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Justin Borglum is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.