Ryan Cassidy is the Vice President and Branch Leader responsible for leading Fidelity's New Haven Investor Center. In this role, he offers guidance to customers on a range of financial planning services including one-on-one retirement and investment planning, income strategies, college planning services, and integrated employee benefits strategies. He has been with Fidelity Investments since 2016, initially serving as Director of Investor Center Operations from 2016 to 2021 before assuming his current leadership position in 2021.

Anthony Passarello is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as a long tenure at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include a range of investment and estate planning strategies.

Peter Schutt is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Maria Mcardle is a financial advisor at UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company, Mitchell Janoff, and Northern Trust. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a broad platform that includes capital markets and research resources.

Joseph Mcdonagh is a financial advisor with LPL Financial in Hamden, CT, holding the ChFC® designation and securities licenses Series 63 and 65. He has 34 years of industry experience, including roles at Waddell & Reed and various insurance carriers. In addition to his advisory work, he has served as an election worker for the Town of Hamden. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Wendy Wheeler is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 47 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was employed at Citigroup Global Markets starting in 1990. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Steven Green is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials. He has one year of industry experience and a background that includes law enforcement roles with the Norwalk, Rocky Hill, and Baltimore Police Departments, as well as emergency medical response with American Medical Response. 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 variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Lisa Cullen is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2023. She provides personalized and customized financial planning services, aiming to co-create plans that offer clients peace of mind and a high-quality experience. Prior to her current role, Lisa worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2019 to 2023. She also has experience as an Investment Strategist at Merrill Lynch & Co., Inc. from 1994 to 2001. Throughout her career, Lisa has developed expertise in financial planning and client relationship management. Her professional background includes working with a diverse set of clients to tailor financial strategies that meet their individual needs. Outside of her professional work, Lisa enjoys hiking, kayaking, visiting museums, listening to music, reading, and skiing.

Jacquelyn Smith is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior work includes positions at Wells Fargo and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mario Bartoli is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. He has held positions at People's United Advisors, Inc. and People's Securities, Inc. for multiple decades. 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 representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven D'amico is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Rob Cassella is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a private office space in Wallingford, CT, which he shares with other advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Nicole Pecknold is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2016, following a long tenure at UBS Warburg beginning in 2002. Outside of her advisory work, she owns The Q Hockey, LLC, a youth spring hockey team, and teaches small group sessions on personal financial planning. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team and employs a combination of research, modeling, and tax analysis in its approach.

Joshua Kampf is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The GKH Group, a three-generation family advisory team. He joined Merrill in 2004, working alongside his father and grandfather. Joshua focuses on integrating all aspects of clients' financial lives, including wealth management planning, lending through Bank of America, estate planning services, and insurance. His approach aligns with The GKH Group's core principles of integrity, honesty, and dedication to addressing clients' financial challenges. Joshua has been recognized on the Forbes Best-in-State Wealth Advisors list from 2020 to 2025 and on Barron's Top 1,200 Financial Advisors list during the same period. He emphasizes Modern Portfolio Theory in investment strategy, aiming to optimize risk-adjusted returns and diversify client portfolios. Joshua holds a bachelor's degree from Johns Hopkins University, where he majored in Economics with a concentration in Psychology and participated as a varsity baseball player for four years. Beyond his professional duties, Joshua founded Journey for America, a non-profit organization focused on raising money and awareness for victims of terrorism. He resides in Cheshire, Connecticut with his wife and two children, and he enjoys coaching youth sports as well as participating in baseball, golf, reading, tennis, skiing, and continual learning.

Brandon Gannon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has a diverse background that includes roles in real estate and the restaurant industry alongside his financial services career. Gannon currently works as a real estate agent with Coldwell Banker Realty in addition to his advisory role. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodians.

Julian Falcioni is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has professional experience including roles at ARK Investment Management and Preqin. Outside of his advisory work, he is involved in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 seminars, utilizing firm-approved software tools to develop customized investment strategies.

Nicara Enright Alves is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 66 credentials and accumulating 10 years of industry experience. Her prior work includes roles at Cetera and Foresters Financial Services. She is also a commissioned notary in Connecticut. 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 with discretionary and non-discretionary management options supported by in-house and third-party research.

Sam Grosso is a financial advisor with Ameriprise Financial Services in Shelton, CT, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, Grosso serves on the Board of Directors for the Fairfield Emerging Leaders Organization and works part-time as a ski instructor at Stratton Mountain. Ameriprise Financial Services is a large, diversified advisory 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 income sources and tax-aware withdrawal strategies.

Christian Morgan is a financial advisor with Ameriprise in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and manages a business called Tip Top Corp. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rhys Schaper is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Super Duper Weenie, LLC for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.