Thomas Collins Jr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Stratford YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Costa is a Series 66 licensed financial advisor with Merrill in New Haven, CT, bringing three years of industry experience. He has previously worked at Bank of America for eleven years before joining Merrill in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Mario Zapata is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Prior to and alongside his current role, he has worked at Bank of America since 2010. Merrill, in conjunction 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Jason Phillips is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Cetera and its affiliated firms since 2019. Outside of his advisory work, he has been involved with youth sports organizations, including a role with the Greater New Haven Warriors Youth Hockey League. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large 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 various program structures and investment options to accommodate diverse client needs.

Isabella Pilato is a financial advisor with LPL Financial, holding the Series 66 designation. She joined LPL Financial in 2024 and has previous experience working at Oak Beach Bar & Grill. Isabella is currently based in Milford, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various advisor-facing tools.

Daniel Recalde is a financial advisor with Cambridge Investment Research Advisors holding the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes positions at Northwestern Mutual and roles outside finance such as eCommerce and brand management. He is also active as an insurance and benefits agent and operates Caban Financial, LLC, a registered administrative business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management styles and provides access to third-party advisers and proprietary model strategies.

David Gay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held prior roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is active as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies, with over $256 billion in assets under management.

Charles Lobosco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and analytics but does not provide individual security recommendations as part of standalone planning.

William Calderon is a Series 66-registered financial advisor with LPL Financial based in Shelton, CT. He has been with LPL Financial since 2023 and has no prior industry experience before joining the firm. 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 financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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, with 31 years of industry experience. He has worked at Citigroup Global Markets and Westport Resources before founding his independent advisory firm in 2009. Pinkham volunteers at Crosby Commons, an assisted living facility in Shelton, CT, where he gives monthly talks on investments to residents. Robin Pinkham Investment Advisory, LLC provides individualized portfolio management services primarily for a high-net-worth individual client, focusing on direct portfolio management and ongoing account oversight. The firm is notable for its small, client-focused approach and its advisory services tailored to individual investors.

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.