Elizabeth Baker is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as the Finance Committee Chairperson for Seymour Congregational Church in Seymour, CT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options including insurance-related products and bank deposit sweep programs.

Egzon Dauti is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining UBS in 2025, he worked at Key Bank and Citizens Securities, INC, accumulating a total of nine years in the financial sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Corey Gallagher is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation and Citigroup. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Charles Stack is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Royal Alliance and National Planning Corporation. Outside of his advisory work, he serves as a part-time music director at Tabor Evangelical Lutheran Church in Branford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, supported by research and technology, to provide discretionary and non-discretionary portfolio management.

Nicholas Agresti is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at Eastern Connecticut State University and PFS Investments Inc. He has also held positions in education at Joseph A Foran High School and Harborside Middle School. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, with operational support from BNY Mellon Advisors and Pershing.

Giovanna Digennaro is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Digennaro has been with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Geri Pell is a CFP® professional with 39 years of industry experience, currently affiliated with Ameriprise since 2005. She holds Series 63 and Series 65 licenses and is based in Southport, CT. Pell serves on several nonprofit boards, including Treehouse Shakers as Board President, Purchase College Foundation, and the UJA Federation of Westchester. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on providing clients with personalized retirement income planning and tax-aware withdrawal strategies.

Gustabo Sempertegui is a financial advisor with LPL Enterprise in Shelton, CT, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory work, he is involved in a non-variable insurance outbrokerage related to fixed insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides financial planning, access to model wealth portfolio programs, third-party asset management, and a broad range of brokerage and insurance products through an integrated platform.

John Billington is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations, with 43 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metropolitan Life Insurance Company and Metlife Securities, Inc. He also serves as an insurance agent providing individual and group life, health, and related insurance products, and acts as trustee for several family trust accounts. Additionally, he is a partner in Harbor Oak Professional Services, LLC, which manages tax-related matters for the partnership. Mass Mutual Investors Services, LLC 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, annual financial planning engagements and various investment and educational programs.

Wayne Tolson Jr. serves as a Senior Financial Advisor and Sports & Entertainment Advisor at Merrill Lynch Wealth Management, based at 75 Rockefeller Plaza. In his role, he focuses on delivering comprehensive wealth management strategies that are customized to meet the individual needs of clients, including highly compensated executives, business owners, athletes, and artists. His expertise encompasses areas such as divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, and both individual and corporate investment strategy. Mr. Tolson holds a Bachelor of Science degree from Charter Oak State College and maintains professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Advisor. He is bilingual in English and Spanish and is affiliated with professional organizations including the NAACP and NMSDC. His approach emphasizes client empowerment, financial literacy, and transparency, aiming to tailor flexible solutions as client needs and market conditions evolve. Beyond his professional duties, Wayne Tolson Jr. contributes to the community as a volunteer for the USAD Youth Mentoring Program, where he supports financial literacy initiatives. His personal interests include basketball, football, golfing, hiking, music, singing, and traveling.

Mauricio Trabuco is a financial advisor with MassMutual Investors Services and holds Series 66, Series 65, and Series 63 licenses. He has 21 years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities. In addition to his advisory work, he operates as an independent insurance agent selling life, fixed annuities, disability, long-term care, health, and property and casualty insurance. MassMutual Investors Services, LLC 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 firm-approved analytical tools and offering various programs including educational seminars.

Jacob Zaranek is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and DL Capital Management. Outside of his advisory work, he has experience in the golf industry, having worked with Callaway Golf and Dave Diricos Golf and Racquet. 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.

Charles Johnson is a financial advisor with LPL Financial who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

David Colangelo is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Company and ATA Aerospace. Outside of advising, he is also licensed as an insurance broker, selling life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, educational seminars, and specialized programs including divorce and estate-settlement planning.

John Pearson is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including prior roles at Metlife Securities, Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, Pearson owns a CPA tax preparation business and serves as treasurer for Harbor Oak Professional Services, LLC, a firm focused on shared operational infrastructure and expense management. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides specialized programs such as divorce planning, estate settlement, and employer-sponsored planning.

Charles Mccool is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. Mccool serves as a board advisor for the Juvenile Diabetes Research Foundation and provides financial guidance to committees at Waveny Lifecare Network, a not-for-profit nursing and care facility. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and delivers advisory work using proprietary research and model-based asset allocations.

Keith Fiala is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. His career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as positions at FRG Holdings, Webster Investments, LPL Financial, and Cetera Advisor Networks. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Salvatore Trombetta is a financial advisor with Raymond James Financial and holds a Series 63 designation. He has 42 years of industry experience and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Trombetta is associated with support companies Boston Harbor Wealth Advisors and The IST Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs across a broad advisor network.

Victor Pappolla is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following three years at Morgan Stanley Smith Barney. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Jon Vaccarella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1988 as an intern and officially joined as a Sales Assistant in 1989. After completing the Merrill Lynch Financial Consultant Training Program in 1993, Jon developed financial strategies for families and businesses to help them achieve their short- and long-term goals. Over the years, he has advanced through roles including Senior Financial Consultant, Assistant Vice President, and Vice President. Jon holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Fairfield University, as well as high school diplomas from Notre Dame and the University of Rhode Island. As a qualified Portfolio Manager, Jon offers personalized investment strategies that may incorporate individual securities, Merrill model portfolios, and third-party investment solutions. He emphasizes a consultative approach that considers clients’ financial situations, preferences, and goals and addresses a broad range of topics such as retirement, estate planning, and philanthropy. In addition to his advisory role, Jon serves on the board of Catholic Charities for the Diocese of Bridgeport. He is a member of The Merrill Lynch Optimal Practice Management Faculty, providing national training on goals-based wealth management to peers. Jon and his family reside in Fairfield, where they enjoy skiing, golf, and martial arts. He holds black belts in both Chung Doo Kwan and Tang Soo Doo.