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.

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.

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.

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.

Lewis Green is a financial advisor with LPL Financial, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Securities America, Inc., KMS Financial Services, Northstar Wealth Partners, and earlier tenure at LPL Financial. He is also involved in a non-variable insurance business in Trumbull, CT. 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, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Patrice Forte is a financial advisor at Merrill with Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Merrill Lynch since 2008. Forte serves as an executor for several estates in Hamden, Connecticut. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond investment management.

Matthew Smith is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Dorlon Marina Association in Norwalk, CT. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Gerard Spiegel Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Kostantina Livesay is a Series 66-credentialed financial advisor with Morgan Stanley in Westport, CT, where she has worked since 2014. She has eight years of industry experience. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Victoria Mathews is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 13 years of industry experience. Her prior work includes roles at Goldman Sachs and Bank of America. She also serves as a trustee for a family trust in Michigan. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Nathaniel Foote is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and has been associated with Morgan Stanley entities since 2009. Outside of his advisory role, he serves on the investment committee of the Country Club of Fairfield Sulik Assistance Fund for Employees. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Diane Timpany is a Wealth Management Advisor at Merrill Lynch Wealth Management with extensive experience in financial services dating back to 1980. She joined Merrill Lynch in March 2014 and became a partner with the GKH Group in New Haven, CT, under the team name of Timpany GKH Group in 2025. Diane's background includes work in accounting, financial consulting, auditing, and advising individual, institutional, and fiduciary clients. Diane holds a Bachelor's degree from Sacred Heart University and is a CERTIFIED FINANCIAL PLANNER®. She is licensed to offer life and health insurance through Merrill Lynch Life Agency, Inc., and serves as a Personal Investment Advisor. Her expertise encompasses wealth management, retirement and college planning, portfolio management, estate planning in coordination with clients' estate attorneys, and working closely with clients' trusted advisors. Diane also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., to provide clients with home financing guidance aligned with their financial objectives. Outside of her professional career, Diane enjoys bicycling, cooking, golfing, hiking, horseback riding, knitting, and spending time with her family.

Shan Diao is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a board member and officer of Overton Development Corporation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Melanie Weintraub is a financial advisor at Morgan Stanley in Westport, CT, with 14 years of industry experience. She holds Series 63 and Series 66 registrations and has worked previously at Bernstein Institutional Services LLC, Sanford C Bernstein & Co LLC, and Deutsche Bank Securities Inc. Outside of her advisory role, she is a partner in a janitorial services business and serves as a trustee or co-trustee in an investment-related capacity. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.