Abby Wolman Mcelroy is a Certified Financial Planner (CFP®) with 39 years of experience in the financial industry. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with RBC Capital Markets Corporation from 2008 to 2017. She is affiliated with Morgan Stanley Wealth Management, which provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and proprietary tools, serving a broad range of retail and institutional investors.

Isabella Griffin is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors Inc. since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kyle Showstead is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with the firm since 2026 and has previously worked at Neal Dorf CPA and Roger Williams University. Outside of finance, he has experience working at Camp Taconic. Mass Mutual Investors Services, LLC operates as 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, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Roger Ciriello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Pacific Select Distributors, Pacific Life Insurance, Primerica Advisors, and Prudential Annuities Distributors. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Joseph Pramer III is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory duties, he serves as a trustee and executor in investment-related trusts and estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Joseph Todice Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 15 years at Metlife Securities Inc. Todice also operates an independent insurance business, focusing on disability, fixed annuities, life, accident, health, long-term care, and medical-related insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm emphasizes ongoing financial planning engagements using firm-approved software and provides various programs including asset management, wrap fee programs, and educational seminars.

Daniel Driscoll is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at the Connecticut Interlocal Risk Management Agency and the University of Connecticut. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of direct client engagement and corporate financial planning agreements.

Christopher Baudouin is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he owns and manages Ascend Coastal, Inc. and is involved in buying and selling sports memorabilia through Bodes Cards. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Peel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Michelle Teixeira is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2018. In this role, she serves as a primary point of contact for clients, focusing on delivering customer service tailored to individual needs and preferences. She facilitates conversations about wealth and investment planning, and when deeper wealth planning support is required, she arranges discussions with a Wealth Management Adviser. Michelle has been with Fidelity Investments since 2012, starting as a Relationship Manager before advancing to her current senior role. Her experience centers on client relationship management within the wealth management sector. Outside of her professional responsibilities, Michelle enjoys cooking and baking, participating in family activities, and engaging in fitness-related pursuits such as skiing, soccer, and yoga.

Andrew Champagne is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved with Kelley Bros Hardware, where he provides bids to commercial construction contractors. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and also provides access to non-securities products and affiliated insurance and trust services.

Brian Noe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at SagePoint Financial, Inc. and Lincoln Financial Advisors. Brian co-authored the book "Hammonasset Beach State Park" with his wife, Shelby Docker. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services, using various asset-allocation tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

Glen Maleri is a financial advisor at OSAIC with 36 years of industry experience and holds a Series 65 credential. He has worked at multiple firms, including Securities America Advisors and National Planning Corporation, and has managed The Maleri Group since 2005. Maleri serves on the advisory board of The Children's Community Programs of CT. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports discretionary and non-discretionary portfolio management with a range of investment options.

Benjamin Williams is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory roles, he is involved with The Lighthouse Sober Living and Recovery 365, a position he has held for four years. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to provide customizable portfolio management.

Erin Malangone is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Cardinal Financial Company and Kern Mortgage Company. She has also held positions with the South Carolina House of Representatives and various educational institutions. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Charles Lombardi Jr. is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member of the Orange Board of Finance and chairs the Orange Republican Town Committee, both in Orange, Connecticut. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including customized financial planning supported by advanced analytical tools and investment research.

Stuart Gollomp is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Westport Private Wealth, LLC, his own securities practice. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that can be managed on discretionary or non-discretionary bases.

Brendan Duffy is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 plans, corporations, and charitable organizations.

Joseph Palmucci is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior work includes roles at Morgan Stanley, Citigroup Global Markets, Merrill, and Merrill Lynch Trust Company. Outside of advisory work, he serves as a board member for The Amity Club of New Haven and as a reconciler for the City of Shelton. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, combining technology-driven research support with a broad range of asset management options.

John Carroll is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various non-financial roles, including positions in education and retail. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and a range of affiliated services.