Michael Linder is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in New Haven, CT, having previously worked at Citigroup, JP Morgan Securities, and ACI Catering Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by proprietary planning tools and a broad range of investment services.

Sean Reilly is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Tide Line Customs LLC, and Thimble Island Brewing Company LLC. Outside of his advisory role, he is the sole proprietor of New England Oyster Farm LLC and is involved in recreational fishing through Sea Sprite Sport Fishing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and extensive resources.

Christopher Coppola III is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is involved in equine training through Triple Bar C and serves on the Economic Development Commission for the town of Berlin, Connecticut. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Thomas Cagganello Jr Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an officer of DTIG LLC, a wholesale and distribution company based in Westport, Connecticut. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery and proprietary planning tools, managing approximately $2.74 trillion in client assets.

George Venizelos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Ari Linder is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial planning that aligns with clients' unique goals and values. Since joining Merrill in 2017, Ari has applied a disciplined process that begins with understanding clients and their financial situations to deliver comprehensive financial care. Prior to becoming a financial advisor, Ari spent 13 years working in nonprofit organizations, leading teams focused on behavioral science and person-centered strategies. Ari's expertise includes college education planning, LGBT wealth planning, liquidity management, retirement planning, portfolio management, socially responsible investing, and tax minimization. Ari holds the Personal Investment Advisor (PIA) designation and has received education from Hunter College and Marywood University. Ari is also active professionally as a member of the CTGLC since 2017 and formerly Toastmasters International from 2017 to 2018. Beyond professional work, Ari serves as Board Vice President for the Triangle Community Center in Norwalk, supporting local LGBTQ+ individuals, and volunteers with Better Money Habits to promote financial literacy. At home, Ari shares life with a spouse, three senior cats, and many houseplants, and enjoys gardening, knitting, crocheting, and reading.

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.

Alison Masopust is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of her advisory role, she is involved in a family-run horticulture business and serves on the CIMA Certification Commission for the Investment & Wealth Institute. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by a proprietary investment strategy methodology.

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.

Paul Fitzpatrick is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. for 14 years. Fitzpatrick is a 25% owner of Diversified Financial Solutions, P.C., a CPA firm where he performs accounting and tax preparation services, and he serves on the board of the YMCA of Naugatuck. OSAIC serves a diverse range of clients including individual investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment vehicles.

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 Series 66-licensed financial advisor with Merrill, where he has worked since 2021. He has four years of industry experience and prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and DL Capital Management. Zaranek's background also includes work outside finance in the golf industry and at educational institutions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

James Atkinson is a Series 66-registered advisor with Merrill, located in Southbury, CT, and has three years of industry experience. Prior to joining Merrill in 2018, he worked at Webster Bank for two years. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.