Robert Outtrim Jr. is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 credentials and nearly 50 years of industry experience. He has worked at Merrill since 1976 and has been associated with Bank of America since 2009. Outside of his advisory role, he serves on the audit committee of the New Haven Lawn Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth investors, and institutional entities.

Kevin Tucker is a financial advisor with Ameriprise in Trumbull, CT, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jessica Myers is a financial advisor at OSAIC with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Valerio Financial Group and National Planning Corporation. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with portfolio optimization and provides a variety of programs such as Unified Managed Accounts and third-party money manager options.

Matthew Fortney is a financial advisor with LPL Financial in Shelton, Connecticut, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Northstar Wealth Partners, MSI Financial Services, Ast Investment Services, and American Skandia Advisory Services. Outside of his advisory work, he is involved with Stoneshore Partners LLC, a business entity for tax and investment purposes. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive investment tools and a large network of over 22,800 advisors.

Dean Volain is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes over four decades at Volain & Volain Certified Public Accountants P.C., as well as roles at Raymond James Financial and experience in insurance brokering. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise managed accounts.

Brett Hutchison is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides guidance and support to clients in managing their financial assets. He holds a Bachelor's Degree from Quinnipiac University.

Stephen Bauer is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Fiona Kastrati is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs and Chainhaus. Outside of her advisory role, she is involved as an employee in Cipriani Wall Street, a restaurant and nightlife establishment in New York. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning that employs firm-approved tools and modeling techniques to help clients develop personalized strategies.

David Craw is a financial advisor with Raymond James & Associates in Westport, CT, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diversified portfolio management styles and affiliated research.

Janet Connolly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and Citigroup Global Markets. She is also involved in an investment-related activity with Wilmington Advisors at M&T. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Justin Borglum is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Brian Mc Bride is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Critical Mention, Inc. (Onclusive) for six years and at Fairfield University for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a range of account types. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Frederick Condit is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing equity compensation plans for corporate executives and implementing tax minimization strategies for concentrated stock positions. Frederick provides customized planning services, including college savings and family wealth management strategies, tailoring his approach to clients’ specific needs and risk tolerance. He focuses on areas such as personal retirement planning, retirement income, and tax minimization. Frederick holds a Bachelor’s Degree from Suffolk University and has earned the Personal Investment Advisor (PIA) designation. He is committed to community involvement and participates in local initiatives such as Saint Vincent's Swim Across the Sound. Based in Seymour, Connecticut, Frederick lives with his fiancé and their four cats. Outside of work, he enjoys boating, skiing, cooking, and following professional sports teams including the New York Yankees and Philadelphia Eagles.

Matthew Barrett is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care products, and also assists clients with life settlements. Mass Mutual Investors Services, LLC 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 provides structured, collaborative financial planning engagements supported by firm-approved software and offers specialized programs including divorce planning and event-driven estate and employer-sponsored planning services.

Steven Sherman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for seven years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broader set of financial product offerings than is typical for large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Daniela Aponte is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. Her career includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. She is also an independent insurance agent specializing in long-term care and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational services, focusing on collaborative, annual financial planning engagements.

Matthew Hyres is a financial advisor with Merrill in New Haven, CT, holding Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Bank of America, The Vanguard Group, and Fidelity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth investors, and institutional entities.

Ashley Gaines is a financial advisor with Ameriprise in Shelton, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining Ameriprise in 2024, she worked for 14 years at David Lerner Associates, Inc. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Jeffrey Stewart is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 44 years of industry experience. He worked at Prudential Equity Group, LLC for 10 years before joining Wells Fargo in 2016. He serves as a board member of the Town of Westport, CT Blight Prevention Board. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Joann Carballera is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 designations. 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, including tailored financial planning supported by its Global Investment Committee’s analysis and firm-approved planning tools.