Melissa Derrick is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley since 2017 and previously spent ten years at Retail Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Peter Bergendahl Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is the owner of Griswold Textile Print, a business involved in the printing of decorative fabric. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a financial planning process centered on discovery conversations and structured plans.

Harold Rilling is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Rocket Mortgage, Bank of America, Merrill, JPMorgan Securities, and Senteo International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing system.

Stephanie Ackler is a financial advisor at Wells Fargo Advisors in New York, NY, with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and its affiliated entities since 2009. Ackler is a member of the New York Society of Security Analysts' Private Wealth Management Committee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and planning tools to deliver tailored recommendations. The firm integrates advisory services with other financial products and provides planning options for clients meeting specific net-worth thresholds.

Dwayne Stallings is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the Series 66 designation and has worked with Liberty Bank and Raymond James Financial Services since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Patten is a financial advisor with Morgan Stanley in Mystic, CT, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of St. James Episcopal Church and the finance committee of Mystic Aquarium - Sea Research Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Raymond Mortali is a Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients and their families navigate complex financial decisions. He works with The Holloway Pirruccello Group, emphasizing collaborative financial planning strategies that align with each client's specific goals, values, and priorities. With more than eight years in the financial services industry, Raymond's client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Raymond earned his bachelor's degree in Finance and International Business from the University of Massachusetts Lowell. His professional approach centers on clear communication, transparency, and building genuine, long-term client relationships to help clients feel confident and informed as they pursue their financial objectives.

Mark Benedict is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Benedict holds a Series 63 designation and is based in Mystic, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Trevor Anderson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He has been with Wells Fargo Clearing since 2017 and was previously involved in co-owning a retail clothing shop. Outside of advising, he remains active in managing this small business with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Thomas Gardiner is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at The Washington Trust Company, Eli Cannons, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Nicole Johnson Fitzgerald is a Series 65-licensed financial advisor with Fisher Investments, where she has worked since 1999, accumulating 27 years of industry experience. Based in Charlestown, Rhode Island, she has spent her entire career with Fisher Investments. Outside of advising, she is involved with ENF Holdings as a landlord owner. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers tax-aware processes and defensive tactics to manage risk.

Michael Quirk is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and is also associated with Strategic Financial Services and Cambridge Investment Research, Inc. Outside of advisory work, Quirk serves as a corporator for MountainOne Bank and is a charity authorized signer for the Jared Lewis Quirk "Good Guy" Scholarship. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of investment platforms and strategies.

Emmy Sau is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2021. Outside of her advisory role, she assists occasionally as a manager in a restaurant hospitality business in Huntington, NY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Bryan Rodgers is a financial advisor with Charles Schwab in Mystic, CT, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab in 2021, he worked for General Dynamics Electric Boat from 2009 to 2021. He serves as a board member of the Estate & Tax Planning Council of Eastern Connecticut, where he contributes to increasing club membership. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary SMAs, supported by multi-asset model portfolios and centralized operational infrastructure.

Nicholas Bosco is a financial advisor with Merrill in Mystic, CT, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously was employed with Citizens Bank and Citizens Securities. Outside of his advisory role, he holds a Power of Attorney position for a non-investment related entity in Niantic, Connecticut. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies designed by internal and third-party teams for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Degraff is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked at multiple firms including Guardian Life Insurance Company and Park Avenue Securities, and operates his own financial services practice, DeGraff Financial. In addition to his advisory work, Degraff provides pro-bono financial counseling through the Women and Family Life Center and teaches part-time at Gateway Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing both affiliated and third-party managers, with a multi-manager platform supporting diverse investment strategies.

James Noonan is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He brings extensive expertise to his role, helping clients identify, prioritize, and achieve meaningful financial goals by applying a multi-faceted strategy tailored to individual circumstances. Jim holds the Certified Plan Fiduciary Advisor (CPFA) designation, as well as credentials as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). He earned a Master's degree from the University of New Haven and a Bachelor's degree from Ohio State University. He is an active member of the USCGA Alumni Association and regularly contributes to his community through music, performing guitar and singing in the choir at St. Thomas More Church.

Leah Gardiner is a CFP® and holds a Series 66 designation. She has 11 years of experience in the financial industry and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Craig Koehler is a ChFC®-credentialed financial advisor with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory work, Koehler is an independent insurance agent and a member of the Coastal Business Network in Groton, CT. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

Bruce Buck is a financial advisor with Ameriprise in Stonington, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he serves on the Board of Directors for the Kappa Rho Alumni Association of the Pi Kappa Alpha Fraternity and engages in writing fiction and freelance voiceover work. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-smart strategies with algorithmic support to deliver tailored recommendations through a centralized consulting team.