David Beeman is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Mass Mutual Investors Services and has worked at Massachusetts Mutual Life Insurance Company and METLIFE SECURITIES Inc. He is also an independent insurance agent specializing in various insurance products. Mass Mutual Investors Services is 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, working with clients through annual collaborative planning engagements.

Thomas O'Connor is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Merrill, RBC Capital Markets, and Bank of America. Prior to his advisory career, he had brief engagements at Automat Data Processing, Mayson Dixon Strategic Consulting, and George Washington University. 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.

Justin Stevens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2014. He leverages his background in corporate financial reporting and cash flow management to provide clients with individualized financial strategies and risk advice. Justin also offers corporate retirement plan consulting services, working closely with benefit committees to align retirement plans with corporate initiatives and objectives. Justin earned his bachelor's degree in finance with a minor in business law from Pennsylvania State University. He holds several professional designations, including Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). Beyond his advisory role, Justin is active in professional and community organizations. He serves as Vice President of the Southern CT Chapter of the Penn State Alumni Association, Vice President and Membership Chairperson of the 100 Black Men of Stamford, Inc., and Vice Chairperson of the Audit & Risk Committee of the Penn State Alumni Council. He is involved in student and young professional mentoring and fundraising for college scholarships.

Connor Urdahl is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Equitable Advisors and experience working at the University of Minnesota and Almost Family. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Doris Talamo is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. Her work history includes multiple terms at UBS Financial Services Inc. and MCN Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Feinstein is a CFP® professional with 29 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Feinstein owns and manages KMBT Management Co, where he oversees strategic and operational functions of the financial advisory practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Holley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, previously serving at Metlife Securities Inc. from 2005 to 2017. In addition to his advisory role, he is an independent insurance agent focusing on dental, disability, and Medicare-related products. 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. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides education seminars and specialized event-driven planning programs.

Thomas Cagganello Jr Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank since 2015, as well as 14 years at Wells Fargo Clearing. Outside of his advisory work, he serves as an officer of DTIG LLC, a wholesale and distribution business based in Westport. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

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.

Corey Gallagher is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation and Citigroup. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various investment strategies and tools.

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.

Brooks Garis is a financial advisor at Merrill with 35 years of industry experience and a Series 66 credential. He has been with Merrill since 2003. Outside of his advisory role, he serves as corporate secretary for Uncle Wiggly Classics, a family-held business, and maintains an online presence for Silk Hat Entertainment, which presents daily children's stories free of charge. 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 both model-based and discretionary strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Giovanna Digennaro is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods, advisory roles to registered investment companies, and model portfolio delivery to intermediary platforms.

Geri Pell is a CFP® with 40 years of industry experience, currently serving at Ameriprise since 2005. She holds Series 63 and Series 65 licenses and is based in Southport, CT. Pell serves on the boards of several nonprofit organizations, including Treehouse Shakers and Purchase College Foundation, and is involved in business ventures related to real estate and tax preparation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Gustabo Sempertegui is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in outbrokerage activities for fixed insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

John Billington is a CFP® and ChFC® with 44 years of experience in the financial services industry. He has worked at MassMutual Investors Services since 2017 and has prior experience with Metropolitan Life Insurance Company and Metlife Securities, Inc. In addition to his advisory work, he serves as a trustee for several family trust accounts and is a partner in Harbor Oak Professional Services, LLC, which manages tax-related matters for the partnership. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, emphasizing collaborative, annual client relationships and event-driven planning services.

Mauricio Trabuco is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Merrill and The Prudential Insurance Company of America. In addition to his advisory role, he operates as an independent insurance agent and is a partner in an LLC that manages business expenses. 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 provides financial planning, asset management, and educational seminars, offering event-driven planning services including divorce and estate-settlement planning.

Jacob Zaranek is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and DL Capital Management. Outside of his advisory work, he has experience in the golf industry, having worked with Callaway Golf and Dave Diricos Golf and Racquet. 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 and profit-sharing plans, corporations, and charitable organizations.

Ivan Dolgins is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 50 years of experience in financial and wealth management advice and services. He graduated from New York University and holds the Personal Investment Advisor (PIA) designation. Ivan's expertise includes wealth transfer between generations, retirement planning, liability management, and portfolio management. He focuses on affluent families who value a financial relationship. He has received recognition for his advisory services, including being named to Forbes' Best-in-State Wealth Advisors list from 2022 to 2024, Barron's Top 1,200 Financial Advisors list from 2014 to 2021, and The Financial Times Top 400 Financial Advisors in 2013, 2014, 2017, and 2018. Outside of his professional work, Ivan serves as President of the DeWitt Clinton School Scholarship and Student Aid Fund, supporting students in achieving their educational goals. He enjoys spending time with his family and six grandchildren, and his hobbies include photography and cooking.