Benjamin Lodewick is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Workplace Financial Consultant at the same company from 2022 to 2023. He is a Certified Financial Planner™ professional committed to providing a high standard of care to individuals and families as they work towards their lifetime financial goals. In his practice, Benjamin collaborates with clients to explore and navigate Fidelity's range of services and offerings, aiming to build trust and co-create lifelong relationships. His approach emphasizes confidence and comfort as clients progress towards their financial objectives. Outside of his professional work, Benjamin has personal interests that include baseball, cooking and baking, fitness, food, and hiking.

Justin Horvath is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of experience in the industry and has previously worked at Woodway Country Club and Roger Williams University. In addition to his advisory role, he is involved in outside insurance sales focused on health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services operates as 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 emphasizes structured, annual financial planning engagements using firm-approved analytical tools, with optional implementation services delivered through brokerage or insurance arrangements.

Sandi Forman is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors since 2019 and was previously employed at Nexvue/Bio Analytics Corp. Forman serves as co-executor of her mother’s estate, managing multiple condominiums. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure for its services.

Amish Jhaveri is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He previously worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Citigroup, accumulating extensive experience across major financial institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Deborah Briskin is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing customized financial strategies for high net worth professionals and owners of closely held businesses. Deborah collaborates with specialists to provide clients with services in Estate Planning, Asset Management, and Business Financial Services. Deborah began her career as a Financial Advisor at Merrill in 1984. After spending seven years at UBS, she rejoined Merrill Lynch Wealth Management in 2015. She holds a Bachelor of Science in Business Administration in Accounting from Boston University and a Master of Business Administration in Financial Management from Pace University. Deborah has earned several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Westport, Connecticut, Deborah enjoys traveling with her two children. She is actively involved in community initiatives, including Mary's Fund, a memorial fund established to support mental health services for children and teens throughout Fairfield County, Connecticut.

Dennis Berardi is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial career, he was involved with The Edge Fitness Club and the University of Bridgeport. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Justin Hallas is a financial advisor with Charles Schwab in Fairfield, CT, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Goldman Sachs and Union Savings Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory services with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

John Difederico Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation and Investors Capital Corp. Outside of his advisory role, he manages a local bowling alley through an ownership position in Wolcott Lanes, Inc. OSAIC Wealth serves a broad range of clients, including individual investors and institutional entities, offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with multiple program options and a platform supported by a complex affiliate network.

Victor Chiarelli III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the Financial Services industry in 2001 and joined Merrill Lynch Wealth Management in 2009. Victor earned his bachelor's degree in Finance from Bryant College. He concentrates on developing investment strategies for high net worth individuals and business owners. As a qualified Portfolio Manager and Personal Investment Advisor (PIA), he provides traditional advice and guidance and manages his own personalized or defined strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Victor's client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. In his personal time, he enjoys boating, reading, spending time with his family, and traveling.

Marcello De Pascale is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 66 designation and previously worked at MetLife Securities Inc. Aside from his advisory role, he serves as a trustee for family accounts and is a member of March Financial LLC, where he manages administrative operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and a range of investment programs, including recently introduced event-driven planning services.

Nicole Forzano is a financial advisor at Osaic Wealth with seven years of industry experience. She holds the Series 66 credential and has worked as an independent financial consultant since 2019. Outside of finance, she has been involved with APEX Mixed Martial Arts for over 18 years. Osaic Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process that incorporates asset allocation, portfolio optimization, and access to third-party managers, supported by a complex affiliate network and private-equity ownership.

David Pendleton is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Edward Jones and Wells Fargo & Company. Outside of finance, he serves as the head esports coach at the University of New Haven, where he coaches collegiate-level competitive video game teams. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Takita is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Fidelity Investments, Harley Capital, National Securities Group, and New York Life Insurance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational platforms.

Ethan McMahon is an Investment Consultant at Fidelity Investments. In his current role, he partners with individuals and families to design personalized investment strategies that align with their unique financial goals, risk tolerance, and life vision. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming an Investment Consultant. This experience has provided him with a comprehensive understanding of client relationship management and investment consulting. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Joseph Matthews is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Matthews also teaches at Fairfield University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and research methodologies.

Susan Alintoff is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013, including a position at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 that incorporates firm-approved tools and modeling techniques.

Ravi Sankar is a Series 66 licensed financial advisor with two years of industry experience. He is currently with LPL Enterprise and has prior experience at Pruco Securities LLC, Sutherland Global, and Wipro. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.

Ronald Rienas 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 affiliate Ameriprise Financial Services, Inc. since 2011. Rienas serves on the Board of Directors for the Yonkers Chamber of Commerce and owns a business entity established to manage his practice’s staff and expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Nicholas Pelaccia is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as at Dick's Last Resort and Auto Repairs Unlimited, alongside a period of full-time education. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendations.

Brian Tabanski is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses. He has four years of experience in financial services, including two years with Primerica Advisors and ongoing involvement with Primerica Financial Services since 2022. Outside of his advisory role, he is the owner and chef of SimplyFood LLC, a business he has operated since 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.