Michael Gefen is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with clients to develop individualized financial plans focused on retirement and other significant life events. His approach emphasizes understanding clients' unique needs and priorities to help them work toward financial security and comfort. He has held various roles in the financial sector since 1993, including positions as Vice President-Investments at Prudential Securities and vFinance, Senior Financial Consultant at Comerica Bank, and Equity Trader at several firms such as Millennium Management LP, Nexus Asset Management, and Diamondback Capital. This extensive experience spans investment management and trading. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

Matthew Kennelly is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Prospect Soccer Club. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jonathan Di Pietro is a Series 66-licensed advisor with LPL Enterprise, based in Shelton, CT, and has four years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes a long tenure at Waterford Hotel Group. In addition to his advisory role, he is involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Michael Mildrum is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management, Northwestern Mutual Life Insurance, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Donald Rich is a financial advisor at Wells Fargo Advisors with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2013. Outside of his advisory role, he is involved as a trustee and holds ownership interests in investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Zachary Bass is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include seven years at Edward Jones and positions at SagePoint Financial and OSAIC. Outside of advising, he is involved in non-variable insurance activities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset managers within an integrated platform that includes insurance products and collateralized lending programs.

Stephen Purdy is a Financial Consultant currently working with Fidelity Investments since 2022. He has previous experience as a Financial Advisor at Ameriprise from 2021 to 2022. Stephen partners with his clients to co-create, implement, and maintain financial plans that align with their goals and visions of success, security, and peace of mind. With a background as a former college professor, Stephen has a strong passion for financial education. He emphasizes comprehensive client understanding of the planning process, guiding them step by step. His objective is to establish lifelong and enduring relationships with clients, supporting their financial well-being over time. Outside of his professional work, Stephen has interests in art, comedy, golf, music as an instrumentalist, and parenthood.

Robert Duffus is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior work includes roles at People's United Advisors, People's Securities, Inc., and People's United Bank. Outside of his advisory duties, he serves as a public notary and has experience as a vice president and branch manager at M&T Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Peter Goldberg is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing assets managed within Ameriprise and incorporating algorithmic tools overseen by a dedicated consulting team.

Jerrett Weltens is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at People's United Advisors, Inc. and People's Securities, Inc. He is also involved in real estate rental activities outside his advisory role. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michael Nelson is a financial advisor with Wells Fargo Clearing in Fairfield, CT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. for a combined total of over 27 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm serves institutional clients with a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Susan Wilson is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley in various roles since 2009. Outside of her advisory work, she serves as a committee member for the Bird Key Yacht Club Foundation, a nonprofit organization in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, providing a range of advisory programs supported by structured planning tools and modeling techniques.

Brian Potok is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at VOYA Financial Advisors, Inc., AssetMark Brokerage, LLC, and Centurion Capital Group, Inc. He is also involved with Retirement Income Resources, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets through various program structures and custodial relationships.

Anthony Sorrentino Jr. is a financial advisor with LPL Financial and holds a Series 65 designation. He has 49 years of industry experience, including roles at Securities America Advisors, SSN Advisory, and Ameritas Investment Corp., among others. He also operates Retirement Planning Partners, LLC, through which he provides advisory and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and services, including financial planning, model portfolios, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

William Miller Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior positions include roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Outside of his advisory work, he serves on the committee of a small club focused on member recruitment and organizational sustainability. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Richard Suraci is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved with Christian Question Inc, a role he has held since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and implementation delegated to BNY Mellon Advisors.

Jeffrey Sharpe is a CFP®-certified financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with optional implementation through various brokerage or advisory programs.

Jeffrey Spiewak is a financial advisor at Ameriprise with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Dibico Construction, Inc. and Rockit Solutions, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Clinton Noell is a financial advisor with Charles Schwab in Fairfield, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work history includes roles at Morgan Stanley, E*TRADE Capital Management, and Fidelity Brokerage Services. 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 affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jonathan Snyder is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm uses structured discovery processes and planning tools such as Monte Carlo simulations to support its financial planning services.