Jeffrey Nelson is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked previously at Merrill Lynch and Prudential Annuities Distributors, among other firms. Outside of his advisory role, he is involved in sports broadcasting and serves as a broadcaster and host for college sports seasons. Mass Mutual 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 a collaborative annual planning approach using firm-approved analytical tools and provides event-driven planning programs such as divorce and estate-settlement planning.

Gregory Wachter is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at MetLife Securities from 2011 to 2017 before joining Mass Mutual in 2017. Outside of advisory work, he founded the CJA Foundation, a charitable organization, and is involved in consulting for financial advisor software through Barnum Inforce Insights. 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 through collaborative, annual engagements using firm-approved tools and offers asset management and educational programs.

Jennifer Merola is a financial advisor at Fidelity with a Series 66 designation. She has recent experience at Bridgewater Associates and Northwestern Mutual prior to joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including portfolio management, fund advisory, and model portfolio delivery, utilizing systematic methodologies and long-term asset allocation benchmarks.

Thomas Collins Jr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he serves on the Board of Directors for the Stratford YMCA. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Costa is a Series 66 licensed financial advisor with Merrill in New Haven, CT, bringing three years of industry experience. He has previously worked at Bank of America for eleven years before joining Merrill in 2022. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Mario Zapata is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Prior to and alongside his current role, he has worked at Bank of America since 2010. Merrill, in conjunction 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Aidan Zacchia is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he spent nine years working in the construction industry at Automatic Door of Trumbull, Inc., where he held bookkeeping and secretarial roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocation, and institutional trading capabilities to provide tailored financial planning and portfolio management.

Joseph Stango is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the board of Dora's Voice and contributes as a commentator on issues affecting the Medicaid population for the Waterbury Sunday Republican and WATR. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic tools overseen by an internal committee.

Brian Fink is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Merrill and Bank of America N.A. since 2014. Based in Westport, CT, he holds the Series 66 license. 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.

Jason Phillips is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Cetera and its affiliated firms since 2019. Outside of his advisory work, he has been involved with youth sports organizations, including a role with the Greater New Haven Warriors Youth Hockey League. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and investment options to accommodate diverse client needs.

Isabella Pilato is a financial advisor with LPL Financial, holding the Series 66 designation. She joined LPL Financial in 2024 and has previous experience working at Oak Beach Bar & Grill. Isabella is currently based in Milford, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various advisor-facing tools.

Daniel Recalde is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Northwestern Mutual and other financial services firms. He is also involved as an agent in insurance and benefits-related activities through his other business engagements. Cambridge Investment Research Advisors serves a broad range of clients, including individual and institutional investors, by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm utilizes a variety of portfolio management approaches and emphasizes tailored strategies through a network of independent Financial Professionals.

David Gay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held prior roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is active as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies, with over $256 billion in assets under management.

Charles Lobosco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and analytics but does not provide individual security recommendations as part of standalone planning.

William Calderon is a Series 66-registered financial advisor with LPL Financial based in Shelton, CT. He has been with LPL Financial since 2023 and has no prior industry experience before joining the firm. 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 financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Kristina Kiraly is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Bank of America, Merrill, Darden Restaurants Inc, General Electric/ABB, and Keller Williams Realty. Outside of her advisory role, she sells personal items on eBay and Mercari. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Bedard is a financial advisor with LPL Financial, holding a Series 66 license and over 16 years of industry experience. Prior to joining LPL in 2024, he was involved with Avantax Advisory Services and Premier Pay Solutions, among other firms. He is also engaged in tax preparation and accounting through Bedard & Company, PC, and serves on the board of directors for Newtown Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management access, supported by extensive operational and research tools.

Andrew Deck is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

George Goldman is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual affiliates in 2016. He is also an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, long-term care, and property and casualty insurance, and is a partner in Golman Wealth Advisory Team, LLC. Mass Mutual 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, charitable organizations, and employers, utilizing tools such as Monte Carlo simulations and automated asset-allocation software.

Jennifer Ibrahim is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at Primerica Advisors since 2023 and previously at Primerica Financial Services starting in 2022. Outside of her advisory role, she is involved as an independent market partner with Monat Global and an affiliate with Amare, and she works as a self-employed nanny. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining authority over model selection.