Janet Connolly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her previous roles include positions at People's Securities, Inc., Allstate Insurance Company, and Farmers Insurance. She is also involved with Wilmington Advisors @ M&T in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Justin Borglum is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he acts as a trustee in a trust-related business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 firm-approved tools and models in its structured planning process.

Brian Mc Bride is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Critical Mention, Inc. (Onclusive) for six years and at Fairfield University for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a range of account types. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Frederick Condit is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing equity compensation plans for corporate executives and implementing tax minimization strategies for concentrated stock positions. Frederick provides customized planning services, including college savings and family wealth management strategies, tailoring his approach to clients’ specific needs and risk tolerance. He focuses on areas such as personal retirement planning, retirement income, and tax minimization. Frederick holds a Bachelor’s Degree from Suffolk University and has earned the Personal Investment Advisor (PIA) designation. He is committed to community involvement and participates in local initiatives such as Saint Vincent's Swim Across the Sound. Based in Seymour, Connecticut, Frederick lives with his fiancé and their four cats. Outside of work, he enjoys boating, skiing, cooking, and following professional sports teams including the New York Yankees and Philadelphia Eagles.

Matthew Barrett is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care products, and also assists clients with life settlements. Mass Mutual Investors Services, LLC is 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 provides structured, collaborative financial planning engagements supported by firm-approved software and offers specialized programs including divorce planning and event-driven estate and employer-sponsored planning services.

Steven Sherman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for seven years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broader set of financial product offerings than is typical for large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Daniela Aponte is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. Her career includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. She is also an independent insurance agent specializing in long-term care and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational services, focusing on collaborative, annual financial planning engagements.

Christopher Young is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he is also involved in insurance brokerage, focusing on individual life and fixed annuities through Guggenheim Life and Annuity. 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, emphasizing collaborative annual planning engagements without discretionary investment authority.

Matthew Hyres is a financial advisor at Merrill in New Haven, CT, holding Series 66 and Series 63 credentials with six years of industry experience. His prior roles include positions at The Vanguard Group and GWFS Equities, Inc. Outside of his advisory work, he has experience working at Target and a service business, Jimmy's Service Group. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Gaines is a financial advisor with Ameriprise in Shelton, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining Ameriprise in 2024, she worked for 14 years at David Lerner Associates, Inc. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Jeffrey Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Town of Westport, CT Blight Prevention Board. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Daniel Grove is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked for State Farm Insurance for 15 years. He is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software and offers a range of event-driven planning programs.

Joann Carballera is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 designations. 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, including tailored financial planning supported by its Global Investment Committee’s analysis and firm-approved planning tools.

Stephen Raccuia is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997, alongside 15 years at Bank of America. 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, offering model-based and discretionary investment strategies for individuals and institutional clients.

Robert Haskins is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2009 and has also been associated with Bank of America N.A. since 2007. Outside of his advisory role, Haskins serves as an advisory board member for the Mercy Learning Center of Bridgeport, a nonprofit providing literacy and life skills training to low-income women. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brendan Cannon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in various roles at companies including Pryon, Zimmer Biomet, Merit Medical, Gartner, and Stryker. He is a partner in a family partnership but has no active responsibilities in that venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Leonard Manz III is a CFP® professional with 19 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been with JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he manages several rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm offers advisory services alongside brokerage, distribution, and investment management capabilities.

Melody Voyak is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill for 15 years. Outside of her advisory role, she is an independent Mary Kay cosmetics consultant, owns a crochet business, and operates a family-run personal organizing service. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Susananne Bailey is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Securities before joining Merrill and its affiliate Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sabrina Gagliotta is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 23 years of industry experience. Her career includes prior roles at Morgan Stanley, Bloomberg Tradebook LLC, and Bloomberg LP. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.