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Connecticut Connecticut

Find Retirement Planners for Retirement Planning in Connecticut

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Connecticut, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Connecticut

Chris North

Creative Planning

---

Fairfield, CT 06824
(203) 6236591

Joe Cortese

Creative Planning

250 Post Road E. Suite 102

Westport, CT 06880
(203) 5354569

Joe Lussier

Creative Planning

2 Hollyhock Rd. 1st Floor

Wilton, CT 06897
(201) 7054269

Ken Steeves

Creative Planning

657 Orange Center Rd.

Orange, CT 06477
(203) 4507206

Tony DiBrino

Creative Planning

250 Post Road E. Suite 102

Westport, CT 06880
(203) 7214165

Sam Chang CFA^®

Capitol Region Group

71 Raymond Road

West Hartford, CT 06107
(860) 4743600

Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355
(860) 2455078

Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902
(203) 7149900

Charles Helme

BH Asset Management, LLC

2 Greenwich Office Park West; Third Floor, Suites 1, 1A

Greenwich, CT 06831
(203) 9876227

Beth London

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032
(860) 2699672

Douglas A. Kartsen, CFA

DAK Financial Services

11 Wintergreen Ln

Avon, CT 06001
(860) 2698130

Robert Tubridy, CFP^®, MBA, ChFC^®

CT Financial Partners

447 Naubuc Ave
Suite 109

Glastonbury, CT 06033
(860) 4309064

List of Additional Retirement Planners in Connecticut*

* Additional advisor listing is provided in partnership with Yext

Boundless Financial Solutions - Eric Stroehle

135 Day Street
Suite 1C

Newington, CT 06111
8602298409

Marc Dynder - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
8604269950

Norman Cotteleer - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
8602892301

Jeffrey Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
8602899200

Joshua Broder - Ameriprise Financial Services, LLC

430 Highland Ave

Cheshire, CT 06410
2038239114

Daniel Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8602919160

Robert Ceccarelli - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851827

Jason Warnke - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
8604700007

Brian Morgantini - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943022

Richard R Mc Mahon - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
8603802132

Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266900

Adriatic Wealth Management LLC

1266 E Main St
Suite 7004

Stamford, CT 06902
2035396256

Jeffrey Benaitis - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8604667134

Paul Scileppi - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
8602849882

David Berube - Ameriprise Financial Services, LLC

63 High St

Suffield, CT 06078
8606684040

Lee Hunter - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494344

Daniel Freddino - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
2033780699

Anthony C Passarello - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862106

Matthew Couzens - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
8604301919

Bunting and Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
2032224994

Khuong Ho - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
8604301919

Patrick J Skelly - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851832

Donald Piecuch - Ameriprise Financial Services, Inc.

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
8604301919

Christopher Borajkiewicz - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
2034078188

Bruce D Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216003

William A Rasmussen - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
2037483751

Ted Davis - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
2033780699

Beat Ryff

500 East Main Street

Branford, CT 06405
2034833132

William Robert Nemphos - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
2034078189

Christopher L Fry - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
8604269950

Boundless Financial Solutions

135 Day Street
Suite 1C

Newington, CT 06111
8602298409

The Ridgefield Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943032

Patrick Maloney - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137248

Anthony Fabrizio

1055 Post Road

Fairfield, CT 06824
2032545141

Bryan Lauriat - Ameriprise Financial Services, LLC

628 Hebron Ave
Ste 301

Glastonbury, CT 06033
8604301780

John T Daddona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943032

Dennis Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
8602899200

The Ceccarelli Hursh Group - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2033871211

Stephanie Mihalakos - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254872

Christopher Maciejak - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
2034078188

Bolton Financial, LLC

360 Bloomfield Ave.
Suite 402

Windsor, CT 06095
8602981011

The Snetro Group - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862115

Kevin M Nichols - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254681

Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677022

David Ring - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
2032224994

Henry Cooperman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943041

The Coastal Group - Morgan Stanley

545 Long Wharf Dr.
7th Fl

New Haven, CT 06511
8604474841

Donald R Larson, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216023

Joseph Emil Fortuna - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750744

Brian Nerreau - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266942

Karl Mergenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216072

Carlton Higbie - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254643

Pamela E. Kiernan - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677111

Barbara Arelt - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474857

Matthew Bragg - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607271537

Robert A Franchini - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254863

Kurt Tiefenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216065

Eric Carter - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911073

Will Canning - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
8604449308

Thomas Cagganello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216094

Valerie B Dugan - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750779

Richard J. Smalley - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254834

Peter Krzyzek - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137150

Andrew Florio - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2038615754

Celeste Dinerman - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137101

Michael Domingos - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
8604301919

Sharon Kaplove - Ameriprise Financial Services, LLC

2777 Summer St
Ste 209

Stamford, CT 06905
2039681151

J. Powers Shepard - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266928

Corey Seaquist - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862169

Anders J. Hurst - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677042

James A. Crawford, CFP - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372055

Charles Kaywood - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862175

The TOPP Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032264731

Leslie Williams - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862193

John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677100

Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266924

New Haven, CT Branch Office - UBS Financial Services Inc.

265 Church St
4th + 6th Floors

New Haven, CT 06510
2035620700

Danny Parenteau - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750741

Justin Bernier - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137104

Assuredpartners NE LLC

11 Route 66

Columbia, CT 06237
8606330241

Eng Zorena Wealth Consulting Group - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
2034983343

Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994900

Ronald R Conarroe - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254821

The Harbor Pilot Group - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037723970

Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
8605368118

Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750700

Amy Mooney - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254841

Charles W. Katter - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195175

Darrell Fox - Ameriprise Financial Services, LLC

500 Bridge St
Ste 8

Groton, CT 06340
2038239114

Elizabeth Linderman - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750717

Morgan Stanley

125 Eugene O'Neill Drive, 1st
Fl

New London, CT 06320
8604449300

Allstate Personal Financial Representative: Theodore Grieder

1880 E Main St

Waterbury, CT 06705
2037579009

RGB Financial

16 Spring Lane

Farmington, CT 06032
8606787350

Thien Le - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254678

Edward Jones - Financial Advisor: Sandra Larson

28 Market Square

Newington, CT 06111
8606650346

First Suffield Bank | a division of PeoplesBank

1380 Mountain Road

West Suffield, CT 06093
8606683958

McCary Anheuser Wealth Management

15 North Main Street
Suite 100

West Hartford, CT 06107
8607611000

William Mills - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474847

Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037723970

Allstate Personal Financial Representative: John Patterson

360 E Center St

Manchester, CT 06040
8606478118

Manly Koji Church - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372017

Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032264731

BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
2037631430

The G & R Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750700

The 1842 Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195140

Westport, CT Branch Office - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911000

Christopher Michael Spahn - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911085

Derek Packett - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
2032628005

Camille Gagliardi - Ameriprise Financial Services, LLC

57 N Main St

West Hartford, CT 06107
8603131313

Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137100

Carolina McGoey - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266964

Barbara Taylor-Hatje - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137114

Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
2033494355

Wilsons Leather

20 Killingworth Tpke
Ste 232A

Clinton, CT 06413
8606649007

Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216035

Holly Cao - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254887

Charles Walz III - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994970

GYL Resnick

55 Post Rd. W
Suite 300

Westport, CT 06880
2032268262

Pam McGinley - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2038615712

David M Snetro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862115

Alexander Davidson - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254855

Christian A Templeman - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254882

Farmingbury Financial Services, LLC

724 Wolcott Road
Suite 5

Wolcott, CT 06716
2038791994

The Jorgensen Group - Morgan Stanley

225 Asylum St
14th Floor

Hartford, CT 06103
8602750711

Martin Kearns - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607271565

Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195140

Michael Pici - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8602758081

Adeletti & Dowling Financial Group - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372009

Darden Livesay Jr. - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266938

David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
2039777285

The Riven Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911009

David Johnson - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195181

Andre Y Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677103

Allan Jay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033560844

Steven M Caputo - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266912

Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266960

Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
2032931790

Spurstone

15 Ensign Drive

Avon, CT 06001
8602641111

Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
2032213085

Compass Rose Strategic Partners LLC

426 Boston Post Road
Suite A

Waterford, CT 06385
8604377600

Pillar Plan Financial

345 Highland Avenue
Suite 101

Cheshire, CT 06410
2032375696

RJS Financial Group

41 Kings Highway Box 3

Gales Ferry, CT 06335
8604640433

The Waterline Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036613330

The Castle Group - Morgan Stanley

500 Post Road East

Westport, CT 06880
2032216010

James M Patrick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266929

Ferro Financial Group

100 Mill Plain Road

Danbury, CT 06811
2035463428

Douglas M. Gordon

65 LaSalle Rd
Ste 200

West Hartford, CT 06107
8603134814

Tunxis Wealth Management

231 Farmington Avenue
2nd Floor

Farmington, CT 06032
8606764404

Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
2033236666

Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
8603998202

Fiscal Dynamics, Inc

314 Farmington Ave

Farmington, CT 06032
8606771753

Suzanne Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677036

Hal Rubenstein - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254851

Peter Chieco - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254897

Nutmeg Advisory Group

2 Washington Avenue

North Haven, CT 06473
2039096003

Stable Income For Life

43 Harbor Drive
Unit 309

Stamford, CT 06902
2035616560

Optimum Retirement

12 Roosevelt Ave

Mystic, CT 06355
8609803168

Raymond Wealth Management

360 North Main St
Suite 4

Southington, CT 06489
2032719220

Brian R. Lavigne - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195194

P.C. Planning & Benefits, Inc.

12 Rocklyn Ct.
Suite 101B

West Simsbury, CT 06092
8606511569

Stephanie M. Franchini - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224059

Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033560848

Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216066

Kristie Jones - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254846

Mark Reitman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943011

Ronald Balzano - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266957

B. Scott Gioffre - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943040

Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
8608016046

Christopher Dibble - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474860

THE IST GROUP - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195173

Susan Sheinhaus - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266948

Jodie K. Mamede - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137183

Brenner LeCompte, CFP® - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943098

KT Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216066

James Hurley Jr. - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943031

Cathy A Briggs - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474852

George Getz - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254881

Arthur A Auch - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254829

The Markey Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266900

Taher Ted Koly - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677067

Terry F Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254884

Joseph A Pramer - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195145

Sophie Helenek - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474848

Wendy C Wheeler - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862181

Debra Steinmetz - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
8008956625

Grant Ulrick Stratos Wealth Partners

105A Newtown Road
Suite 5

Danbury, CT 06810
2036171501

Diane Lee Bearce - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
2037552222

Steve Butler - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862184

Six Point Wealth Advisors - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
8604269950

Christopher M Pekala - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
8604369444

Robert Lenihan - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
2039777275

Robert Maquat

850 Main Street

Bridgeport, CT 06604
2036617397

Samuel M Fox - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851808

Glenn Hamler - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372016

Steven Greco, CIMA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607271531

Scott Thomas Timko - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607271575

The Kyriakos Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
2033267108

Jason Cerniglia - Ameriprise Financial Services, LLC

41 E Main St
Fl 1

Mystic, CT 06355
8602450251

Lee Dimon - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
2032224994

Richard J D'Amato - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
8606285813

Tuttle-Hires Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254807

Matthew Kennelly - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
2032224994

Christian Morgan - Ameriprise Financial Services, LLC

227 Monroe Tpke
Ste 1

Monroe, CT 06468
2032617526

Earle Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8602919160

Michael Chaffee - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
2033861997

Robert Cusano - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8602758028

Martin Paul Mclaughlin - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911054

Victoria C Silver - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254825

Century Wealth Partners - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
2034983339

Paul Miolene - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195176

Roger Marment - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254818

Leigh King - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
8606515969

Peter S. Humphrey - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372008

Susan M. Dowling, CFP - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372009

John Ryan - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622122

Riverview Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911005

Eric Kreuter - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622114

Andrew Armour Bassock - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607271595

The Mintz Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607274614

Denise Manning - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622140

Paul Selinger - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254639

Mario Faustini - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862187

Agemy Financial Strategies, Inc

1570 Boston Post Rd
Suite 400

Guilford, CT 06437
2037380026

Stifel | Metcalf, Cole, & Masopust Wealth Management Group

465 Heritage Road
Suite 2

Southbury, CT 06488
2035864505

Stifel | Spring Wealth Management Group

38 East Main Street

Mystic, CT 06355
8604403373

Erin Candler

40 Quality Street

Trumbull, CT 06611
2033387202

Paul Sapiro, CEPA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607274668

Jean Roccon Rohm, CPM - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
8604372006

Christopher Faruol, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911096

Cassandra Marie Ducey, CFP - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622112

Riverside Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911044

Michael Long - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750757

MJC Wealth Management - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
2033861997

Matthew Ellis - Ameriprise Financial Services, LLC

945 Main St
Ste 305

Manchester, CT 06040
8605330063

Allstate Personal Financial Representative: Jon Calkins

616 Poquonock Ave

Windsor, CT 06095
8606883000

Richard J Vogler - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8604667272

Sabrina Angiolillo

1055 Post Road

Fairfield, CT 06824
2032564290

Opus: Advice First - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
2038815504

River Valley Wealth Management - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8604667272

John M Picard - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
2034078189

Alexander Bijanada - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851831

Ross Mannino - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
2036611817

Matson Financial Advisors, Inc.

4 Mountainview Terrace
Suite 104

Danbury, CT 06810
2037430131

Granite Group Advisors

187 Danbury Rd

Wilton, CT 06897
2032107814

Nicole Bowler Pecknold - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
2034078188

Peter Razzino - Ameriprise Financial Services, LLC

4 Corporate Dr
Ste 480

Shelton, CT 06484
2032250805

Lester Butnick - Ameriprise Financial Services, LLC

224 New London Tpke

Glastonbury, CT 06033
8606529227

Jonathan Ingalls - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
8603802138

Nicholas Guiditta - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
2032628005

Arnel Gonzales - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
2033494347

Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
2034290406

Matthew Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
8604700244

Healthtree Financial Fitness LLC

800 Union Ave

Bridgeport, CT 06607
8885592339

Joann Keller

850 Main Street

Bridgeport, CT 06604
2033387153

David Hannah - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8604667151

Meeks McCormick & Evanchik - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911083

Richard Rohr - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
2039777242

Maffei Wealth Management Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
2039777220

Summit Investor Coach

652 Boston Post Rd

Guilford, CT 06437
2034531017

John Hursh - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851828

David Bouffard - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
8008956625

Glenn Ufland - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
2034078189

Joseph Irizarry - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
2038815504

Sean Allen - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
8604301919

Kanner Financial Services

116 Washington Ave
3rd Fl.

North Haven, CT 06473
2032395370

Resolute Point Private Wealth - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
2032628005

Micari Financial Group, LLC

101 Church Avenue

Bristol, CT 06010
8602614746

New England Payroll Services,LLC

3190 Whitney Avenue
Building 8

Hamden, CT 06518
2032875427

Thomas Mc Candless - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
2033026741

Edmund Tuska

3395 Main Street

Stratford, CT 06614
2033387206

Waypoint Wealth Planning

290 Harbor Drive
Workpoint Suite

Stamford, CT 06902
2035889444

Shiman Partners

15 North Main Street
Suite 100

West Hartford, CT 06107
8602633620

John A Henehan - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
8602182235

Joseph Thornton - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
8603421756

Robert J Lucarelli - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
2034078188

Drescott Thompson - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851815

A.J. Garstang - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
8604269950

ProEast Asset Management

225 Oakland Road
Unit 101

South Windsor, CT 06074
8604327233

Christopher Dursi

143 Federal Road

Brookfield, CT 06804
2033596039

Robert Baptist

371 Post Road East

Westport, CT 06880
2032545150

Harpin Capital Mgmt., LLC

14 Plains Road

Essex, CT 06426
8883871149

Maria Laviola - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862129

Steven Hahn - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
8604301919

Stephen Sayegh

500 Shelton Avenue

Huntington, CT 06484
2039268356

Daniel Buzzanca

1940 Black Rock Turnpike

Fairfield, CT 06824
2033387108

Jonathan E Snyder - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862168

Betsy Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
8604700245

Steven Haas - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
2032628005

Coastal Wealth Management - Ameriprise Financial Services, LLC

41 E Main St
Fl 1

Mystic, CT 06355
8602450251

Sara Thorson - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254644

Buxton Wealth Managment

33 Abbey Lane
Suite 3502

Danbury, CT 06810
5613337391

Cetera Investors - Ken Chase

111 Founders Plaza
Suite 300

East Hartford, CT 06108
8602824600

Burr Capital Advisors

10 North Main Street
Suite 213

West Hartford, CT 06107
8606786260

Pennell Wealth Advisors

200 Mountain Road
Suite 2

Farmington, CT 06032
8606740603

Kim Bechtold - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494333

Laura Fish-Kelly - Ameriprise Financial Services, LLC

180 Glastonbury Blvd
Ste 105

Glastonbury, CT 06033
8604213330

Rasmussen & Davis Wealth Advisory Group - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
2037483751

Keith Albert - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
8604301919

Thomas P Collins Jr - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
2033780699

David Lalich - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
2032758310

The Walz Team - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994939

Merritt M Zahner - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994903

Dan Donato - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
8603802110

Robert Daly

401 Monroe Turnpike

Monroe, CT 06468
2032611232

Patrick J Shannon - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851805

John Grayeski

40 Quality Street

Trumbull, CT 06611
2033387203

Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
2039682812

Robert K Mueller - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216011

Elma Dunn, CRPC - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
2034983314

Robert Brody - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911050

Andrew Patrick Boone - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
2034983362

David Sullivan III - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911015

Hillel M Jaffe - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266962

Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911040

Kathy Reiman - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254814

Ignacio Mendive - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254657

James Pelgrift - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943090

James A Rooney - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137126

New London, CT Branch Office - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
8604372003

Lockwood Wealth Management - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
2039777221

Michael Shoaf - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607271503

White Plains, NY Branch Office - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
9147616800

The GB Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911008

Timothy Kelly - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911005

Adelio Gallucci - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862198

Daniel J. Wright - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224081

Kevin M Prell - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
8606515969

Harbor Asset Group - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254629

Scott Mintz - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607274614

James Parker, CRPC - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622108

Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911008

The Bassock Wealth Management Team - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607271595

Kirk Knudsen, CFP - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
2034983315

Stephen Bauer - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911024

Jonathan Frucce, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607271572

Sean Kelley, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911038

Timothy Romano Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216082

The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266900

Arthur W Tuttle - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254807

Stacy Capobianco - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862142

Francis A Dalton - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750704

Brett Cavalieri - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474861

Zeigler Wealth Management - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622128

Richard Eng - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
2034983360

Gilbert Garceau - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911016

Richmond Talbot - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254615

James Munro - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862159

Breck Booker - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750723

Jeffrey Meotti - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474841

George Viebrock - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943009

Karl M Anderson - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943037

Michael W Coughlin - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677106

The Leapley Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216045

Frederick W Booth - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862190

The Tassone / Volpe Group - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
8605722426

Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033560807

The Centre Harbour Group - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254681

Haggerty Financial Partners - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
2034983353

The Fairchester Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036613330

Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195185

John Murphy - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677176

Santo Borsellino - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266932

David Ivanovich Jr. - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
2034983302

Al Baran - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
2033780699

Dean R Calderoni - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750769

The Gottlieb Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195161

Richard Jacoby - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
2033266951

Michael Deskin - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994942

Katrin Tazza - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943027

Tj Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254803

Mark Burton - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216047

Christopher Cavallaro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862110

Steven D D'Amico - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032224098

Greenwich, CT Branch Office - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622110

The Perry Egress Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137149

Corinne H James - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254673

Jonathan A Goldstein - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216077

Joseph Matthew - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862114

Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677016

Michael J Weiss - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943028

Kevin Porter, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911017

Envision Financial Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911043

Robert E. Hill - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216086

David James Jorgensen - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750711

Vincent Mancuso - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254889

Stryker-Church Financial Group - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372017

Ryan Birge - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216084

Stuart Lovejoy - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254862

Ryan Gildersleeve - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033560878

BAUER WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911024

Hartford, CT Branch Office - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607271500

Frank Lockwood - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
2039777257

Paul D Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033560819

Henry Cormier - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
8602849882

Patrick Morrow - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216063

Dusan Tabak - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266920

RC Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
2032911021

Alexandre Demetrio - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372003

Derek Angus - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266979

Jennifer Hradek - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216045

Andrew Livesay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266937

Humphrey & Roccon Wealth Management - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372008

Robert D Moquin - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750761

Jonathan Root - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
2034078188

Matthew S Bisland - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032215723

Ali M Girardi - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254845

Charles Olson

1310 Silas Deane Highway

Wethersfield, CT 06109
8602802688

Joseph J Matthews - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195165

Thomas D Sullivan - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137132

Sharon Leigh Alleman, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
8607274656

Summit Retirement Solutions

30 Hebron Ave
Building E

Glastonbury, CT 06033
8609512033

Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943000

Galloway/Capobianco - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037723970

Allstate Personal Financial Representative: Gary Zeman

200 Connecticut Ave
Ste 5

Norwalk, CT 06854
2038529454

Allstate Personal Financial Representative: Albert Pignatello

20 Maple Street Ext

Kent, CT 06757
8609273399

Earl D. Wheway, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224087

Steven Rountos - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943039

Peter F McCabe - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254868

Paul Fitzsimmons - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266946

Peter E Bergendahl - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
8604449302

Jay Wood - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266966

The Neville Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750777

The Willow Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137138

Chad D Lombardi - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862162

Gerard S Spiegel Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216016

Mark Benedict - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
8605722564

The Panza Wheway Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224060

Anthony Corona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943030

Roger Hueglin - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195195

Jonathan Gottlieb - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195161

Lawrence B Schiffman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943023

Joyce Goldfarb - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224061

Paul Chadwick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266955

Diane E Tuttle - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254816

Joan Kenney-Romano - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
2032224994

Pamela Snetro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862126

Andrew Deck - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195141

The McCormick Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137143

The Cushman, Curry Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036613330

Michael Shannon Stryker - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
8604372045

Jeffrey Adam Miller - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622118

Gary Gray - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137138

William Sherlach - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195173

Dora Sung - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254842

Allstate Personal Financial Representative: Richard Sklenka

7 Hillside Dr

South Windsor, CT 06074
8609192491

Parker Group - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622186

Eric Peterson - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622133

Soundview Wealth Management - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
2038622126

The TriPoint Group - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994900

Raymond Panek

318 State Street

Bridgeport, CT 06604
6033346735

Lori Jabara - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943021

Natasha Villarroel - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494339

Jon Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494335

Matthew Clements - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
2033861997

Patrick J. Willcutts - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
4137361166

Abby Wolman Mcelroy - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216060

Matt Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216025