Joseph Kabulis Jr. is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. In addition to his advisory work, he is the owner of Genco Holdings, LLC, a Primerica entity. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-delivery strategies managed by third-party asset managers.

Kjersten Lazar is a CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2007. She holds Series 63 and Series 65 registrations and is based in Somers, NY. Lazar is also a trustee and secretary for Player'e Eye Football Club, contributing to board meeting documentation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Brenner Lecompte is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Morgan Stanley since 2011 in various roles including Morgan Stanley Private Bank, N.A. Prior to returning to Morgan Stanley, he worked at Clearbridge Investments and Legg Mason. Outside of his advisory work, he is involved in faith-based speaking engagements and provides services to the Catholic Leadership Institute. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Claire Ross is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at Edelman, Y&R PR (now Goodfuse Communications), Avon Breast Cancer Crusade, and Saks Fifth Avenue. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Flash is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he serves as a director of the Brewster Chamber of Commerce, participates as a board member promoting local businesses in Amherst, and is involved in nonprofit education through presentations on non-violence and social inclusion. He also performs as a musician at community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory and investment solutions supported by a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Benn Albrecht is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2023 and previously held positions at Hudson Valley Credit Union, Instacart, and People's United Bank. Albrecht is also a New York State notary. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies implemented by advisors through discretionary and non-discretionary approaches.

Brian Mc Koy is a financial advisor with Mass Mutual Investors Services in Danbury, CT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Mass Mutual Investors Services in 2021, Mc Koy worked at People's United Advisors and People's Securities, Inc. He is the founder and CEO of Money Where Your Muscle Is, Inc., a technology-based wellness and fitness accountability platform. 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. The firm delivers collaborative, annual planning engagements using firm-approved software and offers a range of programs including wrap accounts, money-manager options, and educational seminars.

Careena Melia is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Macy's Inc. and Speakeasy Inc., as well as operating her own business, Careena Melia Speaking and Storytelling LLC, since 2013. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a wide network of investment adviser representatives.

Matthew Tackman is a Wealth Management Advisor and partner with The Tackman Group at Merrill Lynch Wealth Management. He collaborates with a diverse team to assist clients, primarily corporate executives and entrepreneurs, by managing their financial lives and streamlining their tasks. The group emphasizes consistent and structured client communication, focusing on maximizing the benefits of their clients' wealth for their families and important organizations. Matthew holds several professional designations, including Certified Private Wealth Advisor (CPWA) earned in 2017, Certified Plan Fiduciary Advisor (CPFA) obtained in 2018, Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides services to high-net-worth investors with a comprehensive approach that includes wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax minimization, and legacy planning. Matthew is a graduate of the University of Maryland. He lives in Westport, Connecticut with his wife Rebecca, who is also a University of Maryland graduate, and their three children: Ryan, Hailey, and Quinn. Matthew is involved in his community through the Kings Highway Elementary PTA and enjoys golf, volunteering at his children's schools, and spending time with his family.

Joshua Heimann is a financial advisor with UBS Financial Services in Bridgewater, CT, holding a Series 66 designation and bringing 26 years of industry experience. He has been with UBS since 2013. Heimann serves on the board of a housing cooperative, involving general administration and management responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and provides a broad range of financial services including custody, underwriting, and securities-backed lending.

Bruce Iacono is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2018, following six years at AXA Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

Calvin Nelson is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has worked at Cetera Investment Services LLC and Cetera since 2019, following five years at Foresters Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that features both affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

William Caso is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Avantax Advisory Services and Avantax Insurance Agency. Caso is also a CPA providing tax preparation and accounting services and serves as treasurer of the Kawanis Club of Danbury. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a suite of affiliated and third-party investment solutions.

Robert Giampe is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He previously worked for Prudential Equity Group, LLC from 1998 to 2003. Outside of his advisory role, he serves as an executor for an estate in Poughkeepsie, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Matthew Honig is a financial advisor at Edward Jones in Ridgefield, CT, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at Elevance Health and Oppenheimer, and has held various roles at Northeastern University, McKinsey & Co., Alkali Partners, Andersen, Lincoln Brokerage, and Saint Peter’s Prep. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Leigh IV is a CFP® professional with nine years of experience in the financial industry. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Lisa Patton is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is a notary public. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Guy Schoepfer is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he owns and operates Global Blog LLC, an internet-based affiliate marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation through brokerage or advisory programs.

Vincent Trovato is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.