Laurie Pallas is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

David Leibell is a financial advisor at UBS Financial Services with 12 years of industry experience and holds a Series 66 designation. He has been with UBS since 2013. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates, sits on the board of The Carl and Dorothy Bennet Foundation, and contributes as chair of the Family Business Advisory Committee for Trusts and Estates Magazine. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm utilizes proprietary research and model-based asset allocations to tailor strategies, offering a broad range of services including wealth management, institutional trading, and capital markets solutions.

Joshua Brown is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2011. Brown serves on the board of Birthday Gifts for Charity, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a broad range of advisory, brokerage, and insurance solutions.

Robert Cordano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mr. Cordano earned a Master's Degree from New York University and a Bachelor's Degree from Columbia College.

Lori Liell is a financial advisor with Edward Jones in Norwalk, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she serves as a registrar of voters and moderator at local polls, is an emergency and trauma chaplain at Norwalk Hospital, participates on the advisory board of a home nursing agency, serves as a commissioner on the Norwalk Board of Ethics, and holds board and committee roles in local mental health services and funeral home ministries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Sean Kelley is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he serves as a trustee of a life insurance trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Matthew Garnett is a CFP® professional with 18 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. for 11 years and has a background outside finance that includes two decades at New York Sports Club. Garnett has entrepreneurial experience developing a VR self-help application through Audaz, Inc., though the project is not currently active. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Dunn is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2015 and also works with Morgan Stanley Private Bank, N.A. Outside of his advisory work, Dunn serves on the finance committee of the BlackRock Yacht Club and is involved with the Certified Financial Planner Board of Standards, Inc. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include comprehensive financial planning and estate strategies.

Keith Somers is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise since 2012 and holds Series 63 and Series 66 credentials. Somers is also the owner of Summit Administration LLC, a business focused on managing his Ameriprise-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Zoria Ospina is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, she partners with clients to co-create personalized financial plans tailored to their short- and long-term goals, providing a strategic roadmap that adapts to changing life circumstances. Her professional experience spans several firms and roles, including Wealth Advisor at Citibank from 2021 to 2024, Financial Advisor at LPL Financial from 2020 to 2021, Private Client Advisor at J.P. Morgan from 2015 to 2020, Investment Consultant at TD Ameritrade from 2012 to 2015, Financial Advisor at MetLife Securities from 2011 to 2012, and Financial Advisor at AXA Advisors from 2009 to 2011. This extensive background has provided her with a broad perspective on wealth management and investment consulting. Outside of her professional work, Zoria enjoys biking, hiking, and snowboarding.

Sarah Kennedy is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been part of Merrill Lynch since 2012, progressing from a Registered Client Associate to her current senior role. Sarah's work focuses on providing personalized wealth management strategies, coordinating closely with client families to support long-term wealth planning, client review enhancements, and acting as a liaison among clients, team members, and specialists. Sarah began her financial services career in 2011 at a boutique investment advisory firm in Norwalk, CT. She holds a Bachelor's of Science degree in Finance and Marketing from the Charles F. Dolan School of Business at Fairfield University and is a Personal Investment Advisor (PIA). Her areas of focus include family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Outside of her professional work, Sarah serves on the Board of Directors for YWCA Darien/Norwalk, reflecting her community involvement. She lives in Darien with her husband Mike and their dog Max. Her personal interests include biking, cooking, gardening, interior decorating, traveling, and spending time with family and friends.

James Kerr is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Equity Services Inc, National Life Group, MML Investors Services Inc, and MassMutual. In addition to his advisory work, he operates Corporate Plans Retirement Strategies LLC, providing financial and insurance advice, and sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Maynall Scott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience and holds the Series 66 credential. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Scott also owns rental properties in the Bronx, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through over 14,000 financial advisors.

Thomas Hansen is a financial advisor at Edward Jones in Southport, CT, holding a Series 66 designation. He has one year of industry experience, including prior roles at Petra Data, Inc. and community involvement with Grace Evangelical Free Church and Renaissance Church. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Mcgill is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 20 years and had a one-year tenure at OSAIC. Outside of his advisory role, he is a business owner of Communite, a non-investment-related venture based in New York. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Galley is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2025. In this role, she works closely with high-net-worth families, focusing on building strong client relationships and providing guidance to help clients utilize Fidelity's resources effectively. Prior to her current role, Susan served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. Her professional experience also includes positions as a Territory Specialist at Franklin Templeton from 2021 to 2023, an Investment Advisor Representative at Aspectuck Financial Management, LLC from 2019 to 2021, and as Sales and Marketing Director and COO at SSR LLC from 2017 to 2019.

Hillary Henderson is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to align their financial decisions with their values, employing a Goals Based Wealth Management process to help establish disciplined plans aimed at achieving personal and family financial objectives. His client focus areas include divorce transition planning, family wealth management strategies, and personal retirement planning. Gregory holds a Bachelor's Degree from St. Lawrence University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also holds a designation in Sports & Entertainment (SE). Outside of his professional role, Gregory enjoys boating, golfing, ice hockey, and spending time with his family.

Robert Pik is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. In this role, he partners with clients as their trusted financial advisor to assist them in working towards their wealth planning goals. Robert brings extensive experience to his role, with a career in financial services spanning several decades. Prior to joining Fidelity Investments, he worked as a Financial Advisor at Merrill Lynch from 2011 to 2016. His background also includes leadership roles such as Managing Director at Sound Securities and Vice President of Corporate Development at Auerbach Grayson & Co. Earlier in his career, Robert held positions including Senior Vice President at Putnam Lovell Securities, Principal at Robertson Stephens, and First Vice President at Paine Webber.

Jay Durante is a Series 66-licensed financial advisor with Edward Jones, based in Katonah, NY. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved with Cowperwood Company, a business focused on architecture and development. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.