Sam Zamet is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he provides a holistic perspective on clients' financial situations and assists multi-generational families with their wealth goals. Sam focuses on building trusting relationships to serve as the primary advisor for family wealth decisions. Prior to his current role, Sam worked as a Financial Consultant at Fidelity Investments from 2020 to 2025. His professional experience centers on financial planning and wealth management. Outside of work, Sam enjoys biking, golf, skiing, soccer, tennis, and traveling.

Peter Mccabe is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1993 to 2009. 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 utilizes structured planning tools and models to support its advisory services.

James Bennett is a financial advisor with J.P. Morgan Securities based in West Harrison, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable Financial and Equitable Advisors, and has a background in construction and academia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop asset allocation advice, investment manager searches, and customized performance reporting.

Charles Camilleri is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Ameriprise Financial Services, LLC for 20 years before joining Raymond James Financial Services Advisors, Inc. in 2025. He is also the owner of Camilleri Wealth Management, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm uses analytical tools and tailored strategies to support client goals and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Sally Gilman is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at the Fashion Institute of Technology and Westlake High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process utilizing firm-approved tools and modeling techniques.

Robert Giannetti is a Private Wealth Advisor and managing partner of The Erdmann Group within Merrill Private Wealth Management. He has been a partner with the group since 2001, overseeing portfolio strategy and advising families of significant wealth with a focus on family wealth management strategies, personal retirement planning, and portfolio management services. Rob’s career began on Wall Street, where he spent over six years in research and portfolio management at the Bank of New York, shaping his approach to capital preservation and risk management. Throughout his tenure, he has received national recognition, appearing on Barron’s Top 1,200 Financial Advisors list since 2017, including a Top 10 placement in Connecticut in 2022, and featuring on Forbes’ Best-in-State Wealth Advisors list since 2018. He holds a Bachelor’s degree in Finance with a minor in Economics from Fordham University and has earned the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments and Wealth Institute at the Wharton School. Outside of his professional commitments, Rob enjoys baseball, basketball, football, and spending time with his family.

Santo Borsellino is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. Borsellino receives renewal commissions on long-term care policies from Crump Life Insurance and West Coast Life Insurance. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Liang Wang is a financial advisor at Edward Jones with four years of industry experience. He has held his current role since 2022 and previously worked at Fast Communication from 2004 to 2022. Wang holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Katherine Condy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and utilizes a combination of in-house and third-party investment managers, with options for tax management and responsible investing.

John Harrington is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at UBS and Amazon. Outside of finance, he has been involved with the Sacconnesset Golf Club for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Lisa Feld is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1985. Feld also serves as an arbitrator for FINRA, participating in arbitration panels. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Olgena Guzhuna is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas such as executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and tax minimization. She holds the designation of Personal Investment Advisor (PIA). Olgena earned her High School Diploma/GED from Athens Lykeio and attended Webber International University without obtaining a degree. She is involved with community organizations including the American Breast Cancer Foundation and serves as a United Nations International Volunteer. Beyond her professional work, Olgena enjoys cooking, drawing and sketching, golfing, interior decorating, music, and traveling. She approaches financial advising with the philosophy: "I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals."

Bridget Deverna is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her prior experience includes roles at NewEdge Wealth and Fidelity Investments, as well as work in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Elizabeth Mahr is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and capital market assumptions to tailor investment strategies and combines institutional trading capabilities with wealth management services.

John Renda is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. In addition to his advisory work, he is involved in selling health insurance products with various companies. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and retirement plans. The firm utilizes model-driven investment strategies with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust custody services.

Carla Mathias is a financial professional with 41 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has previously worked at firms including Summit Financial Group Inc and Planning Concepts Corporation. Outside of her advisory role, she serves as president of the Mathias Family Corporation, a commercial property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Ardell Roan is a financial advisor with Wells Fargo Advisors, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Ardell worked at Morgan Stanley Smith Barney and Wells Fargo Clearing Services. In addition to his advisory role, he has been involved with SUNY Orange since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by Wells Fargo research and tools, with planning services covering areas such as retirement, education, and niche needs like business-owner transition and special-needs analysis.

John Wood Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Sarah Battista is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals in Fairfield County. She is responsible for overseeing the branch's operations and ensuring the delivery of financial planning, guidance, and support services to clients. Sarah has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Relationship Manager, Financial Consultant, and Assistant Branch Leader before assuming her current position in 2024. Her experience encompasses comprehensive financial planning and client relationship management, focusing on understanding clients' goals and collaborating to prepare financial plans tailored to enrich various stages of their lives.

David Boudreau is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank since 2015, previously at Morgan Stanley Smith Barney, Citigroup Global Markets, and A.G. Edwards & Sons. Outside of his advisory work, he is involved in an estate-related investment activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.