Richard Sinclair is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' individual financial goals and adapt to changing market conditions. Richard leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients’ comprehensive financial needs. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Connecticut. Committed to community involvement, Richard dedicates time to volunteering with local organizations, reflecting the Merrill tradition of serving the communities in which they operate.

Patricia Jones is a financial advisor at Raymond James & Associates with six years of industry experience. She holds Series 65 and Series 63 registrations and previously worked at Dalton, Greiner, Hartman, Maher & Co., LLC for 19 years. 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 non-discretionary financial planning, investment consulting, and municipal advisory services supported by firm research and multiple portfolio management styles.

Michael Pope is a CFP®-credentialed financial advisor with 23 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. and Morgan Stanley Dw Inc. Pope is also the co-guardian for his son, a role he balances alongside his professional responsibilities. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large network of advisors and integrates research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Eric Morson is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as AXA Advisors. Outside of his advisory work, Morson is involved in local government and community organizations, serving on the Stamford Democratic City Committee, running for city representative, participating on the Stamford Emergency Medical Services Board of Directors, and holding a leadership role with the University of Connecticut Alumni Band Association. Equitable Advisors serves a broad client base, including individual, institutional, and charitable clients, offering financial planning, retirement consulting, and asset management programs through a national network of advisors. The firm’s approach emphasizes risk assessment and model matching, utilizing both proprietary and third-party investment programs and providing ERISA fiduciary services for qualified plans.

Joseph Chu is a financial advisor with RBC Capital Markets in Stamford, CT, holding a Series 66 designation and 23 years of industry experience. His career includes roles at City National Bank, Bank of America, Merrill, and RBC Capital Markets. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Alan Streiter is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with MML Investors Services since 2012 and also serves as an insurance agent involved in the sale of individual and group life and health insurance through Lenox Advisors. Mass Mutual Investors Services, LLC operates as 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 annual, collaborative planning engagements using firm-approved tools and offers event-driven services such as divorce and estate-settlement planning.

Courtney Pia is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2018, she worked at MML Investors Services, Massachusetts Mutual Life Insurance Company, and Barnum Financial Group. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations, principal trading, and affiliated banking programs.

Maya Eydelman is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes firm-approved tools and modeling techniques.

Christopher Richards is a financial advisor at Morgan Stanley in Westport, CT, with 30 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Richards holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 that incorporates firm-approved tools and market simulations.

Ryan Gildersleeve is a financial advisor at Morgan Stanley with 28 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to Morgan Stanley, he held positions at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

John Hartigan Jr. is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Merrill and its predecessor entities since 1986 and also works with Bank of America since 2009. Merrill, alongside 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 across a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Calabro is a financial advisor with LPL Financial in Elmsford, NY, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial from 2015 to 2019. Outside of advising, he has worked in a flooring business on a part-time basis. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Sullivan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at Morgan Stanley Private Bank and Royal Alliance. Outside of his advisory work, Sullivan serves as an independent arbitrator advising FINRA on arbitration cases. 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 offers collaborative, goal-oriented planning supported by firm-approved analytical tools and also features event-driven planning programs such as divorce and estate-settlement planning.

Allan Jay III is a financial advisor at Morgan Stanley in Stamford, CT, with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as Treasurer and Notary Public for the Old Timers Athletic Association of Greenwich, supports local youth sports and scholarships, and holds board positions related to finance and budgeting with St. Clement Church and the Old Greenwich Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Sullivan III is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, he serves as executor of a family estate and is involved with the Connecticut Judicial Selection Commission, which evaluates candidates for judicial appointments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including financial planning, portfolio management, and capital markets solutions.

Heather Tiefenthaler is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Chelsea Piers CT. She holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Patrick Henehan is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He has worked at Ameriprise since 2020, and previously was with Pacer Financial, Inc. and AMG Funds LLC. He is based in Norwalk, CT. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm integrates proprietary investment research and third-party data to provide tailored recommendations, operating within a defined investment universe influenced by affiliated product relationships.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.

Kenneth Rickens is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory and Premier Wealth Advisors, among others. Outside of his advisory work, he operates KWR Advisors LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Marco Ventrella is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Private Bank, and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, and brokerage services, with tailored strategies implemented through both in-house and third-party investment managers.