Raymond Chera is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Capital One Sharebuilder and Woodbury Financial Services. Outside of his advisory work, he serves as president of Elite Wealth Managers LLC, providing investment advice and financial planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various firm programs.

Owen Horne is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley and Fidelity Investments, as well as prior experience in education at Fairfield University and St. Joseph High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Betzag is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he teaches various undergraduate and graduate business and economic courses at Molloy College. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Keith Hagerty is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients' goals and risk tolerances.

Charles Taylor is a financial advisor at LPL Enterprise with nine years of industry experience. He has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates, Inc. outside of his current role. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated non-securities products and services.

Brittney Robinson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Stifel Financial Corp for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through affiliated entities.

Michael Liebson is a financial advisor with LPL Financial in Greenwich, CT, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His prior roles include a decade at UBS Financial Services and positions at several other firms such as Webster Investments and IVES Bank. Outside of his advisory work, he occasionally performs as a drummer in a blues and jazz band on weekends. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisers with research, technology, and investment options.

Alfonso Giudici is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Equitable Advisors and Abeille Bravure. He is also the owner of Vox Trend Media LLC, a business focused on media direction and vision planning. 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 and consulting with a range of portfolio management styles and firm-supported research.

Peter Swansen Jr. is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services Inc., National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a partner at Corporate Plans Retirement Strategies, LLC, where he oversees staff and provides ongoing client service and employee benefit reviews. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and clients ranging from individuals to institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management.

Joseph Ausanio is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates an ESG eligibility framework within its investment recommendations.

Lindsay Sabel is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over twenty years of experience in the financial services industry. Before transitioning to wealth management, Lindsay worked at a Connecticut-based multi-strategy hedge fund and spent 14 years in various trading, sales, and leadership roles at UBS Investment Bank. She also held an institutional strategy position at Wells Fargo Investment Bank, where she managed client strategy for the equities division. Lindsay earned a Bachelor's Degree in Psychology and English from Yale University. She holds the FINRA Series 7, 24, 63, and 66 registrations, as well as professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and sports and entertainment. She lives in New Fairfield, CT with her husband, son, and three dogs. Her personal interests include cooking, golfing, pickleball, running, and soccer.

Enrique Forero is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 25 years of industry experience. He has worked at J.P. Morgan since 2012, including roles at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., and previously spent six years with HSBC Securities (USA) Inc. Outside of his advisory work, he serves as a board member of a cooperative in the Bronx. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that integrates quantitative and qualitative research.

Sophie Small is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, she held various roles including involvement with the University of Wisconsin-Madison Shared Governance and participation in several community and nonprofit organizations such as the University of Wisconsin Hillel Foundation and the McBurney Disability Resource Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analytical models.

Hudson Stedman is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fetch Pet Insurance and Aequatic, as well as involvement with the Trustees of Princeton University and The Pharo Foundation. He has been engaged with Shred Kids' Cancer for over a decade. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

Paul Curtis is a financial advisor with Wells Fargo Clearing in Stamford, CT, holding Series 63 and Series 66 credentials and 30 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Seersite LLC. Outside of his advisory work, he serves as co-treasurer for the Staples High School Cross Country Team in Westport, CT. 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.

Vivian Spyropoulos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at JPMorgan Chase Bank, NA and its affiliated entities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team and includes access to broader derivatives and commodities capabilities.

John Briganti is a financial advisor with Cambridge Investment Research Advisors in Harrison, NY, holding a Series 63 license and 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and also operates a CPA practice providing tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Easton Sayre Mc Gill is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Morgan Stanley, his experience includes roles in education and seasonal work at Harvey Cavalier camp. 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 supported by firm-approved tools and methodologies.

Michael Kislin is a financial advisor with Morgan Stanley, holding CFP® and CFA® credentials and over 23 years of industry experience. His professional background includes roles at J.P. Morgan Securities and Morgan Stanley Smith Barney, and he also owns Kislin Family Ventures, LLC, a company involved in aerial photography. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools to help clients develop personalized financial strategies.

John Goodwin is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, Goodwin has engaged in writing, having published a novel and working on a second one, and he serves in local government roles including as a commissioner and committee member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and research.