Stephen Ortiz is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America, Fidelity Investments, and Municipal Credit Union. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Priya Kessler is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop disciplined financial plans tailored to their individual situations. She utilizes Fidelity's recommendations and resources to provide clients with the knowledge and guidance needed to make informed financial decisions. Priya has held several roles within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, and previously served as a High Net Worth Specialist, Advanced Broker, and Associate Financial Service Professional at Charles Schwab. She began her career as a Client Service & Support Intern at Charles Schwab. Outside of her professional work, Priya enjoys cooking and baking, exploring culinary experiences, socializing with friends, engaging in outdoor adventures, traveling, and spending time with pets.

Michael Pappa is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously spent five years with Wells Fargo Advisors LLC and two years with Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Drowne is a Financial Consultant at Fidelity Investments, a position he has held since 2026. His professional experience includes roles as Planning Consultant (2023-2026), Relationship Manager (2022-2023), and Financial Representative (2021-2022) at Fidelity Investments. Prior to that, he worked in Institutional Sales at National Securities Corporation from 2019 to 2021. Born and raised in Stamford, Connecticut, John has developed a strong connection to the local community. He collaborates closely with clients to understand their values, family dynamics, and aspirations, aiming to create personalized financial strategies that support their goals. Outside of his professional work, John has interests in fitness, food, football, golf, and pets.

Abdoulaye Diakite is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has prior work experience at CVS Pharmacy and educational institutions including Lehman College and the High School for Health Careers and Sciences. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Terence Barnett is a financial advisor with LPL Financial in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining LPL Financial in 2020, he spent a decade at Ameriprise Financial Services. He is also the author of an ebook titled "9 Simple Steps To Help." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Edward Laux is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in February 2019, bringing over 35 years of experience from the institutional side of Wall Street. Prior to his current role, he worked as an equity position trader and held leadership positions in US Equities at firms including Kidder Peabody, ABN AMRO Bank/Chicago Corp, and Cantor Fitzgerald. Edward leverages his expertise in risk, research, and client relationships to provide comprehensive wealth management services. His areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, philanthropic planning, individual and corporate investment strategy, and tax minimization. He collaborates closely with the Dyer Group, a top advisory team at Merrill Lynch, to enhance the scope of services offered to clients. Edward holds FINRA Series 7, 24, 55, 63, and 66 securities registrations and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Arts degree in Economics from Dartmouth College. Outside of his professional work, Edward participates actively in his community, serving on advisory boards such as the University of New Haven Executive Micro MBA Program, coaching travel basketball with the Greenwich YMCA, and contributing to the Stamford Board of Tax Assessment Appeals. He enjoys antiquing, basketball, cooking, golfing, reading, watching movies, yoga, and spending time with his family.

Christie Flynn is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved tools.

Arnold Blumenfeld is a financial advisor at Ameriprise with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports delivered in partnership with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Martin is a financial advisor with Fidelity, holding CFP® and ChFC® designations and over 27 years of industry experience. His career includes roles at New York Life Insurance Company, MassMutual Life Insurance Company, and various broker-dealers before joining Fidelity. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Radhika Naini is a financial advisor at Morgan Stanley with 4 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to model potential outcomes.

Susan Galich is a financial advisor with UBS Financial Services in Trumbull, CT, holding a Series 66 designation and 37 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Treasurer for the Teuta Ladies Society, overseeing financial reconciliations and checkbook management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and securities-backed lending.

Nicholas Sivo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Dunkin' Brands, Apple, and the U.S. Soccer Federation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kelly Early is a financial advisor with Morgan Stanley, holding a Series 66 designation and over a decade of experience in the industry. Prior to joining Morgan Stanley in 2022, Kelly worked at Bank of America from 2014 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning using structured processes and firm-approved tools.

John Nelson is a financial advisor at Stifel with 20 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel in 2023, he worked for Ameriprise Financial Services, Inc. for 10 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Frank Moore III is a financial advisor with UBS Financial Services in Greenwich, CT, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, Moore serves as a trustee and member of the finance committee at The Marvelwood School and is president of Community Concerts of Greenwich, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Patrick Colligan is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Oppenheimer and has been with Ameriprise since 2019. Outside of his advisory role, Colligan serves on the Board of Directors for the Fairfield Republican Town Committee and is Assistant Director of the FBI New Haven Citizen's Academy Alumni Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, utilizing a centralized consulting team to deliver non-discretionary, research-based recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Thomas Moore is a CFP® with 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jordan Smith is a financial advisor with Merrill in Stamford, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked in educational roles at several high schools from 2012 to 2024. He is an executor in a non-investment-related capacity outside his advisory work. 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 strategies developed by internal and third-party managers.

Richard Lindquist is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 structured planning process supported by proprietary tools and modeling techniques.