Nichole Mc Carthy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Ameriprise and Wells Fargo Clearing. She is also an associate at Westport Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations, using tailored, non-discretionary approaches supported by analytical tools and technology integration.

Erin Cleary is a financial advisor with Merrill in Greenwich, CT, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Koch Communications and My Wine and Spirits, as well as positions in education at Bucknell University and Convent of the Sacred Heart. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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 and profit-sharing plans, corporations, and charitable organizations.

William Quentin is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2017 and previously held positions at Lord and Taylor and King Kone. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Henderson is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Foreside Fund Services, Thomson Horstmann & Bryant, Inc., and Weeden & Co., LP. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers tailored investment strategies through various advisory programs that combine in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Susana Vidan is a Planning Consultant at Fidelity Investments, where she focuses on supporting clients in achieving their financial well-being. She emphasizes building strong and lasting relationships based on trust and mutual understanding to effectively identify clients' goals and develop aligned financial strategies. Prior to her current role, Susana worked as a Client Service Associate at Edelman Financial Engines from 2014 to 2023. This experience has contributed to her expertise in client service and financial planning support. Outside of her professional work, Susana has interests in concerts, museums, reading, theater, and traveling.

Gregory Fischer is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He began his career in 1999 and has over two decades of experience guiding clients through complex financial decisions. He focuses on building lasting relationships with a select group of clients and their families, providing tailored wealth strategies that support their goals, priorities, and legacy. Greg holds the Certified Private Wealth Advisor\u00ae (CPWA\u00ae) designation, administered by the Investments & Wealth Institute in conjunction with the University of Chicago Booth School of Business. He also holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He graduated from Wesleyan University with a bachelor's degree in Economics, where he played football and ice hockey. Greg lives in Redding, Connecticut with his two sons. Outside of work, he enjoys snowboarding, golfing, mountain biking, and spending time outdoors with family and friends.

John Ahern is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial advisory roles, including positions as an Investment Consultant at Fidelity Investments, and Financial Advisor roles at MML Investor Services, LLC, MSI Financial Services, Inc., and New England Securities. He began his career as a Junior Associate at Financial Advisory Network, LLC. John is a Certified Financial Planner™ professional who focuses on helping clients work towards their long-term financial goals by developing a thorough understanding of their current situation and future objectives. He collaborates with clients to establish a clear financial picture and identify strategies to improve their likelihood of long-term success. Outside of his professional work, John enjoys activities such as beach outings, biking, family activities, golf, running, and skiing.

Joseph Masiello is a CFP® and ChFC® with 42 years of industry experience, currently affiliated with LPL Financial in Stamford, CT since 2009. He operates under JMM Wealth Management, LLC, which serves as the DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of adviser representatives, offering a range of advisory programs, retirement consulting, and brokerage services supported by model portfolios and research.

Karen Scinto is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Northwestern Mutual Investment Management and several independent advisory practices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both proprietary and third-party research and investment strategies.

Ellen Cohen is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has worked within various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad client base with discretionary and non-discretionary advisory services.

John Uyeki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Chelsea Groton Bank, and Infinex Investments Inc./Osaic Institutions, Inc. Outside of his advisory work, he is an owner and partner of Stripers Inc. LLC, a recreational fishing boat business. J.P. Morgan Securities 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 centralized due-diligence and ESG eligibility process.

Kalie Van Cura is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, previously employed by Tudor Investment Corporation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gennaro Zimbaldi is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Morgan Stanley since 2019, following prior roles at Newbridge Securities Corporation and Curry Subaru. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 supported by firm-approved tools and research.

Cooper Choate is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America Merrill Lynch and JPMorgan Chase Bank, N.A., as well as a period of study at Tulane University Law School. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephen Lillis is a Managing Director and Private Wealth Manager with the RSL Group at Merrill Private Wealth Management in Greenwich. He provides tailored advice to ultra-high-net-worth clients, supporting multiple generations of family clients in wealth management, portfolio design, and implementation. His expertise includes evaluating a diverse range of asset classes and investment instruments, such as equity and debt instruments, structured investments, alternative investments, and derivative structures aimed at enhancing returns or reducing risks in concentrated portfolios. With nearly 30 years of experience, Stephen has held senior roles at Citi Private Bank and J.P. Morgan, advising hedge fund principals, private equity investors, family offices, and multigenerational families. His background includes managing portfolios with access to all asset classes, capital markets structures, and derivatives. He earned a Bachelor's degree from the University of Rhode Island and an MBA from the Herbert Business School at the University of Miami. Stephen lives in Wilton, Connecticut, with his wife and two children. Outside of work, he enjoys spending time with his family, boating, fishing, golfing, swimming, and traveling.

Richard Toni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc from 2008 to 2017. Outside of his advisory role, he is involved in insurance sales and works part-time as a sales coach. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, structuring its planning engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Nathan Clendenin is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he held roles at Hudson Financial Associates and has teaching experience at Elon University, Lehigh University, and Horace Greeley High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with a notable focus on systematic methodologies and oversight of affiliated sub-advisers.

Steven Chille is a financial advisor at UBS Financial Services with 38 years of industry experience. He has worked at UBS since 2009 and previously spent nine years with Citigroup Global Markets. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research, underwriting, and securities-backed lending programs.

Matthew Landry is a CFP®-certified financial advisor with Morgan Stanley, bringing 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following a 13-year tenure at Merrill. Outside of his advisory role, he is involved in real estate investment and management as a sole proprietor. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios developed by its Global Investment Committee to support clients’ financial planning needs.

Daniel Holzer is a financial advisor at UBS Financial Services with 28 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, serving clients from 2009 to 2025. His credentials include Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial strategies.