Michael Brand is a CFA® charterholder and Series 63 licensee with five years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services in Elmsford, NY, and has worked at MML Investors Services, MassMutual Life Insurance Co, and TIAA during his career. Mass Mutual Investors Services, LLC 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 a range of planning services and educational seminars, delivering collaborative, goal-based recommendations without investment discretion.

Christina Chin is a Senior Financial Advisor with Merrill Lynch Wealth Management based in White Plains, New York. She works with a diverse client base including individuals, families, young professionals, and retirees, offering customized wealth management strategies that aim to preserve, grow, and transfer wealth. Christina specializes in areas such as retirement income, divorce transition planning, socially responsible and ESG investing, small business strategies, and managing new wealth. Christina began her financial services career in 2018. She earned a Bachelor of Business Administration degree with a concentration in finance and a minor in psychology from Baruch College's Zicklin School of Business, City University of New York. She holds the Certified Plan Fiduciary Advisor® (CPFA®) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials, along with FINRA Series 7 and 66 registrations and life and health insurance licenses. Raised in the Bronx, Christina is a lifelong New York Yankees fan and enjoys spending time with her family, playing softball, hiking, and watching movies. She is also a member of the Bank of America Hispanic/Latino Organization for Leadership & Advancement (HOLA).

Eileen Frohman is a financial advisor with LPL Enterprise in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Fisher Investments, Merrill, and John Hancock Funds. She also acts in a fiduciary capacity in a trustee role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Michael Wares is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing tailored strategies to help professionals, non-profit organizations, and companies achieve their financial goals. He integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address a broad range of client needs including asset allocation, retirement income planning, education funding, risk management, estate planning, cash management, and endowment and employee benefit plan strategies. Since beginning his career in financial services in 2013, Michael has concentrated on providing personalized wealth management solutions that adapt to changing market conditions and client circumstances. His expertise extends to family wealth management, liquidity management, small business strategies, and tax minimization. Michael emphasizes working collaboratively with clients to create and maintain financial strategies designed to pursue their goals over time. Michael holds a Bachelor of Science degree from the School of Management at Binghamton University and has completed accredited certificate programs at Georgetown University and Yale University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. He is also involved in his local community through support of the Orange County Firefighters Museum. In his personal time, Michael enjoys cooking, golfing, spending time with his family, traveling, and watching movies.

Peg Davidson is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. In this role, she works with individuals and families to develop tailored financial strategies that align with their specific goals, risk tolerance, and time horizons. Her approach emphasizes understanding client priorities, providing clear education, and promoting a collaborative planning process. Davidson brings extensive experience to her practice, having previously served as an Assistant Vice President Financial Consultant at Merrill Lynch from 1992 to 1997 and as a Financial Consultant at Shearson Lehman from 1987 to 1992. Over her career, she has focused on empowering clients to make informed financial decisions by offering guidance, perspective, and accountability, aiming to build strategies that evolve with clients' changing lives. Outside of her professional work, Peg Davidson enjoys engaging in activities such as hiking, running, traveling, attending social events with friends, reading, and exploring culinary interests.

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.

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.

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.

Heidy Villarroel is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and bringing 15 years of industry experience. Her prior work includes six years at Ameriprise and nine years at Ameriprise Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

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 at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in selling health insurance with various companies. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

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.

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.

Matthew Cosco is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS in 2024, he worked at Trinity College and New Canaan High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

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.