Brenner Lecompte is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at Clearbridge Investments and Legg Mason. Outside of his advisory work, Lecompte is involved in faith-based speaking engagements and serves as a contractor with the Catholic Leadership Institute. 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’s planning approach includes structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Claire Ross is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at Edelman, Y&R PR (now Goodfuse Communications), Avon Breast Cancer Crusade, and Saks Fifth Avenue. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Flash is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he serves as a director of the Brewster Chamber of Commerce, participates as a board member promoting local businesses in Amherst, and is involved in nonprofit education through presentations on non-violence and social inclusion. He also performs as a musician at community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory and investment solutions supported by a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Benn Albrecht is a financial advisor with LPL Financial in Carmel, NY, holding a Series 66 designation and two years of industry experience. His prior experience includes positions at Hudson Valley Credit Union, Instacart, and People's United Bank. He is also a New York State notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with access to proprietary and third-party model portfolios and research.

Brian Mc Koy is a financial advisor with Mass Mutual Investors Services in Danbury, CT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Mass Mutual Investors Services in 2021, Mc Koy worked at People's United Advisors and People's Securities, Inc. He is the founder and CEO of Money Where Your Muscle Is, Inc., a technology-based wellness and fitness accountability platform. 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 delivers collaborative, annual planning engagements using firm-approved software and offers a range of programs including wrap accounts, money-manager options, and educational seminars.

Matthew Tackman is a Wealth Management Advisor and partner with The Tackman Group at Merrill Lynch Wealth Management. He collaborates with a diverse team to assist clients, primarily corporate executives and entrepreneurs, by managing their financial lives and streamlining their tasks. The group emphasizes consistent and structured client communication, focusing on maximizing the benefits of their clients' wealth for their families and important organizations. Matthew holds several professional designations, including Certified Private Wealth Advisor (CPWA) earned in 2017, Certified Plan Fiduciary Advisor (CPFA) obtained in 2018, Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides services to high-net-worth investors with a comprehensive approach that includes wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax minimization, and legacy planning. Matthew is a graduate of the University of Maryland. He lives in Westport, Connecticut with his wife Rebecca, who is also a University of Maryland graduate, and their three children: Ryan, Hailey, and Quinn. Matthew is involved in his community through the Kings Highway Elementary PTA and enjoys golf, volunteering at his children's schools, and spending time with his family.

Bruce Iacono is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2018, following six years at Axa Advisors LLC. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Calvin Nelson is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has worked at Cetera Investment Services LLC and Cetera since 2019, following five years at Foresters Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that features both affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Robert Giampe is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as an executor for an estate. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Lisa Tevnan is a financial advisor with LPL Financial who holds a Series 63 designation and has nine years of industry experience. She has worked at LPL Financial since 2016 and has been associated with Hudson Valley Federal Credit Union since 2009. Outside of her advisory role, she works as a yoga and Pilates instructor in Poughkeepsie, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Honig is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Elevance Health and Oppenheimer. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of financial advisors and branch offices.

John Leigh IV is a CFP® professional with nine years of experience in the financial industry. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Lisa Patton is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2003 to 2016 and at Wells Fargo Clearing since 2016. Outside of her advisory role, she is a notary public in Danbury. 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 advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Leila Larijani is a financial advisor with UBS Financial Services in Sherman, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, Larijani serves as Treasurer for the King Hussein Cancer Foundation USA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor solutions to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Guy Schoepfer is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns an internet-based affiliate marketing business, Global Blog LLC, focusing on non-investment-related products and services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Marc Schwedelson is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. He is also the owner and president of Quality Financial Services Co., Inc., a life and health insurance agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers.

Vincent Trovato is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Mary Xavier is a financial advisor with Edward Jones in Danbury, CT, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Sprint Corporation for 14 years. Mary contributes to the OAD Report as part of her professional activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Hannah Huntley is a financial advisor with Raymond James Financial in Danbury, CT, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Wealth Group Financial Advisors, Union Savings Bank, and Raymond James Financial Services. She has also been involved with Kimberly Farm and GW Tavern. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.