Samuel Allen is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and American Corporate Benefits, Inc. Outside of his advisory role, he provides customer service for American Corporate Benefits, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services supported by various investment platforms and third-party money managers.

Nicolette Thibault is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, she held roles at Dutchess Community College, Trustco Bank, the State University of New York, and Dick's Sporting Goods. 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. The firm delivers these services through a combination of advisory, brokerage, and investment management capabilities.

Joseph Marino Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior work includes over a decade at Cantella & Co., Inc. He is also the founder of Ninham Capital Corp. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing various portfolio management and model-based strategies.

Matthew Sullivan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021, following a prior role at JPMorgan Chase Bank, N.A. starting in 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mackenzie Kusch is a financial advisor with Equitable Advisors in Brookfield, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of finance, she is a commercial pilot and flight instructor, involved with Tradewinds Aviation and serves as a trustee for the Ted Alex Memorial Inc. nonprofit. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored and other endorsed platforms, managing both discretionary and non-discretionary assets and providing various advisory and ERISA services.

Nicholas Miceli is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in the financial services industry. Since beginning his career in 2011 with Merrill Lynch, he has developed expertise in wealth management, employee benefits planning, portfolio management, and retirement income strategies. Nicholas and his team leverage Merrill’s global resources to provide comprehensive wealth management services tailored to corporate executives and their families. Nicholas holds a Bachelor of Science in Business Administration with a concentration in finance from Seton Hall University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His experience spans advising on corporate benefit programs such as equity compensation, defined benefit, and defined contribution plans, as well as helping clients manage concentrated stock positions and transition events like retirement or business sales. Outside of his professional role, Nicholas enjoys spending time with his family and pursuing personal interests such as golf, chess, fishing, football, reading, and watching movies.

James Montalto is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in guiding clients through various financial decisions across life's stages, including wealth management, trust and estate planning, education funding, charitable giving management, and retirement planning. He provides expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, and socially responsible investing. James holds a Bachelor's Degree from the State University of New York System and a Master's Degree from Cornell University. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Cornell Club. James is active in his community through the Lions Club International. He resides in Brookfield, Connecticut with his wife and three children, and his office is located in Ridgefield, Connecticut.

Richard Allen is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he owns American Corporate Benefits, Inc., a corporation that sells health, life, and dental insurance, and serves on the boards of the NorthEast Business Group on Health, Inc. and the Zionist Friendship League, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with multiple advisory platforms, utilizing asset-allocation tools and third-party money managers to manage portfolios across a range of investment types.

Roxanne Samuels is a financial advisor with Primerica Advisors in Danbury, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at PFS Investments Inc. since 2017 and Primerica Financial Services since 2019. Outside of her advisory work, she is the owner of Affluent Consulting LLC, an entity formed solely for business purposes related to Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm offers advisory services primarily through model-based portfolio strategies delivered by third-party asset managers and supported by custodial and trade execution services.

Dominick Santoro is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LPL Financial since 2011. Santoro has established an LLC for accounting and liability purposes but has no other outside business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions with both discretionary and non-discretionary management supported by proprietary and third-party research.

Lourdes Cardenas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has been with Merrill since 2015 and previously worked at Bank of America, N.A. Since 2025. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Centopani is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has been affiliated with MassMutual Life Insurance Company since 2021. Outside of financial advising, he creates health and fitness content for a YouTube channel and serves as a coach writing nutrition and fitness protocols. Mass Mutual Investors Services 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, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved software tools.

Christopher Bova is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Drift. Outside of his advisory role, he is a co-owner of Carpe Diem Coffee LLC, a coffee stand and trailer concession. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes on either a discretionary or non-discretionary basis.

James J Hartigan is a financial advisor at UBS Financial Services with Series 65 and Series 66 licenses and 27 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Ryan Sondak is a financial advisor at Ameriprise in Madison, CT, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2019, he worked at Nike Inc. and Farina Pizzeria. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports tailored to clients meeting specific asset criteria. The firm delivers these services through a centralized team and integrates algorithmic tools with oversight to generate and customize retirement income recommendations.

James Agostisi is a financial advisor with Ameriprise in Fairfield, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he has interests in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing comprehensive recommendation reports that include income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

George Welker III is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Matthew Cole is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to their needs. He provides ongoing advice and adjusts strategies as clients' circumstances evolve. Matthew's expertise encompasses general investing, retirement planning, and preparing for unforeseen life events. He emphasizes understanding what is important to each client and collaborates with them to create personalized financial plans. He holds a Bachelor's Degree from Fairfield University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Matthew has interests in basketball, golfing, and soccer.

Zakary Cianciolo is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in the restaurant and bar industry as a co-owner and silent partner in several businesses. 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 offers collaborative annual financial planning engagements using firm-approved tools and supports various event-driven planning services such as divorce and estate settlement.

Curt Schibli Jr. is a financial advisor with Edward Jones in Ridgefield, CT, holding CFP® and CFA® designations and six years of industry experience. He previously worked at Shenkman Capital Management, Inc. for five years and currently serves as a part-time seasonal snowsports instructor at Gore Mountain. Schibli is also involved with the Ridgefield Historical Society’s Investment Oversight Committee and contributes to the Master Networks Brewster NY chapter as a soundbite coordinator. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets. The firm combines an extensive network of financial advisors and branch offices with affiliated capabilities such as a trust company and proprietary mutual funds.