Ashley Kaiser is a Series 66-registered financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers additional services including custody, underwriting, and securities-backed lending.

Anthony Tringali is a financial advisor with LPL Financial, holding the Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies across various asset classes.

Christopher Conto is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill in 1993 after moving back to his home state of Connecticut. In his role, he provides personalized financial advice and asset management to high net worth clients, focusing on helping them achieve their financial goals and aspirations. Christopher’s areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, retirement income, philanthropic planning, portfolio management services, tax minimization, and managing new wealth. He employs a goals-based planning approach and offers support with insurance and estate planning services. As a qualified Portfolio Manager, he builds and manages personalized or defined strategies to support his clients’ objectives. He holds a Bachelor of Science degree in Business Management from Springfield College and the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute™ at the Wharton School of Business. Christopher resides in Woodbury, Connecticut, with his wife Amy and their three children. Outside of work, he enjoys spending time with family, traveling, coaching youth sports, staying active, and volunteering at local charitable organizations.

Scott Mitchell is a financial advisor with OSAIC who holds a Series 66 designation and has 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and at American General Securities Incorporated for 2 years. Outside of his advisory role, he is a CPA partner at Melillo & Mitchell, LLP and Innovative CPA Group LLC, where he focuses on tax preparation and planning, and he also operates an independent insurance sales business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process featuring asset allocation, portfolio optimization, and multiple advisor-managed program options.

Donna Colucci is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she serves as a board member of the Rotary Club of Lake Mahopac. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Sunilda Vasquez is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Bank of America, Merrill, JP Morgan Chase, and JP Morgan Securities. Outside of her advisory work, she is the sole proprietor of two online retail businesses, Ladies Armour and Pro Chutes LLC. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing model portfolios across mutual funds, ETFs, and ETPs.

Joseph Cullen Jr. is a financial advisor with Ameriprise in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Ameriprise since 2018 and previously at J.P. Morgan Securities from 2012 to 2018. Outside of his advisory role, he has been involved with Trinity Catholic High School since 2018. Ameriprise offers a retirement-income planning service aimed 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.

Anni Berkeley is a Series 66-licensed financial advisor with Merrill, based in Ridgefield, CT. She has 10 years of industry experience, all of which has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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, and various institutions, with multiple options for portfolio implementation and tax-aware strategies.

Mary Kay Hermann is a financial advisor with Raymond James Financial in Monroe, CT, holding a Series 63 designation and bringing 41 years of industry experience. She has been with Raymond James Financial since 2009 and operates M.K. Financial Services LLC, a support company used for tax purposes, since 2001. Outside of her advisory work, she serves as a Facebook administrator for groups focused on codependency and narcissistic abuse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Luis Rivadeneira is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Citigroup Global Markets, Citicorp Investment Services, and BNY Mellon Securities Corporation. He serves on the Budget Committee of the Huntington Community First Aid Squad. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment and financial services through its Financial Advisors and Estate Planning Strategies Group.

Catherine Calandra is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at various firms including JPMorgan Securities and HSBC Securities. Currently based in Ridgefield, CT, she has been with Morgan Stanley and its affiliated entities since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside investment research from its Global Investment Committee.

John Deleo is a Resident Director and Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals, families, and businesses with retirement planning, asset management, and administration of retirement plans for organizations. His client focus areas include divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, liquidity management, portfolio management, investment strategy, tax minimization, and retirement income. John holds a Bachelor's Degree in Finance from Central Connecticut State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes developing personalized financial strategies tailored to clients' long-term goals. He is a member of the Ansonia Volunteer Fire Department and engages in community service. Outside of work, John enjoys camping, cooking, fishing, hiking, spending time with his family, traveling, and watching movies.

Lawrence Johnson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, he worked at Citigroup Global Markets Inc. and Citigroup/Citibank from 2015 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Jeffrey Sussman is a financial advisor at Osaic with 45 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. for 21 years and Finesco Assoc. Inc. for 45 years. He is also affiliated with Empire State College. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and multi-advisor platform that accommodates various investment strategies.

Steven Kleiner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including UBS Financial Services and Unified Financial Securities before joining J.P. Morgan in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Javier Dedios is a financial advisor with Merrill in Southbury, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008, following a brief tenure at Citigroup Global Markets. Prior to that, he was with Merrill for 11 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Kevin Vesey is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside broad retail and institutional offerings.

Paul Mariano is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of experience in the industry, having worked with Mass Mutual Investors Services since 1982 and MassMutual Life Insurance Company since 1978. He also works as an insurance agent, providing life, disability, long-term care, health insurance, and fixed annuities. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools and a collaborative planning process.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions backed by a large network of over 14,000 advisors.

David Long is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial. His career includes previous roles at Founders Financial Securities LLC, Securities America Advisors, National Planning Corporation, and Financial Planning Associates, Inc. In addition to his advisory work, he serves as President of Personal Tax Systems, Inc., focusing on tax preparation and planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.