Alex West is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Alex served as an Investments Consultant at Fidelity Investments from 2022 to 2024. Alex also has experience as a Private Client Advisor and Private Client Banker at J.P. Morgan Securities, LLC between 2016 and 2022. With 10 years in the financial services industry, Alex collaborates closely with individuals and families to understand their circumstances, values, and aspirations. This approach aids clients in navigating complex financial decisions and developing plans aligned with their priorities. Alex's personal interests include comedy, fitness, football, social events with friends, pets, and traveling.

Benn Albrecht is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2023 and previously held positions at Hudson Valley Credit Union, Instacart, and People's United Bank. Albrecht is also a New York State notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies implemented by advisors through discretionary and non-discretionary approaches.

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.

Andrea Coladarci is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Pinnacle Investments, Valic Financial Advisors, and Morgan Stanley. OSAIC Wealth serves a diverse client base, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools.

Careena Melia is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Macy's Inc. and Speakeasy Inc., as well as operating her own business, Careena Melia Speaking and Storytelling LLC, since 2013. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a wide network of investment adviser representatives.

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 credentials 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 provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

Robert Giampe is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He previously worked for Prudential Equity Group, LLC from 1998 to 2003. Outside of his advisory role, he serves as an executor for an estate in Poughkeepsie, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Matthew Honig is a financial advisor at Edward Jones in Ridgefield, CT, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at Elevance Health and Oppenheimer, and has held various roles at Northeastern University, McKinsey & Co., Alkali Partners, Andersen, Lincoln Brokerage, and Saint Peter’s Prep. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Patton is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is a notary public. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ross Mannino is a financial advisor with Ameriprise in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Guy Schoepfer is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he owns and operates Global Blog LLC, an internet-based affiliate marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation through brokerage or advisory programs.

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.

Stephen Mangiacotti is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, and New York Life Investments. Outside of his advisory role, he served with the Irvington Fire Company for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Patricia Weber is a financial advisor with Ameriprise in Wilton, CT, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a large institutional platform that integrates advisory, brokerage, and insurance solutions.

Samuel Grossman is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Caraluzzi's Georgetown Market, Bow Ties Cinema, and the University of Connecticut. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Mezzone is a financial advisor with Raymond James & Associates in Ridgefield, CT, holding a Series 66 designation and 12 years of industry experience. He worked at Merrill from 2014 to 2016 before joining Raymond James in 2016. Outside of his advisory role, he is the owner of MDJM LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers a range of financial planning and consulting services, drawing on diverse portfolio management strategies and extensive affiliated research.

Matthew Aquino is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Sanctuary Securities, Primerica, PwC, and CVS Health. He serves on the financial and advancement committees at Salesian High School, assisting with budgeting and fundraising activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and detailed due diligence on alternative investments.