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.

Anders Hebeler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses. He has been with Cetera Advisors LLC since 2025 and has prior experience at Mannes Financials and Newport Classic Cruises. He has also worked in various roles at 360 Main, the University of Rhode Island, the Town of Trumbull, and Trumbull High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

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.

Karen Dillon is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at Jpmorgan Chase Bank, N.A. since 2007. 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 and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria in its recommendations.

Russell Glickstern is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1997. Outside of his advisory role, he operates under the DBA Westchester Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various strategic and tactical investment approaches supported by research and technology tools.

Paul Eshleman is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience at firms including LPL Enterprise, Prudential Advisors, and PNC Financial Services Group. 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 supported by centralized due diligence and a combination of quantitative and qualitative analysis.

John Durkin is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked with Ascend Financial Services, Inc. and Financial Underwriters Inc. prior to joining Cetera. Durkin is currently based in Danbury, CT. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Steven Sax is a financial advisor at Merrill with Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Merrill since 1987 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a consultant for a nonprofit organization in 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tracy Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 18 years of industry experience. Prior to joining LPL Financial in 2025, she spent 14 years at David Lerner Associate and one year at MSI Financial Services, Inc. Outside of her advisory role, she is involved with Curtis Financial, focusing on retirement and wealth management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, supported by advanced operational and research tools.

Antonio Dispensa is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2016, following five years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.