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.

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.

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.

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 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.

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.

Peter Arnold is a financial advisor with Raymond James Financial in Bethel, Connecticut, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2002. In addition to his advisory role, he works as an independent contractor with Nutmeg Investment Group. 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 entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public-finance services.

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.

Wayne Curtis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory role, he is president of Curtis Financial Services and Insurance, LLC, which provides group and health insurance services to small businesses and individuals. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through a range of third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Stephen Mangiacotti is a financial advisor with J.P. Morgan Securities in Yorktown Heights, NY, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at NYLife Distributors LLC and New York Life Investments. He served for five years with the Irvington Fire Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

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, holding a Series 66 designation and 12 years of industry experience. His prior roles include two years at Bank of America and ongoing affiliation with Merrill. He is also the owner of a small business that leases commercial office space to Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning and non-discretionary investment consulting, employing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Matthew Aquino is a financial advisor with Charles Schwab, holding a Series 66 license and having one year of industry experience. His prior roles include positions at Sanctuary Securities, Primerica, and PwC. He serves on the financial and advancement committees at Salesian High School, assisting with budget analysis and fundraising efforts. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Karen Dillon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amanda Karaqi is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northwestern Mutual and Keller Williams Realty Partners. Outside of financial services, she was involved in real estate through Karaqi Real Estate, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Russell Glickstern is a financial advisor at LPL Financial with 41 years of industry experience. He has been with LPL Financial since 1997. He holds a Series 63 designation and operates in Mount Kisco, NY. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brendon Keady is an Investment Consultant at Fidelity Investments, where he works to help clients achieve their financial objectives. He focuses on understanding clients' visions and assisting them in constructing meaningful investment strategies. Brendon has been with Fidelity Investments since 2023, progressing from Customer Relationship Advocate to Investment Solutions Representative, and currently serves as an Investment Consultant. This experience has provided him with insight into client relations and investment solutions. Outside of his professional role, Brendon has interests in baseball, fitness, golf, food, and traveling.

Paul Eshleman is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior experience with firms including LPL Enterprise, Prudential Advisors, and PNC Financial Services Group. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.