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.

Frederick Landwehr is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior roles include positions at Landwehr & Spaho, CPA's, Securities America Advisors, and National Planning Corporation. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing a network of investment adviser representatives who may apply a variety of portfolio strategies.

Andrew Soliman is a financial advisor with LPL Financial in Somers, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at HSBC Bank USA and HSBC Securities, where he also served as a bank officer involved in the sale of bank-related products and services. Soliman's experience spans both investment advisory and banking sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, banks, and trust companies. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Michael Montaldo is a financial advisor with Charles Schwab in Mt Kisco, NY, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at TD Ameritrade, Morgan Stanley, and E*TRADE Capital Management. Outside of his advisory work, he serves as a board member and minors division director for Sherman Park Little League. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Matthew Sherman is a financial advisor with Equitable Advisors in Brookfield, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Equitable Advisors since 2014, including during its prior affiliation as AXA Advisors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Hubert Parris is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at MetLife Securities Inc. for 19 years before joining MassMutual. Outside of his advisory role, he serves as a trustee managing a townhouse in a family estate and operates as an independent insurance agent covering life, disability, property and casualty, fixed annuities, and health insurance. MassMutual 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, structuring engagements as annual collaborative relationships that emphasize goal analysis and written recommendations.

Peter Starrett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that address a balanced approach to life and wealth, focusing on multiple priorities including family, health, career, and philanthropy. Peter specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Fairfield University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, Peter volunteers with Habitat for Humanity - Fairfield County Coastal Chapter. Outside of his professional work, he enjoys antiquing, boating, fishing, football, golfing, interior decorating, skiing, spending time with his family, and tennis.

Bryan Roth is a CFP® designated financial advisor with Edward Jones in Newtown, CT, with 19 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

William Mitchell is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Primerica since 2002 and has prior experience at companies including Champion Maintenance and UBER. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Keith Gillotti is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory role, he serves as an executor for an estate in Brookfield, CT, dedicating several hours monthly to this responsibility. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services. Advisors use proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation through various firm programs.

David Bergerson II is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at Merrill Lynch/Bank of America, N.A. for five years and Orion Capital Advisors LLC for two years. Outside of his advisory work, he referees soccer and hockey games at various youth levels. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Derek Bufano is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held roles at Metro Physical Therapy and taught at Marist College. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and extensive operational infrastructure.

Christopher Sun is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2019, following roles at Celebration Restaurant Group and Scottland Inc. 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, and various institutional investors.

Stephen Cohen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent offering life, disability, long-term care, fixed annuities, health, dental, and group disability income products, and is an attorney though not actively practicing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and recommend investment strategies without discretionary authority.

Anisa Gjermeni is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. She has nine years of industry experience and previously worked at Citizens Securities, Inc. and Citizens Bank before joining Merrill and Bank of America in 2019. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harold Smith Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 40 years of experience in financial advising and wealth management, including roles as Senior Vice President and Wealth Management Advisor at Merrill for 28 years, Executive Vice President at Webster Bank for more than 20 years, and member of KPMG Peat Marwick, C.P.A.'s for 2 years. Harold holds the Chartered Financial Consultant (ChFC) designation, the Certified Financial Planner (CFP) certification, and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Georgetown University. Throughout his career, Harold has worked with high-net-worth clients, advising on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and portfolio management services. His approach involves working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Harold also collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy planning. Harold resides in Middlebury, Connecticut, with his wife and two children and is a former Captain in the United States Marine Corps. He has been involved in various community service organizations and board memberships, including the United Way, Naugatuck Valley Development Corporation, Waterbury Association for Retarded Citizens, Waterbury Development Corporation, Waterbury Hospital Corporation, and the YMCA. His personal interests include golfing, hiking, skiing, and tennis.

Christopher Buelta is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 24 years. Outside of his advisory role, he is involved as an insurance agent offering various insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach combines model-based asset allocation and portfolio optimization with a range of advisory and brokerage services, supported by multiple custodial and third-party program arrangements.

Gene Borchetta is a financial advisor with Ameriprise in Trumbull, CT, holding a Series 66 designation and with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian Zusi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services, LLC, Mass Mutual Life Insurance Company, and House of Sports / ASEC, LLC. He also serves as a consultant for GLG World Insight Network, providing expertise in sports coaching and organizational leadership. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various non-securities products and services.

Julian Zapata is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he held roles at Citibank, as well as various positions outside finance including culinary and hospitality work. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.