Daniel Smith is a financial advisor at Wells Fargo Clearing in Madison, CT, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

John Grillo is a CFP® professional with over 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and previously operated Grillo & Associates for more than two decades. Outside of advising, he is owner and CPA at Compass Tax LLC and serves on the board of the Atlanta Neuroscience Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent professionals utilizing multiple platform arrangements and a mix of proprietary and third-party strategies.

Kelly Maryeski is a financial advisor with Merrill, holding a Series 66 designation and 1 year of industry experience. She has worked with Merrill since 2008 and Bank of America, N.A. since 2024. Outside of advising, she operates a food delivery business as a 1099 contractor. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Silviya Cassar is a financial advisor at Ameriprise with seven years of industry experience. She previously worked at Citizens Securities, Inc., Citizens Bank, and Jackson Hewitt. Outside of her advisory role, she works as a waitress helping with events. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Daken Vanderburg is a CFA® charterholder with nine years of industry experience. He has worked at Mass Mutual Investors Services since 2020 and has been with MassMutual since 2019. Prior to that, he spent six years with Granite Peak Asset Management, LLC and five years with Granite Peak Investors, LLC. Outside of his advisory role, he serves on the board of the Aspetuck Land Trust, is chairman of the board for Gnome Surf, a nonprofit surf therapy organization, and provides entrepreneurial advice to ResonanceX Ltd. 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 programs, using a collaborative, software-driven approach focused on client goals.

James A Chambers II is a financial advisor with UBS Financial Services in New London, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2002. Outside his advisory role, he consults for his father's business, Saybrook Counseling Center, providing services related to drug and alcohol counseling, accounting advice, and retirement planning. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and integrated capital markets services.

Matthew Gross is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, with a brief period outside the industry. Outside of finance, he contributes occasional writing and blogging to SB Nation as a hobby. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.

Thomas Riedy is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of Riedy & Associates. He has been recognized on Forbes Magazine's "Best-in-State Wealth Advisors" list multiple times, including in 2019, 2022, 2023, 2024, 2025, and 2026. He holds several professional designations including the Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and the Merrill Lynch Wealth Management title of Wealth Management Advisor (WMA). Additionally, he is an approved Merrill Lynch Wealth Management Discretionary Portfolio Manager and holds FINRA Series 7, 8, 9, 63, and 65 registrations, along with life and health insurance licenses. His areas of expertise include college education planning, corporate executive services, divorce transition planning, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He earned a Certificate of Professional Development from the Wharton School of Business and holds a High School Diploma from Smithtown High School. Thomas serves on the Board of Trustees for the Cradle of Aviation Museum and is a member of the Advisory Board for the Town of Islip-MacArthur Airport. He is a past board member of ADDAPT and a member of the TPC River Highlands Golf Club. He is also an instrument rated private airplane pilot. In addition to his professional commitments, Thomas mentors new employees at Merrill Lynch. His personal interests include baseball, cooking, golfing, ice hockey, music, and skiing.

Jason Dazey is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and provides financial plans based on structured discovery and firm-approved tools.