Richard Sica is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and UBS Financial Services. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Ivan Shiffman is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Ion Bank and Union Savings Bank. Outside of his advisory role, he serves as Vice Chairman of the New Milford Economic Development Corporation, a volunteer position focused on local economic initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors across a broad branch network.

Michael Noviello is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Avantax Advisory Services. In addition to his advisory role, he is an owner and tax preparer. 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 with an investment approach focused on model-based asset allocation and portfolio optimization.

Charles Hickey Sr. is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 65 and Series 63 licenses and with 34 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1992 and was also employed by Convergencetp Inc. from 2010 to 2022. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals with affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

Patricia Jones is a financial advisor at Raymond James & Associates with six years of industry experience. She holds Series 65 and Series 63 registrations and previously worked at Dalton, Greiner, Hartman, Maher & Co., LLC for 19 years. 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 municipal entities, offering non-discretionary financial planning, investment consulting, and municipal advisory services supported by firm research and multiple portfolio management styles.

Albert Delorenzo Jr. is a CFP®-designated financial advisor with LPL Financial in Fishkill, NY, bringing 54 years of industry experience. He has been with LPL Financial and its predecessor firm since 1991. Outside of his advisory work, he participates as a high school baseball umpire. 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 a range of financial planning and investment management solutions through a large network of advisors who utilize both proprietary and third-party model portfolios and strategies.

Nicole Marron is a financial advisor at Morgan Stanley in Ridgefield, CT, holding a Series 66 designation with four years of industry experience. Before joining Morgan Stanley in 2022, she worked at Hope Evangelical Free Church and The Plumbing Artisans. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support clients’ financial goals.

Steven Mattson Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His career includes tenures at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to his advisory work, he is the author of a book about hiking and the history of Putnam County, NY, and maintains a website promoting the book. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, with tailored recommendations based on Wells Fargo research and planning tools.

Brian Pisacich is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial advising with Merrill Lynch in 1991. After a nine-year tenure at Morgan Stanley/Smith Barney from 2003 to 2012, he returned to Merrill Lynch to establish the Kazcka – Pisacich Group. His advisory approach emphasizes planning to assist clients in allocating their financial assets. Brian's expertise includes college education planning, managing new wealth, personal retirement planning, and retirement income strategies. He holds a Bachelor's Degree from Boston College, where he graduated in 1986 and served as President of the BC Investment Club. He also earned the Personal Investment Advisor (PIA) designation. He resides in Newtown, Connecticut with his wife Cathi and their two daughters. Outside of his professional work, Brian enjoys activities such as baseball, biking, gardening, golfing, hiking, surfing, and yoga.

Michael Peist is a CFP® with 32 years of industry experience currently affiliated with Cetera. He has worked at Cetera since 2007 and holds a position as a risk management consultant at Apterra Infrastructure Capital, where he analyzes loans and loan portfolios to identify and mitigate risk. Peist also operates a tax preparation business during the tax season. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, encompassing both discretionary and non-discretionary strategies.

Michael Taguiam is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 47 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. His other business activities include appointments with United Health Care, Reliance Standard, and Sun Life. Equitable Advisors serves individual clients across varying net-worth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Vincent Camarota Jr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also works with Wealth Group Financial Advisors in Danbury, CT, providing financial services in conjunction with Raymond James guidelines. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling to support client goals.

Jason Hsu is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in providing wealth management advice and services. Since joining Merrill Lynch in July 2007 from Morgan Stanley, he has developed expertise in retirement income planning and wealth preservation. Jason focuses on assisting clients with family wealth management strategies, legacy planning, liquidity management, philanthropic planning, socially responsible investing, tax minimization, and special needs planning, among other areas. He holds multiple professional designations including Chartered Financial Consultant (ChFC), Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jason earned a doctorate from SUNY Stony Brook and is proficient in both Chinese and English. Committed to the principle of "clients come first," Jason and his team provide prompt service tailored to clients' unique financial goals. Outside of his advisory role, Jason participates in community activities through organizations such as the Newtown Lions Club and Western Connecticut State University. His personal interests include reading, spending time with his family, and traveling.

George Schott is a financial advisor with Primerica Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Clearbridge Investments and Legg Mason, where he was employed for 14 years. Outside of his advisory role, he is employed by Stamford Public Schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Sandi Forman is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors since 2019 and was previously employed at Nexvue/Bio Analytics Corp. Forman serves as co-executor of her mother’s estate, managing multiple condominiums. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure for its services.

Michael Weiss Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lord Abbett from 2011 to 2017 before joining Morgan Stanley and its Private Bank division in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and modeling techniques, offering tailored solutions primarily in an advisory capacity.

Andrew Medlicott is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, he worked in various roles including management at Char Restaurants and positions at Pace University and Kohls Corporation. Outside of his advisory work, Medlicott serves as a standby ambulance driver and participates in local government activities in Mamakating, including serving on the town assessment board and a representative committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including access to third-party money managers and various program structures.

Daniel De Salva is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has worked with Cetera Wealth Services, Georgetown Financial Group, and other firms since 2016. De Salva serves as president of the Western Connecticut Estate & Tax Planning Council, a nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a nationwide network of over 10,000 advisors.

Michael Weiss Sr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Weiss serves on the finance committee of the National Ability Center, a charitable nonprofit in Park City, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Robert Peckham is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Infinex Investments, Inc. for 17 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.