Philip Fulco Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He is currently affiliated with LPL Financial and has held previous roles at Cadaret, Grant & Co., Inc. and Pinnacle Planning. He also operates Professional Financial Consultants, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Siobhan Mcintyre is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dave Grimes is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2013 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research to offer asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Jay Durante is a Series 66-licensed financial advisor with Edward Jones, based in Katonah, NY. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved with Cowperwood Company, a business focused on architecture and development. 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, supported by a large nationwide network of financial advisors and branch offices.

Luis Abella is a financial advisor with Edward Jones in New Milford, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Abella serves on the board of the Visiting Nurses Association of New Milford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Silvestro Fabrizio is a financial advisor at LPL Financial with 39 years of industry experience and holds the ChFC® and Series 63 designations. He has worked at several firms including Metlife Securities, Massachusetts Mutual Life Insurance Company, and Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, employing both proprietary and third-party strategies across various account types.

Johnny Copeland is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He also spent two years at Baruch College early in his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative analysis, and recommendations may incorporate an ESG eligibility framework.

Michael Kaplowitz is a CFP® certificant with over 40 years of experience in the financial services industry. He is currently with OSAIC and has worked previously at Securities America and related firms. In addition to his advisory role, he serves as a political district leader for the Somers Democratic Town Committee and volunteers as a board member of the Somers Lions Club. He also holds a J.D. and provides limited legal services on a very part-time basis. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools, supporting strategies that include Unified Managed Accounts and third-party money managers.

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.

David Diehl Jr. is a CFP® professional with over 31 years of experience in the financial services industry. He currently serves at LPL Enterprise and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he preaches Sunday morning sermons at a church in White Plains, NY. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and various affiliated financial services.

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.

Mauro Parra is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Hudson Valley Federal Credit Union and Banker's Life Conseco, and has a background in nonprofit and community services, including five years with Catholic Charities Community Services. He is also involved in financial services at Hudson Valley Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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.

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.