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.

James Atkinson is a Series 66 licensed financial advisor with Merrill in Southbury, CT, and has 8 years of industry experience. He previously worked at Webster Bank for two years before joining Merrill. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Leibell is a financial advisor at UBS Financial Services with 12 years of industry experience and holds a Series 66 designation. He has been with UBS since 2013. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates, sits on the board of The Carl and Dorothy Bennet Foundation, and contributes as chair of the Family Business Advisory Committee for Trusts and Estates Magazine. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm utilizes proprietary research and model-based asset allocations to tailor strategies, offering a broad range of services including wealth management, institutional trading, and capital markets solutions.

Hillary Henderson is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Mcguire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its previous iteration as Axa Advisors. Outside of her advisory role, Mcguire serves as a board member and officer of the Lewisboro Horsemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment approaches, including third-party asset managers and proprietary programs, focusing on matching clients with appropriate models and discretionary management solutions.

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.

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.

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.

Richard Wolf is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Infinex Investments, Newtown Savings Bank, Prudential Annuities Distributors, and Prudential Insurance Company of America. Wolf serves on several nonprofit boards in Trumbull, CT, including the Tashua Fathers Club and local soccer organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, leveraging a large network of investment adviser representatives and a range of investment strategies supported by technology and research tools.

Michael Blaszczak is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Tower Square Securities, Inc. and Veravest Investment Advisors, Inc. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform offerings.

Riley Ward is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he worked at Manzi Insurance and has experience in both the hospitality and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers a range of advisory services, including managing funds and delivering model portfolios.

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.