Benn Albrecht is a financial advisor with LPL Financial in Carmel, NY, holding a Series 66 designation and two years of industry experience. His prior experience includes positions at Hudson Valley Credit Union, Instacart, and People's United Bank. He is also a New York State notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with access to proprietary and third-party model portfolios and research.

Michael Sander is a financial advisor with LPL Financial in Tarrytown, NY, holding a Series 63 designation and 21 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation from 2004 to 2017. He is also involved with The Creative Planners Group, Ltd., where he has been active since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, supported by research and model portfolios from internal and third-party sources.

Christian Meier is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with the firm since 2025 and has experience at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of his advisory role, he has been involved with Manhattan University and has created content on YouTube over the past decade. Mass Mutual Investors Services operates as 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, using collaborative, technology-supported approaches to develop written recommendations tailored to client goals.

Brian Mc Koy is a financial advisor with Mass Mutual Investors Services in Danbury, CT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Mass Mutual Investors Services in 2021, Mc Koy worked at People's United Advisors and People's Securities, Inc. He is the founder and CEO of Money Where Your Muscle Is, Inc., a technology-based wellness and fitness accountability platform. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual planning engagements using firm-approved software and offers a range of programs including wrap accounts, money-manager options, and educational seminars.

Matthew Tackman is a Wealth Management Advisor and partner with The Tackman Group at Merrill Lynch Wealth Management. He collaborates with a diverse team to assist clients, primarily corporate executives and entrepreneurs, by managing their financial lives and streamlining their tasks. The group emphasizes consistent and structured client communication, focusing on maximizing the benefits of their clients' wealth for their families and important organizations. Matthew holds several professional designations, including Certified Private Wealth Advisor (CPWA) earned in 2017, Certified Plan Fiduciary Advisor (CPFA) obtained in 2018, Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides services to high-net-worth investors with a comprehensive approach that includes wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax minimization, and legacy planning. Matthew is a graduate of the University of Maryland. He lives in Westport, Connecticut with his wife Rebecca, who is also a University of Maryland graduate, and their three children: Ryan, Hailey, and Quinn. Matthew is involved in his community through the Kings Highway Elementary PTA and enjoys golf, volunteering at his children's schools, and spending time with his family.

Robert Giampe is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as an executor for an estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeffry Christensen is a financial advisor at Ameriprise with 33 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Matthew Honig is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Elevance Health and Oppenheimer. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Michael Hershey is a financial advisor with J.P. Morgan Securities in Darien, CT, holding a Series 63 designation and 43 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sultan Bilal is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company since 2013. In addition to his advisory work, he is involved in non-MassMutual insurance brokerage, focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, employing firm-approved analytical tools to support collaborative, goal-oriented client engagements.

William Edelson is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent specializing in individual life, property/casualty, health, disability, long-term care, and fixed annuities, and serves as an executor for a family estate. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Lisa Patton is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2003 to 2016 and at Wells Fargo Clearing since 2016. Outside of her advisory role, she is a notary public in Danbury. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Susan Kaupie is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Merrill in 2019, she worked for five years at Centric Property Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Alexandra Allen is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked at Raem Capital for nine years before joining Merrill in 2024. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers, supported by Bank of America’s broader corporate platform.

Thomas Dornan serves as the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2008. As part of the Anderson Dornan Group, he focuses on assisting multi-generational families in achieving their financial goals by creating customized plans tailored to the individual objectives of each family member. His areas of expertise include college education planning, executive compensation, legacy planning, tax minimization, retirement income, and personal retirement planning among others. Tom holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned a Bachelor's Degree from Fordham University and graduated from Fairfield College Preparatory School. His approach to wealth management emphasizes disciplined investment strategies aligned with clients' long-term goals and values. Outside of his professional life, Tom is committed to community involvement. He serves on the Board of Directors for the Darien YMCA and The Community Fund of Darien, and he has volunteered with Filling in the Blanks and Shatterproof. He enjoys activities such as skiing, golfing, paddle tennis, and tennis during his personal time.

Ross Mannino is a financial advisor with Ameriprise in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Guy Schoepfer is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns an internet-based affiliate marketing business, Global Blog LLC, focusing on non-investment-related products and services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Joseph Cohen is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and also at National Planning Corporation since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Brockett is a financial advisor with Equitable Advisors in North Haven, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at the University of New Haven and Lowe's Home Improvement. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers and LPL programs. The firm operates a hybrid referral and implementation model that offers both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizons.

Janice Lorenzetti is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.