Hyman Glasman is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities, Inc. and TD Ameritrade Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced investment strategies.

James Mcintosh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over twenty years of experience in the financial services industry, focusing on helping clients pursue their long-term personal and investment goals through personalized financial strategies. His client services include education planning, legacy planning, personal retirement planning, portfolio management, tax minimization, retirement income, and services for endowments, foundations, and non-profits. James began his career in 2000 and has held positions at Prudential Financial, Citigroup Asset Management, and UBS Financial Services before joining Merrill in 2009. He holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. James is a Phi Beta Kappa graduate of the University of Connecticut Honors Program, where he earned his bachelor's degree. Residing in Greenwich, Connecticut, James is active in community and cultural organizations, including the Connecticut Ancestry Society, Fairfield County Gaelic America Club, and the University of Connecticut Alumni Association. He enjoys genealogical research, hiking, music, reading, singing, spending time with his family, traveling, and writing.

Gordon Sommer Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an owner of Gleneagle Capital (Holdings), an LLC created for asset protection and financial planning. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Abigail Sullivan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Romney Studios, and Hexcel Corporation. Outside of finance, she has experience with Tulane Campus Recreation and Sweet Blue Swim Academy. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

David Langhorne is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Merrill and Bank of America, as well as multiple positions within Morgan Stanley entities since 2009. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and emphasizes advisory services without individual security recommendations in its standalone planning programs.

Christopher Kim is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® and ChFC® designations, has 17 years of industry experience, and previously worked at MetLife Securities Inc. Kim is also an independent insurance agent and is involved as a member and owner of two LLCs, managing administrative support and associate expenses for one of them. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using firm-approved software tools and offers event-driven planning services such as divorce and estate settlement planning.

David Goldwasser is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Massachusetts Mutual Life Insurance Company in 2016. Outside of his advisory role, he also works as a tax preparer and serves as an insurance agent. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, focusing on collaborative, goal-based financial strategies.

Astonia Carey is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Morgan Stanley in 2023, she worked at CITIGROUP for five years and Concordia College NY for five years. Outside of her advisory role, she is an ambassador for Swing Chic Golf, a retail and online brand. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, featuring tailored financial planning and extensive client asset management. The firm employs a structured planning process with firm-approved tools and serves both retail and institutional clients.

William Budd is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as general partner of Budd Family Limited Liability Limited Partnership, which manages a family cabin. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and delivers services both directly and through corporate financial planning agreements.

Janet Fleishman is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1995. In addition to her advisory role, she works as a licensed life and health insurance agent. 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 provides ongoing financial planning, asset management, and educational seminars, offering a range of programs including divorce planning and event-driven estate and employer-sponsored planning services.

Ryan Williams is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Merrill for five years and Bank of America for one year before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques to support tailored financial plans.

Lesley Sommers is a CFP® with 44 years of industry experience, currently serving as an advisor at Cetera. She has been associated with Cetera Wealth Services, LLC since 2013 and also operates Sommers Financial Group, Inc., a firm focused on fixed insurance products. Additionally, she works as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Pamela Kiernan is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, following previous roles at Bank of America and Merrill. Kiernan is the sole proprietor of Ware LLC, a consulting firm for which she owns a patent. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment strategies through its Financial Advisors and Estate Planning Strategies Group.

Seera Walter is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Walter has worked at Bank of America, N.A. since 2019 and has been with Merrill since 2014. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Michael Pearson is a Wealth Management Advisor at Merrill Lynch Wealth Management and co-leads The Linke-Pearson Group, a boutique-style wealth management practice serving clients nationwide from Stamford, Connecticut. He specializes in working with high-earning executives, business leaders, and first-generation wealth creators, providing customized investment management, executive compensation strategies, and comprehensive financial planning. With over 15 years of experience, Michael holds multiple professional designations including CFP®, CFA, ChFC®, CAIA®, CPWA®, and CPFA. He earned a bachelor's degree from the University of Connecticut and serves as a mentor at its School of Business. Michael also participates in the Estate Planning Council of Fairfield County. His expertise encompasses areas such as college education planning, family wealth management, philanthropic planning, and institutional consulting for endowments and non-profits. Michael coordinates all aspects of his clients' financial lives, integrating tax, investment, estate, and lending strategies to provide disciplined, data-driven guidance. Beyond his client work, he has spoken at national advisor events and contributes to leadership on institutional business strategy.

Jared Levy is a financial advisor with MassMutual Investors Services in Boca Raton, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously with Metlife Securities Inc. Levy serves on the board of the 501(c)(3) organization Heroes to Heroes and is the owner of LM Startup LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and event-driven planning services.

David Lewson is a Senior Financial Advisor at the Ridgefield Merrill Lynch Wealth Management office. He works with a select group of families and businesses to develop strategies aimed at creating, growing, preserving, and managing their wealth. David combines the personalized service of a small financial advisory boutique with the extensive resources and capabilities of one of the world's leading financial institutions. With over two decades of experience in the financial services industry, David specializes in areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned a Bachelor of Science degree from Rensselaer Polytechnic Institute in 1986. David resides in Redding, Connecticut with his wife, Beth. He has been active in his community, serving as a member of the Redding Board of Education and the Redding Board of Ethics, as well as a trustee of the Western Connecticut Academy of International Studies Magnet School and a board member of Education Connection.

William Tassinaro serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies that reflect each client's unique financial situation and life priorities. William collaborates with clients to create flexible plans that align with their goals, drawing on investment insights from Merrill and banking solutions from Bank of America. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. William follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. His approach emphasizes understanding what matters most to clients beyond markets and returns, aiming to build strategies tailored to their families and aspirations.

Donald Amoruso Sr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in educational consulting and writing, and serves as a trustee on the boards of Cabrini Housing Development Corporation and Cabrini of Westchester Nursing Home. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Attila Balla is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.