Anni Berkeley is a Series 66-licensed financial advisor with Merrill, based in Ridgefield, CT. She has 10 years of industry experience, all of which has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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, and various institutions, with multiple options for portfolio implementation and tax-aware strategies.

Kurt Tiefenthaler is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Ricky Chernok is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2019. Outside of his advisory role, he serves on the board of trustees for TCS-Synagogue in Westport, CT. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Joshua Miller is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, following four years at Northwestern Mutual Investment Management. J.P. Morgan Securities 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 strategies, delivering services through a select group of Wealth Advisors on a non-discretionary basis.

Patricia Carrera is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors since 2008 and was previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she serves as the executor of her deceased father's estate in Westchester County, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of proprietary and third-party programs, including discretionary management options and ERISA fiduciary services, to tailor solutions across mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Searsann Hidalgo is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2017. Prior to her financial services career, she spent nine years in the pharmaceutical industry at Boehringer Ingelheim Pharmaceuticals and two years at Taro Pharmaceutical. Hidalgo also owns Envi$ionaire$ Bookeeping & Tax Solutions, a tax preparation and accounting services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and partners with third-party asset managers and BNY Mellon Advisors for portfolio implementation.

Patrick Nolan is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024. Prior to that, he was employed at Wells Fargo Clearing and ICR. 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, supported by proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Peter Ju is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence approach. The firm incorporates an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis.

Gabriel Vieira is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL, he has held roles at The Home Depot, Hudson Valley Credit Union, Eddie Bauer, Amazon, and has owned Do Dragao Gaming since 2020. He is also a notary public in New York. 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 financial planning and asset management through a broad network of investment adviser representatives, utilizing a range of investment strategies and technology tools.

Thomas Murray is a financial advisor with Mass Mutual Investors Services in Armonk, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance Company, OSAIC, FSC Securities Corporation, Guardian, Park Ave Securities, and Pdq Security. He also conducts outside insurance sales as a broker specializing in life insurance, long-term care, and fixed annuities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management through collaborative, annual engagements that utilize firm-approved software and provide written recommendations without investment discretion.

Suzanne Lichtman is a financial advisor with Wells Fargo Advisors in Westport, CT, holding Series 63 and Series 65 licenses. She has 33 years of industry experience and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and services.

Luis Rivadeneira is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Citigroup Global Markets, Citicorp Investment Services, and BNY Mellon Securities Corporation. He serves on the Budget Committee of the Huntington Community First Aid Squad. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment and financial services through its Financial Advisors and Estate Planning Strategies Group.

Joseph Pirrone is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill, Novick & Company Financial Group, LPL Financial, Equitable Advisors, and Morgan Stanley Dw Inc. He is based in Norwalk, CT. Merrill, in conjunction 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ian Calle is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Before joining Charles Schwab in 2023, he worked in education from 2013 to 2023 and had a brief association with Providence College in 2022. Charles Schwab serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Catherine Calandra is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC. Calandra is currently based in Ridgefield, CT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Mark Bilski is a financial advisor with RBC Capital Markets based in Westport, CT. He holds the Series 63, 65, and 66 licenses and has 41 years of industry experience. Prior to joining RBC Capital Markets in 2020, he worked at UBS Financial Services from 2012 to 2020. He serves as a director of the Littauer Foundation, a charitable nonprofit focused on Jewish philanthropy and public health, and holds an honorary board position with Blue Card Inc., a philanthropic organization supporting indigent Holocaust survivors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital-markets capabilities and integrated financial services.

Lawrence Johnson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets Inc. and Citigroup/Citibank. 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 select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jeffrey Sussman is a financial advisor at OSAIC with 45 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. for 21 years and Finesco Assoc. Inc. for 45 years. He has also been affiliated with Empire State College for over five decades. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various investment platforms and tools designed to manage portfolios with a wide range of assets.

Judin Pierre Louis is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he focuses on building strong financial plans tailored to the goals of his clients and their families, utilizing the resources and wealth planning services available at Fidelity. He has held several positions in the financial advisory field, including Financial Consultant at E*TRADE from Morgan Stanley (2019-2023), Financial Advisor at Citi Gold Personal Wealth Management (2015-2019), Vice President Financial Advisor at Capital One Investing (2014-2015), Relationship Banker at JPMorgan Chase (2013-2014), and Financial Advisor Associate at Morgan Stanley (2012-2013). This experience has provided him with a diverse background in wealth management and client relationship development. Outside of his professional work, Judin Pierre Louis engages in activities such as family activities, fitness, football, social events with friends, golf, and parenthood.

Sandra Rose is a financial advisor with LPL Financial based in New Canaan, CT, holding the ChFC®, Series 63, and Series 66 credentials. She has 26 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Aspire and Hamilton Cavanaugh, TIAA-CREF, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.