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.

Nicholas Court is a financial advisor with UBS Financial Services in New Canaan, CT, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with UBS Financial Services since 2010 and has also been associated with UBS International Inc. and UBS AG since 2008. In addition to his advisory role, he is the sole owner of Grey Agave, LLC, a private investment company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Robert Graef is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corp for 25 years. Outside of advisory work, he is involved in offering disability, fixed annuity, traditional life insurance, and fixed life settlements. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory platforms and legacy accounts.

Johnny Copeland is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. Copeland also spent two years affiliated with Baruch College. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Jared Lynne is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and consults through JLYNNE CONSULTING LLC. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in investable assets, offering retirement-income planning that includes written Recommendation Reports addressing income sources and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advice, delivered through a centralized consulting team.

Michael Kaplowitz is a CFP® with 41 years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Securities America and Securities Service Network. Beyond advising, he serves as a political district leader for the Somers Democratic Town Committee and has volunteered as a board member for the Somers Lions Club. He also provides very part-time legal services as an attorney. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with financial planning and managed portfolios, utilizing asset-allocation tools and multiple third-party platforms to support investment decisions.

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. Outside of advising, he owns a tax preparation business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with a range of investment products.

Ginger Corbett is a financial advisor with Merrill in New Canaan, CT, holding a Series 66 credential and has two years of industry experience. Prior to joining Merrill, she worked at several community organizations including the Lapham Senior Center and local YMCAs. She serves as trustee of an irrevocable scholarship trust fund supporting her children’s college expenses. Merrill, together with Managed Account Advisors LLC, 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, pension plans, corporations, and charitable organizations.

Michael Mathias is a CFP® professional with 41 years of industry experience. He is currently with Cetera and has held prior roles at Summit Financial Group Inc. and other firms. Mathias serves as chairman of Interstate Financial Group, a dormant RIA, and also holds leadership roles in insurance-related businesses. Cetera Investment Advisers LLC is a large SEC-registered firm that provides services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering various portfolio management and financial planning solutions across multiple program structures.

Tammy Kenny is a Series 66-licensed financial advisor with Merrill in Ridgefield, CT, where she has worked since 1993, totaling 39 years of industry experience. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patricia Jones is a financial advisor at Raymond James & Associates with 6 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Dalton, Greiner, Hartman, Maher & Co., LLC for 19 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles supported by extensive research and affiliated sub-advisers.

Brian Sullivan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at Morgan Stanley Private Bank and Royal Alliance. Outside of his advisory work, Sullivan serves as an independent arbitrator advising FINRA on arbitration cases. 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 offers collaborative, goal-oriented planning supported by firm-approved analytical tools and also features event-driven planning programs such as divorce and estate-settlement planning.

Landon Tan is a CFP®-designated financial advisor at LPL Financial with nine years of industry experience. He previously worked at KMS Financial Services / Robin Tan before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.

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 at Wells Fargo Advisors in Danbury, CT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Wells Fargo Advisors and related entities since 2009. Outside of his financial career, he is the author of a book titled *Adventures Around Putnam Volume I*, which explores hiking and the history of Putnam County, NY. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

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.

Tab Mak is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2015. Outside of his advisory role, he has worked as an insurance claims adjuster. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options and access to model portfolios and research from various sources.

Thomas Verdeschi is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes various roles unrelated to finance, including time spent in full-time education and positions at Glen Arbor Country Club and Katonah Memorial Park Pool Snack Bar. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management via multi-asset model portfolios and alternative investment options. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Dimitar Timnev is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of J.P. Morgan since 2006. 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, delivering recommendations on a non-discretionary basis.