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.

Joseph Lopresti is a ChFC® with 33 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. and Metropolitan Life Insurance Company for 25 years. He also serves as president of the Barnum Foundation for Life, a nonprofit organization where he volunteers on the board of directors. Mass Mutual Investors Services, LLC 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, annual planning engagements using firm-approved tools to analyze client goals and delivers written recommendations.

Peter Greco is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Metlife Securities Inc. Since 2008, he has been an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser 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 programs including wrap and money-manager options alongside educational seminars.

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.

Amarjit Singh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes nine years at MetLife Securities and he has been with Mass Mutual since 2016. Outside of his advisory role, he serves as a presenter for the Department of Justice on faith-based discussions and consults for a nonprofit foundation focused on scholarship programs. 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, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various programs including educational seminars and event-driven planning services.

Stephen Mcguirk is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years and has been with Massachusetts Mutual Life Insurance Company since 2016. He also operates as an independent insurance agent focusing on dental, group disability income, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations within collaborative, annual planning engagements.

Gerald Hollmann is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he operates Hollmann Manufacturing Technologies, LLC, a business focused on engineering, design, and sales of medical devices and components. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

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.

Amer Abdel Hack is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at Barnum Financial Group and MassMutual Life Insurance Company. Outside of finance, he has worked in the hospitality sector at Spotted Horse Tavern and has an academic background with the University of Connecticut. MassMutual 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, asset management, and educational seminars, using firm-approved tools to develop client recommendations while maintaining limited investment discretion.

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.

John Hufnagel is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 12 years. Hufnagel is also a business owner and partner at Amedeo Marano & Hufnagel PC, a CPA firm. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial products and services.

Michael Becque is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Merrill since 2020 and Bank of America from 2020 to 2024, as well as prior experience at Hallmark. 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.

David Caraglior is a CFP®-certified financial advisor with 31 years of industry experience. He has worked at Ameriprise since 2017, including its affiliated entities, and previously spent over a decade at MetLife Resources. Outside of advisory work, he is involved in independent insurance brokering focused on universal life products. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Edward Fredericks is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Equitable Advisors since 2005 and previously held positions at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a variety of third-party and proprietary advisory programs.

William Collins is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has four years of experience in the financial services industry, including roles at MassMutual Life Insurance Co. and Barnum Financial Group. Prior to his advisory career, he gained diverse experience across several industries and attended Sacred Heart University. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning with a range of asset management and educational offerings.

Jennifer Cimilluca is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity and its affiliated entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across mutual funds, ETFs, and ETPs.

Bryan Duffy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Outside of his advisory work, he assists clients with Medicare coverage options through his side business focused on Medicare-related insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as employer-sponsored retirement plans and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and participating in wrap programs, while also facilitating insurance product sales through affiliated entities.

Victor Garra is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he works as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, and health insurance. MassMutual 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, asset management, and educational seminars, focusing on collaborative, goal-driven planning with optional implementation of recommendations through brokerage or insurance arrangements.