Gregory Moore is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Segal Rogerscasey from 2012 to 2017. He holds a Series 63 license and is based in Westport, CT. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Francis Spina is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2009. He is involved in several investment-related business ventures, including ownership interests in SPINA Financial Planning LLC and partnerships based in Bethesda, MD. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm uses its proprietary research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.

Steffanie Arduini is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at Commonwealth Financial Network and Boronski & Associates. She is also involved in fixed insurance sales and is the owner of Arduini Adamowski Associates, LLC, a private entity facilitating securities, advisory, and insurance business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

Eric Schod is a financial advisor with LPL Financial in Bridgeport, CT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Cadaret, Grant & Co. Inc. and ongoing involvement with Corporate Benefit Enterprises and RemSept LLC. Outside of finance, he is active as a bassist and booking artist with RemSept LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Charles Mcmanus III is a CFP® professional with 28 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2023 and previously worked within other Wells Fargo entities beginning in 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Jeremy Mc Hale is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual/Team Ironwood in multiple roles since 2020. Prior to his finance career, he was employed at Sacred Heart University and Hamden High School. 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 provides comprehensive financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Gary Parese is a financial advisor with Wells Fargo Advisors in Westport, CT, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Advisors since 2014, including roles at Wells Fargo Clearing. He serves as a trustee for a family trust and is the owner of Parese Family LLC and Parese Wealth Management, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters, with optional implementation through the firm’s brokerage or advisory programs.

Sharon Daly is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 21 years at Metlife Securities Inc. Outside of her advisory role, she also works as an insurance agent specializing in life, health, fixed annuities, and long-term care products. 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 ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships that utilize advanced software tools to analyze goals and deliver written recommendations.

Christopher Taylor is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 15 years of industry experience, including previous roles at FSC Securities. Taylor serves as a board member for the nonprofit Dream Come True of Western Connecticut and acts as treasurer and board member for the Danbury Rugby Football Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Nicholas Hall is a financial advisor with LPL Enterprise holding a Series 66 credential. He has been with LPL Enterprise since 2025 and has prior experience working at Guilford Savings Bank and various other roles outside the financial industry. Outside of advising, he has business activities related to non-variable insurance through an insurance agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by research, model portfolios, and third-party portfolio strategists.

Adam Usinger is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory, he has activity related to non-variable insurance through Prudential. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios, third-party asset management, brokerage, and insurance products. The firm’s integrated platform combines advisory programs with insurance sales and collateralized lending offerings.

Louis Herskovitz is a financial advisor at Morgan Stanley in Westport, CT, holding Series 65 and Series 63 licenses. He has four years of industry experience, including roles at SwifTest and work as an actor under the name Lev Harvey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients through both direct and corporate agreements.

John Probst is a financial advisor at Morgan Stanley with 4 years of industry experience. His background includes roles at T3 Trading Group, Northwestern Mutual, and A1 Reliable Industries. Prior to his financial services career, he worked in the restaurant industry and education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment strategies while serving a broad client base.

Kazi Hossain is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, Kazi held various roles, including positions at Steel Fitness Premier and Walmart, and studied at Penn State University. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Karl Anderson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Mark Tutino is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1992. Outside of his advisory role, he operates a non-variable insurance business under Tutino Financial, LLC, which offers life insurance and fixed annuity products not handled through LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationally. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage, supported by proprietary and third-party research.

Anthony Herman is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Precision Valley Communications, InstaCart, and Eastern Pharmacy, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI-driven research tools.

Jonathan Gottlieb is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers customized financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Scott Kelly is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Wells Fargo Clearing. Kelly serves as a board member for the Umbrella Club, a nonprofit organization in Stamford, CT. Raymond James Financial Services Advisors, Inc. serves individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various platforms, emphasizing advisory and implementation-support roles supported by extensive firm research and an affiliate network.

Nicholas Quagliani is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a CFP® designation and Series 63 and 65 licenses. He has five years of experience at MassMutual Life Insurance Company and Mass Mutual Investors Services and previously spent five years working with Eli's Restaurant Group. Outside of his advisory role, he operates as an independent insurance agent selling life, fixed annuities, disability, 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 offers ongoing financial planning, asset management, and educational seminars, using technology-driven tools to support goal analysis and written recommendations.