Bruce Sargent is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 57 years of industry experience. His career includes roles at Citigroup Global Markets from 1968 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He serves as president and co-trustee of the Bruce & Janet Sargent Charitable Foundation and is a trustee of Game Conservancy USA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Stephen Ortiz is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch/Bank of America, Fidelity Investments, and Municipal Credit Union prior to joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of products through its extensive regulatory registrations and affiliations.

Michael Pappa is a financial advisor with Wells Fargo Clearing in Westport, CT. He holds a Series 63 designation and has 27 years of industry experience. His prior work includes positions at Janney Montgomery Scott LLC and Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alec Chevreux is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to assist them in making important financial decisions and developing personalized strategies tailored to their goals. He prioritizes understanding each client's unique situation to provide guidance and long-term planning support. Alec's professional experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2026, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. This progression demonstrates his breadth of experience in financial consulting and investment advising. Outside of his professional work, Alec has interests in cooking and baking, fishing, fitness, exploring culinary experiences, outdoor adventures, and traveling.

Arnold Blumenfeld is a financial advisor at Ameriprise with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports delivered in partnership with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Susan Galich is a financial advisor with UBS Financial Services in Trumbull, CT, holding a Series 66 designation and 37 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Treasurer for the Teuta Ladies Society, overseeing financial reconciliations and checkbook management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and securities-backed lending.

Roxanne Samuels is a financial advisor with Primerica Advisors in Danbury, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at PFS Investments Inc. since 2017 and Primerica Financial Services since 2019. Outside of her advisory work, she is the owner of Affluent Consulting LLC, an entity formed solely for business purposes related to Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm offers advisory services primarily through model-based portfolio strategies delivered by third-party asset managers and supported by custodial and trade execution services.

John Nelson is a financial advisor at Stifel with 20 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel in 2023, he worked for Ameriprise Financial Services, Inc. for 10 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Moore is a CFP® with 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his mother. 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 investment approach is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Irene Aponte is a financial advisor at Edward Jones in Mt Kisco, NY, with seven years of industry experience. Her prior work includes roles at Wells Fargo Bank NA and running a residential property leasing business. She also serves as a personal aide through home care programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory, managed account, and investment solutions supported by a large national network of advisors and branch offices.

Mary Wargo is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. 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, including tailored financial planning supported by firm-approved tools and investment models, managing approximately $2.74 trillion in client assets.

Christopher Eckert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Liucci is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 credential with six years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Konica Minolta and the University of Connecticut. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate agreements.

Susan Pelletier is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is an employee of Avon Products Inc. 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 a structured planning process.

Robert Lucarelli Jr. is a financial advisor with Ameriprise in Westport, CT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is co-owner and manager of several LLCs related to real estate ownership and business operations. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carol Galpeer is a financial advisor at Cetera with 49 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2016, with prior roles at Investors Capital Corp. and UBS Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm operates a multi-manager platform that supports diverse investment strategies and program structures.

Paul Araujo is a financial advisor at Edward Jones in Mt Kisco, NY, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Rocket Mortgage, Bank of America, Citibank, and AT&T Mobility. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Christopher Bova is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Drift. Outside of his advisory role, he is a co-owner of Carpe Diem Coffee LLC, a coffee stand and trailer concession. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes on either a discretionary or non-discretionary basis.

Alexandre Grantcharov is a CFP® credentialed financial advisor with 22 years of industry experience, currently practicing at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Lales Group LLC, a general business entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Gordon is a CFP® with 38 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at Oppenheimer for 12 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies, utilizing a mix of in-house and third-party investment managers and providing portfolio management, financial planning, custody, and brokerage services.