Robert Guere is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has spent his entire career in financial services, focusing on helping clients solve complex financial issues and achieve their goals. Robert works closely with clients to develop personalized financial strategies that align with their long-term objectives. Robert's expertise includes college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, and retirement income. His approach emphasizes understanding each client's unique financial situation and creating tailored plans to help manage investment risk and pursue financial goals. He holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). Robert is also active in his community as a member of the Rotary Club of Monroe. In his personal time, Robert enjoys baseball, golfing, music, reading, soccer, and spending time with his family.

Frank Calderone is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a bass player for the band HeadFirst and also owns Calderone Financial Services, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs alongside specialized municipal and employer advisory services.

Gary Avidon is a financial advisor with J.P. Morgan Securities in Bethel, CT, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMORGAN Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with a centralized due diligence process supporting its recommendations.

Oskar Agaronov is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to that, he spent six years at E1 Asset Management, Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative screening and qualitative research in its advisory process and offers broad capabilities including derivatives and commodities expertise.

Daniel Borgia is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience at The Beach Deli and GNY Stars Ice Hockey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, supported by a manager solutions team and incorporates ESG considerations in its recommendations.

Joseph Taylor is a financial advisor with Ameriprise in Danbury, CT, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise in 2023, he worked for Medtronic from 2005 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Goldstein is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and models to assist clients in developing their financial plans.

Nicolette Thibault is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and six years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Her prior work includes roles at Dutchess Community College, Trustco Bank, State University of New York, and Dick's Sporting Goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework.

Millie France is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 16 years of industry experience and previously worked with Cetera Investment Services and Foresters Financial Services. In addition to her advisory role, she is an insurance agent with Vanbridge Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational and research tools.

Joseph Marino Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, 65, and 66 licenses. He has 34 years of industry experience, including roles at Cantella & Co., Inc. and Edelman Financial Services. He is also the founder of Ninham Capital Corp. and has worked as an independent insurance agent and with Schneider Financial Group. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary investment strategies.

Diane Mcguire is a financial advisor with Merrill in Westport, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she holds a fiduciary power of attorney for her parents. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Desalva is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has held leadership roles at Georgetown Financial Group, Inc., where he is president and majority owner, as well as vice president and partial owner of Planned Benefits, Inc. Outside of traditional advisory work, he is involved in multiple insurance-related businesses, including life settlements and fixed insurance product education. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and retirement services, supporting both discretionary and non-discretionary investment strategies.

Sandra Gonzalez is a financial advisor with Primerica Advisors, holding a Series 63 license and 24 years of industry experience. She has worked at Primerica Financial Services since 2000 and with Primerica Advisors since 2017. In addition to advisory services, she is involved in sales of loan products, home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs a model-delivery approach managed by third-party asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Kenneth Southworth is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Kenneth earned a Bachelor's Degree from Lake Forest College and completed his high school education at The Kent School.

Amy Gillis is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. She has been with UBS and its predecessor firms since 1979. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Matthew Sullivan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan-affiliated entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG criteria in its recommendations.

Peter Davey is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Neuberger Berman. Fidelity's Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Brian Vieselmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at firms including Mass Mutual, National Life Group, and currently serves as a partner at Corporate Plans Retirement Strategies LLC. In addition to his advisory roles, he is an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various account structures and investment strategies.

Jeffrey Klotz is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 45 years of industry experience. He has worked at UBS since 2008 and previously held roles at Morgan Stanley. Outside of his advisory work, he serves on the board of directors for Photofind and is involved with the Bethel Woods Center for the Arts, contributing to event organization and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Joseph Mc Nally is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Davenport & Company, Amopi LLC, Nasdaq Dorsey Wright, and Verger Capital Management. Outside of finance, he has been involved with Mad Belly Ventures LLC, an entrepreneurial endeavor. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.