Micaela Walsh is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she held various roles including positions at Bucknell University and Essex Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, and serves multiple registered investment companies with formally established governance and oversight procedures.

Karen Knettel is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory work, she operates a YouTube cooking show focused on art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Nicholas Francia is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Francia is a member of the Advisory Committee on Finance Issues for The ESOP Association, a peer-sharing group focused on ESOP-related developments and best practices. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Rustam Yamilov is a financial advisor with J.P. Morgan Securities in New Canaan, CT, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. before joining J.P. Morgan in 2018. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research, with recommendations incorporating an ESG eligibility framework.

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 previously at Fidelity Investments, Merrill Lynch/Bank of America, and Municipal Credit Union. Ortiz is based in Greenwich, CT. 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 and includes ESG eligibility considerations.

Priya Kessler is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop disciplined financial plans tailored to their individual situations. She utilizes Fidelity's recommendations and resources to provide clients with the knowledge and guidance needed to make informed financial decisions. Priya has held several roles within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, and previously served as a High Net Worth Specialist, Advanced Broker, and Associate Financial Service Professional at Charles Schwab. She began her career as a Client Service & Support Intern at Charles Schwab. Outside of her professional work, Priya enjoys cooking and baking, exploring culinary experiences, socializing with friends, engaging in outdoor adventures, traveling, and spending time with pets.

Richard Allen is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of advising, he owns American Corporate Benefits, Inc., which sells health, life, and dental insurance, and serves on the boards of two nonprofit organizations: NorthEast Business Group on Health, Inc. and Zionist Friendship League, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based approach to asset allocation and portfolio optimization, providing a range of managed portfolios, third-party money manager programs, and retirement plan consulting.

Michael Pappa is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. His prior experience includes a one-year tenure at Janney Montgomery Scott LLC and two years at Wells Fargo Clearing. 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 offers both brokerage and advisory solutions.

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 with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Blumenfeld has been with Ameriprise since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and annual advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

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.

Patrick Colligan is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Oppenheimer and has been with Ameriprise since 2019. Outside of his advisory role, Colligan serves on the Board of Directors for the Fairfield Republican Town Committee and is Assistant Director of the FBI New Haven Citizen's Academy Alumni Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, utilizing a centralized consulting team to deliver non-discretionary, research-based recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Thomas Moore is a Certified Financial Planner (CFP®) with 40 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Dominick Santoro is a financial advisor with LPL Financial in Newtown, CT, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at LPL Financial since 2011 and previously held positions at Morgan Stanley and Citigroup Global Markets. Santoro has an LLC established for accounting and liability purposes but does not engage in outside business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Evan Centopani is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has been affiliated with MassMutual Life Insurance Company since 2021. Outside of financial advising, he creates health and fitness content for a YouTube channel and serves as a coach writing nutrition and fitness protocols. Mass Mutual Investors Services 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, emphasizing collaborative, goal-based planning using firm-approved software tools.

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.