Laurie Perry is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. Laurie is based in Westport, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michele Shaw is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2004 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as a product tester for the Institute for Evaluation Sciences and is an officer at a nonprofit children’s summer camp where she monitors a small investment portfolio and checking accounts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning, portfolio management, and capital markets activities.

Jason Windfield is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of advisors using proprietary research and model-based asset allocations.

Michael Longo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc. from 2009 to 2020. Outside of his advisory role, he is involved with Longo Financial Services, Inc., where he functions as a non-variable insurance agent offering fixed annuities, term life insurance, whole life insurance, and long-term care insurance. 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 third-party asset management, supporting a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Scott Panza is a financial advisor with Morgan Stanley who holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley, he spent seven years at Contrarian Capital Management. He is based in Westport, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Michael Murphy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2008, serving in various roles including Financial Consultant, Investment Representative, and Relationship Manager. Prior to joining Fidelity, Michael worked as an Investment Consultant at AXA Advisors from 2006 to 2008. Throughout his career, Michael has developed expertise in client relationship management and investment consulting. He is licensed with a California Insurance License, enabling him to provide a range of financial services to his clients. Michael values Fidelity's commitment to client understanding, advanced technology, cost-efficient investment platforms, multiple investment strategies, and customer service. No additional information on Michael's education, personal interests, or community involvement has been provided.

Matthew Silva is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, The Prudential Insurance Company of America, and Danbury Public Schools. Silva is also involved in coaching through the Connecticut State Referee Program, AC Connecticut, and Danbury Public Schools. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

David Rosenthal is a financial advisor with LPL Financial in Westport, Connecticut, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James & Associates, Deutsche Bank Securities, Dominari Securities, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he co-owns a lifestyle brand and is involved as a director in a related LLC managed by his wife. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory strategies supported by proprietary research and technology tools.

James Montalto is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in guiding clients through various financial decisions across life's stages, including wealth management, trust and estate planning, education funding, charitable giving management, and retirement planning. He provides expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, and socially responsible investing. James holds a Bachelor's Degree from the State University of New York System and a Master's Degree from Cornell University. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Cornell Club. James is active in his community through the Lions Club International. He resides in Brookfield, Connecticut with his wife and three children, and his office is located in Ridgefield, Connecticut.

Juan Franco is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked for Sportime Clubs LLC, where he also occasionally coaches tennis outside of business hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Bryant Vallat is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients and their families in making financial decisions aligned with their long-term goals and visions. He collaborates with clients to build and maintain financial plans and identifies opportunities to enhance those plans. Bryant has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Retirement Solutions Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Bryant has interests in baseball, football, golf, and family activities.

Michael Fulton is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Robert Masanotti is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Investors Services, Barnum Financial Group, and Wells Fargo Clearing. He is based in New Canaan, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities that include derivatives and commodities.

Kelley Hart is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Hart serves as a member of the Town of Orange Historic District Commission. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice and customized performance reporting.

Gina Douvas is the Senior Resident Director at Merrill Lynch Wealth Management in Fairfield, CT, leading the office since 2009. She has been involved in the Financial Services industry since 1991 and joined Merrill Lynch in 2007. Gina and her team work closely with high-net worth individuals, families, entrepreneurs, and endowments to develop disciplined and customized long-term financial strategies. They coordinate resources from Merrill and the Bank of America Private Bank to assist clients in pursuing financial goals, managing risk, and creating tax-efficient wealth-transfer strategies, often collaborating with CPAs and estate attorneys. Prior to joining Merrill Lynch, Gina spent 13 years at Smith Barney in New York City, focusing on stock-option planning for C-suite executives, estate, and retirement planning strategies. She began her career as a portfolio analyst working on investment strategies for institutional, corporate retirement, and private pension plans. Gina holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree from SUNY Stony Brook and an MBA in Finance from Pace University Lubin School of Business. Gina is active in her community and supports multiple charitable organizations such as the American Cancer Association and the Norma Pfriem Breast Center. She serves on the advisory board of the Charles F. Dolan School of Business at Fairfield University and is involved with John Jay High School and The Smilow Cancer Hospital. Fluent in Greek and English, Gina enjoys biking, cooking, football, golfing, music, photography, tennis, traveling, volleyball, and spending time with her family.

Zachary Bognar is a financial advisor with Wells Fargo Clearing in Stamford, CT, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, Northwestern Mutual Investment Services LLC, JP Morgan Chase, and Charles Schwab and Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

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.