Brendan Keohane is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Life Insurance Company in 2016 and its subsidiary, Mass Mutual Investors Services, in 2017. Outside of his advisory role, he is involved in outside insurance sales, focusing on individual and group life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars using firm-approved analytical tools, structuring planning engagements as annual collaborative relationships with clients.

Taylor Marron is a Financial Advisor currently with Merrill Lynch Wealth Management and a member of the Clarke Group. She started her career in corporate bond sales at Morgan Stanley in 2001 and has held roles at Lehman Brothers and Barclays. After taking time off to raise her four children, Taylor returned to wealth management in 2022, bringing a blend of professional experience and a focus on helping clients gain clarity and confidence in their financial futures. She holds the Personal Investment Advisor (PIA) designation. Her expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Taylor is fluent in French, German, and English and earned a Bachelor's Degree from the University of Vermont, along with completing high school and post-graduate studies at Green Mountain Valley School. Taylor is active in her community in Darien, Connecticut, where she and her husband live with their family. She serves on the Darien Board of Finance and participates in organizations such as American Corporate Partners, Catch-A-Lift, Connecticut Republicans, Darien Junior Field Hockey, and the Town of Darien Representative Town Meeting. She also supports efforts to revitalize the local VFW and has been involved in youth sports programs in the area.

Andrew Soliman is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., Popular Investments, and Webster Bank. He also serves as a bank officer for HSBC Bank (USA) N.A., providing bank-related products and services alongside his advisory duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing diverse portfolio management strategies and technology-driven research.

Michael Montaldo is a financial advisor with Charles Schwab in Mt Kisco, NY, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at TD Ameritrade, Morgan Stanley, and E*TRADE Capital Management. Outside of his advisory work, he serves as a board member and minors division director for Sherman Park Little League. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Carol Ungar is a financial advisor with Cetera, holding a Series 63 designation and over 41 years of industry experience. She has been with Cetera since 2009 and has also been associated with Ungar & Mullin Financial Associates, Inc. since 1986. Outside of her advisory work, she is involved in tax preparation services through Ungar & Mullin Financial Associates and works part-time selling fixed annuities, life, health, and long-term care insurance, as well as serving as a receptionist for Weight Watchers. Cetera Investment Advisers LLC is an SEC-registered firm that delivers services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Robert Feighan is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Feighan serves as an expert witness on financial planning in divorce cases and owns several business entities related to his practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

David Heller is a financial advisor with Cetera who holds a Series 63 designation and has 38 years of industry experience. He has served in leadership roles at DC Heller & Company, Inc. since 1990 and currently acts as president of both DC Heller & Company, Inc. and Highstreet Insurance Services Northeast LLC, where he focuses on employee benefits and risk management. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a nationwide network of over 10,000 advisors.

Hubert Parris is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at MetLife Securities Inc. for 19 years before joining MassMutual. Outside of his advisory role, he serves as a trustee managing a townhouse in a family estate and operates as an independent insurance agent covering life, disability, property and casualty, fixed annuities, and health insurance. MassMutual 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, structuring engagements as annual collaborative relationships that emphasize goal analysis and written recommendations.

Jacob Ferraro is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has previously worked at Equity Services Inc and National Life Group and served at Virginia Military Institute. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Henry Boettger is a financial advisor with Cetera, holding a Series 63 designation and 17 years of industry experience. His previous roles include positions at Equity Services, Inc and National Life Group. He is also a partner at Hodgkins Boettger Agency LLC, where he is involved in insurance sales and management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform to provide customized investment solutions.

Christian Washington is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. Prior to joining LPL Financial in 2024, he spent ten years with Cambridge Investment Research Advisors, Inc. In addition to his advisory role, Washington teaches at the City University of New York. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Koenig is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Cetera Investment Services and Foresters Financial Services. Outside of finance, Koenig is involved in a construction business, Around The House LLC, which he operates on weekends. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework in its investment recommendations.

Joseph Dailey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Merrill and Bank of America before joining J.P. Morgan in 2021. Outside of his advisory role, Dailey owns a small woodworking business called CJD Designs LLC, where he creates commissioned pieces. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates ESG criteria in its recommendations and operates within the broader J.P. Morgan financial organization.

Diego Chalco is a Planning Consultant at Fidelity Investments, where he provides holistic planning and guidance to clients. He collaborates closely with clients and their families to develop financial plans tailored to their unique goals, needs, and visions. Diego has held various roles at Fidelity Investments since 2022, including Investment Consultant and Relationship Manager, and previously worked as an Investment Specialist at Vanguard Brokerage Services from 2020 to 2022. He holds a California Insurance License, supporting his capacity to serve clients comprehensively in financial planning. Outside of his professional work, Diego enjoys activities such as fitness, hiking, running, soccer, tennis, and exploring culinary interests.

Peter Coleman is a financial advisor with LPL Financial in Darien, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has held teaching positions at the College for Financial Planning, The American College, Sacred Heart University, Fairfield University, and North University. Outside of finance, he is also an author focused on children’s development and serves as a sailing and seasonal sports coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Peter Starrett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that address a balanced approach to life and wealth, focusing on multiple priorities including family, health, career, and philanthropy. Peter specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Fairfield University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, Peter volunteers with Habitat for Humanity - Fairfield County Coastal Chapter. Outside of his professional work, he enjoys antiquing, boating, fishing, football, golfing, interior decorating, skiing, spending time with his family, and tennis.

Michael Montaruli is a financial advisor with LPL Financial who holds the Series 63 designation and has 10 years of industry experience. He has worked at LPL Financial since 2015 and also maintains a long-term role with Hudson Valley Federal Credit Union since 2005. At Hudson Valley Federal Credit Union, he is involved in insurance services focusing on Medicare-related plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Arminio is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has been with MassMutual Life Insurance Co and MML Investors Services since 2025. Prior to this, he gained experience at Barnum Financial Group, Fortress Investment Group, and Dunlea Glass & Mirror, Inc. He also has a background connected to the University of South Carolina and several community clubs. MML 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 with a structured annual planning process utilizing firm-approved analytical tools.

Keith Gillotti is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he serves as an executor for a family estate in Brookfield, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

John Altier is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co and Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client solutions.