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.

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.

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 with two years of industry experience. He holds the Series 66 designation and has prior experience with Securities America Advisors, Inc., and Securities America, Inc. Outside of his advisory role, he is a co-owner of Carpe Diem Coffee LLC, a coffee stand and trailer concession. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, offering both brokerage and advisory services through a broad multi-advisor platform.

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.

Ryan Sondak is a financial advisor at Ameriprise in Madison, CT, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2019, he worked at Nike Inc. and Farina Pizzeria. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports tailored to clients meeting specific asset criteria. The firm delivers these services through a centralized team and integrates algorithmic tools with oversight to generate and customize retirement income recommendations.

Joseph Miller is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Merrill Lynch/Bank of America, Stifel, Nicolaus & Company, and other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.