Anthony Salerno is a financial advisor with Ameriprise in New Canaan, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is president of AJS Corp, a consulting and operations management business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate modeling and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Carl Donatello is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services.

David Almquist is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, City National Bank, and RBC Capital Markets during his career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailoring strategies based on each client’s Advisory Risk Profile.

Martin Maffei is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at UBS Financial Services since 2018 and previously spent 10 years at Fidelity Investments. Outside of his advisory role, he is a partner in 3 Sibling LLC, a family partnership involved in investments across various equity sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Juliana Panov is a financial advisor at Morgan Stanley with five years of industry experience. She joined Morgan Stanley in 2020 after working at SIE Exam Prep and CBG Composites GmbH. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Michael Raymond is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 43 years of industry experience. He previously worked at LPL Financial and Cambridge Investment Research Advisors. His other business activities include involvement with Raymond Wealth Advisors in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to inform client strategies.

Javier Dedios is a financial advisor with Merrill in Fairfield, CT, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Mark Vanderburg is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He worked at Merrill from 2012 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor client solutions.

Nicholas Ciampanelli is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Guardian Life and National Financial Network before joining Cetera in 2025. Outside of his advisory role, Ciampanelli serves as treasurer on the board of Foundation 4 Orphans and works as a food delivery driver. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform that includes discretionary and non-discretionary options, model portfolios, and access to third-party managers.

Leslie Eisen Abrams is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Robert Brennan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Bartlett Tree Experts for five years. Brennan's background also includes roles at Insight Global, LifeBridge Community Services, and the University of Alabama. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

William Jarvis is a financial advisor with Merrill in Westport, CT, holding Series 63, Series 65, and Series 66 licenses and having 24 years of industry experience. He previously worked at Commonfund for 11 years before joining Merrill in 2017. He established a company called Greenwich Strategic Advisors LLC, which is no longer active. 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 strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David King is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with 15 years of industry experience. He previously worked at Merrill Lynch and Bank of America for a combined total of 10 years. King serves as an advisory board member for the Hispanic Health Council, a nonprofit organization based in Hartford, Connecticut. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and Global Research teams. The firm provides a broad range of services, including fee-based financial planning, portfolio management, and capital markets activities.

Brandon Troiano is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and was previously with UBS Financial Services from 2015 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services covering various specialized areas and uses proprietary research and planning tools to develop tailored recommendations for clients.

Zachary Velcofsky is a financial advisor at Ameriprise in Newtown, CT, holding a Series 66 designation with six years of industry experience. He has worked at Ameriprise since 2019, following five years at LAZ Parking. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jay Hyman is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in the Serio, Nastri & Hyman Group based in the Fairfield office. Since joining Merrill Lynch in 2010, he has worked with many successful individuals and families, building his practice around tailored advice and client education to support rational and value-based wealth decisions. Jay and his team maintain an investment processes focused on preserving and growing clients' assets. Jay holds a Bachelor of Science degree in Finance and Economics from Quinnipiac University and earned the Chartered Retirement Planning Counselor (CRPC) designation in 2014. He also holds Personal Investment Advisor (PIA) status and Series 7 & Series 66 FINRA registrations. His expertise includes retirement planning, estate planning, managing life changes such as divorce or business sales, and handling concentrated stock positions. Jay has been recognized by Forbes on the "Best-in-State Wealth Advisors" and "Best-in-State Next-Generation Wealth Advisors" lists in multiple years. Outside of his professional work, Jay enjoys basketball, tennis, hiking, attending New York sporting events, and spending time with his family and friends. He lives in Stamford, Connecticut, with his wife, son, and dog.

Vincent Camera is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he coaches youth baseball clinics and teams through Integrated Sports Training. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various managed portfolios and brokerage products through an integrated platform.

Oksana Glasser is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she works as a consultant and independent contractor for Uber and is pursuing a real estate license for personal and immediate family use. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryan Bogen is a CFP® with 34 years of industry experience, currently affiliated with Cetera since 2023. His prior roles include long-term positions at Summit Financial Group and Cetera Wealth Services. Outside of his advisory work, he is president of Spectrum Financial Strategies, Inc., a tax preparation and insurance services business, and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a wide range of portfolio management and consulting services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Alicia Whearty is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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 in its investment menus.