Jesse Sheldon is a financial advisor at Ameriprise with 20 years of industry experience. He has held positions at Ameriprise since 2017 and previously worked at Wells Fargo Advisors from 2009 to 2017. He holds Series 63 and Series 66 licenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to generate personalized advice, primarily focusing on assets managed within Ameriprise accounts.

Paul Sheldon is a financial advisor with Ameriprise in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2017. Outside of his advisory work, he performs stand-up comedy and has appeared at events such as a one-hour routine at the Shawangunk Country Club. Ameriprise offers retirement-income planning services primarily for individuals nearing 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 affiliated entities typical of a large institutional firm.

Leif Waller is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2014. Outside of his advisory role, he serves on the board of directors for the Scarsdale Concours d'Elegance, an annual charity car show, and is president and owner of Braider Technologies, a specialty manufacturing and consulting firm. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory capabilities with broker-dealer and investment adviser registrations.

Judi Mc Anaw is a financial advisor at Edward Jones with 34 years of industry experience. She holds the Series 63 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2009 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cassidy Schiff is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Merrill in 2022, she worked at Fidelity Investments, Strategies for Wealth, and was involved with Codependent Millennial Coaching. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Bergman is a financial advisor with Cetera who holds a Series 63 designation and has 55 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is an independent insurance agent operating Synergy Life Insurance Strategies LLC, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by its nationwide network of over 10,000 advisors and over $256 billion in assets under management.

Matthew Recalde is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Bank of America and Merrill from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Craig Amundson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been associated with Linsco Private Ledger Corp since 2001. Amundson serves as an appointed member of the Town of Greenwich Representative Town Meeting, a volunteer position involving local government affairs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Thomas Casey is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Lisa Guerrera is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sarah Duffy is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 plans, corporations, and charitable organizations.

James Alperin is a financial advisor with Wells Fargo Clearing in New Rochelle, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2016 to 2019. Outside of his advisory work, he is the owner of JIGGSY, LTD and holds a silent partnership in DONJITO INC. LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Czaplicki is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. In addition to his advisory role, he is licensed as an agent for life, disability, long-term care insurance, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures.

Matthew Gaglio is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including 27 years at Guardian Life. In addition to his advisory role, he maintains a side business selling life insurance and annuity products not offered through Guardian or its subsidiaries. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Matthew Rohr is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he worked at ZoomInfo for four years and held positions in various other companies across different industries. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and discretionary 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.

Owen Macadam is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual Life Insurance Company. Outside of finance, he has worked in roles at various golf clubs, including the Golf Club of Martha's Vineyard and Old Lyme Country Club. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment and financial services through its extensive network of advisors.

Theresa Gartner is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she serves as co-trustee and co-power of attorney for her father. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Meade is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Hartley & Parker LTD Co for eight years. Additionally, he is involved with Nutmeg Investment Group, Inc. in an advisory capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytic tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting aligned with client goals.

Baishi Wang is a financial advisor at Edward Jones with 10 years of industry experience. Wang holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2019, Wang worked at Ladenburg Thalmann & Co., Inc. from 2015 to 2019. 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 operates a broad network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Gary Zink is a CFP® professional with over 42 years of experience in the financial industry. He is affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 2004 and American Pension Advisors Inc. since 1989, where he currently serves as president. Outside his advisory roles, he operates a sole proprietorship as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to various investment platforms and third-party managers.