Jason Windfield is a Series 63-registered financial advisor with UBS Financial Services, where he has worked since 1999. He has 38 years of experience in the industry and is based in Westport, CT. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Charles Hite is a financial advisor with MassMutual Investors Services who holds the CFP® designation and has 27 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services, where he has been since 2016 and 2017 respectively. Outside of his advisory role, he is a member of March Financial LLC and operates as an independent insurance agent selling a range of insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers various event-driven planning services, including a recently added Divorce Planning offering.

Brian Kiska is a financial advisor at Fisher Investments with 24 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Legg Mason & Co LLC, ClearBridge Investments LLC, and Legg Mason Investor Services from 2005 to 2020. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and defensive strategies to manage risk.

Nicholas Miceli is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in the financial services industry. Since beginning his career in 2011 with Merrill Lynch, he has developed expertise in wealth management, employee benefits planning, portfolio management, and retirement income strategies. Nicholas and his team leverage Merrill’s global resources to provide comprehensive wealth management services tailored to corporate executives and their families. Nicholas holds a Bachelor of Science in Business Administration with a concentration in finance from Seton Hall University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His experience spans advising on corporate benefit programs such as equity compensation, defined benefit, and defined contribution plans, as well as helping clients manage concentrated stock positions and transition events like retirement or business sales. Outside of his professional role, Nicholas enjoys spending time with his family and pursuing personal interests such as golf, chess, fishing, football, reading, and watching movies.

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.

Stephen Black is a financial advisor with Ameriprise in Ridgefield, CT, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, he participates in the Ridgefield Business Management Council, where he prepares and runs meeting agendas for a local networking group. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Burton Caldwell is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans. He focuses on understanding clients' goals and financial situations to create strategies that aim to provide confidence and peace of mind. Prior to his current role, Burton worked as a Financial Representative at Fidelity Investments from 2023 to 2025. He also has experience as an Account Executive and Mortgage Loan Originator at NewDay USA in 2022. His professional background centers on investment consulting and financial representation. Outside of his professional work, Burton enjoys golf, skiing, and traveling.

Yogesh Kamdar is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. Since joining Merrill in 1993, Yogesh has worked with both individuals and businesses to develop customized financial plans focused on retirement planning, portfolio management, tax minimization, and executive compensation, among other areas. His approach emphasizes understanding each client’s full financial picture and maintaining focus on personal objectives regardless of market fluctuations. Originally from India, Yogesh earned Bachelor's degrees from Saurashtra University and Gujarat University before relocating to the United States in 1988. He began his career as a business manager for the City of Worcester, Massachusetts, and subsequently joined Prudential Insurance Company, where he gained experience in insurance, investment products, and wealth planning. Yogesh holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hindi, and Gujarati. In addition to his professional work, Yogesh participates in community volunteering consistent with Merrill’s traditions. His personal interests include badminton, bowling, chess, pickleball, reading, table tennis, traveling, and yoga.

John Occhipinti is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018. In his role, he collaborates with clients to build, implement, and monitor individualized financial plans. He has over a decade of experience in the financial services industry, having previously worked as a Financial Advisor at Barnum Financial Group from 2015 to 2018 and at Merrill Lynch from 2011 to 2015. Prior to that, he was an Associate at Fortress Investment Group from 2006 to 2011. Outside of his professional work, John has interests in baseball, football, golf, traveling, and exploring culinary experiences.

Matthew Silva is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in various roles including at Northwestern Mutual and BJ's Wholesale Club. Silva is active as a sports coach with several local organizations including the Connecticut State Referee Program and Danbury Public Schools. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

David Rosenthal is a financial advisor with LPL Financial in Westport, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2026, he worked at UBS Financial Services for six years and Raymond James & Associates for four years. Outside of his advisory role, he is involved as a partner in several small businesses, including a lifestyle brand owned by his wife, Kerri Rosenthal, where he oversees financial reviews. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Gerhard is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He previously worked at MetLife Securities Inc. for nine years and has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized planning services such as estate settlement and employer-sponsored programs.

Kevin Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Raymond James and Southport Harbor Wealth Advisor, where he is also an owner. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

Gabriel Giusto is a financial advisor at LPL Enterprise with Series 66 registration and less than one year of industry experience. His prior background includes roles outside the financial sector and attendance at the University of Connecticut. He is also involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance through an integrated platform that combines adviser programs with active product sales.

Michael Belanger is a financial advisor with LPL Financial in North Haven, CT, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and Cetera Investment Services from 2021 to 2024, and he has a background in the automotive industry with Penskee Automotive Group from 2011 to 2021. 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 offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Karl Moosburger is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes four years at Northwestern Mutual Life Insurance Company before joining Edward Jones in 2021. 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 discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

Derek Ciampini is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns and manages rental real estate in New Haven, CT. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs, and maintains specialized capabilities in public finance and municipal services.

Thanh Tran is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and a Series 66 designation. Prior to joining J.P. Morgan, Thanh worked at Park Avenue Securities, Northwestern Mutual, The Guardian Life Insurance Company, and Prudential. Outside of his advisory role, he is involved with Property Prep LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, with a focus on funds and strategies approved through internal review processes.

Kelley Hart is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a member of the Town of Orange Historic District Commission. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gina Douvas is the Senior Resident Director at Merrill Lynch Wealth Management in Fairfield, Connecticut, a position she has held since 2009. She has been with Merrill Lynch since 2007, bringing extensive experience in financial services that began in 1991. Gina leads her office in providing financial strategies tailored to the unique needs of high-net worth individuals, families, entrepreneurs, and endowments. She collaborates with her team and leverages resources from Merrill and Bank of America Private Bank to support clients' financial goals and risk management. Before joining Merrill Lynch, Gina worked for 13 years at Smith Barney in New York City where she was a member of the firm's largest stock-option planning team, advising C-suite executives on stock-option, estate, and retirement planning. Earlier, she served as a portfolio analyst focused 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). Gina earned a Bachelor's degree from SUNY Stony Brook and a Master's degree in Finance from the Pace University Lubin School of Business. She is fluent in Greek and English. Gina is active in her community, serving on the Advisory Board of the Charles F. Dolan School of Business at Fairfield University and supporting organizations such as the Girl Scouts of Connecticut, Norma Pfriem Breast Center, Paulie Strong Foundation, and The Smilow Cancer Hospital. Her personal interests include biking, cooking, football, golfing, music, photography, spending time with family, tennis, traveling, and volleyball.