Lisa Giordano Eckert is a Series 66 licensed financial advisor with UBS Financial Services in Westport, CT, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she works part-time as a certified yoga instructor at Kaia Yoga in Westport and Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through 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 across a broad platform.

Randall Watsek is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Dalton, Greiner, Hartman, Maher & Co., LLC for 13 years. Outside of his advisory role, he is an author and editor of poetry and literary books and acts as a trustee responsible for managing a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management styles and affiliated research.

Daniel Kilmurray is a financial advisor with UBS Financial Services in Norwalk, CT, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with UBS since 2013. Kilmurray serves on the endowment committee at Lafayette College and provides informal advisory support to Yola Mezcal LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Gerald Gladnick is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Mario Faustini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and concurrently at Morgan Stanley Private Bank since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process includes preparation and review of investment policy statements, investment recommendations, performance reporting, participant education, and plan benchmarking, and it offers a broader range of financial products than many large institutional advisers.

Sean Boccuzzi is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at People's Securities, Inc. and Titus Rockefeller, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment options.

Nick Kounios is a financial advisor with Osaic in Mount Kisco, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Osaic since 2002. Outside of his advisory role, Kounios is involved in tax preparation and planning through Pinnacle Taxx Inc, where he is a partner and enrolled agent. He is also a board member of a nonprofit organization that provides continuing education to tax professionals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process centered on model-based asset allocation and portfolio optimization, supporting various strategies and third-party partnerships.

Luz Vargas is a Series 66-licensed financial advisor with UBS Financial Services in Westport, CT, and has 12 years of industry experience. She has been with UBS AG since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals and risk tolerances.

Zachary Lyons is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2015. Outside of his advisory role, Lyons serves as president of two condominium associations and manages an online resale business through ECOMM LLC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage, and custody services. The firm integrates its advisory services with Bank of America affiliates and emphasizes managed account and manager-selection capabilities.

Riley Juenger is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services, Cornerstone Wealth Management, and LPL Financial, before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Cina is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at National Asset Management, National Securities Corporation, Merrill, and Charles Schwab. Outside of his advisory role, he works as a personal driver, providing local airport transportation outside of normal business hours. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Maria Castellon is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She has worked at firms including Wells Fargo Advisors, LPL Financial, and HSBC Securities. Castellon holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

David Schneider is a Certified Financial Planner (CFP®) with 15 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2020, following a seven-year tenure at JP Morgan Securities LLC. His credentials also include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Kyle Zingone is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked for RBC Capital Markets for nine years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jeffrey Miller is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 26 years of industry experience. Prior to joining UBS in 2013, he worked at Morgan Stanley from 2007 to 2013. Outside of his advisory role, he is a partner in JelaPrint LLC, a wholesale and merchandising business, and serves as a sales and product consultant for SkyTechSport, Inc., a manufacturer of indoor ski simulator machines. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to support client goals.

Nessa Englebright is a Senior Financial Advisor with The 712 Investment Group’s West Coast office, part of Merrill Lynch Wealth Management. She began her career in 1999 at Merrill as a Financial Planning Specialist in the Manhattan East office. Since joining The 712 Investment Group in 2005, Nessa has focused on assisting high net worth individuals and families in clarifying their financial decisions. Her approach centers on identifying and prioritizing clients’ goals and developing tailored plans that utilize their current and future resources to help achieve those objectives. Nessa holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Personal Investment Advisor (PIA) designations. She earned a bachelor’s degree in finance from Drexel University. Her client focus areas include college and education planning, family wealth management, legacy planning, liquidity management, retirement income, and supporting women and wealth. Outside of her professional work, Nessa enjoys cooking, hiking, music, reading, skiing, traveling, and spending time with her family. She resides in San Francisco with her husband, Vincent.

Anthony Morales is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to provide clarity on financial decisions, assisting with building and preserving wealth, preparing for retirement, navigating life transitions, and planning for the next generation. Anthony brings nearly a decade of experience in financial advising, focusing on family wealth management strategies and portfolio management services. He leverages Merrill's extensive research and resources to deliver tailored investment strategies, including retirement planning and trust and estate strategies. As a bilingual advisor fluent in English and Spanish, Anthony serves a diverse clientele with customized advice. He holds licenses including the SIE, FINRA Series 7 and Series 66 registrations, and has the Personal Investment Advisor (PIA) designation. Anthony attended the New York Institute of Technology, where he did not confer a degree. Outside of his professional role, Anthony has interests in baseball, basketball, boxing, drawing/sketching, football, golfing, interior decorating, softball, spending time with family, and traveling. He emphasizes an approach built on transparency, trust, and simplifying complex financial challenges to empower families in their financial decisions.

Jose Diaz Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Danbury, CT. He has worked with Raymond James since 2013 and has been involved with Union Savings Bank since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Christopher Leavay is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Citigroup Global Markets. Outside of his advisory work, he is associated with Adaptive Wealth Management LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm provides non-discretionary planning tailored to client goals using various analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory programs.

Edward Kwiatkowski is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney since 2012. He serves on the finance committee of The Shore and Country Club in Norwalk, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad suite of investment services.