Kurt Tiefenthaler is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Mary Kay Hermann is a financial advisor with Raymond James Financial in Monroe, CT, holding a Series 63 designation and over 40 years of industry experience. She has been with Raymond James Financial since 2009 and also operates M.K. Financial Services LLC, a support company she owns for tax purposes. Outside of her advisory work, she serves as a Facebook administrator for groups focused on codependency and narcissistic abuse through Lisa A. Romano Life Coach. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting with tailored strategies developed through client interviews, risk profiling, and firm research, emphasizing advisory and implementation support over discretionary management.

Jeffrey Bauer is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, William Joseph Capital Management, LLC, and Charles Schwab. He is involved in non-variable insurance activities through a Prudential-sponsored agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory, and brokerage services. The firm’s integrated platform combines advisory programs with insurance products and utilizes both in-house and third-party portfolio management solutions.

Ricky Chernok is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2019. Outside of his advisory role, he serves on the board of trustees for TCS-Synagogue in Westport, CT. 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’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Michael Iandoli is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2009. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joshua Miller is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a select group of Wealth Advisors.

Patricia Carrera is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008 and previously worked with AXA Advisors, LLC. Outside of her advisory role, she serves as executor of her deceased father's estate in Westchester County, NY. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

David Gornbein is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes over a decade at Fidelity Investments and seven years with Fidelity Personal and Workplace Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside integrated brokerage, custody, and advisory services.

Patrick Nolan is a financial advisor with Wells Fargo Advisors in Westport, CT, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and ICR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients with various planning needs, including niche areas such as business-owner transition and special-needs analysis.

Wyndsor Doyle is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 credentials and having approximately four years of industry experience. Prior to joining Mass Mutual, Doyle worked with Northwestern Mutual in various capacities from 2021 to 2024. Outside of finance, Doyle has engaged in entrepreneurial ventures including roles at Coa Agaveria and Cocina and Eddies Calzones. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative annual planning relationships and uses technology-driven analysis tools to support client goal assessment.

Andrew Roselli is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Mass Mutual Life Insurance Company dating back to 2016. Outside of his advisory work, he volunteers at a local high school, assisting with a stock market club. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Suzanne Lichtman is a financial advisor with Wells Fargo Advisors in Westport, CT, holding Series 63 and Series 65 licenses. She has 33 years of industry experience and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and services.

Luis Rivadeneira is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials and totaling 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following 14 years at Citigroup Global Markets. Outside of his advisory role, he serves on the Budget Committee of the Huntington Community First Aid Squad. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a financial planning process that emphasizes client responsibility for plan implementation and updates.

Ian Calle is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Before joining Charles Schwab in 2023, he worked in education from 2013 to 2023 and had a brief association with Providence College in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Catherine Calandra is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC. Calandra is currently based in Ridgefield, CT. 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 methodologies.

Asiel Cunill is a financial advisor with Merrill in Stamford, CT, holding a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America and various roles in education and retail. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Joseph Norvish is a financial advisor with Equitable Advisors in Hamden, CT, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Thomas Belden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. His career has been focused within the Wells Fargo organizations for over a decade. 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 approach is IPS-driven and incorporates modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Scott Solloway is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles less commonly held among large institutional peers.

Mark Bilski is a financial advisor with RBC Capital Markets based in Westport, CT. He holds the Series 63, 65, and 66 licenses and has 41 years of industry experience. Prior to joining RBC Capital Markets in 2020, he worked at UBS Financial Services from 2012 to 2020. He serves as a director of the Littauer Foundation, a charitable nonprofit focused on Jewish philanthropy and public health, and holds an honorary board position with Blue Card Inc., a philanthropic organization supporting indigent Holocaust survivors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital-markets capabilities and integrated financial services.