Jonathan Goldstein is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and models to assist clients in developing their financial plans.

Eric Hudson is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and was previously with Key Investment Services LLC from 2017 to 2022. 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 offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Diane McGuire is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she has a fiduciary power of attorney responsibility for her parents. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Desalva is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has held leadership roles at Georgetown Financial Group, Inc., where he is president and majority owner, as well as vice president and partial owner of Planned Benefits, Inc. Outside of traditional advisory work, he is involved in multiple insurance-related businesses, including life settlements and fixed insurance product education. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and retirement services, supporting both discretionary and non-discretionary investment strategies.

Paul Salmore is a Financial Consultant at Fidelity Investments, bringing over 27 years of experience in the financial services industry. He joined Fidelity in 2022 as an Investment Consultant and transitioned to his current role in 2023. Throughout his career, Paul has held leadership positions, including Managing Director roles at Raymond James, BB&T Capital Markets (now Truist), and KeyBanc Capital Markets. He also has experience as an Associate Director at UBS and as an Associate at Morgan Stanley. Paul's expertise lies in collaborating with clients to develop investment and income strategies tailored to their goals. His professional objective is to work closely with clients to ensure they have effective financial plans in place. Outside of his professional work, Paul engages in activities such as comedy, family activities, parenthood, caring for pets, playing tennis, and volunteering.

Amy Gillis is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. She has been with UBS and its predecessor firms since 1979. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brandon Pepe is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, various insurance carriers, and participation in community and business ventures such as Carriage 7B Realty, LLC, and Bni Orange, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with multiple investment platforms, including model portfolios and third-party subadvisors, and manages over $819 billion in discretionary assets.

Drescott Thompson III is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset requirements. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

Agata Pajares is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has worked previously at Ayco/Julius Gaudio and participated in nonprofit and educational organizations including Youth for Understanding and STS Foundation. Outside of her advisory role, she works as an independent contractor for CIEE, assisting international students and host families. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Wiktor Wozniak is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with nine years of industry experience. Prior to joining UBS in 2018, he worked at AXA Advisors, LLC from 2016 to 2018. Outside of advisory work, Wozniak is involved in real estate as an owner and landlord. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside fee-based financial planning and portfolio management.

David Brown is a financial advisor at Ameriprise with 26 years of industry experience. He has held roles at Raymond James Financial and in insurance prior to joining Ameriprise in 2021. His credentials include Series 63 and Series 65 licenses. Outside of advising, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to support its advisory approach.

Alexander De Meis is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has three years of industry experience. He has worked exclusively with Mass Mutual affiliated firms since 2021. In addition to his advisory role, he is also engaged in outside insurance sales, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual 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 comprehensive financial planning and asset management services, using firm-approved tools to deliver collaborative, annual planning engagements.

Laurie Perry is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. Laurie is based in Westport, CT. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michele Shaw is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2004 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as a product tester for the Institute for Evaluation Sciences and is an officer at a nonprofit children’s summer camp where she monitors a small investment portfolio and checking accounts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning, portfolio management, and capital markets activities.

Stacy Skeete is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held roles at Amazon and New England College of Business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.

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.