Dawn Faigle is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various divisions of JPMorgan Chase since 2014. Prior to her current roles, she was employed at Bedford Central School District from 2015 to 2020. 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. As part of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joseph Miller is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Merrill Lynch/Bank of America, Ballast Rock Private Wealth, and Stifel, Nicolaus & Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of advisors and branches, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and related services.

Judy Rubin is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services and OSAIC. Rubin serves on the board of the Ossining Volunteer Ambulance Corps, where she is involved in financial oversight. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Anna Bruno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors since 2003, including time when the firm operated as AXA Advisors, LLC. Outside of her advisory work, she is involved as a tennis instructor at Breezemont Day Camp and serves on the board of the Armenian International Women's Association. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk profiles.

Robert Chilson is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BlackRock for 18 years before joining Merrill and Bank of America. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Feighan is a CFP® credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Valhalla, NY office. In addition to his advisory role, he is involved in independent insurance brokering and owns an LLC connected to his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach.

George Welker III is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Charles Principato is a Financial Advisor with Merrill Lynch Wealth Management who focuses on helping clients transform success into lasting financial impact. He works with early-career professionals and families to develop personalized strategies that include tax-efficient investing, custom lending solutions, estate planning, and comprehensive wealth management. His approach emphasizes clarity and confidence, aiming to simplify complex financial decisions and empower clients to achieve their goals. Charles brings expertise in corporate benefits, executive compensation, family wealth management, legacy planning, personal retirement planning, and portfolio management. He holds a Bachelor’s Degree from the University of Connecticut and completed a certificate program at Universidad de Salamanca. Charles is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Outside of his professional role, Charles is involved in several community organizations, including the Diocese of Bridgeport - Holy Spirit Stamford, New Covenant Center, and Saint Cecilia's Roman Catholic Church. He is also affiliated with professional groups such as the Catholic Finance Association and Young Catholic Professionals. His personal interests include hiking, fishing, biking, boxing, and other outdoor activities.

Paul Treistman is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, fixed annuities, health, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Jenna Gatto is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she is involved as a general partner in two LLCs related to therapy, counseling, and coaching, where she maintains licensure requirements for marriage and family therapy. Jenna is also the owner and director of a separate LLC. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, and institutions.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Danielle Guilderson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2012. Outside of her advisory role, she teaches meditation classes as an adjunct professor at Westchester Community College, instructs yoga to veterans at a VA hospital, and owns a yoga and wellness center in Mohegan Lake, NY. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Curt Schibli Jr. is a financial advisor with Edward Jones in Ridgefield, CT, holding CFP® and CFA® designations and six years of industry experience. He previously worked at Shenkman Capital Management, Inc. for five years and currently serves as a part-time seasonal snowsports instructor at Gore Mountain. Schibli is also involved with the Ridgefield Historical Society’s Investment Oversight Committee and contributes to the Master Networks Brewster NY chapter as a soundbite coordinator. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets. The firm combines an extensive network of financial advisors and branch offices with affiliated capabilities such as a trust company and proprietary mutual funds.

Diony Concepcion is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses, and has 23 years of industry experience. Prior to joining Cambridge in 2019, Diony worked at Bank of America and Merrill. Outside of advisory work, Diony is also the owner of an insurance and benefits agency and works as a contractor driver for companies including Lyft. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides multiple investment platforms and strategies, including proprietary models and access to third-party managers, with a combination of discretionary and non-discretionary portfolio management.

Patrick Devaney is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial in 2020. He also operates a business entity, The Devaney Group, Inc., which is not related to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Brendan Keohane is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Life Insurance Company in 2016 and its subsidiary, Mass Mutual Investors Services, in 2017. Outside of his advisory role, he is involved in outside insurance sales, focusing on individual and group life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars using firm-approved analytical tools, structuring planning engagements as annual collaborative relationships with clients.

Terence Markey Jr. is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Taylor Marron is a Financial Advisor currently working with the Clarke Group within Merrill Lynch Wealth Management. She began her career in 2001 on Morgan Stanley's corporate bond trading desk, transitioning later to sales and institutional markets roles at firms including Lehman Brothers and Barclays. After stepping away in 2012 to raise her four children, Taylor returned to wealth management in 2022 and brings a combination of professional experience and personal perspective to her practice. Her expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Taylor holds a Bachelor's Degree from the University of Vermont and is a Personal Investment Advisor (PIA). In addition to English, she is fluent in French and German. Taylor is actively involved in her community in Darien, Connecticut, serving on the Town of Darien Board of Finance and participating in organizations such as American Corporate Partners, Catch-A-Lift, Connecticut Republicans, Darien Junior Field Hockey, and the Representative Town Meeting. She is also engaged in efforts to support veterans and first responders, reflecting her personal connections through family service in the Army and law enforcement. Outside of her professional work, Taylor enjoys gardening, golfing, hiking, interior decorating, skiing, traveling, and spending time with her family.

Michael Occhiuto is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he is the owner of Ackside Down LLC, a vacation home holding entity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Andrew Soliman is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., Popular Investments, and Webster Bank. He also serves as a bank officer for HSBC Bank (USA) N.A., providing bank-related products and services alongside his advisory duties. 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 financial planning, advisory programs, retirement consulting, and brokerage services, utilizing diverse portfolio management strategies and technology-driven research.