Nikola Sormaz is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jensen Industries for 13 years. Sormaz holds a Series 66 designation and is based in New Haven, CT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Alexander Potocsny is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley and International Assets Advisory, 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 a range of financial planning and asset management services through a large network of investment adviser representatives, with a focus on both advisory and non-advisory financial activities.

Gregory Fischer is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He began his career in 1999 and has over two decades of experience guiding clients through complex financial decisions. He focuses on building lasting relationships with a select group of clients and their families, providing tailored wealth strategies that support their goals, priorities, and legacy. Greg holds the Certified Private Wealth Advisor\u00ae (CPWA\u00ae) designation, administered by the Investments & Wealth Institute in conjunction with the University of Chicago Booth School of Business. He also holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He graduated from Wesleyan University with a bachelor's degree in Economics, where he played football and ice hockey. Greg lives in Redding, Connecticut with his two sons. Outside of work, he enjoys snowboarding, golfing, mountain biking, and spending time outdoors with family and friends.

John Ahern is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial advisory roles, including positions as an Investment Consultant at Fidelity Investments, and Financial Advisor roles at MML Investor Services, LLC, MSI Financial Services, Inc., and New England Securities. He began his career as a Junior Associate at Financial Advisory Network, LLC. John is a Certified Financial Planner™ professional who focuses on helping clients work towards their long-term financial goals by developing a thorough understanding of their current situation and future objectives. He collaborates with clients to establish a clear financial picture and identify strategies to improve their likelihood of long-term success. Outside of his professional work, John enjoys activities such as beach outings, biking, family activities, golf, running, and skiing.

Karen Scinto is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Northwestern Mutual Investment Management and Merrill. Scinto also maintains an affiliation with Tennant Financial in connection with her LPL Business activities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Lombardi is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trade implementation delegated to BNY Mellon Advisors.

John Uyeki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott LLC, Chelsea Groton Bank, LPL Financial, and Citizens Securities. Outside of his advisory work, he is an owner and partner of Stripers Inc. LLC, a recreational boating business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with both quantitative and qualitative analysis and includes capabilities in derivatives and commodities through various regulatory registrations.

Kalie Van Cura is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, previously employed by Tudor Investment Corporation. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gennaro Zimbaldi is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Morgan Stanley since 2019, following prior roles at Newbridge Securities Corporation and Curry Subaru. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Philip Ucci III is a financial advisor with Raymond James Financial, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior work includes eight years at Edward Jones and a year with KeyBank and Key Investment Services LLC. Outside of his advisory role, he is CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, entities involved in his business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses a tailored, non-discretionary approach incorporating risk profiling and analytical tools, and it supports a broad advisor network with specialized programs and institutional consulting.

Lisa Capobianco is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of advising, she serves as Secretary and Treasurer of WHITECAP Technologies, Inc., a telecommunications sales company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Matthew Landry is a CFP®-certified financial advisor with Morgan Stanley, bringing 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following a 13-year tenure at Merrill. Outside of his advisory role, he is involved in real estate investment and management as a sole proprietor. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios developed by its Global Investment Committee to support clients’ financial planning needs.

Christopher Romano is a financial advisor at Morgan Stanley in Westport, CT. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Morgan Stanley in 2025, he worked at Lockwood for two years. He served as an assistant varsity football coach at Mahopac High School in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and advanced modeling tools, serving clients through both direct and employer-based arrangements.

Gerald Nearier is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2007 and previously worked at Ryan Beck & Co. from 2004 to 2007. He holds Series 63 and Series 65 licenses and serves clients from Hamden, CT. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

James Gravalis is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2016 to 2020 before joining Morgan Stanley in 2020. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Saikiran Bomma is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and manages approximately $2.74 trillion in client assets.

Stephen Alfaro is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools needed to manage their financial lives effectively. Stephen holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Syracuse University. His approach to advising is guided by a philosophy of helping clients identify what matters most to them and their families in order to develop strategies aligned with their financial goals.

Nicole Bouffard is a financial advisor with Ameriprise in Burlington, CT, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for Healing Hoofbeats, a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Cheryl Smith is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has been with LPL Financial and Webster Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing both proprietary and third-party investment strategies.

Vincent Atkins is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes 21 years at David Lerner Associates and four years at Morgan Stanley Dw Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.