Michael Tuozzoli is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary retirement income advice, supported by algorithmic automation and oversight committees.

Robert Mark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of experience in the industry. His prior roles include positions at Grove Point Advisors, LLC and H. Beck, Inc., along with longstanding involvement at Advanced Resources, LLP. 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 advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Walter Rodiger III is a CFP® professional with 44 years of industry experience, currently serving with Equitable Advisors since 2005. His prior experience includes 15 years at Axa Advisors, LLC. He holds positions in his community as an investment committee member of Wilton Congregational Church and board member of the Wilton Historical Society. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Joyce Goldfarb is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked with Morgan Stanley since 2009, including her role at Morgan Stanley Private Bank, N.A. since 2015, based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools supported by investment research and modeling techniques.

Michael O'Donovan is a financial advisor at Edward Jones in Somers, NY, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes tax-efficient services and fiduciary standards in its advisory offerings.

Angela Fitzgibbon is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise in various capacities since 1991. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using in-house research and third-party data to support clients approaching or in retirement.

Dennis Zacharopoulos is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equity Services Inc and National Life Group. Outside of his advisory role, he serves as secretary of the Morris Jumel Neighborhood Association board and participates in several nonprofit and community organizations, including Prejudice Unfolded and Groundwork Bridgeport. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that allows for customized investment strategies across various program structures.

Jesse Sheldon is a financial advisor at Ameriprise with 20 years of industry experience. He has held positions at Ameriprise since 2017 and previously worked at Wells Fargo Advisors from 2009 to 2017. He holds Series 63 and Series 66 licenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to generate personalized advice, primarily focusing on assets managed within Ameriprise accounts.

Paul Sheldon is a financial advisor with Ameriprise in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2017. Outside of his advisory work, he performs stand-up comedy and has appeared at events such as a one-hour routine at the Shawangunk Country Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Leif Waller is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2014. Outside of his advisory role, he serves on the board of directors for the Scarsdale Concours d'Elegance, an annual charity car show, and is president and owner of Braider Technologies, a specialty manufacturing and consulting firm. J.P. Morgan Securities 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 team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory capabilities with broker-dealer and investment adviser registrations.

Judi Mc Anaw is a financial advisor at Edward Jones with 34 years of industry experience. She holds the Series 63 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2009 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cassidy Schiff is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Merrill in 2022, Cassidy worked at Fidelity Investments and Strategies for Wealth, and also has experience in coaching and education roles. Outside of finance, Cassidy was involved with Codependent Millennial Coaching and has a background that includes work at a sailing school and in high school education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Michael Bergman is a financial advisor with Cetera who holds a Series 63 designation and has 55 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is an independent insurance agent operating Synergy Life Insurance Strategies LLC, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by its nationwide network of over 10,000 advisors and over $256 billion in assets under management.

Matthew Recalde is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and operates within a broad broker-dealer and banking organization.

Craig Amundson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Linsco Private Ledger Corp since 2001. Outside of his advisory work, he serves as a volunteer member of the Representative Town Meeting for Greenwich, Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services with access to model portfolios, research, and various investment management options.

Thomas Casey is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Lisa Guerrera is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sarah Duffy is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2009. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s corporate platform to offer a range of investment strategies and related services.

James Alperin is a financial advisor with Wells Fargo Clearing in New Rochelle, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2016 to 2019. Outside of his advisory work, he is the owner of JIGGSY, LTD and holds a silent partnership in DONJITO INC. LLC. 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 uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Felix Malitsky is a financial advisor with Mass Mutual Investors Services in Newtown, CT, holding a Series 66 designation and 24 years of industry experience. He previously worked at METLIFE Securities Inc and MassMutual Life Insurance Company. Outside of his advisory role, he volunteers as a wrestling coach and serves on the board of Connecticut Pride Football, a youth sports program. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of investment and planning programs, including recent additions such as divorce planning and employer-sponsored planning services.