Kevin Vesey is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside broad retail and institutional offerings.

William Jarvis is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He joined Merrill in 2017 after spending 11 years at Commonfund. He previously created a company called Greenwich Strategic Advisors LLC, which is no longer active. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brandon Troiano is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. He is based in Westport, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with a range of advisory and brokerage options for implementation.

Zachary Velcofsky is a financial advisor at Ameriprise in Newtown, CT, holding a Series 66 designation with six years of industry experience. He has worked at Ameriprise since 2019, following five years at LAZ Parking. Ameriprise offers a retirement-income planning service targeting individuals approaching 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 its large institutional platform.

Jay Hyman is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in the Serio, Nastri & Hyman Group based in the Fairfield office. Since joining Merrill Lynch in 2010, he has worked with many successful individuals and families, building his practice around tailored advice and client education to support rational and value-based wealth decisions. Jay and his team maintain an investment processes focused on preserving and growing clients' assets. Jay holds a Bachelor of Science degree in Finance and Economics from Quinnipiac University and earned the Chartered Retirement Planning Counselor (CRPC) designation in 2014. He also holds Personal Investment Advisor (PIA) status and Series 7 & Series 66 FINRA registrations. His expertise includes retirement planning, estate planning, managing life changes such as divorce or business sales, and handling concentrated stock positions. Jay has been recognized by Forbes on the "Best-in-State Wealth Advisors" and "Best-in-State Next-Generation Wealth Advisors" lists in multiple years. Outside of his professional work, Jay enjoys basketball, tennis, hiking, attending New York sporting events, and spending time with his family and friends. He lives in Stamford, Connecticut, with his wife, son, and dog.

Vincent Camera is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he coaches youth baseball clinics and teams through Integrated Sports Training. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Oksana Glasser is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she works as a consultant and independent contractor for Uber and is pursuing a real estate license for personal and immediate family use. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alicia Whearty is a financial advisor with Wells Fargo Clearing in Westport, CT. She holds Series 63 and Series 65 designations and has 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as power of attorney for her mother. 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 uses research and analytics to guide portfolio construction and offers a broad range of brokerage and advisory solutions.

Daniel Ortoli is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining MassMutual-related firms in 2016. Outside of his advisory role, Ortoli serves as an assistant football coach at Shelton High School and is a notary public. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations as part of annual collaborative planning engagements.

Kevin Kocovic is a financial advisor with Ameriprise Financial Services holding a Series 66 designation. He has been with Ameriprise since 2026 and has prior experience at Mioym Equities and involvement in the restaurant industry. Kocovic’s background also includes time spent at Fordham University and Salesian High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and tools within a defined investment framework.

Nancy Liebermann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 34 years of industry experience. Her career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1989, as well as positions at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. She is also an independent insurance agent offering a range of insurance products including dental, group disability income, and Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational programs, employing collaborative, software-supported analysis to deliver written recommendations tailored to client goals.

Richard Clifford is a CFP® with 36 years of industry experience currently affiliated with LPL Financial. His previous roles include positions at Lincoln Financial Securities, Cetera Wealth Services, Principal Financial Services, and 1717 Capital Management Company. He is also involved with Strategic Wealth Partners, LLC in both investment-related and non-variable insurance activities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, leveraging a large network of advisors and utilizing model portfolios, third-party subadvisors, and technology tools to support account management.

Ana Backa is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors. Outside of finance, she co-owns a clothing store in Sandy Hook, Connecticut. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of planning options that address various client needs. The firm combines advisory services with product sales and referral channels across its network of over 4,000 advisors.

James Olivo is a financial advisor at Merrill with Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is involved with Ledley Food Service in a capacity unrelated to investment activities. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

John Morris is a financial advisor with LPL Financial in Stratford, CT, holding a Series 66 license and 27 years of industry experience. He has worked at LPL Financial since 2011, following nine years with Uvest Financial Services Group and two years at Equitable Advisors. Morris operates under the DBA Sikorsky Financial Services Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Tunnell is a financial advisor at Merrill with 12 years at the firm and 8 years of industry experience. She holds the Series 66 designation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Divestea is a financial advisor with Raymond James & Associates in Ridgefield, CT, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He previously worked at Merrill from 2008 to 2016 before joining Raymond James in 2016. Outside of advising, he owns a business through which he manages a commercial property leased to his firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Luke Gowargy is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2026, he worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, his background includes work at Shorehaven Golf Club and involvement with Sign of the Whale. Mass Mutual 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, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and offers specialized programs including estate-settlement and employer-sponsored planning.

Raquel Torres is a financial advisor at Merrill with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several major firms, including J.P. Morgan Securities, Wells Fargo Clearing, and Bank of America. Outside of her advisory role, she is a consultant and independent contractor for a business called R. T. 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 institutional investors.

Jeffrey Hyman is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 designations and 15 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2020 before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on each client’s risk profile and utilizes a combination of in-house and third-party investment managers.