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.

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.

Michael Murphy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2008, serving in various roles including Financial Consultant, Investment Representative, and Relationship Manager. Prior to joining Fidelity, Michael worked as an Investment Consultant at AXA Advisors from 2006 to 2008. Throughout his career, Michael has developed expertise in client relationship management and investment consulting. He is licensed with a California Insurance License, enabling him to provide a range of financial services to his clients. Michael values Fidelity's commitment to client understanding, advanced technology, cost-efficient investment platforms, multiple investment strategies, and customer service. No additional information on Michael's education, personal interests, or community involvement has been provided.

John Occhipinti is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018. In his role, he collaborates with clients to build, implement, and monitor individualized financial plans. He has over a decade of experience in the financial services industry, having previously worked as a Financial Advisor at Barnum Financial Group from 2015 to 2018 and at Merrill Lynch from 2011 to 2015. Prior to that, he was an Associate at Fortress Investment Group from 2006 to 2011. Outside of his professional work, John has interests in baseball, football, golf, traveling, and exploring culinary experiences.

Matthew Silva is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in various roles including at Northwestern Mutual and BJ's Wholesale Club. Silva is active as a sports coach with several local organizations including the Connecticut State Referee Program and Danbury Public Schools. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

David Rosenthal is a financial advisor with LPL Financial in Westport, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2026, he worked at UBS Financial Services for six years and Raymond James & Associates for four years. Outside of his advisory role, he is involved as a partner in several small businesses, including a lifestyle brand owned by his wife, Kerri Rosenthal, where he oversees financial reviews. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Gerhard is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He previously worked at MetLife Securities Inc. for nine years and has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. 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, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized planning services such as estate settlement and employer-sponsored programs.

Laura Jagoe is a financial advisor with Merrill in New Canaan, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, she is a limited partner in Diving Rock Partners LLC, a family limited partnership for family investments. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

Kevin Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Raymond James and Southport Harbor Wealth Advisor, where he is also an owner. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

James Montalto is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in guiding clients through various financial decisions across life's stages, including wealth management, trust and estate planning, education funding, charitable giving management, and retirement planning. He provides expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, and socially responsible investing. James holds a Bachelor's Degree from the State University of New York System and a Master's Degree from Cornell University. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Cornell Club. James is active in his community through the Lions Club International. He resides in Brookfield, Connecticut with his wife and three children, and his office is located in Ridgefield, Connecticut.

Gabriel Giusto is a financial advisor at LPL Enterprise with Series 66 registration and less than one year of industry experience. His prior background includes roles outside the financial sector and attendance at the University of Connecticut. He is also involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance through an integrated platform that combines adviser programs with active product sales.

Karl Moosburger is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes four years at Northwestern Mutual Life Insurance Company before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

Michael Fulton is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Robert Masanotti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked at JPMorgan Chase Bank, NA, J.P. Morgan Securities LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services, Inc. since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers its services on a non-discretionary basis through a team of Wealth Advisors.