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 financial advisor with UBS Financial Services in Westport, CT, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of advisors using proprietary research and model-based asset allocations.

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 with Fisher Investments in Orange, CT, holding Series 65 and Series 63 designations and bringing 25 years of industry experience. His prior experience includes 15 years at Legg Mason & Co LLC and ClearBridge Investments LLC, as well as a year at Citigroup Global Markets. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process incorporating quantitative and qualitative research to construct diversified portfolios, with services that include sub-advisory and retirement plan management.

Timothy Indiveri is a Financial Advisor at Merrill Lynch Wealth Management. He serves as a trusted resource for families, assisting them in navigating important financial decisions and managing their wealth with attention to both current needs and future generations. Timothy's career began at Gabelli Funds, where he gained extensive experience in mutual fund administration, institutional investment operations, alternative investments, investor relations, and business development. He partnered with portfolio managers, trading desks, custodians, and banking institutions to support high-net-worth and institutional investors, leading initiatives such as the operational launch of a SICAV fund platform and the implementation of reconciliation technologies. Later, he focused on investor relations, business development, sales, and marketing within Gabelli's Alternatives team. Today, he uses his institutional investment background to assist individuals and families with retirement planning, wealth preservation, multigenerational wealth transfer, education funding, risk management, and legacy planning. He holds a Bachelor's Degree from Roger Williams University and the Professional Investment Advisor (PIA) designation. Outside of work, Timothy's personal interests include cooking, football, golfing, ice hockey, music, and tennis.

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.

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 at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, The Prudential Insurance Company of America, and Danbury Public Schools. Silva is also involved in coaching through the Connecticut State Referee Program, AC Connecticut, and Danbury Public Schools. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

David Rosenthal is a financial advisor with LPL Financial in Westport, Connecticut, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James & Associates, Deutsche Bank Securities, Dominari Securities, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he co-owns a lifestyle brand and is involved as a director in a related LLC managed by his wife. 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, with advisory strategies supported by proprietary research and technology tools.

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.

Kevin Brown is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 42 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Southport Harbor Wealth Advisor, a separate investment advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

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 credentials and less than one year of industry experience. His background includes roles at Planet Financial Group and employment during his university studies. Giusto is also involved in non-variable insurance activities through an insurance agency in Watertown, CT. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, focusing on third-party asset managers and portfolio strategists, and offers additional services such as financial planning, insurance product sales, and affiliated trust custody.

Karl Moosburger is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Merrill and Northwestern Mutual Life Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large national network of financial 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 at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Investors Services, Barnum Financial Group, and Wells Fargo Clearing. He is based in New Canaan, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities that include derivatives and commodities.

Kelley Hart is a financial advisor with J.P. Morgan Securities in Westport, CT, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he serves on the Town of Orange Historic District Commission. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process.