Randall Watsek is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Dalton, Greiner, Hartman, Maher & Co., LLC for 13 years. Outside of his advisory role, he is an author and editor of poetry and literary books and acts as a trustee responsible for managing a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management styles and affiliated research.

Fiona Slater is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 65 and Series 63 licenses and having seven years of industry experience. She has worked at RBC Capital Markets since 2018 and previously at Merrill. Outside of her advisory role, she serves on the Glen Royal Condo Association board, overseeing financial management and community governance, and is an independent consultant for Mary Kay Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, 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 and affiliated asset management capabilities.

Frank Petrocelli III is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities Inc. He is also an independent insurance agent specializing in fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager options, along with educational seminars.

Nick Kounios is a financial advisor with OSAIC in Mount Kisco, NY, holding Series 63 and Series 65 designations and over 23 years of industry experience. He has been with OSAIC since 2002. Outside of his advisory role, he is involved in tax preparation and planning through Pinnacle Taxx Inc and serves on the board of directors of a nonprofit organization providing continuing education to tax professionals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.

Riley Juenger is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services, Cornerstone Wealth Management, and LPL Financial, before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Menta is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 36 years of industry experience. He has worked with MassMutual and its affiliates since 2017 and spent 30 years at Metlife Securities Inc. In addition to his advisory role, he is involved in individual and group insurance sales outside of MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and programs including asset allocation, estate settlement, and event-driven planning such as divorce and employer-sponsored programs.

Maria Castellon is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following three years at Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Francois Morin is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, he has worked extensively in both institutional capital markets and wealth management. His past roles include positions at RDM Financial Group, Swiss Marine Services SA, Duart Capital Management LLC, Mercury Partners LLC, Oscar Gruss & Sons, Inc., Maple Securities USA, Inc., and JP Morgan Securities. Francois's expertise covers executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management services among others. He specializes in services for endowments, foundations, and non-profits, as well as socially responsible, values-based, and ESG investing. He holds a Bachelor of Science degree in Economics from The Pennsylvania State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Francois is actively involved in his community as a board member and volunteer coach for the Darien and Norwalk youth lacrosse programs. He lives in Rowayton, CT with his wife Jessica and their three children.

Matthew Carty is a financial advisor at Edward Jones with 17 years of industry experience. He has held his current position since 2014 and holds a Series 66 credential. 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 advisory programs and investment solutions under a fiduciary standard.

David Schneider is a Certified Financial Planner (CFP®) with 15 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2020, following a seven-year tenure at JP Morgan Securities LLC. His credentials also include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Erjola Monka is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving ultra high net worth families, founders, and corporate leaders. She focuses on safeguarding and growing multi-generational wealth through institutional-level portfolio strategies combined with personalized guidance, emphasizing tax efficiency, legacy design, and liquidity management for significant life events. Her expertise includes advising clients on complex wealth matters such as liquidity strategies following business sales, philanthropic legacy creation, equity compensation for corporate executives, family office governance, and managing new-found capital for entrepreneurs. She provides integrated strategies that align investments, estate structures, and philanthropic goals, building client relationships based on discretion, trust, and results. Erjola holds a Bachelor's Degree from Manhattanville College and the Personal Investment Advisor (PIA) designation. She engages with clients to develop strategies for preserving and expanding wealth, ensuring that each approach supports both current objectives and the long-term family vision. Outside of her professional responsibilities, her personal interests include cooking, golfing, and interior decorating.

Nessa Englebright is a Senior Financial Advisor with The 712 Investment Group’s West Coast office, part of Merrill Lynch Wealth Management. She began her career in 1999 at Merrill as a Financial Planning Specialist in the Manhattan East office. Since joining The 712 Investment Group in 2005, Nessa has focused on assisting high net worth individuals and families in clarifying their financial decisions. Her approach centers on identifying and prioritizing clients’ goals and developing tailored plans that utilize their current and future resources to help achieve those objectives. Nessa holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Personal Investment Advisor (PIA) designations. She earned a bachelor’s degree in finance from Drexel University. Her client focus areas include college and education planning, family wealth management, legacy planning, liquidity management, retirement income, and supporting women and wealth. Outside of her professional work, Nessa enjoys cooking, hiking, music, reading, skiing, traveling, and spending time with her family. She resides in San Francisco with her husband, Vincent.

Anthony Morales is a Financial Advisor at Merrill Lynch Wealth Management with nearly a decade of experience in the financial services industry. He assists families in navigating the complexities of wealth management by creating personalized financial strategies that align with their unique goals and values. Anthony's bilingual proficiency in English and Spanish enables him to effectively serve a diverse range of clients. In his role, Anthony leverages Merrill's extensive research and resources to deliver tailored investment strategies covering areas such as retirement planning, trust and estate strategies, and portfolio management services. He is licensed as a Personal Investment Advisor (PIA) and holds registrations including the SIE, FINRA Series 7 and Series 66. His client focus encompasses family wealth management strategies and managing new wealth. Anthony attended the New York Institute of Technology without degree completion. Outside of his professional work, his personal interests include baseball, basketball, boxing, drawing and sketching, football, golfing, interior decorating, softball, spending time with family, and traveling.

Jake Sendley is a Financial Advisor at Merrill, where he helps clients develop growth plans tailored to their short-, medium-, and long-term goals. He works with individuals, families, and businesses to design investment strategies centered on portfolio construction, risk management, and planning for education, retirement, tax, and estate needs. Jake emphasizes working directly with clients to build trusting, long-term relationships. Before joining Merrill in 2021 as a Financial Solutions Advisor, Jake gained experience at a Registered Investment Advisor (RIA) firm in West Hartford during his studies at the University of Connecticut. After earning his bachelor's degree in Finance from the University of Connecticut, he began his career on a wealth management team at Wells Fargo Advisors. He holds Series 7 and Series 66 registrations and is a Personal Investment Advisor (PIA). Originally from Smithfield, Rhode Island, Jake has lived in Stamford, Connecticut since 2018. Outside of his professional work, he participates in several recreational sports teams in Stamford, including softball, golf, beach and indoor volleyball, and kickball. He also enjoys traveling, attending live events, and spending time with his siblings and family.

Samuel Goodhue is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His career includes roles at MassMutual Life Insurance Co and MetLife Securities Inc. Outside of his advisory work, he is also engaged in insurance brokerage focused on life, accident, health, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to deliver tailored written recommendations.

Jose Diaz Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Danbury, CT. He has worked with Raymond James since 2013 and has been involved with Union Savings Bank since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Christopher Leavay is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors Financial Network LLC since 2009. He is also involved with Adaptive Wealth Management LLC, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Carmela Martino is a financial advisor with Morgan Stanley, holding a Series 63 credential and bringing 23 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. 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 employs structured planning tools alongside research from its Global Investment Committee.

Nicolaos Kavallieratos is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 66 license, with 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a prior role at Metlife Securities from 2014 to 2017. He is also the COO and a shareholder of Brix Family Office, Inc., an entity involved in promoting insurance and variable products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual client relationships and a structured planning approach.

Sarah Di Sotto is a financial advisor with Merrill in Darien, CT, holding a Series 66 designation and having 11 years of industry experience. She has been with Merrill since 2014. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.