Pingan Geng is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Geng focuses on helping clients manage their wealth by developing personalized strategies that adapt to changing market conditions. Utilizing investment insights from Merrill and the banking and lending services of Bank of America, Geng works to assist clients in pursuing their financial goals. Geng holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Hubei University of Chinese Medicine. Committed to community involvement, Geng participates in volunteer activities with local organizations as part of Merrill’s tradition of serving the communities in which they operate.

Matthew Becker is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he worked in higher education at Daemen University and Saint Anselm University, as well as at Fairfield Warde High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service which provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Sheldon is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and 51 years of industry experience. His career includes positions at Ameriprise Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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 Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Philip Allopenna is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. His professional activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers, and insurance products through affiliated entities.

Craig Amundson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been associated with Linsco Private Ledger Corp since 2001. Amundson serves as an appointed member of the Town of Greenwich Representative Town Meeting, a volunteer position involving local government affairs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Gavin Esposito is a financial advisor with Mass Mutual Investors Services and holds the Series 66 credential. He has two years of industry experience, including roles at MassMutual Life Insurance Co and Barnum Financial Group. Outside of advising, he is also licensed as an insurance broker, specializing in life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, event-driven planning tailored to client goals.

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.

Zachary Czaplicki is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. In addition to his advisory role, he is licensed as an agent for life, disability, long-term care insurance, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures.

Mary Richard is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill, RBC Capital Markets, and Morgan Stanley Smith Barney. Outside of her advisory work, she is involved as a singer with Hamill Productions in Stratford, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors develop tailored recommendations using firm research and planning tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Gregory Kuhfeldt is a financial advisor with Edward Jones in Southport, CT, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2024, he worked at BlackRock for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Matthew Rohr is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he worked at ZoomInfo for four years and held positions in various other companies across different industries. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and discretionary 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.

Owen Macadam is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual Life Insurance Company. He has also worked in various capacities at golf and country clubs, including the Golf Club of Martha's Vineyard and Old Lyme Country Club. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial goals.

Jessie Morotto is a financial advisor with LPL Financial based in Milford, CT, holding a Series 66 credential and eight years of industry experience. They have worked at LPL Financial since 2021 and previously held positions with Waddell & Reed, Inc., Brian Skinner and Associates, LLC, and several insurance agencies. In addition to advisory work, Jessie serves as a public notary. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and research tools.

Theresa Gartner is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 credential and has been with Wells Fargo since 2016. Outside of her advisory role, she serves as co-trustee and co-power of attorney for her father's investment-related affairs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification and modern portfolio theory in its investment evaluations.

Jeffrey Meade is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Hartley & Parker LTD Co for eight years. Additionally, he is involved with Nutmeg Investment Group, Inc. in an advisory capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytic tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting aligned with client goals.

Brandon Brooks is a CFP® and Series 66-licensed financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Investments since 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Smith is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2015. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kyle Christiansen is a Series 66 licensed financial advisor with Merrill in Fairfield, CT, where he has worked since 2014. He has eight years of industry experience and is also affiliated with Bank of America, N.A. No additional outside activities are noted. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kerry Zavory is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Advisors in 2023. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with implementation options available through brokerage or advisory programs.