Declan Mahar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1983 and is a qualified Portfolio Manager. Declan provides traditional financial advice and guidance while also developing and managing personalized investment strategies. These strategies may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment options. When working with clients under the firm’s Investment Advisory Program, he may manage these strategies on a discretionary basis. In addition to investment management, Declan collaborates with clients’ accountants and attorneys to create estate plans focused on preserving wealth for future generations. He holds an MBA degree in finance as well as a bachelor's degree, both from Sacred Heart University. Declan is registered with FINRA for Series 7, 24, 63, 65, and 31 and holds Life, Accident & Health Insurance Licenses. He also holds the Personal Investment Advisor (PIA) professional designation.

Robert Mark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of experience in the industry. His prior roles include positions at Grove Point Advisors, LLC and H. Beck, Inc., along with longstanding involvement at Advanced Resources, LLP. 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, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Jay Liddell is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity Investments since 2010, initially serving as Branch Office Manager from 2010 to 2017 before transitioning to his current role as Wealth Management Advisor in 2017. In his work, he focuses on understanding the priorities of clients and their families to assist them in working towards their financial goals.

Lindsay Hillas is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and a member of the Vacheron, DiSabato & Associates group. She specializes in helping high-net-worth individuals and their families simplify complex financial matters through personalized planning and investment advice. Her approach centers on creating customized financial strategies aligned with each client's goals to assist in growing and maintaining wealth. Lindsay's areas of expertise include liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). Lindsay earned her bachelor's degree from Fairfield University. Beyond her professional work, Lindsay enjoys cooking, football, music, reading, skiing, traveling, and spending time with her family.

Walter Rodiger III is a CFP® professional with 44 years of industry experience, currently serving with Equitable Advisors since 2005. His prior experience includes 15 years at Axa Advisors, LLC. He holds positions in his community as an investment committee member of Wilton Congregational Church and board member of the Wilton Historical Society. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Oscar Deleon is a Financial Consultant at Fidelity Investments, where he works with families to define their financial goals and develop strategies to achieve them. He utilizes Fidelity's extensive resources to assist clients in creating personalized approaches to retirement, income, and wealth planning. Prior to his current role, Oscar held several positions at Fidelity Investments, including Investment Consultant from 2018 to 2020, Workplace Planning & Guidance Consultant II from 2017 to 2018, and Investments Solutions Representative from 2016 to 2017. Outside of his professional work, Oscar enjoys family activities, culinary experiences, social events with friends, golf, soccer, and traveling.

Timothy Fox is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2026. In this role, he provides personalized service tailored to clients' needs and preferences, partnering with them to navigate Fidelity's offerings and explore solutions that support their financial priorities. Prior to his current role, Timothy served as a Client Service Manager for Fidelity Family Office Services from 2021 to 2026 and as a Financial Representative at Fidelity from 2018 to 2021. His earlier experience includes roles as a Trader at Cobb Hill Capital Management from 2013 to 2018, a Trading Assistant at Cobb Capital from 2007 to 2012, and a self-employed Trader at the New York Mercantile Exchange from 2006 to 2007.

Christopher Carroll is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022. His prior experience includes positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios, alternative investment due diligence, and integrated brokerage and custody services.

James Zeumer is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016, as well as Wells Fargo Clearing and Wells Fargo Bank from 2019 to 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joyce Goldfarb is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked with Morgan Stanley since 2009, including her role at Morgan Stanley Private Bank, N.A. since 2015, based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools supported by investment research and modeling techniques.

Michael O'Donovan is a financial advisor at Edward Jones in Somers, NY, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes tax-efficient services and fiduciary standards in its advisory offerings.

Dennis Zacharopoulos is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equity Services Inc and National Life Group. Outside of his advisory role, he serves as secretary of the Morris Jumel Neighborhood Association board and participates in several nonprofit and community organizations, including Prejudice Unfolded and Groundwork Bridgeport. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that allows for customized investment strategies across various program structures.

Jesse Sheldon is a financial advisor at Ameriprise with 20 years of industry experience. He has held positions at Ameriprise since 2017 and previously worked at Wells Fargo Advisors from 2009 to 2017. He holds Series 63 and Series 66 licenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to generate personalized advice, primarily focusing on assets managed within Ameriprise accounts.

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 with Ameriprise in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2017. 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 offers retirement-income planning services primarily for individuals nearing 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 affiliated entities typical of a large institutional firm.

Leif Waller is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2014. Outside of his advisory role, he serves on the board of directors for the Scarsdale Concours d'Elegance, an annual charity car show, and is president and owner of Braider Technologies, a specialty manufacturing and consulting firm. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory capabilities with broker-dealer and investment adviser registrations.

Judi Mc Anaw is a financial advisor at Edward Jones with 34 years of industry experience. She holds the Series 63 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2009 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cassidy Schiff is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill in 2022, Cassidy worked at Fidelity Investments, Strategies for Wealth, and also was involved with Codependent Millennial Coaching. Cassidy has worked in both financial services and coaching roles. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Bergman is a financial advisor with Cetera who holds a Series 63 designation and has 55 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is an independent insurance agent operating Synergy Life Insurance Strategies LLC, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by its nationwide network of over 10,000 advisors and over $256 billion in assets under management.

Matthew Recalde is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Bank of America and Merrill from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.