Matthew Cavalier is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has accumulated a decade of experience in the financial planning industry, focusing on providing holistic guidance to clients and their families to help them build and maintain comprehensive financial plans aimed at pursuing their goals. Prior to his current position, Matthew served as a Client Relationship Manager at Symmetry Wealth Advisory Group from 2021 to 2023. He also gained extensive experience at The Ayco Company LP - Goldman Sachs Personal Wealth Management, where he worked as an Associate from 2018 to 2021, an Analyst from 2015 to 2018, and an Intern Level II from 2014 to 2015.

Gordon Sommer Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously held positions at Morgan Stanley Private Bank and RBC Capital Markets. He is also an owner of Gleneagle Capital, an LLC established for asset protection and financial planning. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Abigail Sullivan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Romney Studios, and Hexcel Corporation. Outside of finance, she has experience with Tulane Campus Recreation and Sweet Blue Swim Academy. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

David Langhorne is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Merrill, Bank of America, UBS Financial Services, and various divisions within Morgan Stanley dating back to 1994. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning supported by structured tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Estate Planning Strategies Groups.

Joseph Goett is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. He is a part-owner of ENTITY 3 LLC and the Rich, McManus & Goett Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs clients.

Daniel Le Noir is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has worked at Merrill since 2018 and has prior experience at Bank of America N.A. and North East Contractors Inc. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Timothy Riley is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Joel Ford is a financial advisor at Merrill in Fairfield, CT, holding Series 63 and Series 66 licenses. He began his industry career in 2025, with prior roles including time at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he was involved with Joel Ford Music Production from 2009 to 2025. 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 investment strategies for a range of individual and institutional clients.

Astonia Carey is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Morgan Stanley in 2023, she worked at CITIGROUP for five years and Concordia College NY for five years. Outside of her advisory role, she is an ambassador for Swing Chic Golf, a retail and online brand. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, featuring tailored financial planning and extensive client asset management. The firm employs a structured planning process with firm-approved tools and serves both retail and institutional clients.

Ethan Sullivan is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with J.P. Morgan Securities in Monroe, CT. He previously worked at Bank of America and Merrill from 2011 to 2024. Outside of his advisory role, he serves as a part-time seasonal youth alpine ski racing coach at Berkshire East Mountain Resort. 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. Its advisory process combines quantitative and qualitative research, with recommendations that incorporate ESG criteria and broader derivatives capabilities.

Colin Nardi is a Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill for five years, applying his expertise to assist individuals and families in managing their wealth and making informed financial decisions. Since graduating with a Bachelor's Degree in Finance from Providence College in 2021, Colin has developed customized financial plans, implemented tax-efficient wealth strategies, and aligned investment portfolios with clients' long-term goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Colin’s mission centers on building lasting relationships based on trust and personalized advice to help clients pursue their financial goals and long-term well-being. Outside of work, he enjoys activities such as basketball, cooking, football, golfing, music, pickleball, spending time with family, table tennis, traveling, and watching movies.

Derek Slovak is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

William Budd is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as general partner of Budd Family Limited Liability Limited Partnership, which manages a family cabin. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and delivers services both directly and through corporate financial planning agreements.

Janet Fleishman is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1995. In addition to her advisory role, she works as a licensed life and health insurance agent. Mass Mutual Investors Services is 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, offering a range of programs including divorce planning and event-driven estate and employer-sponsored planning services.

James Fink Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Wein is a Series 66 licensed financial advisor with Morgan Stanley, based in Westport, CT, and has 21 years of industry experience. He previously worked at Bank of America and Merrill for nine years before joining Morgan Stanley in 2025. Outside of his advisory role, he serves on the board of The Community Synagogue in Westport and leads its social committee, organizing events and fundraising activities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes.

Kimberly Dejana is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Wealth Strategies of America, Inc. and Raymond James Financial Services, Inc. In addition to her advisory role, she is a notary public in Connecticut. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm utilizes research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Ryan Williams is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Merrill for five years and Bank of America for one year before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques to support tailored financial plans.

Kelley Mcwilliams is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2021. She has over 20 years of experience in the financial services industry, focusing on wealth management that considers her clients' priorities, goals, and aspirations. Her approach incorporates an understanding of how life events, both planned and unexpected, can impact finances. Before transitioning to wealth management, Kelley held roles in institutional fixed income on the municipal desk at Lehman Brothers and Barclays Capital, as well as positions in fixed income research at Rocaton Investment Advisors and Goldman Sachs Asset Management. She graduated cum laude from Duke University in 2002 with a Bachelor of Science in Economics. Her professional credentials include FINRA Series 7 and Series 66 registrations and the Chartered Financial Analyst® (CFA®) designation. Kelley lives in Darien, Connecticut with her three children. Her interests include spending time with family, tennis, and traveling.

Sal Sereno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual needs and goals. He focuses on understanding clients' current financial situations and aspirations to create clear strategies that align with their definitions of success. Sal has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Financial Representative at National Securities Corporation from 2017 to 2020. Outside of his professional role, Sal has interests that include fishing, fitness, golf, sailing, skiing, and traveling.