Carole Caldwell is a Series 66-licensed financial advisor with Morgan Stanley in Westport, CT, where she has worked since 2009. She has 25 years of industry experience. Outside of her advisory role, she is involved with Optavia, a company focused on promoting healthy eating habits. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Keven Demott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program includes centralized due diligence and incorporates ESG criteria within its investment recommendations.

Juan De Choudens is a Series 66 licensed financial advisor with 25 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. Prior to this, he held positions at Source Capital Group, Inc., Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he is an owner and partner of CoreBev Group Inc., a beverage company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Peter Mathes is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Global Portfolio Strategies, Inc. and Prudential Insurance Company of America. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team that delivers non-discretionary, research-driven recommendations. The firm combines modeling, tax-efficiency analysis, and algorithmic automation to support its advisory approach while providing a broad range of financial and insurance solutions.

Yuna LaRue is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. In her role, she collaborates with clients to design and implement comprehensive strategies aimed at achieving their personal and financial goals. Her professional experience includes positions as a Planning Consultant and Relationship Manager at Fidelity Investments, spanning from 2021 to 2024. Prior to that, she worked as a Registered Representative at Ameriprise Financial Services, LLC from 2019 to 2021.

Jared Sumner is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he collaborates with clients and their families to develop personalized financial plans that align investment strategies with their important financial goals. Jared emphasizes providing clear guidance on complex topics and helping clients understand their available options to support confident financial decision-making. Prior to his current role, Jared held several positions at Fidelity Investments, including Investment Consultant (2024-2025), Investment Solutions Representative II - Fixed Income Specialist (2023-2024), Investment Solutions Representative I (2022-2023), and Customer Relationship Advocate (2021-2022). These roles contributed to his experience and expertise in financial planning and investment solutions.

Liza Weldon is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party data.

Denise Hotch is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has been with Merrill since 2021 and is also a group fitness instructor at Edge Fitness and the Westport Weston Family YMCA, where she has worked since 2002. 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 both model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Richard Curtis Jr. is a Series 66-licensed financial advisor with UBS Financial Services in New Haven, CT, where he has worked since 2002. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and a broad range of capital markets services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Thomas Hutchison is a Wealth Management Advisor at Merrill Lynch Wealth Management in New Haven, Connecticut, and a founding partner of the GKH Group. He has been with Merrill since 1998 and brings over two decades of experience in investment and wealth planning. His practice focuses on areas including wealth transfer strategies, philanthropic giving, educational planning, wealth accumulation plans, executive stock options, estate planning services, portfolio management, education planning, family wealth management, liquidity management, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Mr. Hutchison received his bachelor's degree in sociology from Yale University in 1994. Prior to his career in wealth management, he played professional baseball for two seasons with the Montreal Expos organization and worked for three seasons in the New York Mets front office as assistant director of player personnel. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in conjunction with the Wharton School. Additionally, he has been recognized on Barron's "Top 1,200 Financial Advisors" list from 2019 to 2025 and Forbes' "Best-in-State Wealth Advisors" list from 2020 to 2025. Outside of his professional work, Mr. Hutchison has served as Past President of the Yale Baseball Alumni Association and the Turkey Hill School Fathers Club of Orange, Connecticut. He is involved in coaching and supporting youth sports programs. Personal interests include baseball, basketball, fishing, football, reading, spending time with family, watching movies, and practicing yoga.

Andre Mirkine is a financial advisor with Wells Fargo Clearing, holding CFP® and Series 63 designations and having 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following prior roles at A. G. Edwards & Sons, Inc. and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Connor Breit is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2021. Outside of his advisory role, he works part-time delivering food for Uber Technologies, Inc. and DoorDash Inc. 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 wide range of individual and institutional clients.

Filiz Hoops is a financial advisor with Ameriprise in Redding, CT, holding Series 63 and Series 66 credentials and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Zadlo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include positions at Oppenheimer, Scottrade Investment Management, and TD Ameritrade. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and provides both brokerage and advisory solutions.

Michael Bucci is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked previously at Bozzutos Inc and First Republic Bank. Before his financial services career, he spent several years in education and building maintenance. Merrill 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Larson Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm‑approved methodologies in its financial planning process.

Zachary Dugas is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following four years at MetLife Securities Inc. He also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. 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 offers financial planning, asset management, and educational programs, providing collaborative, annual planning engagements that use firm-approved analytical tools without discretionary authority over client investments.

Robert Giannini is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 55 years of industry experience. He has been with Raymond James and its affiliated entities since 2012. Giannini also serves as a trustee of a small bank account for a previous client. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable offerings in municipal finance and SIMPLE IRA employer advisory services.

Matthew Beninati is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2019. Outside of his advisory role, he operates Matthew Beninati LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary account management.

Christopher Hiza is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 15 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent selling property and casualty, Medicare-related, life, accident, health, fixed annuities, dental, and group disability income products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools and collaborative planning to deliver written recommendations, with implementation handled through separate brokerage or insurance arrangements.