Vincent Camarota Jr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also works with Wealth Group Financial Advisors in Danbury, CT, providing financial services in conjunction with Raymond James guidelines. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling to support client goals.

Susan Flanagan is Vice President and Branch Leader at Fidelity's Chappaqua branch, a position she has held since 2024. She has nearly 20 years of experience in the financial industry, focusing on helping clients create and maintain sound financial plans. Susan leads a team dedicated to providing a thorough and client-centered approach to financial planning, aiming to understand clients' priorities and goals. Her prior roles include Assistant Branch Leader at Fidelity's Scarsdale branch from 2022 to 2024, Business Transformation Project Lead at AllianceBernstein from 2018 to 2022, Strategic Sales Manager at AllianceBernstein from 2010 to 2018, and Internal Wholesaler at AllianceBernstein from 2006 to 2010. Throughout her career, Susan has developed expertise in financial planning and business transformation within the investment management sector. Outside of her professional work, Susan is involved in family activities, social events with friends, and parenthood. She also enjoys running and volunteering in her community.

Jason Hsu is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in providing wealth management advice and services. Since joining Merrill Lynch in July 2007 from Morgan Stanley, he has developed expertise in retirement income planning and wealth preservation. Jason focuses on assisting clients with family wealth management strategies, legacy planning, liquidity management, philanthropic planning, socially responsible investing, tax minimization, and special needs planning, among other areas. He holds multiple professional designations including Chartered Financial Consultant (ChFC), Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jason earned a doctorate from SUNY Stony Brook and is proficient in both Chinese and English. Committed to the principle of "clients come first," Jason and his team provide prompt service tailored to clients' unique financial goals. Outside of his advisory role, Jason participates in community activities through organizations such as the Newtown Lions Club and Western Connecticut State University. His personal interests include reading, spending time with his family, and traveling.

Joseph Vessecchia is a Planning Consultant at Fidelity Investments, where he works to positively impact the financial health, wealth, and peace of mind of his clients by partnering with them to develop and implement customized financial plans tailored to each individual. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before assuming his current role in 2025. Prior to joining Fidelity, Joseph worked as a Financial Consultant at E*TRADE LLC from 2018 to 2023. He began his career in the financial services industry as an Associate Financial Consultant at Charles Schwab from 2015 to 2018. Throughout his career, Joseph has focused on providing financial planning and investment consulting services. Outside of his professional work, Joseph has interests in art, baseball, movies, music, pets, and theater.

Nicholas Sherry is a financial advisor with Edward Jones in Nyack, NY. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked briefly at Hennion & Walsh, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets across a wide range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Brian Hetherington is the Managing Director and Private Wealth Advisor at Merrill Private Wealth Management. He leads a team of seven financial professionals dedicated to serving affluent and ultra-affluent clients across the United States. Brian works closely with ultra-affluent families, particularly those who have accumulated wealth through business ownership or leadership roles in large companies, to assist with the transition from high earned income to living off financial assets. His advisory focus includes corporate executive services, family wealth management, legacy planning, personal retirement planning, individual and corporate investment strategies, and tax minimization. With over 30 years of experience, Brian's team employs a deliberate investment process centered on preserving and growing client assets over the long term. This approach utilizes a value-oriented, contrarian investment discipline that emphasizes maintaining a margin of safety. Brian and his team draw insight from a strong network of clients, friends, and advisors, which serves as an important resource for their investment decisions. His expertise and work with successful business leaders have led to recognition in industry publications such as Forbes and Barron's. Brian earned his bachelor's degree from Princeton University, where he also participated in football. He holds the Personal Investment Advisor (PIA) designation. Beyond his professional responsibilities, Brian is active in several community and educational organizations, including St. Mark's Episcopal Church, where he serves on the vestry and as capital campaign co-chair, Xavier High School, the New Canaan YMCA, and the Friends of Princeton University Football. He also participates in charitable events such as the Closer to Free Cancer Ride. Brian enjoys biking, football, golfing, hiking, music, reading, skiing, and spending time with his family.

Nicholas Colombo is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Criterion Management for two years. Outside of his advisory role, he is president of the Young Professionals Alzheimer's Council under the Alzheimer's Association Hudson Valley Chapter and serves on the boards of the Armonk Chamber of Commerce and STEER for Student Athletes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Knoesel is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2020. Prior to his advisory role, Knoesel held positions at Revlon Inc. and Sundial Brands LLC. Outside of advising, he owns SanTom Consolidated Companies, a financial consulting business, and works as a part-time driver for Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Freireich is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2002 and has been involved with The Capital Preserve, Inc. since 2005. Freireich is also a retired attorney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and asset management services, combining advisory platforms with non-advisory financial activities such as affiliated insurance and banking partnerships.

Caroline Bravo is a Financial Consultant currently working at Fidelity Investments since 2023. She has been involved in the financial services industry for over 12 years, holding positions including Investment Consultant at Fidelity Investments, Wealth Client Consultant at Citizens Investment Services, Premier Advisor at Citizens Wealth Management, Financial Advisor at M&T Securities, and Licensed Banker at M&T Bank. Her professional experience encompasses a range of roles focused on client financial education and strategy development. Caroline works collaboratively with clients to understand their unique financial situations and create tailored strategies aimed at achieving their financial goals. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Vanessa La Via is a financial advisor at Merrill with Series 63 and Series 66 licenses. She has been in the industry since 2026 and has held roles at Merrill, Bank of America, and Northwestern Mutual. Vanessa completed her studies at the University of South Carolina and has professional experience across financial services and other sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Piersol is a financial advisor with Edward Jones in Darien, CT, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the sole owner of Big Red House LLC, a residential rental property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Weiss Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lord Abbett from 2011 to 2017 before joining Morgan Stanley and its Private Bank division in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and modeling techniques, offering tailored solutions primarily in an advisory capacity.

Finn Hublitz is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior roles include positions at Bank of America, Seventy2 Capital Wealth Management, and educational experience at Bucknell University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abe Bluestein is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliates since 2026 and has prior experience with Atlas Copco and Jefferson County Public Schools. Outside of finance, he has worked at Camp Canadensis for several years. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars, with a focus on collaborative planning and goal analysis using firm-approved software.

Claire Diele is a financial advisor with Equitable Advisors in Peekskill, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked with Equitable Advisors since 2001 and was previously with AXA Advisors, LLC during the same period. Additionally, she has been involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party partnerships. The firm’s approach includes assessing client risk tolerance and utilizing multiple investment vehicles, with a focus on both proprietary and third-party solutions.

Anna Day is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2018. In addition to her advisory role, she is a member of SKG Tax LLC, where she oversees operations, and a partner at Taxter Marketing, LLC, consulting on marketing and lead generation for advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements and educational seminars, with a range of investment and planning services tailored to clients’ diverse needs.

James Clarke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Clarke Group, providing customized, goals-based strategies tailored to the intricate needs of business owners, senior corporate executives, members of the LGBTQ community, and multi-generational families. James utilizes the resources within Merrill Lynch Wealth Management to deliver services including financial planning, portfolio management, life insurance, trust and estate planning, as well as access to banking and lending solutions through Bank of America. He works closely with clients' legal and tax advisors to align advice with tax minimization and estate planning strategies. James began his financial services career in 1994 as a client service associate at a premier investment bank and transitioned through roles including investment representative, vice president, and senior vice president. In 2008, he joined a global banking institution as a Director before joining Merrill Lynch Wealth Management in 2014. Throughout his career, he has advised high net worth individuals and families on retirement planning, insurance, banking solutions, and trust and estate matters. He holds the Certified Private Wealth Advisor® professional designation and Personal Investment Advisor credential. James earned a Bachelor's degree from Boston College. He and his wife, Susan, reside in Darien, Connecticut with their four daughters. Outside of his professional work, James is involved in the community as a member of the Bank of America New York Metro LGBTQ+ Business Council, a volunteer at New Covenant Center in Stamford, CT, and served on the Board of the Darien YMCA from 2017 to 2023. His personal interests include cooking, paddle tennis, fishing, skiing, boating, running, and spending time with his family.

David Wurf is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. He also maintains outside insurance business appointments. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and a variety of asset-management programs. The firm employs a model-based approach to match clients with suitable investment strategies, working with third-party asset managers and providing ERISA fiduciary services through credentialed representatives.

Daniel De Salva is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has worked with Cetera Wealth Services, Georgetown Financial Group, and other firms since 2016. De Salva serves as president of the Western Connecticut Estate & Tax Planning Council, a nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a nationwide network of over 10,000 advisors.