Gregory Moore is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Segal Rogerscasey from 2012 to 2017. He holds a Series 63 license and is based in Westport, CT. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Francis Spina is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2009. He is involved in several investment-related business ventures, including ownership interests in SPINA Financial Planning LLC and partnerships based in Bethesda, MD. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm uses its proprietary research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.

Eric Schod is a financial advisor at LPL Financial in Bridgeport, CT, holding a Series 66 credential with two years of industry experience. He previously worked at Cadaret, Grant & Co. Inc. and is a partner at Corporate Benefit Enterprises LLC. Outside of his advisory role, Schod is also a bassist and booking artist with RemSept LLC. 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 financial planning and investment management services through a large network of advisers using various portfolio strategies and operational tools.

Charles Mcmanus III is a CFP® professional with 28 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2023 and previously worked within other Wells Fargo entities beginning in 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Jeremy Mc Hale is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual/Team Ironwood in multiple roles since 2020. Prior to his finance career, he was employed at Sacred Heart University and Hamden High School. 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 provides comprehensive financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Gary Parese is a financial advisor with Wells Fargo Advisors in Westport, CT, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Advisors since 2014, including roles at Wells Fargo Clearing. He serves as a trustee for a family trust and is the owner of Parese Family LLC and Parese Wealth Management, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters, with optional implementation through the firm’s brokerage or advisory programs.

Sharon Daly is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 21 years at Metlife Securities Inc. Outside of her advisory role, she also works as an insurance agent specializing in life, health, fixed annuities, and long-term care products. 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 ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships that utilize advanced software tools to analyze goals and deliver written recommendations.

Nicholas Hall is a financial advisor with LPL Enterprise, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Guilford Savings Bank and was involved in the hospitality sector at Huskies Bar & Restaurant. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, access to third-party asset managers, and participation in wrap programs.

Jack Mullen is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and began his career in the industry in 2026. Prior to joining Equitable Advisors, his background includes roles in education and beverage distribution. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset management programs, utilizing a variety of investment models implemented through third-party managers and affiliated programs.

Adam Usinger is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities, primarily using model-driven investment portfolios developed by LPL’s Research Department and third-party strategists.

Louis Herskovitz is a financial advisor at Morgan Stanley in Westport, CT, holding Series 63 and Series 65 credentials. He has four years of industry experience, including roles at Morgan Stanley since 2022 and prior positions in other fields such as acting and yoga instruction. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

John Probst is a financial advisor at Morgan Stanley with 4 years of industry experience. His background includes roles at T3 Trading Group, Northwestern Mutual, and A1 Reliable Industries. Prior to his financial services career, he worked in the restaurant industry and education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment strategies while serving a broad client base.

Sheila Spicehandler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, she spent nine years at Ameriprise Financial Services. She serves as the Investment Advisory Committee Chairman for Temple Beth El in Chappaqua, NY, advising on investment policy. 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 solutions supported by proprietary research and tools.

Karl Anderson is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley since 2014, working with both Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Rodovane Ragui is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm delivers these services alongside brokerage, distribution, and investment management capabilities.

John Lucas is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at Reliant Funding before joining Morgan Stanley Smith Barney LLC. His background includes a significant period focused on full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market scenario modeling.

Bryn Doyle is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Doyle is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and property & casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm’s planning engagements involve collaborative, annual relationships with clients, using firm-approved analysis tools to develop written recommendations.

Mark Tutino is a financial advisor with LPL Financial in Milford, CT, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1992. In addition to his advisory role, Tutino is involved in a non-variable insurance business through Tutino Financial, LLC, focusing on life insurance and fixed annuities. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, supported by a large network of investment adviser representatives.

Anthony Herman is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Precision Valley Communications, InstaCart, and Eastern Pharmacy, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI-driven research tools.

Colleen Sharkey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1988, initially working in the residential lending group before transitioning to financial advising. She focuses on helping clients manage wealth tailored to their individual needs, emphasizing liability management for both individuals and businesses. With over a decade of experience in residential lending, Ms. Sharkey provides specialized advice on liability management and plays a key role in retirement and employee benefits planning. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Ms. Sharkey earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Sacred Heart University. A lifelong resident of Stamford, Connecticut, Ms. Sharkey volunteers with organizations including the Fight For Two Foundation, Tough Like Tori Foundation, and UNICO-Stamford. She enjoys skiing, cooking, spending time with her family, and traveling.