Douglas Henderson is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Foreside Fund Services, Thomson Horstmann & Bryant, Inc., and Weeden & Co., LP. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers tailored investment strategies through various advisory programs that combine in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Nicholas Fiore is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and the Series 66 license. He has three years of industry experience, with prior roles at GAMCO Investors and a background that includes teaching positions at Sacred Heart University and Somers High School. Outside of his advisory work, he is involved in life settlement assistance and outside insurance sales focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services operates as 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 seminars using firm-approved software and collaborative, annual planning engagements.

Joseph Masiello is a CFP® and ChFC® with 42 years of industry experience, currently affiliated with LPL Financial in Stamford, CT since 2009. He operates under JMM Wealth Management, LLC, which serves as the DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of adviser representatives, offering a range of advisory programs, retirement consulting, and brokerage services supported by model portfolios and research.

Larry Deutsch is a financial advisor with Edward Jones, holding CFP® and Series 66 designations and bringing six years of industry experience. Before joining Edward Jones in 2019, he worked at Milgo Bufkin and spent over three decades at Linear Lighting. Outside of his advisory role, he is a partial owner of several businesses, including a sales agency and two real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Richard Toni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc from 2008 to 2017. Outside of his advisory role, he is involved in insurance sales and works part-time as a sales coach. 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 programs, and educational seminars, structuring its planning engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Matthew Sullivan is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE Securities Inc from 2006 to 2017. He is also engaged in an outside insurance business involving life, disability, long-term care, fixed annuities, and health insurance. 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, structuring planning engagements as annual collaborations that provide detailed analyses and written recommendations without discretionary authority.

Lilibeth Miranda is a financial advisor with Raymond James Financial and holds a Series 63 designation. She has seven years of industry experience, including eight years at Ameriprise Financial Services, LLC, and a prior 20-year tenure at Cuny Hunter College. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Steven Samori is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining LPL Financial in 2025, he worked for David Lerner Associates for five years and has held various other roles including positions at Tesla and Manhattan College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and investment options.

Brian Kopilak is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory work, he is involved in affiliated business activities including sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Deborah Ayling is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2014 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of systematic methodologies, and integration of AI in its investment process.

Paul Hashim is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2014 to 2017. In addition to his advisory role, he is involved in individual life and health insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements using firm-approved tools and delivers recommendations covering investment categories and strategies.

Connor Tienken is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including JPMorgan Chase Bank, J.P. Morgan Securities, and the Paul Tudor Jones II Family Office. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized activities such as relationships with investment companies and private funds.

Caren Malitsky is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and offers a range of investment programs and educational seminars.

Peter Hart is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual and its affiliated firms since 1988. In addition to his advisory role, he is involved in individual life and health insurance sales and provides plan design and administration services to employer-sponsored retirement plans through Retirement and Benefit Systems, LLC. MassMutual 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 seminars, utilizing firm-approved analytical tools to deliver written recommendations tailored to client goals.

Brian Keefe is a Team Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial plans that align with their individual priorities and long-term goals. His approach emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Brian holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from Fairfield University. His expertise covers areas such as planning for education funding, retirement lifestyle, potential healthcare costs, and overall wealth management.

Eric Feingold is a financial advisor at Charles Schwab with 26 years of industry experience. His prior roles include a 22-year tenure at Citigroup and six years at Prime Franchise Consulting. He owns a part-time residential and commercial construction business, The Patch Boys, which he is currently trying to sell. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and has a distinctive operational footprint for its integrated advisory, brokerage, and custody services.

Andrew Livesay is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Livesay is a co-owner and silent partner in Maria Livesay Salon and serves as a board member for the Stamford Downtown Special Services District. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets.

Kris Martini is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience, including roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. Prior to his advisory career, he worked at Copia Home and Garden and studied at Sacred Heart University. Mass Mutual 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 financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Kevin O'Hara is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets, New York University Stern School of Business, and JP Morgan Securities LLC. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Dacey is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and bringing 38 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.