Charles Mccool is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. Mccool serves as a board advisor for the Juvenile Diabetes Research Foundation and provides financial guidance to committees at Waveny Lifecare Network, a not-for-profit nursing and care facility. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and delivers advisory work using proprietary research and model-based asset allocations.

Victor Pappolla is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following three years at Morgan Stanley Smith Barney. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Samuel Polk is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and proprietary planning tools to develop plans and manages approximately $2.74 trillion in client assets.

Babak Faraji is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and long-term asset allocation benchmarks in its investment approach.

Cameron Edwards is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, also affiliated with Bank of America, N.A. since 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Robey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2015, previously working at AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models, including third-party program sponsors and discretionary portfolio management, and provides ERISA fiduciary services to qualified plans.

Constantine Kalivas is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its predecessor firms since 1984. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise managed accounts.

John Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. 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 informed by research and diversification principles.

Justin Dell'aglio is a CFP® with 10 years of industry experience, currently serving clients at Ameriprise in Valhalla, NY. He has been with Ameriprise since 2018, including its affiliated entities, and previously worked at Renthop from 2013 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Kim Qvistorff is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 35 years of industry experience. Prior to joining LPL Financial in 2026, Kim worked at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. He serves as the local chapter president of the Rebild National Park Society, a 501(c)(3) charity, and is a board member of the Hans Christian Andersen Storytelling Center, which organizes storytelling events in New York's Central Park. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for research and operations.

Lori Liell is a financial advisor with Edward Jones in Norwalk, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she serves as a registrar of voters and moderator at local polls, is an emergency and trauma chaplain at Norwalk Hospital, participates on the advisory board of a home nursing agency, serves as a commissioner on the Norwalk Board of Ethics, and holds board and committee roles in local mental health services and funeral home ministries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Sean Kelley is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he serves as a trustee of a life insurance trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Matthew Garnett is a CFP® professional with 18 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. for 11 years and has a background outside finance that includes two decades at New York Sports Club. Garnett has entrepreneurial experience developing a VR self-help application through Audaz, Inc., though the project is not currently active. Raymond James & Associates is a large, dually registered 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 institutional fiduciary solutions.

James Kerr is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Equity Services Inc, National Life Group, MML Investors Services Inc, and MassMutual. In addition to his advisory work, he operates Corporate Plans Retirement Strategies LLC, providing financial and insurance advice, and sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Maynall Scott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience and holds the Series 66 credential. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Scott also owns rental properties in the Bronx, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through over 14,000 financial advisors.

Jared Mcgill is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 20 years and had a one-year tenure at OSAIC. Outside of his advisory role, he is a business owner of Communite, a non-investment-related venture based in New York. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jay Durante is a Series 66-licensed financial advisor with Edward Jones, based in Katonah, NY. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved with Cowperwood Company, a business focused on architecture and development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert De Waele is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he operates Step Up Coaching, a consulting service focused on helping young people in Fairfield County overcome personal challenges in life and business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers various investment and advisory solutions through its broad platform.

Nicholas Court is a financial advisor with UBS Financial Services in New Canaan, CT, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at UBS Financial Services since 2010 and previously held roles with UBS AG, UBS International Inc., and Eagle Strategies. Outside of his advisory work, he is the sole owner of Grey Agave, LLC, a private investment company. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research and capital market assumptions to tailor client plans and offers a broad range of capital markets services alongside wealth management.

Matthew Robey is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Robey has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation. Outside of his advisory role, he serves as co-trustee of The Robey Charitable Trust, a family-operated 501(c)(3) organization involved in scholarship activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of proprietary and third-party program models to tailor investment solutions.