Michael Weiss Sr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Weiss serves on the finance committee of the National Ability Center, a charitable nonprofit in Park City, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Brian Belak is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Robert Peckham is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Infinex Investments, Inc. for 17 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mauro Caringi is a financial advisor with MassMutual Investors Services based in Elmsford, NY. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His career includes longstanding roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance brokerage focusing on individual and group life and health, as well as property and casualty insurance. MassMutual 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 emphasizes collaborative annual financial planning using advanced analytical tools and provides a range of programs including educational seminars and event-driven planning services.

Michael Baptiste is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked with Prudential Insurance Company of America since 1994 and joined LPL Enterprise in 2024. Baptiste is also involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of advisors. The firm offers model-driven investment solutions, financial planning, and access to third-party asset managers, along with insurance and trustee services through affiliated entities.

Ross Shandra is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors for 14 years before joining OSAIC in 2025. OSAIC serves a wide range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios and offers access to multiple third-party investment platforms and solutions.

Samuel Connelly is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he was involved with Dimidium Media for six years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party managers.

Thomas Nervegna is a financial advisor at Cetera with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, he is actively involved in Masonic organizations, serving as secretary and past master in multiple lodges. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

David Zavarelli is a financial advisor with LPL Financial in Danbury, CT, holding Series 63 and Series 66 licenses and 20 years of industry experience. His career includes prior roles at Raymond James Financial, Union Savings Bank, and Edward Jones. He is also a commissioned notary in the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a broad platform offering financial planning, model portfolios, third-party asset management, and institutional programs. The firm supports its advisors with a wide range of tools and services and manages over $819 billion in discretionary assets.

Vivian Schaufler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in New Canaan, CT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is grounded in modern portfolio theory and includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Sharon Kaplove is a CFP® with 24 years of experience in the financial industry, currently serving as a financial advisor at Ameriprise since 2020. Prior to that, she worked at Ameriprise Financial Services, Inc. for 14 years. She is also the owner of ONIPA'A enterprise, LLC, managing an advisory business alongside her advisory role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Henry Cooperman is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials. He has 44 years of industry experience, including a decade at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC beginning in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Joseph Lovecchio is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients with saving for and transitioning into retirement. He collaborates with clients to build financial plans that provide a clear and actionable roadmap tailored to their individual needs. Joseph has held several roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Relationship Banker at JP Morgan Chase and as a Financial Planner at Barnum Financial Group. Outside of his professional work, Joseph enjoys baseball, beach activities, family time, fitness, and golf.

Christopher Kalivas is a Series 66-licensed financial advisor with Ameriprise in Stamford, CT, where he has worked since 2017. He has seven years of industry experience and is involved with Team Dizzy, a game development and book publishing venture where he designs content, produces web videos, and helps organize related events. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Benjamin Harrison is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Chappaqua, NY, he owns and operates an online Etsy store, Bible Vision Prints, which sells digital prints related to Bible visualization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

James Hurley Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Daniel Anderson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Merrill since 1992 and also serves Bank of America, N.A. clients. Outside of his advisory role, he is president of the Darien Volunteer Fire Department, overseeing non-firefighting functions. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Farrell is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 36 years. He is also an independent insurance agent selling life, annuities, disability income, and related products. 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 offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured planning processes.

Robert Mcbride is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with capital market assumptions to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of wealth management and institutional trading services.

Anthony Rocco Jr. is a financial advisor with Raymond James Financial in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2008. Outside of his advisory role, he works as a high school lacrosse and football referee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through a broad network of advisors and utilizes analytical tools and risk profiling to support client goals.