Matthew Castaldi is a financial advisor with Osaic Wealth, Inc. in Wilton, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at SagePoint Financial, Inc. He is also the owner of Castaldi Financial and Insurance, an S-Corp offering life, health, Medicare, and property casualty insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses advanced asset-allocation tools and supports various account management approaches, including discretionary and non-discretionary portfolios.

David Janny is a financial advisor at Ameriprise with 41 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2022. He serves on the Board of Directors for The Peggy Cahill Pioli Right To Life Foundation. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Anjian Zhu is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, Zhu worked for American Journey Advisors, Inc. for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Mark Beaven is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he was involved in entrepreneurial ventures with A Life Reflected, LLC and Stories.Life LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Shirley Hannigan is a financial advisor with Equitable Advisors in Carmel, NY, holding a Series 66 designation and 20 years of industry experience. She has been with Equitable Advisors since 2006, including time at its predecessor AXA Advisors. Outside of her advisory role, she serves as a director on the Clearing in the Woods Condo Association board. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Henry Milano III is a financial advisor at Edward Jones with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lincoln Financial Distributors, LPL Financial, and Northeast Financial Network. Milano has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Harmon is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ari Greenman is a financial advisor with Mass Mutual Investors Services in Westport, CT. He holds the ChFC® designation and Series 66 license, with 22 years of industry experience. Greenman has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside his advisory role, he is also active as a sales agent for individual and group life and health insurance through Lenox Advisors. 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 financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations without investment discretion.

Mark Compton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at J.P. Morgan Securities and long-term involvement with Turbodog/Calamity Jane. Outside of his advisory work, he plays guitar in a band. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven investment process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Faruol is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a 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 services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.

Caroline Delaurentis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Landing Point Advisors and has held roles at the University of Connecticut, Bryant University, and Aspetuck Valley Country Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Dunn is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors among other firms. Outside of his advisory role, Dunn is the owner and CEO of iReFramify, Inc., a coaching and consulting business that focuses on conflict resolution communication frameworks for couples and marketing strategies for small business owners. 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 network of financial advisors and branch offices nationwide.

Maria Jesus Fraile Alonso is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2017 and has prior experience at Tapas Box and Westfair Communications. She was also involved with the Westport Woman's Club for three years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and a nationwide adviser network.

Howard Schachter is a financial advisor with LPL Financial in Danbury, CT, holding a Series 66 credential and 26 years of industry experience. He previously worked at Woodbury Financial Services from 2016 to 2022. Outside of his advisory role, he is involved in education through AEFA classes and provides tax preparation and accounting services with Jackson Hewitt. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

Mark Nastri is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working as a financial advisor since graduating from Trinity College in May 2008, and joined Merrill Lynch Wealth Management in 2010. Mark holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). Mark's expertise lies in developing wealth management strategies for clients and their families to help pursue both short and long-term financial goals. His focus areas include college education planning, executive compensation, family wealth management strategies, liquidity management, retirement income, personal retirement planning, portfolio management services, tax minimization, and services for endowments, foundations, and non-profits. He works closely with clients experiencing life transitions such as marriage, divorce, birth of a child, retirement, inheritance, sale of a business, or other situations that impact their lifestyle. Mark has been recognized in Forbes' Best-in-State Next-Generation Wealth Advisors list multiple times as well as in the Best-in-State Wealth Advisors list. Mark earned a Bachelor of Science degree in Economics with a minor in Law from Trinity College. A lifelong Connecticut resident, he currently resides in Fairfield, CT, with his wife Caitlin and two sons. He is active in supporting Trinity College through alumni associations. In his free time, Mark enjoys fishing, boating, hiking, fitness, and is a fan of New York sports teams including the Giants and Yankees.

Connor Post is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He previously worked at Equitable Advisors and has held various roles outside the financial sector, including positions at Pennings Cidery and Feast @ Round Hill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Danielle Johnson is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 63 designation and 29 years of industry experience. She previously worked at Wells Fargo Clearing Services and has been with Morgan Stanley since 2014, aside from a brief period at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Mark Reitman is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he owns and operates Rudy Q BBQ, a retail and online business based in Newport, Rhode Island. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and advanced modeling tools.

Jeremy Stewart is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Machrotech LLC for nine years and worked as a self-employed professional for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Ben Zeisler is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with individuals, families, and business owners, providing personalized planning and tailored wealth management strategies. His services include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Ben holds a Bachelor's Degree in Economics and Finance from Bentley University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also a member of the professional organization Kappa Pi Alpha. Raised in Fairfield, Connecticut, Ben now serves clients in the community where he grew up. He enjoys golfing, fishing, and skiing in Vermont during the winter. His professional philosophy centers on helping clients uncover what matters to them and their families to create strategies for pursuing their financial goals.