Eric Schod is a Series 66-licensed financial advisor with LPL Financial, based in Bridgeport, CT, and has one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co. Inc. and is involved with Corporate Benefit Enterprises and RemSept, LLC, where he performs as a bassist and booking artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Allen Morton is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at BNY Mellon, Wells Fargo Investment Institute, and Global Alternative Investment Services. Outside of his advisory work, he volunteers with the United Way of Western Connecticut, where he reviews and approves grant proposals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

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.

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.

Louis Herskovitz is a financial advisor at Morgan Stanley in Westport, CT, holding Series 65 and Series 63 licenses. He has four years of industry experience, including roles at SwifTest and work as an actor under the name Lev Harvey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients through both direct and corporate agreements.

Thomas G. Raymond is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 2001. He currently serves as a Portfolio Manager and holds the Certified Investment Management Analyst® (CIMA®) designation. Over his 30-plus year career in the financial services industry, Thomas has dedicated himself to advising wealthy families, individuals, and senior executives on managing all aspects of their investments and finances. Thomas began his career in 1985 in New York City with The Private Bank at Bankers Trust Company, where he served as Vice President and Senior Investment Officer. He then worked as a Senior Portfolio Manager & Analyst at OFFITBANK before joining Morgan Stanley's Private Wealth Management Group in 1999. His expertise encompasses investment advice, discretionary investment management, municipal bond management, private equity and alternative investments, as well as trust and estate planning services. Thomas holds a bachelor's degree from Ohio Wesleyan University and has earned multiple professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has served as a Director of The Greenwich Hospital Endowment Fund, Inc. and participated in the Greenwich Health Association and Greenwich Hospital Investment Oversight Committee from 2000 through 2018. In his personal time, Thomas enjoys running, swimming, and spending time with his family.

Kenneth Sheresky is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has held prior roles at City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of his advisory work, he serves as a committee member focused on patient advocacy at Silver Hill Hospital, a nonprofit psychiatric hospital specializing in behavioral health and addiction services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

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.

Edward Fennessey is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, serving in various roles including Financial Consultant and Investment Consultant. Prior to Fidelity, Edward worked at Newman & Associates - Ameriprise Financial as a Paraplanner from 2013 to 2016, and held positions at TIAA-CREF and UBS Wealth Management. Edward's approach centers on partnering with clients to define and clarify their personal and financial priorities. He collaborates with clients to develop and implement financial plans aimed at achieving their goals, focusing on understanding their family's needs and maintaining a long-term perspective on their objectives. Outside of his professional work, Edward enjoys biking, family activities, golf, outdoor adventures, running, and skiing.

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.

Caitlin Finley is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 2002. Outside of finance, she is an owner and partner in SurfRidge Brewing Co, a craft brewery with locations in California and Connecticut. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

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.

Ana Grandjacques is a financial advisor at Morgan Stanley with 23 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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.

Kenneth Germann is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a rental property in New Canaan, CT. 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 that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

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.

Jamie Edwards is a financial advisor at Ameriprise with Series 63 and Series 66 credentials. He has been with Ameriprise since 2024 and has prior experience in education, including roles at Fairfield University and Darien Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.