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.

Jon Vaccarella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1988 as an intern and officially joined as a Sales Assistant in 1989. After completing the Merrill Lynch Financial Consultant Training Program in 1993, Jon developed financial strategies for families and businesses to help them achieve their short- and long-term goals. Over the years, he has advanced through roles including Senior Financial Consultant, Assistant Vice President, and Vice President. Jon holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Fairfield University, as well as high school diplomas from Notre Dame and the University of Rhode Island. As a qualified Portfolio Manager, Jon offers personalized investment strategies that may incorporate individual securities, Merrill model portfolios, and third-party investment solutions. He emphasizes a consultative approach that considers clients’ financial situations, preferences, and goals and addresses a broad range of topics such as retirement, estate planning, and philanthropy. In addition to his advisory role, Jon serves on the board of Catholic Charities for the Diocese of Bridgeport. He is a member of The Merrill Lynch Optimal Practice Management Faculty, providing national training on goals-based wealth management to peers. Jon and his family reside in Fairfield, where they enjoy skiing, golf, and martial arts. He holds black belts in both Chung Doo Kwan and Tang Soo Doo.

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.

David Leibell is a financial advisor at UBS Financial Services with 12 years of industry experience and holds a Series 66 designation. He has been with UBS since 2013. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates, sits on the board of The Carl and Dorothy Bennet Foundation, and contributes as chair of the Family Business Advisory Committee for Trusts and Estates Magazine. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm utilizes proprietary research and model-based asset allocations to tailor strategies, offering a broad range of services including wealth management, institutional trading, and capital markets solutions.

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.

Keith Somers is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise since 2012 and holds Series 63 and Series 66 credentials. Somers is also the owner of Summit Administration LLC, a business focused on managing his Ameriprise-related activities. 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 written recommendations and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Zoria Ospina is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, she partners with clients to co-create personalized financial plans tailored to their short- and long-term goals, providing a strategic roadmap that adapts to changing life circumstances. Her professional experience spans several firms and roles, including Wealth Advisor at Citibank from 2021 to 2024, Financial Advisor at LPL Financial from 2020 to 2021, Private Client Advisor at J.P. Morgan from 2015 to 2020, Investment Consultant at TD Ameritrade from 2012 to 2015, Financial Advisor at MetLife Securities from 2011 to 2012, and Financial Advisor at AXA Advisors from 2009 to 2011. This extensive background has provided her with a broad perspective on wealth management and investment consulting. Outside of her professional work, Zoria enjoys biking, hiking, and snowboarding.

Susan Galley is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2025. In this role, she works closely with high-net-worth families, focusing on building strong client relationships and providing guidance to help clients utilize Fidelity's resources effectively. Prior to her current role, Susan served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. Her professional experience also includes positions as a Territory Specialist at Franklin Templeton from 2021 to 2023, an Investment Advisor Representative at Aspectuck Financial Management, LLC from 2019 to 2021, and as Sales and Marketing Director and COO at SSR LLC from 2017 to 2019.

Hillary Henderson is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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.

Michelle Mcguire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its previous iteration as Axa Advisors. Outside of her advisory role, Mcguire serves as a board member and officer of the Lewisboro Horsemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment approaches, including third-party asset managers and proprietary programs, focusing on matching clients with appropriate models and discretionary management solutions.

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.

John Vacheron is a Wealth Management Advisor with Vacheron DiSabato & Associates at Merrill Private Wealth Management in Fairfield, Connecticut. He works with families, executives, entrepreneurs, and business owners to simplify complex financial decisions and provide clarity through personalized wealth management solutions. His expertise includes investment strategy, concentrated stock management, liquidity events, tax-aware planning, estate planning services, lending, and multigenerational wealth transfer. John and his team combine the personal attention of a boutique, family-office style practice with the depth and resources of Merrill Private Wealth Management to help clients steward wealth and plan with confidence across generations. John holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned a bachelor's degree from Fairfield University. In his personal time, he enjoys baseball, basketball, cooking, golfing, skiing, and spending time with his family.

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.

Matthew Streif is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. He is the founder and owner of Westport Wealth Partners, an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs non-discretionary, goal-oriented planning supported by analytical tools and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Robyn Barger is a financial advisor at UBS Financial Services with 14 years of industry experience. She has held the Series 63 and Series 66 designations and worked as an independent consultant for 12 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.