Janet Fleishman is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1995. In addition to her advisory role, she works as a licensed life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering a range of programs including divorce planning and event-driven estate and employer-sponsored planning services.

James Fink Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Raymond James & Associates is a large 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 specialized municipal advisory services.

Keishara Colby is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is involved in animal care as a dog and cat sitter through Rover and also works with Uber in a transportation capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Michael Wein is a Series 66 licensed financial advisor with Morgan Stanley, based in Westport, CT, and has 21 years of industry experience. He previously worked at Bank of America and Merrill for nine years before joining Morgan Stanley in 2025. Outside of his advisory role, he serves on the board of The Community Synagogue in Westport and leads its social committee, organizing events and fundraising activities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes.

Kimberly Dejana is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Wealth Strategies of America, Inc. and Raymond James Financial Services, Inc. In addition to her advisory role, she is a notary public in Connecticut. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm utilizes research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Ryan Williams is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Merrill for five years and Bank of America for one year before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques to support tailored financial plans.

Kelley Mcwilliams is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2021. She has over 20 years of experience in the financial services industry, focusing on wealth management that considers her clients' priorities, goals, and aspirations. Her approach incorporates an understanding of how life events, both planned and unexpected, can impact finances. Before transitioning to wealth management, Kelley held roles in institutional fixed income on the municipal desk at Lehman Brothers and Barclays Capital, as well as positions in fixed income research at Rocaton Investment Advisors and Goldman Sachs Asset Management. She graduated cum laude from Duke University in 2002 with a Bachelor of Science in Economics. Her professional credentials include FINRA Series 7 and Series 66 registrations and the Chartered Financial Analyst® (CFA®) designation. Kelley lives in Darien, Connecticut with her three children. Her interests include spending time with family, tennis, and traveling.

Sal Sereno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual needs and goals. He focuses on understanding clients' current financial situations and aspirations to create clear strategies that align with their definitions of success. Sal has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Financial Representative at National Securities Corporation from 2017 to 2020. Outside of his professional role, Sal has interests that include fishing, fitness, golf, sailing, skiing, and traveling.

Timothy Byrnes is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at R. W. Pressprich & Co. for 30 years before joining Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, supporting a range of client needs through discretionary and non-discretionary management.

Robert Dyer is a Private Wealth Advisor leading a wealth management team within Merrill Private Wealth Management. He serves a select group of high net worth individuals, families, and business leaders, providing comprehensive wealth management advice and strategies. His role includes managing client relationships, directing portfolio strategy, and offering access to credit and lending services through Bank of America. Robert began his career in the Treasury Division at Procter & Gamble in 1988, transitioning to Morgan Stanley Private Wealth Management in 1998 as a Senior Associate. He later joined Lehman Brothers Private Investment Management as Senior Vice President before moving to Merrill Private Wealth Management in 2008. He holds a B.A. in Political Science from Denison University and an M.B.A. in Finance from Georgetown University, and holds the Personal Investment Advisor (PIA) designation. Rob and his wife Mary Jo support various charities focused on children and education across New York, Connecticut, Virginia, and the Dominican Republic. He is involved with several professional organizations, including the Bridgeport CT Diocese, Convent of Sacred Heart School CT, Darien CT Police Department, St Lukes School CT, Student Educational Opportunities NY, and Youth for Tomorrow VA.

Pamela Kiernan is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, following previous roles at Bank of America and Merrill. Kiernan is the sole proprietor of Ware LLC, a consulting firm for which she owns a patent. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment strategies through its Financial Advisors and Estate Planning Strategies Group.

David Wilson Jr. is a financial advisor with Merrill, holding a Series 63 designation and bringing 49 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent 10 years at Neuberger Berman, LLC. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dennis Brown is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been employed since 1994. He has progressed through various roles including Senior Financial Consultant, Vice President, and First Vice President, and has extensive experience working with employers and plan participants to develop retirement plans. His client focus includes corporate benefits, family wealth management strategies, institutional consulting, employee financial health, and personal retirement planning. Dennis holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified 401(k) Professional (C(k)P), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from Loyola University Maryland and his High School Diploma from Fairfield College Preparatory School. He has received recognition such as being named to the Forbes "Best-in-State Wealth Advisors" list from 2019 to 2021, and has been awarded the Financial Times Top 401 Retirement Plan Advisors accolade for five consecutive years through 2020. Dennis is involved in his community through participation in organizations including Al's Angels, Fairfield Preparatory School, and Team Woofgang. His personal interests include biking, boating, football, golfing, hiking, music, spending time with family, traveling, and yoga.

Richard Smalley is a financial advisor with RBC Capital Markets based in Westport, CT. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management options, combining in-house and third-party investment managers, and provides services that include financial planning, custody, and brokerage.

Michael Pearson is a Wealth Management Advisor at Merrill Lynch Wealth Management and co-leads The Linke-Pearson Group, a boutique-style wealth management practice serving clients nationwide from Stamford, Connecticut. He specializes in working with high-earning executives, business leaders, and first-generation wealth creators, providing customized investment management, executive compensation strategies, and comprehensive financial planning. With over 15 years of experience, Michael holds multiple professional designations including CFP®, CFA, ChFC®, CAIA®, CPWA®, and CPFA. He earned a bachelor's degree from the University of Connecticut and serves as a mentor at its School of Business. Michael also participates in the Estate Planning Council of Fairfield County. His expertise encompasses areas such as college education planning, family wealth management, philanthropic planning, and institutional consulting for endowments and non-profits. Michael coordinates all aspects of his clients' financial lives, integrating tax, investment, estate, and lending strategies to provide disciplined, data-driven guidance. Beyond his client work, he has spoken at national advisor events and contributes to leadership on institutional business strategy.

John Friedman is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved with a GoFundMe initiative supporting the Kuna Indian Tribe by helping to replace their basketball court and provide sneakers for local children. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

Bruce Manasevit is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in wealth management in 1998 and joined Merrill Lynch in 2007. Prior to his financial advisory career, Bruce served as President and CEO of his family's third-generation business. He leads The Manasevit Group, focusing on family-focused wealth management strategies tailored to each client's unique priorities and goals. Bruce and his team specialize in a range of client focus areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He holds the Certified Retirement Planning Counselor™ (CRPC™), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA) designations. Bruce earned his MBA in Finance and Real Estate from Columbia University Business School and a bachelor's degree from Washington University in St. Louis. In addition to his professional work, Bruce is involved with the National Marrow Donor Program (NMDP) Foundation as an Emeritus Board Member and serves on the NMDP Investment Subcommittee. He founded the Amy Strelzer Manasevit Research Program in 1998 in memory of his late wife to support research improving outcomes following bone marrow transplantation. Bruce is also a member of organizations including the Columbia University Club of New York and YPO Greenwich. He resides in Fairfield, Connecticut, and enjoys spending time with his family, playing tennis, biking, cooking, gardening, and traveling.

Johan Gomez Hernandez is a financial advisor with LPL Financial based in Stamford, CT. He holds the Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to his advisory role, he has experience working in portfolio services, education, and entrepreneurial ventures including operating an escape room business and involvement with a local public education foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Roberta Anderson is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2024. Her prior experience includes roles at People's United Advisors, Inc., People's Securities, Inc., and People's United Bank. Outside of her advisory work, she serves as secretary for Candlewood Knolls Community Inc. and is a board trustee for the New Fairfield Free Public Library. 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 menu of financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop individualized recommendations.

Scott Rainaud is a CFP® professional with 10 years of industry experience, currently with Wells Fargo Advisors in Greenwich, CT. He previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank, N.A. for nine years. Rainaud holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs analysis, using Wells Fargo research and planning tools.