Steven Gordon is a CFP® with 38 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at Oppenheimer for 12 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies, utilizing a mix of in-house and third-party investment managers and providing portfolio management, financial planning, custody, and brokerage services.

Cassandra Quintiliano is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and over four years of industry experience. Her career includes roles at Barnum Financial Group and Hubbell Inc., where she worked as a supply chain analyst. MassMutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-based financial planning supported by firm-approved analytical tools and a range of investment programs.

Beth Botti is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of her advisory role, she serves as a liaison with American Field Service, working with exchange students and their host families. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party and proprietary advisory programs, with an emphasis on risk assessment and client-specific model matching, covering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Joseph Miller is a financial advisor with Edward Jones in New Canaan, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Merrill Lynch/Bank of America, Ballast Rock Private Wealth, and Stifel, Nicolaus & Company Incorporated, among other firms. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Agostisi is a financial advisor with Ameriprise in Fairfield, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he has interests in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing comprehensive recommendation reports that include income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Robert Chilson is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BlackRock for 18 years before joining Merrill and Bank of America. 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.

Trey Hogsten is a Financial Consultant at Fidelity Investments, where he partners with families to develop tailored, comprehensive strategies focused on accumulation, preservation, and the seamless transfer of their wealth across generations. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2024. Throughout his career at Fidelity, Trey has gained experience in financial planning and client relationship management. His work centers on helping clients address their financial goals through personalized strategies. Outside of his professional role, Trey has interests in the beach, food, golf, museums, traveling, and volunteering.

Lindsay Pereguda is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Janney Montgomery Scott and Wells Fargo Advisors before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive investment approach to support clients' financial goals.

William Trond is a Series 66-licensed financial advisor with Ameriprise, based in Wallingford, CT, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Linda Roman is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of 13 years before joining LPL Financial in 2022. Outside of her advisory role, she is president and business owner of Cat Rescue Inc., a nonprofit organization. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

George Welker III is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Charles Principato is a Financial Advisor with Merrill Lynch Wealth Management who focuses on helping clients transform success into lasting financial impact. He works with early-career professionals and families to develop personalized strategies that include tax-efficient investing, custom lending solutions, estate planning, and comprehensive wealth management. His approach emphasizes clarity and confidence, aiming to simplify complex financial decisions and empower clients to achieve their goals. Charles brings expertise in corporate benefits, executive compensation, family wealth management, legacy planning, personal retirement planning, and portfolio management. He holds a Bachelor’s Degree from the University of Connecticut and completed a certificate program at Universidad de Salamanca. Charles is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Outside of his professional role, Charles is involved in several community organizations, including the Diocese of Bridgeport - Holy Spirit Stamford, New Covenant Center, and Saint Cecilia's Roman Catholic Church. He is also affiliated with professional groups such as the Catholic Finance Association and Young Catholic Professionals. His personal interests include hiking, fishing, biking, boxing, and other outdoor activities.

Jenna Gatto is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she is involved as a general partner in two LLCs related to therapy, counseling, and coaching, where she maintains licensure requirements for marriage and family therapy. Jenna is also the owner and director of a separate LLC. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, and institutions.

Sade Harrison is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has been with Fidelity since 2019. Her prior work includes roles at Devan Acura and a brief employment gap before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Irwin Maisner is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to each client's risk profile and utilizing a mix of in-house and third-party investment managers.

Christian Montuori is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes positions with New Canaan Group and involvement with community organizations such as the Smithfield RI YMCA and Westport Weston Family YMCA. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Victor Pena is a financial advisor with Morgan Stanley in Westport, CT, holding CFP® and Series 66 credentials and possessing 11 years of industry experience. His prior work history includes roles at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Christopher Farrell is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is president of Grace Consultants LLC, a real estate investment company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources.

Charlotte Stevenson is a financial advisor at RBC Capital Markets with a Series 66 designation. She has recently started her career, joining RBC in 2025 after roles in various industries including media and sports. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party managers to tailor investment strategies according to each client's risk profile.

Curt Schibli Jr. is a financial advisor with Edward Jones in Ridgefield, CT, holding CFP® and CFA® designations and six years of industry experience. He previously worked at Shenkman Capital Management, Inc. for five years and currently serves as a part-time seasonal snowsports instructor at Gore Mountain. Schibli is also involved with the Ridgefield Historical Society’s Investment Oversight Committee and contributes to the Master Networks Brewster NY chapter as a soundbite coordinator. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets. The firm combines an extensive network of financial advisors and branch offices with affiliated capabilities such as a trust company and proprietary mutual funds.