Karen Scinto is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Northwestern Mutual Investment Management and Merrill. Scinto also maintains an affiliation with Tennant Financial in connection with her LPL Business activities. 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 portfolio programs, third-party asset management, and institutional platforms.

Ellen Cohen is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

John Uyeki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott LLC, Chelsea Groton Bank, LPL Financial, and Citizens Securities. Outside of his advisory work, he is an owner and partner of Stripers Inc. LLC, a recreational boating business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with both quantitative and qualitative analysis and includes capabilities in derivatives and commodities through various regulatory registrations.

Kalie Van Cura is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, previously employed by Tudor Investment Corporation. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gennaro Zimbaldi is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Morgan Stanley since 2019, following prior roles at Newbridge Securities Corporation and Curry Subaru. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Christopher Howard is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PFS Investments Inc. and Primerica Financial Services since 2019. Outside of advisory work, he owns and operates Greenleaf Birch, Inc., a non-investment related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Philip Ucci III is a financial advisor with Raymond James Financial, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior work includes eight years at Edward Jones and a year with KeyBank and Key Investment Services LLC. Outside of his advisory role, he is CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, entities involved in his business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses a tailored, non-discretionary approach incorporating risk profiling and analytical tools, and it supports a broad advisor network with specialized programs and institutional consulting.

Steven Chille is a financial advisor at UBS Financial Services with 38 years of industry experience. He has worked at UBS since 2009 and previously spent nine years with Citigroup Global Markets. He holds Series 63 and Series 65 designations. 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 and provides access to proprietary research, underwriting, and securities-backed lending programs.

Matthew Landry is a CFP®-certified financial advisor with Morgan Stanley, bringing 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following a 13-year tenure at Merrill. Outside of his advisory role, he is involved in real estate investment and management as a sole proprietor. 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 scenarios developed by its Global Investment Committee to support clients’ financial planning needs.

Daniel Holzer is a financial advisor at UBS Financial Services with 28 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, serving clients from 2009 to 2025. His credentials include Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial strategies.

Christopher Romano is a financial advisor at Morgan Stanley in Westport, CT. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Morgan Stanley in 2025, he worked at Lockwood for two years. He served as an assistant varsity football coach at Mahopac High School in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and advanced modeling tools, serving clients through both direct and employer-based arrangements.

James Gravalis is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2016 to 2020 before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Saikiran Bomma is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and manages approximately $2.74 trillion in client assets.

Nicole Bouffard is a financial advisor with Ameriprise in Burlington, CT, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for Healing Hoofbeats, a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Vincent Atkins is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes 21 years at David Lerner Associates and four years at Morgan Stanley Dw Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Christopher Durkin is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Edward Jones in 2021, he worked at Pruco Securities LLC, Prudential Annuities Distributors, Inc., and Prudential Insurance Company of America from 2019 to 2021, and previously spent seven years with Knights of Columbus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

John Nevins is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Elizabeth Selimovic is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2007. Outside of her advisory role, she is a commissioned Notary Public in the State of Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery and approved tools, serving clients through tailored plans without offering individual security recommendations as part of standalone planning.

Kristin Bloom is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley & Co. LLC and AllianceBernstein L.P. She is also involved with Avreco, a real estate company. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions.

Carole Caldwell is a Series 66-licensed financial advisor with Morgan Stanley in Westport, CT, where she has worked since 2009. She has 25 years of industry experience. Outside of her advisory role, she is involved with Optavia, a company focused on promoting healthy eating habits. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.