Anthony Arico is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and with 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee for his parents' investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm integrates research and analytics with diversification principles and modern portfolio theory while providing both brokerage and advisory solutions.

Nils Anderson is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 designation. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2026. Prior to this, he worked at Aon plc and Apple, Inc. and is involved with Freedom Financial Coaching. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm offers both discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers.

Christopher Gachi is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Karen Sullivan is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill Lynch since 2007. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Russell Karpf is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes seven years at LPL Financial and ten years at Ameriprise Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through advisory programs and other providers.

Lisa Giordano Eckert is a Series 66 licensed financial advisor with UBS Financial Services in Westport, CT, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she works part-time as a certified yoga instructor at Kaia Yoga in Westport and Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Thomas Carbin is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Boston Harbor. He is also involved with Southport Harbor Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and unique affiliations such as municipal advisory services.

Colin St. Pierre is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities LLC. Outside his advisory roles, he has been involved with Newtown Country Club since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Daniel Kilmurray is a financial advisor with UBS Financial Services in Norwalk, CT, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with UBS since 2013. Kilmurray serves on the endowment committee at Lafayette College and provides informal advisory support to Yola Mezcal LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Cameron Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Franklin Templeton Investor Services, Legg Mason Investor Services, and Charles Schwab. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools, and supports clients through advisory programs and institutional consulting across a large advisor network.

Gerald Gladnick is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Mario Faustini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and concurrently at Morgan Stanley Private Bank since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process includes preparation and review of investment policy statements, investment recommendations, performance reporting, participant education, and plan benchmarking, and it offers a broader range of financial products than many large institutional advisers.

David Davidson is a financial advisor with Morgan Stanley Wealth Management in Fairfield, CT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at JP Morgan Securities, LLC for 10 years before joining Morgan Stanley in 2023. Outside of his advisory role, he is a partner in 2 Cottage Place, LLC. 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 and financial planning services that utilize structured discovery processes and advanced modeling tools.

Sean Boccuzzi is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at People's Securities, Inc. and Titus Rockefeller, LLC. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment options.

Luz Vargas is a Series 66-licensed financial advisor with UBS Financial Services in Westport, CT, and has 12 years of industry experience. She has been with UBS AG since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals and risk tolerances.

Zachary Lyons is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2015. Outside of his advisory role, Lyons serves as president of two condominium associations and manages an online resale business through ECOMM LLC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage, and custody services. The firm integrates its advisory services with Bank of America affiliates and emphasizes managed account and manager-selection capabilities.

Joseph Cina is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at National Asset Management, National Securities Corporation, Merrill, and Charles Schwab. Outside of his advisory role, he works as a personal driver, providing local airport transportation outside of normal business hours. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Francois Morin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, with a professional background spanning institutional capital markets and private wealth management. Francois has worked in various roles including portfolio manager, investment committee member, commodity futures and swaps trader, and head of trading for global hedge funds and financial institutions. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Francois holds a Bachelor of Science degree in Economics from The Pennsylvania State University and has earned the Certified Financial Planner (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Francois has been an active volunteer and coach for the Darien and Norwalk youth lacrosse programs. He currently resides in Rowayton, Connecticut with his wife Jessica and their three children. His personal interests include fishing, gardening, hiking, music, skiing, soccer, and tennis.

Wayne Blanchette is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving the Shelton, CT area. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities, using model-driven investment implementation and offering financial planning, third-party asset manager access, and insurance product services through affiliated entities.

David Schneider is a Certified Financial Planner (CFP®) with 15 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2020, following a seven-year tenure at JP Morgan Securities LLC. His credentials also include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.