Gerald Gladnick is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 with LPL Financial in Westport, CT, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at People's Securities, Inc. and Titus Rockefeller, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

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 Senior Financial Advisor with Merrill Lynch Wealth Management. In his current role, he provides financial advisory services, leveraging his designation as a Personal Investment Advisor (PIA) to support clients in managing their investment portfolios. Zachary completed his high school education at the University of Arizona, earning a High School Diploma/GED. His professional focus centers on wealth management and investment advising within Merrill Lynch.

Joseph Cina is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corporation, Bank of America, and Merrill. Outside of his advisory work, he is employed as a personal driver, providing transportation services primarily to local airports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

Wayne Blanchette is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with Prudential/Crump in non-variable insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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.

Kyle Zingone is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked for RBC Capital Markets for nine years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jeffrey Miller is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Miller is a partner at JelaPrint LLC, involved in product sales and wholesale distribution, and serves as a sales and product consultant for SkyTechSport, Inc., which manufactures immersive indoor ski simulators. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Furlong is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at UBS Financial Services for 25 years before joining Morgan Stanley in 2022. He is currently based in Fairfield, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Brenda Catugno is a financial advisor at OSAIC with 29 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. Catugno is also a Certified Divorce Financial Analyst and teaches adult financial literacy programs in Connecticut. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios on discretionary or non-discretionary bases.

Nessa Englebright is a Senior Financial Advisor with The 712 Investment Group’s West Coast office, part of Merrill Lynch Wealth Management. She began her career in 1999 at Merrill as a Financial Planning Specialist in the Manhattan East office. Since joining The 712 Investment Group in 2005, Nessa has focused on assisting high net worth individuals and families in clarifying their financial decisions. Her approach centers on identifying and prioritizing clients’ goals and developing tailored plans that utilize their current and future resources to help achieve those objectives. Nessa holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Personal Investment Advisor (PIA) designations. She earned a bachelor’s degree in finance from Drexel University. Her client focus areas include college and education planning, family wealth management, legacy planning, liquidity management, retirement income, and supporting women and wealth. Outside of her professional work, Nessa enjoys cooking, hiking, music, reading, skiing, traveling, and spending time with her family. She resides in San Francisco with her husband, Vincent.

Steven Cohen is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at firms including JPMorgan Chase and Instacart. Outside of his advisory role, Cohen performs live music. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and estate-settlement services.

Amy Terzakis is a Series 66-licensed financial advisor with Morgan Stanley in Orange, CT, bringing 18 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Anthony Morales is a Financial Advisor at Merrill Lynch Wealth Management with nearly a decade of experience in the financial services industry. He assists families in navigating the complexities of wealth management by creating personalized financial strategies that align with their unique goals and values. Anthony's bilingual proficiency in English and Spanish enables him to effectively serve a diverse range of clients. In his role, Anthony leverages Merrill's extensive research and resources to deliver tailored investment strategies covering areas such as retirement planning, trust and estate strategies, and portfolio management services. He is licensed as a Personal Investment Advisor (PIA) and holds registrations including the SIE, FINRA Series 7 and Series 66. His client focus encompasses family wealth management strategies and managing new wealth. Anthony attended the New York Institute of Technology without degree completion. Outside of his professional work, his personal interests include baseball, basketball, boxing, drawing and sketching, football, golfing, interior decorating, softball, spending time with family, and traveling.

Jose Diaz Jr. is a CFP®-credentialed financial advisor with 12 years of industry experience, currently affiliated with Raymond James Financial in West Hartford, CT. He has been with Raymond James Financial Services Advisors, Inc. since 2013 and also maintains a role at Union Savings Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations, with a significant portion of its advisory business conducted on a non-discretionary basis.

Christopher Leavay is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Raymond James in 2025, he worked at Wells Fargo Advisors Financial Network LLC for 17 years. He is also associated with Adaptive Wealth Management LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Edward Kwiatkowski is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney since 2012. He serves on the finance committee of The Shore and Country Club in Norwalk, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad suite of investment services.