Christopher Kalivas is a Series 66-licensed financial advisor with Ameriprise in Stamford, CT, where he has worked since 2017. He has seven years of industry experience and is involved with Team Dizzy, a game development and book publishing venture where he designs content, produces web videos, and helps organize related events. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Benjamin Harrison is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Chappaqua, NY, he owns and operates an online Etsy store, Bible Vision Prints, which sells digital prints related to Bible visualization. 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 solutions supported by a nationwide network of more than 23,700 advisors.

James Hurley Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Michael Mildrum is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management, Northwestern Mutual Life Insurance, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lee Povinelli is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He was previously with Royal Alliance Associates, Inc. for 21 years before joining Osaic in 2023. Outside of advising, he operates a sole proprietorship as a tax preparer. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs sophisticated asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

Keith Butler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Janney Montgomery Scott for eight years and currently manages client investment portfolios as the managing partner of Lodestar Capital Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal finance and specialized retirement plan consulting.

Anthony Rocco Jr. is a financial advisor with Raymond James Financial in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2008. Outside of his advisory role, he works as a high school lacrosse and football referee. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through a broad network of advisors and utilizes analytical tools and risk profiling to support client goals.

Francisco Rivera is a financial advisor with LPL Financial in Somers, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Webster Bank, Wells Fargo Bank and Clearing, JPMorgan Chase Bank, and JPMorgan Securities. He is also a commissioned notary in the state of Connecticut. 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.

Julie Sterling is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and was previously with Capitol Securities Management for 11 years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

William Baffuto is a financial advisor with Equitable Advisors in Pleasantville, NY, holding a Series 66 license and five years of industry experience. His prior firms include UBS Financial Services and AXA Advisors. Outside of finance, he has experience with Greenburgh Recreational Day Camp. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Susan Wilson is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley in various roles since 2009. Outside of her advisory work, she serves as a committee member for the Bird Key Yacht Club Foundation, a nonprofit organization in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, providing a range of advisory programs supported by structured planning tools and modeling techniques.

Timothy Smith is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role at Cetera, he has been associated with Cetera Wealth Services, LLC and Georgetown Financial Group, Inc. outside of advisory work, he serves as an independent insurance agent specializing in life, accident, health, and long-term care insurance and is involved in product education and underwriting support for Amicor Enterprise Insurance Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment models and program structures.

Stephen Schneider is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo's affiliated firms since 2009. Outside of his advisory role, he serves as co-executor for his father’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Matthew Heisler is the Senior Resident Director at Merrill's New Canaan Wealth Management office. He leads a team dedicated to putting clients first by focusing on their most important financial needs. The team performs multiple roles including Wealth Management Planner, Investment Advisor, Personal Banker, and Trusted Advisor, providing comprehensive financial services supported by Bank of America, N.A. With over two decades of experience as a proprietary derivatives trader in New York, London, and Chicago, Mr. Heisler applies intellectual rigor and in-depth customization to his client strategies. His expertise covers portfolio management, personal retirement planning, legacy and family wealth management strategies, college education planning, and divorce transition planning. He holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Mr. Heisler earned a bachelor's degree from Princeton University. He resides in Westport, Connecticut, with his wife and four children. He is an avid cyclist, skier, reader, and music lover.

Jeffrey Sharpe is a CFP®-certified financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with optional implementation through various brokerage or advisory programs.

Robert Brody is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he serves as treasurer for the Hugh O'Brien Youth Foundation and Community Living Corporation, a nonprofit providing care for the developmentally disabled, where he is also chairman of the board. Additionally, he manages an aircraft leasing business through RSB 2.0 LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Steven Evanchik is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney LLC before his current role at Morgan Stanley Private Bank, N.A. He serves as a partner in an investment-related business, James Newby and Elizabeth Newby, LTD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and internal investment analysis.

Eric Dorfman is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as an Investment Consultant at Fidelity from 2022 to 2023. His earlier experience includes serving as a Portfolio Manager focused on U.S. and Canadian equities at First New York Securities from 2014 to 2021, and as a U.S. Equity Trader at AMR Capital Trading between 2004 and 2013. Throughout his career, Eric has specialized in investment management and financial planning. He holds an Arkansas Insurance License. Outside of his professional work, Eric's personal interests include spending time at the beach, enjoying comedy, football, music, and engaging in parenthood.

Eric Carter is a Series 66-licensed financial advisor with UBS Financial Services in Westport, CT, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he serves on the finance committee of the Weston Volunteer Fire Department and is involved with a private snow plowing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management solutions, including fee-based planning and portfolio management informed by proprietary research and model-based asset allocations.

Meghan Carrasquillo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2020. Carrasquillo holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.