Thomas Morton is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with various wrap fee advisory programs. The firm offers tailored investment strategies using a combination of in-house and third-party managers, with options for tax management and responsible investing.

Joseph Rahtelli is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. Outside of his advisory role, he is self-employed as an owner of intellectual properties and works as an engineer consultant. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with over 3,600 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-delivery strategies managed by unaffiliated asset managers.

Donald Freeman III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as treasurer and president of Carlson & Carlson, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management approaches with a range of discretionary and non-discretionary strategies and maintains proprietary and third-party model solutions.

Matthew DeChello is a Financial Consultant at Fidelity Investments, where he works collaboratively with clients to develop and adjust financial strategies tailored to their goals. He guides clients through financial planning processes focused on maximizing their relationship with Fidelity. Matthew has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before advancing to his current role in 2024. His prior experience includes positions at Barnum Financial Group from 2015 to 2021, where he progressed from Paraplanner to Financial Consultant, as well as a role as Financial Representative at Northwestern Mutual in 2015. Outside of his professional responsibilities, Matthew enjoys activities such as camping, cooking and baking, fitness, golf, and hiking.

Max Brouard is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and J.P. Morgan Securities. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs centralized investment decisions through a five-member Investment Policy Committee, utilizing quantitative screening, qualitative research, and tax-aware processes to construct globally diversified portfolios.

Warren Pena is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds the CFP® designation and has worked at firms including Northwestern Mutual and Mass Mutual Life Insurance Company. In addition to his advisory role, he is a sales agent for individual life and health insurance and owns SoNo Financial LLC, an accounting and bookkeeping entity. MassMutual Investors Services provides financial planning and related services to individuals, business owners, trusts, and charitable organizations. The firm offers asset management, educational seminars, and tailored planning programs addressing areas such as divorce, estate settlement, and employer-sponsored benefits.

Nestor Mendez Gallione is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm leverages proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Gorsky is the Senior Resident Director at Merrill Lynch Wealth Management, leading the firm's office in Greenwich, Connecticut. He joined Merrill Lynch in 2005 and serves in a key leadership role within the organization. Michael's focus areas include executive compensation, family wealth management strategies, and institutional consulting. Throughout his career, Michael has been recognized multiple times by Forbes, including being named "Best-in-State Wealth Advisor" from 2021 through 2026 and earning designations among the "Top Next-Generation Wealth Advisors." He holds several FINRA registrations, including Series 7, 9, 10, 31, and 66, as well as life, accident, and health insurance licenses. Michael graduated with honors from Franklin & Marshall College, where he was a three-year NCAA Track & Field athlete. Outside of his professional role, Michael participates in community volunteering consistent with Merrill's tradition. His personal interests include cooking, photography, and running.

Matthew Tackman is a Wealth Management Advisor and partner with The Tackman Group at Merrill Lynch Wealth Management. He collaborates with a diverse team to assist clients, primarily corporate executives and entrepreneurs, by managing their financial lives and streamlining their tasks. The group emphasizes consistent and structured client communication, focusing on maximizing the benefits of their clients' wealth for their families and important organizations. Matthew holds several professional designations, including Certified Private Wealth Advisor (CPWA) earned in 2017, Certified Plan Fiduciary Advisor (CPFA) obtained in 2018, Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides services to high-net-worth investors with a comprehensive approach that includes wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax minimization, and legacy planning. Matthew is a graduate of the University of Maryland. He lives in Westport, Connecticut with his wife Rebecca, who is also a University of Maryland graduate, and their three children: Ryan, Hailey, and Quinn. Matthew is involved in his community through the Kings Highway Elementary PTA and enjoys golf, volunteering at his children's schools, and spending time with his family.

Wendy Hindman Hauck is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at the Department of State and HomeServices Lending. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and supports clients through both direct and employer-sponsored planning services.

Timothy Kelly is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2010. The firm serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering financial planning, portfolio management, and a range of alternative products. UBS integrates institutional trading capabilities with wealth management, supported by proprietary research and a comprehensive platform of capital markets services.

Amy Fino is a financial advisor at OSAIC with 22 years of industry experience. She holds a Series 66 credential and previously worked at FSC Securities Corporation for 20 years. Outside of her advisory role, she manages operations and compliance as Vice President at Independent Financial Consulting, Inc., a financial services firm she has been involved with since 2003. OSAIC serves a broad mix of retail and institutional clients through a large network of advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Christopher J. Kral is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill since 1989 and has held various roles including Senior Financial Consultant, Vice President, First Vice President, and Senior Vice President. In his current role, he works with corporations, business owners, and executives to establish and support corporate retirement plans, and collaborates with clients on cash management and credit facilities for businesses. Chris has been recognized on the Financial Times Top 401 Retirement Plan Advisers list consistently, including in 2020 for the sixth consecutive year. He holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Villanova University. In addition to his professional work, Chris is a past member of the Patterson Club and is involved with the First Tee of Connecticut chapter. His personal interests include golf, skiing, fishing, and ice hockey. He resides in Fairfield, CT with his wife and their three children.

Brian Jay is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017 and was self-employed prior to that. Outside of his advisory role, he is the sole proprietor of Project Stake, a digital currency venture, and serves as a board member of the Shippan Point Association, a community organization. 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. The firm utilizes a structured planning process with proprietary tools and offers access to investment insights from its Global Investment Committee.

Kevin Linn is a financial advisor with Equitable Advisors in Milford, CT. He holds the Series 66 designation and has been with the firm since 2023. Outside of advising, he has worked in retail at Total Wine & More since 2024. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Robert Schaefer is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS and as an independent contractor. Outside of finance, he owns and operates a yoga instruction business and a retail clothing company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.

Jeffry Christensen is a financial advisor at Ameriprise with 33 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Derek Sabine is a Series 66-licensed financial advisor with 20 years of industry experience. He currently works at LPL Financial, where he has been since 2017. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is a photography business owner offering art for sale online. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Stanley is a CFA® charterholder with 29 years of experience in the financial services industry. He is currently with Charles Schwab in Stamford, CT, where he has worked since 2022. Prior to Schwab, he spent seven years at Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advisory solutions supported by centralized operations and a formal process for alternative investments.

Matthew Honig is a financial advisor at Edward Jones in Ridgefield, CT, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at Elevance Health and Oppenheimer, and has held various roles at Northeastern University, McKinsey & Co., Alkali Partners, Andersen, Lincoln Brokerage, and Saint Peter’s Prep. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.