Skyler Agresti is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he worked in education at Joseph A. Foran High School and Harborside Middle School. He is also involved with the Small Business Development Center. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment recommendations through a large network of advisors.

Robert Mark is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over two decades at Advanced Resources, LLP and H. Beck, Inc. Mark maintains an ongoing role with Advanced Resources, LLP in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various technological tools.

Alyssa Zito is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds Series 63 and Series 66 designations and previously worked with Prudential Annuities Distributors and Prudential Insurance Company of America. Outside of her advisory role, Alyssa coaches youth female basketball with the Ridgefield Basketball Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools to analyze client goals and provide collaborative, ongoing advice.

Jay Liddell is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity Investments since 2010, initially serving as Branch Office Manager from 2010 to 2017 before transitioning to his current role as Wealth Management Advisor in 2017. In his work, he focuses on understanding the priorities of clients and their families to assist them in working towards their financial goals.

John Hetherington is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and investment advisory services to clients. The professional biography includes his role at Merrill Lynch Wealth Management, highlighting his position as a financial advisor in their wealth management division. No additional details regarding his specific experience areas, educational background, credentials, personal interests, or community involvement were provided.

Lindsay Hillas is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and a member of the Vacheron, DiSabato & Associates group. She specializes in helping high-net-worth individuals and their families simplify complex financial matters through personalized planning and investment advice. Her approach centers on creating customized financial strategies aligned with each client's goals to assist in growing and maintaining wealth. Lindsay's areas of expertise include liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). Lindsay earned her bachelor's degree from Fairfield University. Beyond her professional work, Lindsay enjoys cooking, football, music, reading, skiing, traveling, and spending time with her family.

Walter Rodiger III is a CFP® professional with 44 years of industry experience, currently serving at Equitable Advisors since 2005. His prior experience includes roles at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Outside of his advisory work, he is involved with the Wilton Historical Society as a board member and investment committee member, and he also serves on the investment committee of Wilton Congregational Church. Equitable Advisors provides financial planning, retirement plan consulting, and a range of asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver personalized investment strategies without sponsoring proprietary wrap fee programs.

Amanda Lesmes is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has been with MassMutual and its affiliated firm since 2025. Prior to entering the industry, she worked at Bryant University and Eyes Physicians & Surgeons. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including divorce and estate settlement planning.

Oscar Deleon is a Financial Consultant at Fidelity Investments, where he works with families to define their financial goals and develop strategies to achieve them. He utilizes Fidelity's extensive resources to assist clients in creating personalized approaches to retirement, income, and wealth planning. Prior to his current role, Oscar held several positions at Fidelity Investments, including Investment Consultant from 2018 to 2020, Workplace Planning & Guidance Consultant II from 2017 to 2018, and Investments Solutions Representative from 2016 to 2017. Outside of his professional work, Oscar enjoys family activities, culinary experiences, social events with friends, golf, soccer, and traveling.

Timothy Fox is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2026. In this role, he provides personalized service tailored to clients' needs and preferences, partnering with them to navigate Fidelity's offerings and explore solutions that support their financial priorities. Prior to his current role, Timothy served as a Client Service Manager for Fidelity Family Office Services from 2021 to 2026 and as a Financial Representative at Fidelity from 2018 to 2021. His earlier experience includes roles as a Trader at Cobb Hill Capital Management from 2013 to 2018, a Trading Assistant at Cobb Capital from 2007 to 2012, and a self-employed Trader at the New York Mercantile Exchange from 2006 to 2007.

Christopher Carroll is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022. His prior experience includes positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Charles Schwab & Co., Inc. serves 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 management supported by multi-asset model portfolios, alternative investment due diligence, and integrated brokerage and custody services.

James Bauer is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. His prior roles include positions at PRUCO Securities, LLC and work under Jeff Bauer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and an affiliated insurance agency.

James Zeumer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as various positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking market assumptions and an ESG eligibility framework.

Joyce Goldfarb is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked with Morgan Stanley since 2009, including her role at Morgan Stanley Private Bank, N.A. since 2015, based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools supported by investment research and modeling techniques.

Jesse Sheldon is a financial advisor at Ameriprise Financial Services, holding Series 63 and Series 66 credentials with 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Ameriprise in various capacities since 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a combination of investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and dependable income plans for clients approaching or in retirement.

Pingan Geng is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Geng focuses on helping clients manage their wealth by developing personalized strategies that adapt to changing market conditions. Utilizing investment insights from Merrill and the banking and lending services of Bank of America, Geng works to assist clients in pursuing their financial goals. Geng holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Hubei University of Chinese Medicine. Committed to community involvement, Geng participates in volunteer activities with local organizations as part of Merrill’s tradition of serving the communities in which they operate.

Matthew Becker is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he worked in higher education at Daemen University and Saint Anselm University, as well as at Fairfield Warde High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service which provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Sheldon is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and 51 years of industry experience. His career includes positions at Ameriprise Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he performs stand-up comedy and has appeared at events such as a one-hour routine at the Shawangunk Country Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Philip Allopenna is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. His professional activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers, and insurance products through affiliated entities.

Michael Bergman is a financial advisor with Cetera who holds a Series 63 designation and has 55 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is an independent insurance agent operating Synergy Life Insurance Strategies LLC, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by its nationwide network of over 10,000 advisors and over $256 billion in assets under management.