Craig Amundson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Linsco Private Ledger Corp since 2001. Outside of his advisory work, he serves as a volunteer member of the Representative Town Meeting for Greenwich, Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services with access to model portfolios, research, and various investment management options.

Gavin Esposito is a financial advisor with Mass Mutual Investors Services and holds the Series 66 credential. He has two years of industry experience, including roles at MassMutual Life Insurance Co and Barnum Financial Group. Outside of advising, he is also licensed as an insurance broker, specializing in life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, event-driven planning tailored to client goals.

Thomas Casey is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Lisa Guerrera is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sarah Duffy is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2009. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s corporate platform to offer a range of investment strategies and related services.

James Alperin is a financial advisor with Wells Fargo Clearing in New Rochelle, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2016 to 2019. Outside of his advisory work, he is the owner of JIGGSY, LTD and holds a silent partnership in DONJITO INC. LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Felix Malitsky is a financial advisor with Mass Mutual Investors Services in Newtown, CT, holding a Series 66 designation and 24 years of industry experience. He previously worked at METLIFE Securities Inc and MassMutual Life Insurance Company. Outside of his advisory role, he volunteers as a wrestling coach and serves on the board of Connecticut Pride Football, a youth sports program. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of investment and planning programs, including recent additions such as divorce planning and employer-sponsored planning services.

Zachary Czaplicki is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. In addition to his advisory role, he is licensed as an agent for life, disability, long-term care insurance, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures.

Mary Richard is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill, RBC Capital Markets, and Morgan Stanley Smith Barney. Outside of her advisory work, she is involved as a singer with Hamill Productions in Stratford, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors develop tailored recommendations using firm research and planning tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Gregory Kuhfeldt is a financial advisor with Edward Jones in Southport, CT, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2024, he worked at BlackRock for nine years. 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 financial advisors.

Matthew Rohr is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he worked at ZoomInfo for four years and held positions in various other companies across different industries. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jessie Morotto is a financial advisor at LPL Financial with eight years of industry experience. Morotto holds the Series 66 designation and has previously worked with firms including Brian Skinner and Waddell & Reed, Inc. Outside of advising, Morotto also serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, combining discretionary and non-discretionary management with research-supported model portfolios.

Theresa Gartner is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to her advisory role, she serves as co-trustee and co-power of attorney for her father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Meade is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and three years of industry experience. He previously worked at Hartley & Parker LTD Co for eight years and has been associated with Nutmeg Investment Group, Inc. since 2022. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a notable engagement in municipal and public finance activities.

Brandon Brooks is a CFP® and Series 66-licensed financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Investments since 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals, families, and institutions to define financial goals, make optimal investment decisions, and avoid costly mistakes. His approach begins with a comprehensive assessment of clients' financial situations and priorities, leading to customized investment plans that adapt to changing needs and market conditions. Clients benefit from his access to Merrill's investment insights and the banking and lending solutions of Bank of America. With 20 years of experience in the financial services industry, Peter has held positions in equity research, asset management, and private wealth management. His areas of expertise include college education planning, corporate executive services, equity compensation, family wealth management, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree from Yale University and an MBA from the Kellogg School of Management at Northwestern University. Peter also holds professional designations such as Chartered Financial Analyst (CFA), Personal Investment Advisor (PIA), and Retirement Income Certified Professional (RICP). Peter is involved in professional organizations such as CPS Lives and participates in community initiatives including Big Brothers Big Sisters of Metropolitan Chicago and CPS Lives. Outside of work, he enjoys activities like baseball, football, music, running, table tennis, tennis, traveling, spending time with family, home improvement projects, and sonic experimentation with musical instruments. He lives in Wilmette with his wife, three sons, and two pugs.

Kyle Christiansen is a Series 66-registered advisor with Merrill, based in Fairfield, CT, and has eight years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Tianyan Goellner is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping professionals, executives, business owners, and globally minded families manage their financial decisions. With a focus on college education planning, executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Tianyan works with clients to develop personalized wealth management strategies tailored to their needs. Tianyan's background includes advanced education with two master's degrees, one from the Chinese Academy of Sciences and another from Fordham University. Before transitioning to financial advisory, Tianyan spent over a decade in institutional equity research covering large-cap technology companies. This experience is complemented by earlier work in enterprise technology sales and a master's degree in computer science focused on artificial intelligence. Tianyan holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Fluent in English and Chinese, Tianyan is a member of the CFA Institute and participates in community activities, including involvement with the Waveny LifeCare Network. Tianyan's approach emphasizes understanding clients' full financial picture to create strategies that reflect what matters most to them and their families.

Kerry Zavory is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Advisors in 2023. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with implementation options available through brokerage or advisory programs.

Kimberly Ciccarello is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has five years of industry experience, including previous roles at Morgan Stanley, 740 Park Ave LLC, and the Law Office of Marcia Kusnetz. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with advisory relationships that are generally non-discretionary, and also maintains capabilities in public finance and municipal work.