Maura Sayers is a Financial Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she partners with clients to develop personalized financial roadmaps that align with their individual goals, values, and visions for the future. Her approach involves designing strategies aimed at supporting clients' long-term financial success and providing clarity and confidence in financial decision-making. Prior to her current position, Maura served as a Planning Consultant at Fidelity Investments from 2020 to 2025 and as a Senior Relationship Manager at the same firm from 2015 to 2020. Her financial services career began as a Financial Advisor at Morgan Stanley from 2013 to 2015, following an extensive tenure as Assistant Vice President at Guardian Investment Services, LLC, from 1994 to 2012. Outside of her professional responsibilities, Maura has personal interests that include socializing with friends, reading, and traveling.

Nathan Collins is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Samuel French, Inc., River AI, and Ararat Capital. Outside of advising, he is a silent partner and volunteer with Tap Festivals LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary consulting supported by a wide range of portfolio management styles and affiliated research.

Robin Bratone is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at UBS Financial Services and Spark Business Academy, with a substantial career gap spent as a stay-at-home mother. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate a range of in-house and third-party managers, as well as options for tax management and responsible investing.

Daniel Sburlati Rupp is a financial advisor at UBS Financial Services with 11 years of industry experience. He has held roles at Raymond James & Associates and multiple Wells Fargo entities prior to joining UBS in 2020. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Aidan Zacchia is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he spent nine years working in the construction industry at Automatic Door of Trumbull, Inc., where he held bookkeeping and secretarial roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocation, and institutional trading capabilities to provide tailored financial planning and portfolio management.

Elena Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of her financial career, she works as a background actor with Central Casting. 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 non-discretionary advisory model.

Brian Fink is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Merrill and Bank of America N.A. since 2014. Based in Westport, CT, he holds the Series 66 license. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Larosa is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2016. Outside of his advisory role, Larosa is involved as an office manager and registered representative for related support companies. 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 using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Marie Green is a financial advisor with Edward Jones in Cortlandt Manor, NY, holding a Series 63 designation and over 21 years of industry experience. She has been with Edward Jones since 2004. Outside of financial advising, she is a part-owner of the New Jersey Pride professional outdoor lacrosse team, where she participates in budget, hiring, and marketing decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Victor Joseph is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He has worked at several firms including Wells Fargo Advisors LLC, Northwestern Mutual Investment Management, LPL Financial, and has operated Joseph Brothers, LLC, a landscaping business that has been inactive since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from the Wells Fargo Investment Institute with third-party data to support its investment approach, offering both brokerage and advisory solutions at a large scale.

Timothy Orr is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a wealth management advisory practice based in New Canaan, Connecticut. He serves affluent and ultra-affluent clients across the United States, focusing on delivering tailored wealth management solutions. With 35 years of experience in capital markets, Tim combines his background in derivative financial instruments with his advisory expertise to assist individuals and families in navigating the complexities of substantial wealth. Before joining Merrill Lynch, Tim held senior roles including Director of Precious Metals, Commodities, and Derivatives at Union Bank of Switzerland in New York, and Vice President of Sales and Trading for base and precious metals at Deutsche Bank and Kleinwort Benson. His client services encompass executive compensation, family wealth management strategies, philanthropic planning, socially responsible investing, and special needs planning among other areas. Tim holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Tim earned his Bachelor's degree from Ohio Wesleyan University. He has contributed to his community as a trustee of New Canaan Fire Company #1 and has been involved in various charitable organizations. Outside of work, he enjoys boating, gardening, scuba diving, skiing, and tennis. Tim and his wife live in New Canaan and have two grown children.

Imani Tate is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing two years of industry experience. Prior to joining J.P. Morgan, Tate held roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and American Eagle Outfitters. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Paul Lavelle is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial and M&T Bank in 2022. 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, and institutional platforms.

Michael Brewi is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services, Inc. since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also offers specialized advisory programs and municipal finance services.

Charles Lobosco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and analytics but does not provide individual security recommendations as part of standalone planning.

Kevin Chapin is Vice President and Financial Consultant at Fidelity Investments. In this role, he works with high-net-worth individuals, families, and business owners to provide clarity and structure to their financial lives. He has been with Fidelity Investments since 2013, progressing through roles as Financial Representative, Investment Consultant, and now Vice President. Kevin focuses on developing personalized financial plans and implementing tailored strategies to help clients grow, manage, and transfer their wealth efficiently.

George Viebrock Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

David Rudolf is a financial advisor at Osaic with over 34 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Phoenix Mutual Life Insurance Co since 1989. Outside of his advisory role, he is president of Rudolf Associates Inc, a company that sells group benefits, Medicare plans, and various types of insurance, and owns a blue stone quarry on forestry property where lumber is sold periodically. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios tailored to client risk tolerance.

Victor Cannistra is the sole advisor at Cannistra Financial Advisors Inc. in Mount Kisco, NY, holding a Series 65 credential with four years of industry experience. He has operated Victor J. Cannistra, CPA PC since 2002, serving as president and managing operations for his certified public accounting firm. Cannistra Financial Advisors Inc. provides portfolio management and financial planning services primarily to individual investors and corporate clients. The firm operates as a solo independent adviser, typically managing client relationships on a non-discretionary basis and coordinating investment advice with affiliated accounting services to integrate tax and financial planning.

Michael Carminucci is a financial advisor with LPL Financial in Croton Falls, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has operated Carminucci Wealth Management since 2006 and has been affiliated with LPL Financial and its predecessor since 1998. Carminucci is also the author of the book *Gold Plated Retirement, Putting the Gold in the Golden Years* and is involved in a motor vehicle sales and customization business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and accommodates customized advisory arrangements through a large network of investment adviser representatives.