Anthony Bartolini is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with MetLife Securities Inc. and Metropolitan Life Insurance Company for over three decades before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved in life and group insurance sales. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative, annual financial planning engagements.

Adam Costantini is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, including two years under Bank of America, N.A. in Stamford, CT. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Hugo Guerra Valdez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses. Before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Hudson Valley Credit Union and H&R Contracting Corp. Outside of his advisory role, he is involved with VM Home Development LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Diane Eitel is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 23 years of industry experience. She has been associated with PFS Investments Inc. since 1996 and served in the Queens Board of Elections since 2014. In addition to her advisory role, she engages in sales of loan products and home-related services for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Eric Bickler is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors for THE LNTS SOLUTION, a company focused on improving efficiency in healthcare through advanced therapies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor client plans while offering a broad suite of capital markets and advisory services.

Alessandro Caringi is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities and has been affiliated with MassMutual Life Insurance Company since 2016. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning strategies without discretionary investment authority.

John Blumberg is a financial advisor at Cetera with 39 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. He previously worked at National Life Group and Equity Services, Inc. for 11 years. Outside of his advisory role, he is involved in farm ownership and operates community events featuring draft horses for military personnel, first responders, and individuals with special needs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jak Cukaj is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ameriprise for 32 years before joining Raymond James in 2025. He serves as a board member and investment committee member for Ronald McDonald House GHV. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through its advisory programs or other providers.

Conrad Bringsjord is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a boutique-style financial advisory team that provides personalized wealth management strategies to a selective group of high net worth clients and business owners. His approach centers on understanding clients' goals, priorities, risk tolerance, and liquidity to develop customized investment strategies and portfolios. The team offers expertise in estate planning, alternative investments, education and retirement funding, home financing, concentrated stock positions, and tax minimization strategies, leveraging the resources of Bank of America and Merrill Lynch. With over 30 years of experience on Wall Street, Conrad has worked extensively with major corporations on mergers and acquisitions, invested in private equity firms, managed hedge fund long/short equity portfolios, and founded financial services businesses. He emphasizes building long-term relationships through helping clients address their financial concerns. His professional designation includes Personal Investment Advisor (PIA). Conrad holds a Bachelor's degree in Economics from Brown University, where he also played varsity baseball. He earned a Master's degree in Accounting from the Stern School of Business at New York University, graduating as valedictorian, and an MBA in Finance with honors from the Wharton School at the University of Pennsylvania. A first-generation Norwegian, he enjoys visiting Norway's fjords and spends time in Connecticut, Florida, and New York with his wife of over 30 years, their three grown children, and a Labrador. His personal interests include golf, skiing, and walking on the beach or hiking with his wife and dog.

Hemal Patel is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Bank and Wells Fargo Clearing before joining Merrill and Bank of America. Outside of his advisory role, he manages a rental property in Stratford, CT, where he is responsible for maintenance, bookkeeping, and tenant relations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Larry Arinsburg is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the field since 1981, including 21 years at American Portfolios Financial Services, Inc. Outside of his advisory roles, he operates a sole proprietorship providing insurance sales and policy maintenance, and also works as a tax preparer. Osaic Wealth, Inc. serves a diverse client base of retail and institutional investors through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various account management styles, including discretionary and non-discretionary portfolios.

Eduardo Martinez is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to Merrill, he worked at PHX Financial, Inc. from 2016 to 2020 and briefly at National Securities Corp in 2020. 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, and institutions, supported by internal and third-party portfolio management teams.

Lisa Dudelson is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. She has been with MassMutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. In addition to her advisory role, she holds an outside insurance sales position focusing on individual and group life, health, fixed annuities, long-term care, and disability income products. MassMutual 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, structuring client engagements as annual, collaborative relationships with a focus on investment strategies rather than specific product selections.

Robert Angevine is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. for 21 years. In addition to advising, he prepares income tax returns seasonally. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, utilizing various tools and third-party providers to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Thomas Broadbent is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and AXA Advisors. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

Ian Gordon is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2006. He began his career as a Financial Advisor in 2002 with Breakwater Financial Services before transitioning to their asset management group. Ian focuses on assisting families, individuals, foundations, and endowments in constructing risk-tolerance adjusted investment strategies, and serves as a Portfolio Manager managing personalized or defined strategies on a discretionary basis. Ian holds multiple professional designations, including the Certified Investment Management Analyst® (CIMA®) from the Investments & Wealth Institute through the Wharton School, and the Certified Private Wealth Advisor® (CPWA®) through the University of Chicago Booth School of Business. He also holds the FINRA Series 7 and 66 registrations. Ian attended Cornell University and has pursued additional studies at NYU, SUNY Purchase, UCONN, and Silvermine Guild School of the Arts. In addition to his professional career, Ian is active in his local community in Stamford and was recognized on the Bank of America Community Volunteers Honor Roll in 2010 and 2011. He has three children and maintains personal interests including motorcycling and scuba diving.

Alan Cirulli is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Edward Naylor is a Wealth Management Advisor at Merrill Lynch Wealth Management, with an office located in Darien, Connecticut. He focuses on integrating all aspects of wealth management planning, placing particular emphasis on investment advice. Ed has developed a process supported by extensive technical skills and practical experience to address the financial and multi-generational issues faced by affluent families. With over 20 years of experience in the investment industry, Ed began his career in 1994 at Douglas C. Lane & Associates in New York, where he performed research, trading, and operations. He later served as an Assistant Portfolio Manager at Hutchinson Capital Management in San Francisco, specializing in trading equities and bonds and structuring tailored municipal bond portfolios. Since joining Merrill Lynch in 2003, Ed has worked as a First Vice President, Portfolio Manager, and Wealth Management Advisor. He is experienced in utilizing both third-party active asset managers and passive strategies to construct and manage portfolios aligned with client risk profiles and time horizons. Additionally, he has researched and implemented alternative asset class strategies, including hedge funds, private equity, and managed futures. Ed holds an M.B.A. in Finance from Vanderbilt University and a B.A. in English from Hobart College. He also has professional designation as a Personal Investment Advisor (PIA). Ed resides in Rowayton, Connecticut, with his family.

Jie Huang is a Series 66-licensed financial advisor with Morgan Stanley, bringing seven years of industry experience. Prior to joining Morgan Stanley, Huang held roles at E*TRADE Securities and several other firms. Outside of advisory work, Huang is involved as a sole proprietor and partner in multiple investment-related business ventures, including retail and real estate enterprises. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and methodologies.

Peter Gabriel Jr. is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at LPL Financial since 2015. He also serves as Director of Relationship Management and Sales at Webster Bank, a position he has held since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.