Sheila Spicehandler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Ameriprise Financial Services, Inc for nine years before joining Wells Fargo Advisors in 2020. Outside of her advisory work, she serves as the Investment Advisory Committee Chairman for Temple Beth El in Chappaqua, NY, where she develops and advises on the temple's investment policy. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking, lending, trustee services, and affiliated funds.

Caitlin Finley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with J.P. Morgan Securities since 2008 and has worked at JPMorgan Chase Bank, N.A. since 2002. Outside of finance, she is an owner and partner in SurfRidge Brewing Co, a craft brewery with locations in California and Connecticut. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Karl Anderson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Rodovane Ragui is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm delivers these services alongside brokerage, distribution, and investment management capabilities.

Ana Grandjacques is a financial advisor at Morgan Stanley with 23 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

John Lucas is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at Reliant Funding before joining Morgan Stanley Smith Barney LLC. His background includes a significant period focused on full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market scenario modeling.

Bryn Doyle is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Doyle is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and property & casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm’s planning engagements involve collaborative, annual relationships with clients, using firm-approved analysis tools to develop written recommendations.

Kenneth Germann is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting services to a diverse client base including individuals, institutions, and government entities, providing non-discretionary recommendations that span firm-sponsored programs, sub-advisers, and institutional consulting.

Anthony Herman is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Precision Valley Communications, InstaCart, and Eastern Pharmacy, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI-driven research tools.

Colleen Sharkey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1988, initially working in the residential lending group before transitioning to financial advising. She focuses on helping clients manage wealth tailored to their individual needs, emphasizing liability management for both individuals and businesses. With over a decade of experience in residential lending, Ms. Sharkey provides specialized advice on liability management and plays a key role in retirement and employee benefits planning. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Ms. Sharkey earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Sacred Heart University. A lifelong resident of Stamford, Connecticut, Ms. Sharkey volunteers with organizations including the Fight For Two Foundation, Tough Like Tori Foundation, and UNICO-Stamford. She enjoys skiing, cooking, spending time with her family, and traveling.

Francisco Grether is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He began his career in the financial industry in 2026 and has experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Prior to his current role, he attended Villanova University and worked briefly at the Millbrook Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Brooke Thalacker is a financial advisor at Morgan Stanley in Greenwich, CT, holding a Series 66 designation. Brooke joined Morgan Stanley in 2025 after prior experience at the University of Oregon and New Canaan Public Schools. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Jonathan Gottlieb is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers customized financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Scott Kelly is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Wells Fargo Clearing. Kelly serves as a board member for the Umbrella Club, a nonprofit organization in Stamford, CT. Raymond James Financial Services Advisors, Inc. serves individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various platforms, emphasizing advisory and implementation-support roles supported by extensive firm research and an affiliate network.

Robert Grillo is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Raymond James Financial since 2001, serving in his current firm for 17 years. Outside of his advisory role, he is a partner in a family-owned property management business and has pursued activities related to non-variable insurance products. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, often supporting clients in an advisory and implementation role rather than as delegated managers.

Nicholas Quagliani is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a CFP® designation and Series 63 and 65 licenses. He has five years of experience at MassMutual Life Insurance Company and Mass Mutual Investors Services and previously spent five years working with Eli's Restaurant Group. Outside of his advisory role, he operates as an independent insurance agent selling life, fixed annuities, disability, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using technology-driven tools to support goal analysis and written recommendations.

James Iseman is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Daniel Hamilton is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors, LLC, Eze Castle Integration, and Hamilton and Hamilton PC. He has also worked in education at Fordham University and Lincoln Sudbury Regional High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and governance roles.

Michael Cortina is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Neuberger Berman from 2015 to 2022 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2022. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Walker Brady is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 licenses and having eight years of industry experience. Before joining Raymond James in 2022, he spent six years at Fieldpoint Private. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and investment consulting primarily on a non-discretionary basis.