Jason Said is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with Mass Mutual Investors Services since 2023 and has experience working with several businesses outside of finance, including Torcello Ristorante and Greentree Country Club. 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, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning using firm-approved analytical tools and a variety of investment programs.

Katie Hudson is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Foresters Financial for 11 years before joining Mass Mutual in 2019. Outside of her advisory role, she also acts as an agent for life insurance and fixed annuities. 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 provides financial planning, asset management, and educational seminars with a collaborative, goal-oriented approach.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc. in Valhalla, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial planning and advisory support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to tailor recommendations while allowing clients to retain final decision authority.

John Salina is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at NYLife Securities and NYLife Insurance from 2014 to 2019. Salina is also involved in insurance brokerage, serving as president of Fortis Brokerage Services. Mass Mutual 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, charitable organizations, and employers through collaborative, goal-oriented planning engagements.

Stanley Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at RBC Capital Markets, LLC for six years and Morgan Stanley for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Mitchell Intrieri is a Series 66-credentialed financial advisor with Morgan Stanley in Stamford, CT, where he has worked since 2016. He has nine years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Steven Franco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity as a Financial Representative in 2022 and progressed through roles including Investment Consultant before his current appointment. Prior to Fidelity, Steven worked as a Senior Private Client Banker at Key Investment Services in 2022 and served as a Personal Banker at KeyBank from 2018 to 2022. His earlier experience includes roles as a Relationship Manager Officer and Personal Banker at Bank of America from 2012 to 2017. With over a dozen years in the financial services industry, Steven specializes in collaborating with clients to pursue financial goals tailored to their preferences. He emphasizes maintaining and improving financial plans through ongoing and open communication. Steven holds a California Insurance License. Outside of his professional career, he has interests in beach activities, food, football, golf, and traveling.

Lisa Nekrich is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2014. Outside of her advisory role, she serves as a board member of the Willow Ridge Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers, with tailored strategies based on each client’s risk profile.

Drew Miller is Vice President, Wealth Planner at Fidelity Investments, where he currently develops personalized strategies tailored to clients' retirement objectives, financial situations, and long-term goals. He has held this role since 2022. Prior to this, he served in various capacities at Fidelity Investments including Financial Consultant and Planning Consultant roles between 2021 and 2022. Before joining Fidelity, Drew worked at Prudential Financial as a Retirement Counselor from 2016 to 2021 and as an Annuity Wholesaler from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Drew's personal interests include fishing, golf, hiking, skiing, and tennis.

Richard Cacciapaglia is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He previously worked at UBS Financial Services for 22 years and City National Bank for six years. Outside of his advisory role, he serves on the board of directors for Soteria, a cybersecurity company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Noah Littin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at BlackRock Investments, HSBC Securities USA, and the HSBC Private Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Linda Schoff Coletti is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2023. She works closely with clients to develop and implement financial plans tailored to their goals and objectives, utilizing Fidelity's comprehensive resources. With over 25 years of experience in Wall Street and financial planning, Linda has held various roles including Financial Consultant at Fidelity Investments from 2018 to 2023, Vice President Investment Counselor at David Lerner Associates from 2016 to 2018, and Senior Vice-President Institutional Sales at Cantor Fitzgerald from 2001 to 2009. Her extensive background also includes positions such as Vice President Nasdaq Trading at Robertson Stephens & Company and Nasdaq Trader at Cantor Fitzgerald. Throughout her career, Linda has gained expertise in wealth growth, protection, and transfer, drawing upon her diverse experience across the financial services industry.

Carolina Mcgoey is a financial advisor at Morgan Stanley with a Series 66 designation and 16 years of industry experience. She has worked at Morgan Stanley since 2015, including seven years with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved with The Real Real, Inc. and is a partner in Bayview 360 LLC, a rental property and recreation business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad investment offerings.

Richard Hirsh is a financial advisor with Ameriprise in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Fairfield Beach Resident Association. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice primarily for clients holding assets in Ameriprise Managed Accounts.

Frank Newman is a financial advisor with Mass Mutual Investors Services based in Elmsford, NY. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has four years of industry experience. Outside of his advisory role, he works as an independent insurance agent specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and asset management using firm-approved analytical tools and maintains a collaborative, annual planning process with clients.

Michael Torres is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at JP Morgan Chase Bank, U.S. Bancorp Investments, and Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 blend of non-discretionary and discretionary investment management with access to multi-asset portfolios, alternative investments, and integrated brokerage and custody services.

Leonard Gabbidon is a financial advisor at UBS Financial Services with 18 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Gabbidon is also a notary public in Bronx, NY. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Kevin Demshak is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2006. Currently based in Darien, CT, his career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 combines fundamental research with quantitative analysis and uses systematic methodologies and long-term asset allocation benchmarks in its investment process.

Loren Ward is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career at Merrill Lynch Wealth Management’s World Headquarters in 2007 and joined the Werbitt Cicale Group in 2010. Loren works closely with teammates to tailor wealth management services and recommendations to individual client needs, focusing on wealth planning and financial strategies that serve multiple generations. She assists rising business leaders, young families, and entrepreneurs in understanding the importance of planning for the future, saving, and investing. Loren holds a Bachelor's Degree from Bucknell University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her approach centers on building relationships based on trust and compassion, empowering clients through education to make informed financial decisions. Her recognitions include being named to Forbes' "Best-in-State Wealth Management Teams" and "Top Next-Generation Wealth Advisors" lists multiple times. Loren is involved in community organizations such as the Bucknell University Professional Network, City Year New York Investment Community Board, serving as Co-Chair of City Year New York Women's Board, Let's Win Pancreatic Cancer, and the YWCA of White Plains & Central Westchester.

Frank Lawrence IV is a Series 66-credentialed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Advisors since 2021 and was previously with Bank of America and Merrill from 2015 to 2021. Outside of his financial practice, he serves as head coach of a 7th grade boys youth lacrosse team in Riverside, CT and is co-owner of a retail store specializing in olive oils and vinegars. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of financial planning options including specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm research and planning tools, with implementation through brokerage or advisory programs as optional.