Michael Nelson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a tenure with Wachovia Bank, N.A. starting in 2006. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Potok is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at VOYA Financial Advisors, Inc., AssetMark Brokerage, LLC, and Centurion Capital Group, Inc. He is also involved with Retirement Income Resources, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets through various program structures and custodial relationships.

Timothy Smith is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role at Cetera, he has been associated with Cetera Wealth Services, LLC and Georgetown Financial Group, Inc. outside of advisory work, he serves as an independent insurance agent specializing in life, accident, health, and long-term care insurance and is involved in product education and underwriting support for Amicor Enterprise Insurance Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment models and program structures.

Stephen Schneider is a financial advisor at Wells Fargo Advisors in Danbury, CT, holding Series 63 and Series 65 licenses with 29 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Prudential Equity Group, LLC for six years. Outside of his advisory role, he serves as co-executor for his father’s estate. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with optional implementation through brokerage or advisory programs.

Matthew Heisler is the Senior Resident Director at Merrill's New Canaan Wealth Management office. He leads a team dedicated to putting clients first by focusing on their most important financial needs. The team performs multiple roles including Wealth Management Planner, Investment Advisor, Personal Banker, and Trusted Advisor, providing comprehensive financial services supported by Bank of America, N.A. With over two decades of experience as a proprietary derivatives trader in New York, London, and Chicago, Mr. Heisler applies intellectual rigor and in-depth customization to his client strategies. His expertise covers portfolio management, personal retirement planning, legacy and family wealth management strategies, college education planning, and divorce transition planning. He holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Mr. Heisler earned a bachelor's degree from Princeton University. He resides in Westport, Connecticut, with his wife and four children. He is an avid cyclist, skier, reader, and music lover.

Jeffrey Spiewak is a financial advisor at Ameriprise with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Ameriprise in 2023, he worked at Dibico Construction, Inc. and Rockit Solutions, LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Clinton Noell is a financial advisor with Charles Schwab in Fairfield, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work history includes roles at Morgan Stanley, E*TRADE Capital Management, and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Robert Brody is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he serves as treasurer for the Hugh O'Brien Youth Foundation and Community Living Corporation, a nonprofit providing care for the developmentally disabled, where he is also chairman of the board. Additionally, he manages an aircraft leasing business through RSB 2.0 LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Steven Evanchik is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney LLC before his current role at Morgan Stanley Private Bank, N.A. He serves as a partner in an investment-related business, James Newby and Elizabeth Newby, LTD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and internal investment analysis.

Robert Tinkler is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial in 2025, he spent 15 years with Raymond James Financial Services and 14 years in accounting, CPA, and tax preparation. 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 and access to third-party asset management, using a mix of model portfolios, discretionary, and non-discretionary strategies.

Matthew Carrano is a financial advisor at Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Guilford Savings Bank and Roger Williams University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Eric Dorfman is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as an Investment Consultant at Fidelity from 2022 to 2023. His earlier experience includes serving as a Portfolio Manager focused on U.S. and Canadian equities at First New York Securities from 2014 to 2021, and as a U.S. Equity Trader at AMR Capital Trading between 2004 and 2013. Throughout his career, Eric has specialized in investment management and financial planning. He holds an Arkansas Insurance License. Outside of his professional work, Eric's personal interests include spending time at the beach, enjoying comedy, football, music, and engaging in parenthood.

Eric Carter is a Series 66-licensed financial advisor with UBS Financial Services in Westport, CT, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he serves on the finance committee of the Weston Volunteer Fire Department and is involved with a private snow plowing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management solutions, including fee-based planning and portfolio management informed by proprietary research and model-based asset allocations.

Meghan Carrasquillo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2020. Carrasquillo holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 scenario modeling as part of its financial planning process.

Nicole Lopez is a financial advisor at Fidelity with Series 66 credentials and has been in the industry since 2022. She previously worked at New York Life Insurance Company and has been involved with community organizations such as the Kips Bay Boys & Girls Club and Holy Spirit Roman Catholic Church. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement in fund advisory, including multi-manager and fund-of-funds structures, and its use of systematic methodologies and AI in portfolio management.

Neil Gargiulo is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he participates as an arbitrator in FINRA securities regulation panels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and provides a range of advisory programs and affiliated investment products under a fiduciary standard.

Ryan Dubak is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in delivering financial solutions tailored to client goals. He serves clients by focusing on optimizing outcomes related to lifetime financial planning, inheritance, charitable giving, and tax considerations. Ryan began his career at Merrill in 2008, initially working in the Greenwich, Connecticut office before joining Merrill Private Wealth Management in New York in 2011. He has developed expertise in managing client relationships and crafting customized investment plans that align with individual client objectives. Ryan holds a Bachelor's Degree from the State University of New York System. He has earned the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. and the Certified Financial Planner (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. Ryan resides in Katonah, New York, with his wife Laura and their three children.

Benjamin Seleski is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on assisting professionals who are raising families, have accumulated wealth, and are planning their financial futures. He works collaboratively with clients to define their life goals and establish personalized financial strategies that address their specific needs and help them stay on track. Benjamin's expertise includes executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He employs a disciplined approach that involves understanding clients' financial lives to integrate various aspects such as education savings programs, credit and lending solutions, insurance strategies, trust services, wealth structuring, and alternative investments through collaboration with specialists throughout the firm. He holds a Bachelor's Degree from Yeshiva University and has completed a graduate program in religious studies. Benjamin is designated as a Personal Investment Advisor (PIA). Outside of his professional role, he is engaged in his community and volunteers with local organizations. His personal interests include baseball, basketball, football, ice hockey, music, running, and skiing.

Kevin Tucker is a financial advisor with Ameriprise in Trumbull, CT, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Frederick Faustini is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His work history includes roles in diverse fields such as education, retail, and healthcare prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with notable use of systematic methodologies and advanced technology in its investment process.