John Natalo is a CFP® with 35 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he spent 16 years at Ameriprise Financial Services, Inc. His credentials include Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Richard Neuman is a Senior Financial Advisor at Merrill Lynch Wealth Management and the senior partner of the Neuman Kolenberg Federici Iannone Group, a planning-based investment advisory team in Stamford, Connecticut. He has been a Financial Advisor with Merrill Lynch since 1984, working in both the Institutional Advisory Division and the Private Client Group. Richard provides advisory services to money managers, high net worth individuals, and family offices, offering guidance on municipal bond and equity portfolios tailored to each client's risk and reward profile. Richard holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from The Center for Open Education. He also attended Hampshire College, though no degree was conferred. His professional recognition includes being named to the Forbes Best in State Wealth Advisor List in 2018, 2019, and 2023. Outside of his professional activities, Richard serves as Chief of the Amogerone Volunteer Fire Department and is involved in local governance as a member of the Greenwich Representative Town Meeting.

Mauricio Redondo is a financial advisor at Fidelity with eight years of industry experience. He has held positions at several firms, including Citigroup, J.P. Morgan Chase, and Prudential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

David Casciari is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2012. Outside of his advisory role, he sells sports cards from his personal collection on platforms such as Whatnot and eBay. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes external program sponsors and offers both advisory and brokerage/insurance services.

Christopher Walters is a financial advisor with Morgan Stanley in Stamford, CT. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and First Republic Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured methodologies and firm-approved tools.

Richard Streisfeld is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services primarily in an advisory capacity without providing individual security recommendations as part of standalone plans.

William Jordan is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial and Lexco Wealth Management, he worked in the hospitality industry and studied at Fordham University. Outside of his advisory role, he is involved with Mounted Memories NY LLC, a retail business focused on firearms and security. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, comprehensive financial planning, and utilizes model portfolios and research to support discretionary and non-discretionary management strategies.

Huan Yuan Chen is a financial advisor with Primerica Advisors in Peekskill, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Primerica Advisors since 2021 and has a background that includes long-term service with New York City Transit and Primerica Financial Services. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management that excludes institutional pension or profit-sharing plans.

Justin Stevens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2014. He leverages his background in corporate financial reporting and cash flow management to provide clients with individualized financial strategies and risk advice. Justin also offers corporate retirement plan consulting services, working closely with benefit committees to align retirement plans with corporate initiatives and objectives. Justin earned his bachelor's degree in finance with a minor in business law from Pennsylvania State University. He holds several professional designations, including Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). Beyond his advisory role, Justin is active in professional and community organizations. He serves as Vice President of the Southern CT Chapter of the Penn State Alumni Association, Vice President and Membership Chairperson of the 100 Black Men of Stamford, Inc., and Vice Chairperson of the Audit & Risk Committee of the Penn State Alumni Council. He is involved in student and young professional mentoring and fundraising for college scholarships.

Connor Urdahl is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His career includes multiple roles within Equitable Advisors and prior positions at Almost Family and Right Way Shuttle. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a model that emphasizes program sponsorship and third-party managers, managing substantial regulatory assets through both discretionary and non-discretionary strategies.

Michael Martucci is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Joseph Pezzo is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has held positions at several firms including Equity Service, Inc., National Life Group, and Northwestern Mutual. Outside of his advisory role, he provides tax preparation services to close friends and family. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms with a multi-manager investment approach.

Zachary Njoga is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. He has worked at Pfs Investments Inc. since 2011 and with Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional plan management.

Anthony Pesce is a CFP®-certified financial advisor at LPL Enterprise with 26 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he spent over two decades. Pesce is also involved in a separate financial services business under the name Pesce Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

James Patrick is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as an elected official in the Representative Town Meeting (RTM) of Darien, CT. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that provides financial planning and investment services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers planning based on structured discovery and firm-approved tools.

Craig Young is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. He has worked at Merrill since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Brooks Garis is a financial advisor at Merrill with 35 years of industry experience and a Series 66 credential. He has been with Merrill since 2003. Outside of his advisory role, he serves as corporate secretary for Uncle Wiggly Classics, a family-held business, and maintains an online presence for Silk Hat Entertainment, which presents daily children's stories free of charge. 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 both model-based and discretionary strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Siobhan Mcintyre is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. Outside of her advisory role, she is a landlord of a rental property in Danbury, Connecticut. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Katherine Khouri is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and methodologies.

Ivan Dolgins is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 50 years of experience in financial and wealth management advice and services. He graduated from New York University and holds the Personal Investment Advisor (PIA) designation. Ivan's expertise includes wealth transfer between generations, retirement planning, liability management, and portfolio management. He focuses on affluent families who value a financial relationship. He has received recognition for his advisory services, including being named to Forbes' Best-in-State Wealth Advisors list from 2022 to 2024, Barron's Top 1,200 Financial Advisors list from 2014 to 2021, and The Financial Times Top 400 Financial Advisors in 2013, 2014, 2017, and 2018. Outside of his professional work, Ivan serves as President of the DeWitt Clinton School Scholarship and Student Aid Fund, supporting students in achieving their educational goals. He enjoys spending time with his family and six grandchildren, and his hobbies include photography and cooking.