Gerald Gladnick is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mario Faustini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and concurrently at Morgan Stanley Private Bank since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process includes preparation and review of investment policy statements, investment recommendations, performance reporting, participant education, and plan benchmarking, and it offers a broader range of financial products than many large institutional advisers.

David Davidson is a financial advisor with Morgan Stanley Wealth Management in Fairfield, CT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at JP Morgan Securities, LLC for 10 years before joining Morgan Stanley in 2023. Outside of his advisory role, he is a partner in 2 Cottage Place, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Sean Boccuzzi is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at People's Securities, Inc. and Titus Rockefeller, LLC. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment options.

Luz Vargas is a Series 66-licensed financial advisor with UBS Financial Services in Westport, CT, and has 12 years of industry experience. She has been with UBS AG since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals and risk tolerances.

Zachary Lyons is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2015. Outside of his advisory role, Lyons serves as president of two condominium associations and manages an online resale business through ECOMM LLC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage, and custody services. The firm integrates its advisory services with Bank of America affiliates and emphasizes managed account and manager-selection capabilities.

Joseph Cina is a financial advisor with LPL Financial in Weston, CT, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Charles Schwab for 15 years, followed by roles at Bank of America, Merrill, National Asset Management, and National Securities Corporation. Outside of his advisory work, Cina is employed as a personal driver, providing transportation primarily to local airports on a part-time basis. 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 financial planning and asset management services, utilizing a network of investment adviser representatives who implement various investment strategies supported by research and technology.

Francois Morin is a Wealth Management Advisor with extensive experience in financial services, including roles on both institutional capital markets and wealth management sides. He has more than twenty years of experience working on Wall Street, encompassing positions such as portfolio manager, trader, and head of trading at various firms. His focus is on assisting families, family businesses, and endowments by bringing clarity and structure to their finances, covering areas like assets, liabilities, business successes, estates, and generational wealth transfer. He holds a Bachelor of Science degree in Economics from The Pennsylvania State University and carries professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). His expertise includes executive compensation, family wealth management strategies, services for endowments and non-profits, legacy planning, philanthropic planning, portfolio management, socially responsible investing, and tax minimization. Outside of his professional career, Francois is involved in community activities such as volunteering and coaching for the Norwalk and Darien youth lacrosse programs. He resides in Rowayton, Connecticut with his wife Jessica and their three children. His personal interests include fishing, gardening, hiking, music, skiing, soccer, and tennis.

Wayne Blanchette is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving the Shelton, CT area. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities, using model-driven investment implementation and offering financial planning, third-party asset manager access, and insurance product services through affiliated entities.

David Schneider is a Certified Financial Planner (CFP®) with 15 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2020, following a seven-year tenure at JP Morgan Securities LLC. His credentials also include 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 a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Kyle Zingone is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked for RBC Capital Markets for nine years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jeffrey Miller is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 26 years of industry experience. Prior to joining UBS in 2013, he worked at Morgan Stanley from 2007 to 2013. Outside of his advisory role, he is a partner in JelaPrint LLC, a wholesale and merchandising business, and serves as a sales and product consultant for SkyTechSport, Inc., a manufacturer of indoor ski simulator machines. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to support client goals.

Erjola Monka is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving ultra high net worth families, founders, and corporate leaders. She focuses on safeguarding and growing multi-generational wealth through institutional-level portfolio strategies combined with personalized guidance, emphasizing tax efficiency, legacy design, and liquidity management for significant life events. Her expertise includes advising clients on complex wealth matters such as liquidity strategies following business sales, philanthropic legacy creation, equity compensation for corporate executives, family office governance, and managing new-found capital for entrepreneurs. She provides integrated strategies that align investments, estate structures, and philanthropic goals, building client relationships based on discretion, trust, and results. Erjola holds a Bachelor's Degree from Manhattanville College and the Personal Investment Advisor (PIA) designation. She engages with clients to develop strategies for preserving and expanding wealth, ensuring that each approach supports both current objectives and the long-term family vision. Outside of her professional responsibilities, her personal interests include cooking, golfing, and interior decorating.

Joseph Furlong is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at UBS Financial Services from 1997 to 2022 before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2022 and 2023, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations.

Brenda Catugno is a financial advisor at OSAIC with 29 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. Catugno is also a Certified Divorce Financial Analyst and teaches adult financial literacy programs in Connecticut. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios on discretionary or non-discretionary bases.

Nessa Englebright is a Senior Financial Advisor with The 712 Investment Group’s West Coast office, part of Merrill Lynch Wealth Management. She began her career in 1999 at Merrill as a Financial Planning Specialist in the Manhattan East office. Since joining The 712 Investment Group in 2005, Nessa has focused on assisting high net worth individuals and families in clarifying their financial decisions. Her approach centers on identifying and prioritizing clients’ goals and developing tailored plans that utilize their current and future resources to help achieve those objectives. Nessa holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Personal Investment Advisor (PIA) designations. She earned a bachelor’s degree in finance from Drexel University. Her client focus areas include college and education planning, family wealth management, legacy planning, liquidity management, retirement income, and supporting women and wealth. Outside of her professional work, Nessa enjoys cooking, hiking, music, reading, skiing, traveling, and spending time with her family. She resides in San Francisco with her husband, Vincent.

Steven Cohen is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at firms including JPMorgan Chase and Instacart. Outside of his advisory role, Cohen performs live music. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and estate-settlement services.

Amy Terzakis is a financial advisor with Morgan Stanley in Orange, CT, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014 and previously worked at Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial and estate planning. The firm employs a structured financial planning process using firm-approved tools and investment committee insights to assist clients in developing their plans.

Anthony Morales is a Financial Advisor at Merrill Lynch Wealth Management with nearly a decade of experience in the financial services industry. He assists families in navigating the complexities of wealth management by creating personalized financial strategies that align with their unique goals and values. Anthony's bilingual proficiency in English and Spanish enables him to effectively serve a diverse range of clients. In his role, Anthony leverages Merrill's extensive research and resources to deliver tailored investment strategies covering areas such as retirement planning, trust and estate strategies, and portfolio management services. He is licensed as a Personal Investment Advisor (PIA) and holds registrations including the SIE, FINRA Series 7 and Series 66. His client focus encompasses family wealth management strategies and managing new wealth. Anthony attended the New York Institute of Technology without degree completion. Outside of his professional work, his personal interests include baseball, basketball, boxing, drawing and sketching, football, golfing, interior decorating, softball, spending time with family, and traveling.

Jake Sendley is a Financial Advisor at Merrill, where he helps clients develop growth plans tailored to their short-, medium-, and long-term goals. He works with individuals, families, and businesses to design investment strategies centered on portfolio construction, risk management, and planning for education, retirement, tax, and estate needs. Jake emphasizes working directly with clients to build trusting, long-term relationships. Before joining Merrill in 2021 as a Financial Solutions Advisor, Jake gained experience at a Registered Investment Advisor (RIA) firm in West Hartford during his studies at the University of Connecticut. After earning his bachelor's degree in Finance from the University of Connecticut, he began his career on a wealth management team at Wells Fargo Advisors. He holds Series 7 and Series 66 registrations and is a Personal Investment Advisor (PIA). Originally from Smithfield, Rhode Island, Jake has lived in Stamford, Connecticut since 2018. Outside of his professional work, he participates in several recreational sports teams in Stamford, including softball, golf, beach and indoor volleyball, and kickball. He also enjoys traveling, attending live events, and spending time with his siblings and family.