Jessica Mcgovern is a financial advisor with RBC Capital Markets in Stamford, CT, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, 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, providing portfolio management, financial planning, custody, and brokerage services.

Asmir Malevic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at several J.P. Morgan affiliates since 2016 and was previously with Invesco Distributors, Inc. from 2019 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kevin McAvoy is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Mass Mutual in 2016, McAvoy spent 35 years at MetLife Securities Inc. He also works as an insurance agent specializing in property/casualty, life, disability, long-term care, health, and fixed annuities. 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. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software tools.

Andrew Redhead is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, UBS Financial Services, and Northwestern Mutual. Charles Schwab 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 offers a centralized operational structure supporting a large client base.

Ewa Gebicka Dedios is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at People's United Bank and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Daniel Jensen is a Financial Advisor at Heisler, MacKenzie & Associates, a team within Merrill Lynch Wealth Management. He joined Merrill in May 2015 and earned his CERTIFIED FINANCIAL PLANNER® (CFP) certification in April 2020. In July 2025, he advanced his career by joining Heisler, MacKenzie & Associates as a Team Financial Advisor. Daniel holds a bachelor's degree from Indiana University, Bloomington. He specializes in family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Daniel emphasizes that financial planning is an ongoing process that evolves with clients' changing priorities and life circumstances. His approach involves careful listening, asking insightful questions, and tailoring advice to help clients make confident financial decisions with clarity and focus. Daniel resides in Fairfield, CT with his wife, Megan, their two daughters, and their English Cocker Spaniel. His personal interests include fishing, football, music, reading, soccer, and spending time with his family.

Suzanne Pfau is a financial advisor at Merrill with Series 63 and Series 65 licenses and 31 years of industry experience. She has been with Merrill since 1994. Outside of her advisory role, she is involved as an administrator for a fiduciary entity based in Naples, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Peter Kappel is a financial advisor at Merrill with 29 years of industry experience. He has worked at Merrill Lynch since 1996 and at Bank of America, NA since 2009. He holds Series 63 and Series 65 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Brenner is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2019, he spent 22 years at Mercer Allied Company, L.P. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and diverse investment strategies.

Kjersten Lazar is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2007. She is a trustee of Player'e Eye Football Club, where she serves as secretary and takes notes during board meetings. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and investment recommendations through its Wealth Advisory Services Program.

Jairzinho Skair is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Outside of his advisory role, he owns a laundromat business that operates with staff managing day-to-day activities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Anthony Maiuolo is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc. Maiuolo is also involved in several business ventures including managing a tax preparation service and consulting on marketing and lead generation for other advisors. 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, using detailed client data and firm-approved tools to deliver tailored financial recommendations.

Mark Wagner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 2013, bringing two years of personal banking experience focused on assisting clients with their financial needs and retirement planning. His expertise includes college education planning, employee financial health, socially responsible and values-based investing, ESG investing, and retirement income strategies. Mark holds a Bachelor of Science degree in Finance from Susquehanna University and holds the Personal Investment Advisor (PIA) designation. Outside of work, he volunteers at the Ossining Food Pantry and engages in various recreational activities including biking, boating, football, golfing, ice hockey, music, skiing, and soccer.

Brenner Lecompte is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at Clearbridge Investments and Legg Mason. Outside of his advisory work, Lecompte is involved in faith-based speaking engagements and serves as a contractor with the Catholic Leadership Institute. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Arnaldo Zelada is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and previously worked at Citizens Bank from 2016 to 2021. Outside of his advisory role, he works as an Uber driver in Stamford, CT. 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 roughly $671 billion in assets through more than 14,000 advisors and combines research and analytics with diversification principles to support its investment approach.

Sandra Kapfer is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo-affiliated firms since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include cash-flow, retirement, education, risk, and wealth-transfer planning.

Claire Wright is a financial advisor with Edward Jones in Ridgefield, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Edelman for three years and Y&R PR (now Goodfuse Communications) for two years. She also has experience with the Avon Breast Cancer Crusade and Saks Fifth Avenue. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Craig Forbes is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. He is also involved in a Prudential-sponsored non-variable insurance business related to investment activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, and insurance products through an integrated platform, utilizing model portfolios and third-party asset managers for investment advice and discretionary account management.

Charles Dear is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 43 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and is the managing member of Riverside Financial Group, LLC. He serves as a board member for GreenStage Guilford, an organization focused on arts and performing arts. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals, employing a range of strategies from proprietary models to third-party manager referrals.

Peter Luppino is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1995. He has also worked at Bank of America, N.A. since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.