Timothy Tycz is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with various Cetera entities since 2006 and currently operates out of Southport, CT. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers across discretionary and non-discretionary program structures.

Albert Buatti III is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 1999 and at Fidelity Investments since 2025. He is also a partner in Rose Buatti Studio, LLC, a skincare business based in Fairfield, Connecticut, operated by his wife. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Charles Meade is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliate Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Nutmeg Investment Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance offerings.

Ketan Shah is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. and related entities since 2017, following a four-year tenure at Citizens Investment Services Corp. Shah is also associated with Liberty Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Ashley Noonan is a Financial Advisor at Merrill Lynch Wealth Management, providing customized financial services and strategies to individuals, families, and businesses. She integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address various aspects of clients' financial lives. Ashley works with clients to identify goals such as asset allocation, education funding, retirement income planning, tax minimization, alternative investments, and estate planning, crafting strategies to pursue desired outcomes, build, manage, and preserve wealth across generations. She holds a Bachelor's Degree from the University of San Francisco and is a Personal Investment Advisor (PIA) by designation. Ashley routinely reviews and adjusts financial plans to align with clients' evolving goals, prioritizing informed decision-making and client engagement in managing their financial future. Beyond her professional role, Ashley is involved in community service including long-term commitments to the Boy Scouts of America and firefighting roles at the Greenwich Fire Department (1991-2024) and Trumbull Volunteer Fire Company (2024-2025). She is also associated with Part Of The Solution (POTS) since 2012. Her personal interests include adventure sports such as fishing, hiking, hunting, ice hockey, scuba diving, skiing, and surfing.

Richard Hutchins is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Wells Fargo Clearing, Janney Montgomery Scott LLC, and A. G. Edwards & Sons, Inc. during his career. He is based in Westport, CT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Timothy Romano Jr. is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney since 2012. Outside of finance, he owns Dependable Jeans and More, LLC, a retail and online clothing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Jeremy Hus is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual in 2016. He is also the CEO of Holistic Planning Support, a company that provides data entry services for financial planners. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Thomas Kelly is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2008. LPL Enterprise serves a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and a model-driven investment approach, alongside affiliated trust custody, insurance services, and a collateralized lending program.

Jacqueline Steed is a financial advisor with Merrill in Fairfield, CT, holding a Series 66 designation and six years of industry experience. She has been with Merrill since 2014 and concurrently associated with Bank of America N.A. since 2019. Outside of her advisory role, she serves as a conservator in a fiduciary capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

Giancarlo Manzone is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2015. Merrill, along 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Vaupen is a financial advisor with Wells Fargo Clearing. She holds Series 63 and Series 65 registrations and has been with Wells Fargo Bank, N.A. since 2018. Prior to her career in finance, she worked at Starbucks from 2016 to 2018. 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.

Sarah Man is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she owns a business called Fortunista, which involves administrative work, and holds an inactive California law license. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services with a notable inclusion of insurance-related investment options.

Thomas Oshea is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having previously worked at Principal Financial Services and Northwestern Mutual Investment Management. Outside of advising, he contributes to a book on finances and is an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Scott Zavatkay is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and Equitable Advisors. Outside of his advisory work, he is a partner at RetirementPlus Financial Solutions LLC, providing retirement, college, and investment planning advice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools across various investment programs.

Seamus Monschein is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2016, with a prior role at Neuberger Berman BD LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to multiple investment managers and services.

Steven Violette is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Violette serves as a committee member of the Westport Republican Town Committee and is on the finance committee for St. Luke Catholic Church in Westport, CT. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Roy Johansen Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Ast Investment Services, Inc. and American Skandia Advisory Services, Inc. Johansen is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a variety of strategies and operational tools.

Brian Bello is a financial advisor with Wells Fargo Clearing in Westport, CT, holding a Series 66 designation and 21 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.