Wendy Wheeler is a financial advisor at Morgan Stanley with 48 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with input from its Global Investment Committee to support client financial planning.

Steven Green is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background in emergency services, including roles with the Norwalk Police Department, Rocky Hill Police Department, Baltimore Police Department, and American Medical Response. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.

Katherine Clarke is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Raymond James & Associates since 2018. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base—including individuals, institutional and pension plans, charitable organizations, and government entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lisa Cullen is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2023. She provides personalized and customized financial planning services, aiming to co-create plans that offer clients peace of mind and a high-quality experience. Prior to her current role, Lisa worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2019 to 2023. She also has experience as an Investment Strategist at Merrill Lynch & Co., Inc. from 1994 to 2001. Throughout her career, Lisa has developed expertise in financial planning and client relationship management. Her professional background includes working with a diverse set of clients to tailor financial strategies that meet their individual needs. Outside of her professional work, Lisa enjoys hiking, kayaking, visiting museums, listening to music, reading, and skiing.

Jacquelyn Smith is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior work includes positions at Wells Fargo and Northwestern Mutual. 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 and offers a range of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mario Bartoli is a financial advisor with LPL Financial in Milford, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience and previously worked at People's Securities, Inc. and People's United Advisors, Inc. Bartoli also serves as a financial advisor for Wilmington Advisors at M&T. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and advisor-facing technologies.

Steven D'amico is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Nicole Pecknold is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2016, following a long tenure at UBS Warburg beginning in 2002. Outside of her advisory work, she owns The Q Hockey, LLC, a youth spring hockey team, and teaches small group sessions on personal financial planning. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team and employs a combination of research, modeling, and tax analysis in its approach.

Joshua Kampf is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The GKH Group, a three-generation family advisory team. He joined Merrill in 2004, working alongside his father and grandfather. Joshua focuses on integrating all aspects of clients' financial lives, including wealth management planning, lending through Bank of America, estate planning services, and insurance. His approach aligns with The GKH Group's core principles of integrity, honesty, and dedication to addressing clients' financial challenges. Joshua has been recognized on the Forbes Best-in-State Wealth Advisors list from 2020 to 2025 and on Barron's Top 1,200 Financial Advisors list during the same period. He emphasizes Modern Portfolio Theory in investment strategy, aiming to optimize risk-adjusted returns and diversify client portfolios. Joshua holds a bachelor's degree from Johns Hopkins University, where he majored in Economics with a concentration in Psychology and participated as a varsity baseball player for four years. Beyond his professional duties, Joshua founded Journey for America, a non-profit organization focused on raising money and awareness for victims of terrorism. He resides in Cheshire, Connecticut with his wife and two children, and he enjoys coaching youth sports as well as participating in baseball, golf, reading, tennis, skiing, and continual learning.

Brandon Gannon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has a diverse background that includes roles in real estate and the restaurant industry alongside his financial services career. Gannon currently works as a real estate agent with Coldwell Banker Realty in addition to his advisory role. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodians.

Julian Falcioni is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has professional experience including roles at ARK Investment Management and Preqin. Outside of his advisory work, he is involved in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual 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 tools to develop customized investment strategies.

Christian Morgan is a financial advisor with Ameriprise in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and manages a business called Tip Top Corp. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rhys Schaper is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Super Duper Weenie, LLC for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Lewis Green is a financial advisor with LPL Financial in Trumbull, CT, holding a Series 63 designation and bringing 44 years of industry experience. His prior roles include positions at SECURITIES AMERICA, Inc., KMS Financial Services, Northstar Wealth Partners, and Mass Mutual Investors Services. He also maintains an outside activity in non-variable insurance related to his investment practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Patrice Forte is a financial advisor with Merrill in Fairfield, CT, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Merrill Lynch since 2008. Forte serves as an executor for several estates in Hamden, Connecticut. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Smith is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Dorlon Marina Association in Norwalk, CT. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Gerard Spiegel Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Kostantina Livesay is a Series 66-credentialed financial advisor with Morgan Stanley in Westport, CT, where she has worked since 2014. She has eight years of industry experience. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Karis Curtis is a financial advisor with UBS Financial Services in New Haven, CT, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Curtis worked in educational roles at Lehigh University and Hamden Hall Country Day School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering research-driven, model-based investment approaches tailored to clients' goals and risk tolerances.

Nathaniel Foote is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and has been associated with Morgan Stanley entities since 2009. Outside of his advisory role, he serves on the investment committee of the Country Club of Fairfield Sulik Assistance Fund for Employees. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.