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.

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.

Jon Garofalo is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets and employing firm‑approved tools such as Secular Return Estimates and Monte Carlo simulations in its planning process.

Jason Wolter is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and over 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously at J.P. Morgan Securities from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Melinda Lee is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also maintaining a long-term association with Jpmorgan Chase Bank, N.A. since 1993. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hannah Kleinbeck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles including a front desk and sales position at a cycling studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios to intermediary platforms.

Joseph Persempere is a financial advisor at LPL Enterprise with 29 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 from 1997 to 2024 before joining LPL Enterprise. Outside of his advisory role, he is involved in property and casualty insurance. 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 programs, and a range of brokerage and insurance products supported by an integrated platform.

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.

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.

Christopher Ellis is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes positions at City National Bank and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and corporate clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles using both in-house and third-party managers and provides access to alternative investments and integrated financial solutions.

Eric Westerdale is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and he spent 14 years at Brooks Brothers before transitioning to finance. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional clients via its Institutional Fiduciary Solutions division.

Christine Harsaghy is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2005. Outside of her advisory role, she is involved as a proprietor in a fitness gym, assisting her husband. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Bo Zhang is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, Zhang has worked as an independent contractor for Uber. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Michael Petrizzo is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a CFP® designation as well as Series 63 and 65 licenses. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory services and brokerage through a broad range of programs for individuals and institutional clients, offering structured financial planning and wealth management solutions.

Carissa Marz is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works alongside her team to provide personalized financial strategies tailored to meet the goals and aspirations of their clients. Carissa’s approach emphasizes thorough attention to detail and professional handling of all aspects of the client relationship. She collaborates with her team to leverage Merrill Lynch's resources in delivering comprehensive wealth management services, including college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. Carissa resides in Washington, DC with her husband Ronald Charles Senegal and their children. Together, they enjoy traveling and exploring new experiences.

Saphora Afkhami is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she worked at UBS, MUFG, and Fiera Capital. Outside of her advisory role, she is a co-founder of CRAIIVE, a web application designed to inventory groceries through photos. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.