George Ameer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ameer serves as a member of the United States Army Reserve. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Charles Mac Namara is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, BNY Mellon Securities, and Equitable Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and a range of brokerage and insurance products through an integrated platform.

Nichole Mc Carthy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at Ameriprise and Wells Fargo Clearing. She is also a registered associate at Westport Wealth Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed risk profiling and supported by firm research.

Gregory Fischer is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been providing financial guidance since 1999. He focuses on developing deep, personalized relationships with clients to simplify their financial lives and align strategies with their long-term goals and priorities. Gregory's expertise encompasses a wide range of areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, and tax minimization. He holds several professional designations, including Certified Private Wealth Advisor (CPWA)®, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Wesleyan University in 1996 with a Bachelor of Arts degree in Economics, where he also played football and ice hockey. Gregory resides in Redding, Connecticut with his two sons and participates in outdoor activities such as snowboarding, golfing, mountain biking, and hiking. Additionally, he supports organizations like St. Jude Children's Research Hospital, the Boys & Girls Club of Redding, Make-A-Wish, The Peddie School, and Wesleyan University.

John Ahern is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial advisory roles, including positions as an Investment Consultant at Fidelity Investments, and Financial Advisor roles at MML Investor Services, LLC, MSI Financial Services, Inc., and New England Securities. He began his career as a Junior Associate at Financial Advisory Network, LLC. John is a Certified Financial Planner™ professional who focuses on helping clients work towards their long-term financial goals by developing a thorough understanding of their current situation and future objectives. He collaborates with clients to establish a clear financial picture and identify strategies to improve their likelihood of long-term success. Outside of his professional work, John enjoys activities such as beach outings, biking, family activities, golf, running, and skiing.

Karen Scinto is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Northwestern Mutual Investment Management and several independent advisory practices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both proprietary and third-party research and investment strategies.

Ellen Cohen is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has worked within various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad client base with discretionary and non-discretionary advisory services.

John Uyeki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Chelsea Groton Bank, and Infinex Investments Inc./Osaic Institutions, Inc. Outside of his advisory work, he is an owner and partner of Stripers Inc. LLC, a recreational fishing boat business. J.P. Morgan Securities 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 centralized due-diligence and ESG eligibility process.

Kalie Van Cura is a financial advisor at Merrill with nine years at the firm and five years of industry experience. She holds a Series 66 designation and previously worked at Tudor Investment Corporation for four years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Gennaro Zimbaldi is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Morgan Stanley since 2019, following prior roles at Newbridge Securities Corporation and Curry Subaru. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Christopher Howard is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 designations and six years of industry experience. He is also the owner of Greenleaf Birch, Inc., a non-investment-related business. Howard has been with Primerica Advisors since 2019. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for model implementation.

Philip Ucci III is a ChFC®-designated financial advisor with 20 years of industry experience, currently with Raymond James Financial. His prior experience includes roles at Edward Jones and KeyBank. He is also the CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, both operating in Milford, CT. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and municipal entities. Its offerings include tailored, mostly non-discretionary advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Steven Chille is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, underwriting, and research resources.

Matthew Landry is a CFP®-certified financial advisor with Morgan Stanley, bringing 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following a 13-year tenure at Merrill. Outside of his advisory role, he is involved in real estate investment and management as a sole proprietor. 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 uses structured planning tools and scenarios developed by its Global Investment Committee to support clients’ financial planning needs.

Daniel Holzer is a financial advisor at UBS Financial Services with 28 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, serving clients from 2009 to 2025. His credentials include Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial strategies.

Christopher Romano is a financial advisor at Morgan Stanley in Westport, CT. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Morgan Stanley in 2025, he worked at Lockwood for two years. He served as an assistant varsity football coach at Mahopac High School in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and advanced modeling tools, serving clients through both direct and employer-based arrangements.

James Gravalis is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2016 to 2020 before joining Morgan Stanley in 2020. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Saikiran Bomma is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Dexsil Corporation. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and using structured planning tools and modeling techniques to support client goals.

Nicole Bouffard is a financial advisor with Ameriprise in Burlington, CT, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for Healing Hoofbeats, a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Vincent Atkins is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for David Lerner Associates for 21 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, algorithm-assisted recommendations, primarily for assets held in Ameriprise Managed Accounts.