Craig Amundson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been associated with Linsco Private Ledger Corp since 2001. Amundson serves as an appointed member of the Town of Greenwich Representative Town Meeting, a volunteer position involving local government affairs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Gavin Esposito is a financial advisor with Mass Mutual Investors Services and holds the Series 66 credential. He has two years of industry experience, including roles at MassMutual Life Insurance Co and Barnum Financial Group. Outside of advising, he is also licensed as an insurance broker, specializing in life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, event-driven planning tailored to client goals.

Thomas Casey is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Lisa Guerrera is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sarah Duffy is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Merrill, together 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.

James Alperin is a financial advisor with Wells Fargo Clearing in New Rochelle, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2016 to 2019. Outside of his advisory work, he is the owner of JIGGSY, LTD and holds a silent partnership in DONJITO INC. LLC. 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 uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mary Richard is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill, RBC Capital Markets, and Morgan Stanley Smith Barney. Outside of her advisory work, she is involved as a singer with Hamill Productions in Stratford, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors develop tailored recommendations using firm research and planning tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Gregory Kuhfeldt is a financial advisor with Edward Jones in Southport, CT, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2024, he worked at BlackRock for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Matthew Rohr is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he worked at ZoomInfo for four years and held positions in various other companies across different industries. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Peter Hryb is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Service, Infinity Energy, and multiple solar energy companies. He also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance through Lenox 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 offers financial planning, asset management, and educational seminars, structuring engagements as collaborative relationships that use firm-approved tools to deliver written recommendations.

Michael Maresca is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2000. He leads the business development efforts of the Fox Group and assists with investment, relationship, and portfolio management. The Fox Group has been delivering wealth management advice and guidance from the Merrill Stamford office for more than 45 years. Michael has over 18 years of experience in wealth management and focuses on providing personalized, client-focused approaches tailored to individual personal and financial goals. His team serves a diverse client base including families, retirees, executives, young professionals, and business owners. The Fox Group leverages the global resources of Bank of America and Merrill Lynch Wealth Management to accommodate various financial needs. He holds a Bachelor's Degree in Finance from Iona College's Hagan School of Business and holds the Personal Investment Advisor (PIA) designation.

Thomas Urda is a financial advisor with Equitable Advisors in Stamford, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2008. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and proprietary programs, and provides ERISA fiduciary services through credentialed advisors.

Jessie Morotto is a financial advisor with LPL Financial based in Milford, CT, holding a Series 66 credential and eight years of industry experience. They have worked at LPL Financial since 2021 and previously held positions with Waddell & Reed, Inc., Brian Skinner and Associates, LLC, and several insurance agencies. In addition to advisory work, Jessie serves as a public notary. 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, third-party asset management, and institutional platforms, supporting advisors with technology and research tools.

Theresa Gartner is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she serves as co-trustee and co-power of attorney for her father. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alexander Esposito is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he spent time at Providence College and the University of Vermont, and also worked with the Youngstown Phantoms. Merrill, together 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, and institutional investors, utilizing both internal and third-party managers.

Brandon Brooks is a CFP® and Series 66-licensed financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Investments since 2024. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Smith is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kyle Christiansen is a Series 66 licensed financial advisor with Merrill in Fairfield, CT, where he has worked since 2014. He has eight years of industry experience and is also affiliated with Bank of America, N.A. No additional outside activities are noted. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tianyan Goellner is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping professionals, executives, business owners, and globally minded families manage their financial decisions. With a focus on college education planning, executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Tianyan works with clients to develop personalized wealth management strategies tailored to their needs. Tianyan's background includes advanced education with two master's degrees, one from the Chinese Academy of Sciences and another from Fordham University. Before transitioning to financial advisory, Tianyan spent over a decade in institutional equity research covering large-cap technology companies. This experience is complemented by earlier work in enterprise technology sales and a master's degree in computer science focused on artificial intelligence. Tianyan holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Fluent in English and Chinese, Tianyan is a member of the CFA Institute and participates in community activities, including involvement with the Waveny LifeCare Network. Tianyan's approach emphasizes understanding clients' full financial picture to create strategies that reflect what matters most to them and their families.

Kerry Zavory is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Advisors in 2023. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with implementation options available through brokerage or advisory programs.