Saikiran Bomma is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and manages approximately $2.74 trillion in client assets.

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 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes 21 years at David Lerner Associates and four years at Morgan Stanley Dw Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Christopher Durkin is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Edward Jones in 2021, he worked at Pruco Securities LLC, Prudential Annuities Distributors, Inc., and Prudential Insurance Company of America from 2019 to 2021, and previously spent seven years with Knights of Columbus. 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 strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

John Nevins is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Peter Hart is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual and its affiliated firms since 1988. In addition to his advisory role, he is involved in individual life and health insurance sales and provides plan design and administration services to employer-sponsored retirement plans through Retirement and Benefit Systems, LLC. MassMutual 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, utilizing firm-approved analytical tools to deliver written recommendations tailored to client goals.

Brian Keefe is a Team Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans aimed at helping them achieve their long-term family and personal goals. His approach involves connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most to them. Brian holds the Certified Financial Planner (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from Fairfield University.

Elizabeth Selimovic is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2007. Outside of her advisory role, she is a commissioned Notary Public in the State of Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery and approved tools, serving clients through tailored plans without offering individual security recommendations as part of standalone planning.

Kristin Bloom is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley & Co. LLC and AllianceBernstein L.P. She is also involved with Avreco, a real estate company. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions.

Carole Caldwell is a Series 66-licensed financial advisor with Morgan Stanley in Westport, CT, where she has worked since 2009. She has 25 years of industry experience. Outside of her advisory role, she is involved with Optavia, a company focused on promoting healthy eating habits. Morgan Stanley Wealth Management is an SEC-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 employs structured planning tools and modeling techniques to support its financial planning services.

Juan De Choudens is a Series 66 licensed financial advisor with 25 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. Prior to this, he held positions at Source Capital Group, Inc., Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he is an owner and partner of CoreBev Group Inc., a beverage company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Peter Mathes is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Global Portfolio Strategies, Inc. and Prudential Insurance Company of America. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team that delivers non-discretionary, research-driven recommendations. The firm combines modeling, tax-efficiency analysis, and algorithmic automation to support its advisory approach while providing a broad range of financial and insurance solutions.

Liza Weldon is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. 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 data.

Denise Hotch is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has been with Merrill since 2021 and is also a group fitness instructor at Edge Fitness and the Westport Weston Family YMCA, where she has worked since 2002. 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, offering both model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Jorge Valdes Rodriguez is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has been with Equitable Advisors since 1999, including during its affiliation with Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Barbara McMahon is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2008 and Bank of America since 2010. 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.

Andre Mirkine is a financial advisor with Wells Fargo Clearing, holding CFP® and Series 63 designations and having 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following prior roles at A. G. Edwards & Sons, Inc. and UBS Financial Services. 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 supported by research from the Wells Fargo Investment Institute and third-party sources.

Sean Donovan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. for four years and was employed at Russell Speeders Car Wash and New Canaan High School before that. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

James Steele is a financial advisor with Merrill in New Canaan, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he serves as a power of attorney in several fiduciary capacities. 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 and profit-sharing plans, corporations, and charitable organizations.

Connor Breit is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2021. Outside of his advisory role, he works part-time delivering food for Uber Technologies, Inc. and DoorDash Inc. 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 wide range of individual and institutional clients.