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 in Ansonia, CT, holding a Series 63 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, including prior roles at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 with clients to develop personalized financial plans that align with their individual priorities and long-term goals. His approach emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Brian holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from Fairfield University. His expertise covers areas such as planning for education funding, retirement lifestyle, potential healthcare costs, and overall wealth management.

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 credentials and bringing 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory work, she is involved with Avreco, a company engaged in real estate activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and capital market tools to tailor client 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 financial advisor with J.P. Morgan Securities in Norwalk, CT, holding a Series 66 designation and 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. Outside of his advisory role, he is an owner and partner of CoreBev Group Inc., a beverage company, though he does not take an active role in its operations. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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 with Wells Fargo Clearing in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. 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.

Denise Hotch is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Outside of her advisory role, she has been a group fitness instructor at Edge Fitness and the Westport Weston Family YMCA for several years. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jorge Valdes Rodriguez is a financial advisor with Equitable Advisors in Norwalk, CT, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. His other business activities include involvement with Ashar Group Life Settlements and Aegis Wealth Partners, LLC, focusing on disability and insurance-related services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Barbara McMahon is a financial advisor at Merrill with Series 63 and Series 66 designations and 21 years of industry experience. She has been with Merrill since 2008 and also works with Bank of America since 2010. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Andre Mirkine is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Donovan is a financial advisor with LPL Financial in New Canaan, CT. He holds Series 63 and Series 65 designations and has four years of industry experience, including prior roles at Cadaret Grant & Co., Inc. and a background outside finance working at Russell Speeders Car Wash and New Canaan High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutional entities. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management approaches.

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. His other activities include serving as a power of attorney in several fiduciary capacities. 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.

Connor Breit is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2021. Outside of his advisory role, he is employed part-time delivering food for Uber Technologies, Inc. and Doordash Inc. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm integrates with Bank of America’s platform to provide a wide range of products and services beyond investment management.

Filiz Hoops is a financial advisor with Ameriprise in Redding, CT, holding Series 63 and Series 66 credentials and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Zadlo is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Oppenheimer and ScottTrade, Inc. since 2018, he has been with Wells Fargo Clearing Services LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Love Malhotra is a financial advisor with Wells Fargo Clearing based in Norwalk, CT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior work includes roles at Wachovia Bank, N.A. and Wells Fargo Advisors 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’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.