Daniel Sburlati Rupp is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and capital markets platforms.

Mario Zapata is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Prior to and alongside his current role, he has worked at Bank of America since 2010. Merrill, in conjunction 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Aidan Zacchia is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he spent nine years working in the construction industry at Automatic Door of Trumbull, Inc., where he held bookkeeping and secretarial roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocation, and institutional trading capabilities to provide tailored financial planning and portfolio management.

Elena Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at various J.P. Morgan entities since 2008. Outside of her financial career, she works as a background actor with Central Casting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary program.

Brian Fink is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Merrill and Bank of America N.A. since 2014. Based in Westport, CT, he holds the Series 66 license. 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.

Carlos Flores is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., TD Ameritrade, and TD Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Victor Joseph is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He has worked at several firms including Wells Fargo Advisors LLC, Northwestern Mutual Investment Management, LPL Financial, and has operated Joseph Brothers, LLC, a landscaping business that has been inactive since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from the Wells Fargo Investment Institute with third-party data to support its investment approach, offering both brokerage and advisory solutions at a large scale.

Timothy Orr is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a wealth management advisory practice based in New Canaan, Connecticut. He serves affluent and ultra-affluent clients across the United States, focusing on delivering tailored wealth management solutions. With 35 years of experience in capital markets, Tim combines his background in derivative financial instruments with his advisory expertise to assist individuals and families in navigating the complexities of substantial wealth. Before joining Merrill Lynch, Tim held senior roles including Director of Precious Metals, Commodities, and Derivatives at Union Bank of Switzerland in New York, and Vice President of Sales and Trading for base and precious metals at Deutsche Bank and Kleinwort Benson. His client services encompass executive compensation, family wealth management strategies, philanthropic planning, socially responsible investing, and special needs planning among other areas. Tim holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Tim earned his Bachelor's degree from Ohio Wesleyan University. He has contributed to his community as a trustee of New Canaan Fire Company #1 and has been involved in various charitable organizations. Outside of work, he enjoys boating, gardening, scuba diving, skiing, and tennis. Tim and his wife live in New Canaan and have two grown children.

Paul Lavelle is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial and M&T Bank in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Michael Brewi is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services, Inc. since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also offers specialized advisory programs and municipal finance services.

Charles Lobosco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and analytics but does not provide individual security recommendations as part of standalone planning.

Kevin Chapin is Vice President and Financial Consultant at Fidelity Investments. In this role, he works with high-net-worth individuals, families, and business owners to provide clarity and structure to their financial lives. He has been with Fidelity Investments since 2013, progressing through roles as Financial Representative, Investment Consultant, and now Vice President. Kevin focuses on developing personalized financial plans and implementing tailored strategies to help clients grow, manage, and transfer their wealth efficiently.

George Viebrock Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Andrew Deck is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

David Rudolf is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2024, he worked at Phoenix Mutual Life Insurance Co for 37 years. Outside of advising, he is president of Rudolf Associates Inc, which sells group benefits and various insurance plans, and owns a blue stone quarry on forestry property where he manages lumber sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Victor Cannistra is the sole advisor at Cannistra Financial Advisors Inc. in Mount Kisco, NY, holding a Series 65 credential with four years of industry experience. He has operated Victor J. Cannistra, CPA PC since 2002, serving as president and managing operations for his certified public accounting firm. Cannistra Financial Advisors Inc. provides portfolio management and financial planning services primarily to individual investors and corporate clients. The firm operates as a solo independent adviser, typically managing client relationships on a non-discretionary basis and coordinating investment advice with affiliated accounting services to integrate tax and financial planning.

Michael Carminucci is a financial advisor with LPL Financial in Croton Falls, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has operated Carminucci Wealth Management since 2006 and has been affiliated with LPL Financial and its predecessor since 1998. Carminucci is also the author of the book *Gold Plated Retirement, Putting the Gold in the Golden Years* and is involved in a motor vehicle sales and customization business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and accommodates customized advisory arrangements through a large network of investment adviser representatives.

Robin Pinkham is the principal of Robin Pinkham Investment Advisory, LLC, with 31 years of industry experience. He has worked at Citigroup Global Markets and Westport Resources before founding his independent advisory firm in 2009. Pinkham volunteers at Crosby Commons, an assisted living facility in Shelton, CT, where he gives monthly talks on investments to residents. Robin Pinkham Investment Advisory, LLC provides individualized portfolio management services primarily for a high-net-worth individual client, focusing on direct portfolio management and ongoing account oversight. The firm is notable for its small, client-focused approach and its advisory services tailored to individual investors.

Sunho Lee is a financial advisor at Salem Asset Management with 20 years of industry experience. He has been with Salem Asset Management since 2004. Lee holds a Series 63 designation. Salem Asset Management provides discretionary portfolio management services to individual clients, managing approximately $3.7 million in regulatory assets across four client relationships. The firm maintains a small client base, allowing for direct work with a limited number of households and exercises investment discretion with formal policies outlined in its regulatory filings.

Michael Choniski is the sole advisor at Trendhaven Investment Management, LLC in Fairfield, CT, holding a Series 65 designation with 13 years of industry experience. Since founding Trendhaven in 2013, he has provided investment advisory services. Outside his advisory role, he occasionally offers business planning and development services. Trendhaven Investment Management serves individuals, pension plans, trusts, charitable organizations, and corporations, focusing on experienced investors seeking an absolute-return objective. The firm employs a trend-following investment model using licensed technical analytics to tactically manage allocations primarily between high-yield U.S. corporate bond funds and cash or money-market instruments.