Charles Taylor is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and DAVID LERNER ASSOCIATES INC. Taylor has an ownership interest in a short-term rental business in Southern Vermont. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, consulting, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Michael Liebson is a financial advisor with LPL Financial in Greenwich, CT, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include a decade at UBS Financial Services and several positions at investment and banking firms since 2024. Outside of his advisory work, he occasionally performs as a drummer in a blues and jazz band on weekends. 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 representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Sunilda Vasquez is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior work includes positions at Bank of America, Merrill, JP Morgan Chase, and Fidelity Investments across multiple periods. Outside of her advisory role, she operates two online retail businesses, Ladies Armour and Pro Chutes LLC, overseeing management and banking activities for both. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alfonso Giudici is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors and Abeille Bravure. Outside of advising, he is the owner of Vox Trend Media LLC, where he plans the company’s vision and direction. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships and also serves municipal clients with specialized public-finance and investment banking capabilities.

Peter Swansen Jr. is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services Inc., National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a partner at Corporate Plans Retirement Strategies, LLC, where he oversees staff and provides ongoing client service and employee benefit reviews. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and clients ranging from individuals to institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management.

Tao Long is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently an advisor at Edward Jones in Darien, CT, having previously worked at BNP Paribas Asset Management and I95 Capital LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsay Sabel is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over twenty years of experience in the financial services industry. Before transitioning to wealth management, Lindsay worked at a Connecticut-based multi-strategy hedge fund and spent 14 years in various trading, sales, and leadership roles at UBS Investment Bank. She also held an institutional strategy position at Wells Fargo Investment Bank, where she managed client strategy for the equities division. Lindsay earned a Bachelor's Degree in Psychology and English from Yale University. She holds the FINRA Series 7, 24, 63, and 66 registrations, as well as professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and sports and entertainment. She lives in New Fairfield, CT with her husband, son, and three dogs. Her personal interests include cooking, golfing, pickleball, running, and soccer.

Luigi Cicconi is a Planning Consultant at Fidelity Investments, where he works as a co-advisor alongside clients and their wealth management teams. In this role, he focuses on ensuring that financial plans serve as clear roadmaps for clients' milestones and supports informed financial decision-making. Luigi began his role at Fidelity Investments in 2026. Further details regarding his education, credentials, areas of expertise, or personal interests have not been provided.

Paul Curtis is a financial advisor with Wells Fargo Clearing in Stamford, CT, holding Series 63 and Series 66 credentials and 30 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Seersite LLC. Outside of his advisory work, he serves as co-treasurer for the Staples High School Cross Country Team in Westport, CT. 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 sources.

Anni Berkeley is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s corporate platform, providing access to a wide range of products and services beyond traditional investment management.

Estefania Munguia is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and two years of industry experience. She previously worked at CBSI Services Inc, Digitech Computers LLC, and Bonnie Briar Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Anthony Pires is a CFP® and ChFC® affiliated with Mass Mutual Investors Services, with two years of industry experience. His prior work includes roles at Scharf & Selden, Wealth Management of Raymond James, and Meridian Risk Management. Outside of financial services, he has experience working at Buon Amici Italian Restaurant and involvement with Greenburgh Parks and Rec. 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, using firm-approved software to analyze client goals and deliver collaborative, written recommendations.

John Goodwin is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, Goodwin has engaged in writing, having published a novel and working on a second one, and he serves in local government roles including as a commissioner and committee member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and research.

Emma Maldon is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and several hospitality-related businesses. She has also worked at Hamilton College in various capacities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Searsann Hidalgo is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2017. Prior to her financial services career, she spent nine years in the pharmaceutical industry at Boehringer Ingelheim Pharmaceuticals and two years at Taro Pharmaceutical. Hidalgo also owns Envi$ionaire$ Bookeeping & Tax Solutions, a tax preparation and accounting services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and partners with third-party asset managers and BNY Mellon Advisors for portfolio implementation.

Andrea Rickard is a Series 66-licensed financial advisor with Merrill, based in White Plains, NY, and has eight years of industry experience. She has been with Merrill since 2016. 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, and institutional investors. The firm leverages Bank of America’s broader corporate platform to provide access to a wide array of financial products and services.

Jasmine Warner is a financial advisor with Primerica Advisors in Yonkers, NY, holding a Series 63 designation and 12 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services. In addition to her advisory work, she receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and employs a tiered wrap-fee structure for its services.

Katherine Grant is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill and was involved with the First Ascent Charitable Foundation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lais De Quadros is an International Wealth Advisor with Merrill Lynch Wealth Management and has been part of the Vieira Wealth Management Group since 2015. Her professional role emphasizes supporting business development and management activities with a focus on service model delivery and client acquisition processes. Lais brings a unique perspective to her work based on her background in information technology and finance, which informs her approach to improving productivity and enhancing the client experience through technological innovation. She specializes in family wealth management strategies, international wealth management, legacy planning, LGBT wealth planning, tax minimization, and retirement income, among other areas. Lais works closely with professionals, entrepreneurs, and families, particularly those with complex financial situations involving assets in multiple jurisdictions. She collaborates with clients' trusted professional advisors to complement the banking and investment capabilities offered by Bank of America and Merrill Lynch. Lais holds a Bachelor's degree in Computer Science from Rutgers University and an MBA in Finance and Information Technology from The Wharton School of Business, University of Pennsylvania. She is accredited as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Fluent in Portuguese and English, she also has proficiency in Spanish and Italian. Outside of work, Lais enjoys spending time with family and friends, traveling, and participating in physical activities such as biking, running, and triathlons. She values deep client relationships and dedicates herself to developing personalized financial strategies that align with clients' long-term goals.

Vaughn Feighan is a financial advisor at Ameriprise with four years of industry experience. He has worked at Ameriprise since 2017 with a brief period at Daversa Partners and holds a Series 66 designation. Outside of his advisory role, Feighan provides mediation services to divorcing couples and has completed continuing education to receive certification in mediation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing tax-aware withdrawal advice.