Constantine Kalivas is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its predecessor firms since 1984. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise managed accounts.

John Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. 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 informed by research and diversification principles.

Fritz Ek IV is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding CFP®, ChFC®, and Series 66 designations and having eight years of industry experience. His prior roles include positions at Barnum Financial Group/Oasis and multiple MassMutual affiliates. Outside of his advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and property/casualty insurance, and he is also a mortgage loan originator. Mass Mutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

David Leibell is a financial advisor at UBS Financial Services with 12 years of industry experience and holds a Series 66 designation. He has been with UBS since 2013. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates, sits on the board of The Carl and Dorothy Bennet Foundation, and contributes as chair of the Family Business Advisory Committee for Trusts and Estates Magazine. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm utilizes proprietary research and model-based asset allocations to tailor strategies, offering a broad range of services including wealth management, institutional trading, and capital markets solutions.

Joseph Lopresti is a ChFC® with 33 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. and Metropolitan Life Insurance Company for 25 years. He also serves as president of the Barnum Foundation for Life, a nonprofit organization where he volunteers on the board of directors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools to analyze client goals and delivers written recommendations.

Lori Liell is a financial advisor with Edward Jones in Norwalk, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she serves as a registrar of voters and moderator at local polls, is an emergency and trauma chaplain at Norwalk Hospital, participates on the advisory board of a home nursing agency, serves as a commissioner on the Norwalk Board of Ethics, and holds board and committee roles in local mental health services and funeral home ministries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Sean Kelley is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he serves as a trustee of a life insurance trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Matthew Garnett is a CFP® professional with 18 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. for 11 years and has a background outside finance that includes two decades at New York Sports Club. Garnett has entrepreneurial experience developing a VR self-help application through Audaz, Inc., though the project is not currently active. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Keith Somers is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise since 2012 and holds Series 63 and Series 66 credentials. Somers is also the owner of Summit Administration LLC, a business focused on managing his Ameriprise-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Zoria Ospina is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, she partners with clients to co-create personalized financial plans tailored to their short- and long-term goals, providing a strategic roadmap that adapts to changing life circumstances. Her professional experience spans several firms and roles, including Wealth Advisor at Citibank from 2021 to 2024, Financial Advisor at LPL Financial from 2020 to 2021, Private Client Advisor at J.P. Morgan from 2015 to 2020, Investment Consultant at TD Ameritrade from 2012 to 2015, Financial Advisor at MetLife Securities from 2011 to 2012, and Financial Advisor at AXA Advisors from 2009 to 2011. This extensive background has provided her with a broad perspective on wealth management and investment consulting. Outside of her professional work, Zoria enjoys biking, hiking, and snowboarding.

Florence Maguru is a financial advisor at Merrill in Stratford, CT, holding a Series 66 designation. She has prior experience at Bank of America, N.A., M&T Bank, Right At Home, and Citibank Tanzania Limited. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maynall Scott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience and holds the Series 66 credential. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Scott also owns rental properties in the Bronx, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through over 14,000 financial advisors.

Thomas Hansen is a financial advisor at Edward Jones in Southport, CT, holding a Series 66 designation. He has one year of industry experience, including prior roles at Petra Data, Inc. and community involvement with Grace Evangelical Free Church and Renaissance Church. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Mcgill is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 20 years and had a one-year tenure at OSAIC. Outside of his advisory role, he is a business owner of Communite, a non-investment-related venture based in New York. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Galley is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2025. In this role, she works closely with high-net-worth families, focusing on building strong client relationships and providing guidance to help clients utilize Fidelity's resources effectively. Prior to her current role, Susan served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. Her professional experience also includes positions as a Territory Specialist at Franklin Templeton from 2021 to 2023, an Investment Advisor Representative at Aspectuck Financial Management, LLC from 2019 to 2021, and as Sales and Marketing Director and COO at SSR LLC from 2017 to 2019.

Peter Greco is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Metlife Securities Inc. Since 2008, he has been an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options alongside educational seminars.

Hillary Henderson is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Mcguire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its previous iteration as Axa Advisors. Outside of her advisory role, Mcguire serves as a board member and officer of the Lewisboro Horsemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment approaches, including third-party asset managers and proprietary programs, focusing on matching clients with appropriate models and discretionary management solutions.

Kathryn Zebrowski is a Series 66 licensed financial advisor with Edward Jones in West Haven, CT, with four years of industry experience. Prior to joining Edward Jones, she worked in education for nine years. She serves as a board member of the Ward-Heitman House Museum Foundation, Inc., which focuses on preserving the historic Ward-Heitman House in West Haven. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert De Waele is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he operates Step Up Coaching, a consulting service focused on helping young people in Fairfield County overcome personal challenges in life and business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers various investment and advisory solutions through its broad platform.