Connor Robey is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC from 2015 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and 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.

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.

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.

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.

James Kerr is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Equity Services Inc, National Life Group, MML Investors Services Inc, and MassMutual. In addition to his advisory work, he operates Corporate Plans Retirement Strategies LLC, providing financial and insurance advice, and sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Maynall Scott is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked in various roles within Wells Fargo entities since 2014. Outside of his advisory work, he owns and manages rental properties in the Bronx, New York. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Hansen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2026, he was involved with Petra Data, Inc. and held roles at Grace Evangelical Free Church and Renaissance Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates a nationwide network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

Jared Mcgill is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes 20 years at American Portfolios Financial Services, Inc., followed by a year at OSAIC before joining LPL Financial. Outside of his advisory work, he is a business owner of Communite, a non-investment-related venture based in New York. 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 investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

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.

Jay Durante is a Series 66-licensed financial advisor with Edward Jones, based in Katonah, NY. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved with Cowperwood Company, a business focused on architecture and development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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.

John Vacheron is a Wealth Management Advisor with Vacheron DiSabato & Associates at Merrill Private Wealth Management in Fairfield, Connecticut. He works with families, executives, entrepreneurs, and business owners to simplify complex financial decisions and provide clarity through personalized wealth management solutions. His expertise includes investment strategy, concentrated stock management, liquidity events, tax-aware planning, estate planning services, lending, and multigenerational wealth transfer. John and his team combine the personal attention of a boutique, family-office style practice with the depth and resources of Merrill Private Wealth Management to help clients steward wealth and plan with confidence across generations. John holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned a bachelor's degree from Fairfield University. In his personal time, he enjoys baseball, basketball, cooking, golfing, skiing, and spending time with his family.

Nicholas Court is a financial advisor with UBS Financial Services in New Canaan, CT, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with UBS Financial Services since 2010 and has also been associated with UBS International Inc. and UBS AG since 2008. In addition to his advisory role, he is the sole owner of Grey Agave, LLC, a private investment company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Matthew Robey is a financial advisor with Equitable Advisors in Westport, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 21 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Robey serves as a co-trustee of The Robey Charitable Trust, a family-operated 501(c)(3) that awards scholarships and engages with recipients and school boards. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor financial solutions based on clients’ goals, risk tolerance, and time horizon.