Matthew Day is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior roles include positions at iCapital, Mirador, Inc., Northern Trust Wealth Management, and Charter Oak Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Joseph Vessecchia is a Planning Consultant at Fidelity Investments, where he works to positively impact the financial health, wealth, and peace of mind of his clients by partnering with them to develop and implement customized financial plans tailored to each individual. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before assuming his current role in 2025. Prior to joining Fidelity, Joseph worked as a Financial Consultant at E*TRADE LLC from 2018 to 2023. He began his career in the financial services industry as an Associate Financial Consultant at Charles Schwab from 2015 to 2018. Throughout his career, Joseph has focused on providing financial planning and investment consulting services. Outside of his professional work, Joseph has interests in art, baseball, movies, music, pets, and theater.

Nicholas Sherry is a financial advisor with Edward Jones in Nyack, NY. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked briefly at Hennion & Walsh, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets across a wide range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Brian Hetherington is the Managing Director and Private Wealth Advisor at Merrill Private Wealth Management. He leads the Hetherington Group, a team of 7 financial professionals serving affluent and ultra-affluent clients across the United States. Brian specializes in working with ultra-affluent families who have built wealth through operating businesses, whether privately or publicly held. His practice focuses on facilitating the transition from high earned income to living off financial assets and helping clients serve as stewards of family wealth across generations with a long-term perspective. Over a career spanning more than 30 years, Brian has developed expertise in corporate executive services, family wealth management strategies, legacy planning, retirement planning, individual and corporate investment strategy, and tax minimization. His firm employs a value-based, contrarian investment discipline centered on preserving and growing client assets while maintaining a margin of safety. Brian's experience serving some of the nation's most successful business leaders has been recognized in listings such as Forbes America's Top Wealth Advisors and Barron's Top 100 Financial Advisors. Brian earned his bachelor's degree from Princeton University. He holds the Personal Investment Advisor (PIA) designation and has participated in the Executive Education Program in Value Investing at Columbia University Business School. He is involved with multiple organizations including St. Mark's Episcopal Church, where he serves on the vestry and as Capital Campaign Co-Chair, Xavier High School in Middletown, New Canaan YMCA, and Princeton University initiatives such as the Friends of Princeton University Football and the President's Circle. His personal interests include biking, football, golfing, hiking, music, reading, skiing, and spending time with his family.

Anders Hurst is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019 and was previously employed at Mizuho Securities USA Inc. from 2015 to 2018. Outside of his advisory role, he serves as a Successor Trustee in Middletown, Rhode Island. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and proprietary modeling techniques as part of its financial planning process.

Adriana Santaniello is a financial advisor at Merrill with a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2015 and previously spent one year at GAP Inc. Outside of her advisory role, she serves as the secretary of the Pointe Condominium Association board in Rhode Island. Merrill, together 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.

Nicholas Colombo is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Criterion Management for two years. Outside of his advisory role, he is president of the Young Professionals Alzheimer's Council under the Alzheimer's Association Hudson Valley Chapter and serves on the boards of the Armonk Chamber of Commerce and STEER for Student Athletes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Felix Serrano is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2013. He is based in Norwalk, CT, and holds the Series 66 designation. Serrano also serves as a board member of the Greater Norwalk Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using multiple portfolio management and platform options.

Thomas Knoesel is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2020. Prior to his advisory role, Knoesel held positions at Revlon Inc. and Sundial Brands LLC. Outside of advising, he owns SanTom Consolidated Companies, a financial consulting business, and works as a part-time driver for Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Freireich is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with LPL Financial since 2002 and has operated The Capital Preserve, Inc., a registered investment advisor, since 2005. Freireich is also a retired attorney. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by research and model portfolios.

Richard Jacoby is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been affiliated with Morgan Stanley Private Bank, National Association since 2015 and has worked with Morgan Stanley Smith Barney and Citigroup Global Markets, Inc. since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers customized planning supported by structured discovery processes and firm-approved tools.

Caroline Bravo is a Financial Consultant currently working at Fidelity Investments since 2023. She has been involved in the financial services industry for over 12 years, holding positions including Investment Consultant at Fidelity Investments, Wealth Client Consultant at Citizens Investment Services, Premier Advisor at Citizens Wealth Management, Financial Advisor at M&T Securities, and Licensed Banker at M&T Bank. Her professional experience encompasses a range of roles focused on client financial education and strategy development. Caroline works collaboratively with clients to understand their unique financial situations and create tailored strategies aimed at achieving their financial goals. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Catherine Tanzilli is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2000, bringing extensive experience in trust services and wealth management. Prior to this role, she served as a vice president and executive account manager for BankBoston's Private Bank and spent 16 years as a trust officer with Chemical Bank in New York. Catherine holds a Bachelor of Science in Marketing and a Master of Business Administration in Finance, both from St. John's University. She holds several professional designations, including Accredited Estate Planner (AEP), Chartered Retirement Planning Counselor (CRPC), Certified Trust and Fiduciary Advisor (CTFA), and Personal Investment Advisor (PIA). She is a member of the Estate Planning Council of Westchester County, the Fairfield County Estate Planning Council, and the National Association of Estate Planners and Councils. Her planning approach involves working collaboratively with clients to develop personalized financial strategies aimed at pursuing their goals.

Vanessa La Via is a financial advisor at Merrill with Series 63 and Series 66 licenses. She has been in the industry since 2026 and has held roles at Merrill, Bank of America, and Northwestern Mutual. Vanessa completed her studies at the University of South Carolina and has professional experience across financial services and other sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Piersol is a financial advisor with Edward Jones in Darien, CT, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the sole owner of Big Red House LLC, a residential rental property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Weiss Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lord Abbett from 2011 to 2017 before joining Morgan Stanley and its Private Bank division in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and modeling techniques, offering tailored solutions primarily in an advisory capacity.

Finn Hublitz is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior roles include positions at Bank of America, Seventy2 Capital Wealth Management, and educational experience at Bucknell University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Freyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Stanley in various capacities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services incorporating model portfolios, third-party research, and various investment strategies.

Claire Diele is a financial advisor at Equitable Advisors with 26 years of industry experience. She has held the Series 63 and Series 65 designations and has been with Equitable Advisors since 2001, having also worked at AXA Advisors, LLC during that time. Outside of her advisory role, she was involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

Michael Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Stamford, Connecticut. He leads Sullivan and Associates, where he assists affluent clients in developing long-term financial strategies tailored to their unique objectives. His approach centers on addressing complex challenges such as wealth accumulation, retirement income distribution, and planning for the next generation. Working collaboratively with clients and their tax and legal advisors, Michael provides goals-based and consolidated wealth management plans designed to adapt to evolving financial needs. Michael joined Merrill Lynch in 2000 and has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He holds a Bachelor of Arts degree from Lehigh University and is a graduate of Brunswick School in Greenwich, Connecticut. Outside of his professional work, Michael is active in one-design Ideal 18 racing on Long Island Sound and has served as Membership Director of the Old Greenwich Yacht Club from 2015 to 2023. He is also involved in mentoring students exploring the wealth management industry. Michael and his family reside in Old Greenwich, Connecticut.