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.

Matthew Robey is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Robey has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation. Outside of his advisory role, he serves as co-trustee of The Robey Charitable Trust, a family-operated 501(c)(3) organization involved in scholarship activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of proprietary and third-party program models to tailor investment solutions.

Matthew Streif is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. He is the founder and owner of Westport Wealth Partners, an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs non-discretionary, goal-oriented planning supported by analytical tools and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Richard Hager Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and was affiliated with Pruco Securities, LLC. for 36 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to asset managers, and trustee services.

Robyn Barger is a financial advisor at UBS Financial Services with 14 years of industry experience. She has held the Series 63 and Series 66 designations and worked as an independent consultant for 12 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jared Miller is a Series 66-licensed financial advisor with Edward Jones in Southport, CT, bringing 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Westport Capital Markets LLC, Peter R Mack & Co Inc, and David Kleinberg Design Associates Inc. Outside of his advisory work, Miller is involved in interior design through Om In The Home, LLC and operates a photography business under Jared Miller LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and features one of the largest retail advisor and branch networks in the industry.

Amarjit Singh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes nine years at MetLife Securities and he has been with Mass Mutual since 2016. Outside of his advisory role, he serves as a presenter for the Department of Justice on faith-based discussions and consults for a nonprofit foundation focused on scholarship programs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various programs including educational seminars and event-driven planning services.

Makenna Prete is a Planning Consultant at Fidelity Investments, where she works collaboratively with a team of professionals to provide personalized financial services to clients. In her role, she partners with clients to develop and maintain strong financial plans, offering one-on-one support aimed at helping clients pursue and execute their financial goals. Makenna has held multiple roles within Fidelity Investments since 2023, including Relationship Manager, Financial Representative, and Financial Services Representative. Prior to joining Fidelity, she completed a Wealth Management internship at TrinityPoint Wealth from 2021 to 2023. Outside of her professional endeavors, Makenna enjoys activities such as spending time at the beach, engaging in family activities, caring for pets, skiing, playing softball, and practicing yoga.

Stacy Thomson is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. Prior to joining Stifel in 2023, Stacy worked at Ameriprise Financial Services LLC and Scrum50. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Stephen Mcguirk is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years and has been with Massachusetts Mutual Life Insurance Company since 2016. He also operates as an independent insurance agent focusing on dental, group disability income, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations within collaborative, annual planning engagements.

Gerald Hollmann is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he operates Hollmann Manufacturing Technologies, LLC, a business focused on engineering, design, and sales of medical devices and components. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Richard Sica is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and UBS Financial Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Arthur Garofalo is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 credential and has worked previously at infinex Investments, Inc. for 15 years. Outside of his advisory role, Garofalo serves as president of two sales agent commission businesses in the information technology sector and works as a consultant for a grocery automation company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include planning but generally do not extend to individual security recommendations in standalone programs.

Colin Wilhelmy is a financial advisor with Ameriprise in Stratford, CT, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entity since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Amer Abdel Hack is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at Barnum Financial Group and MassMutual Life Insurance Company. Outside of finance, he has worked in the hospitality sector at Spotted Horse Tavern and has an academic background with the University of Connecticut. MassMutual 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, and educational seminars, using firm-approved tools to develop client recommendations while maintaining limited investment discretion.

Charles Hickey Sr. is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 65 and Series 63 licenses and with 34 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1992 and was also employed by Convergencetp Inc. from 2010 to 2022. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals with affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

Jonathan Papp is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has prior experience with A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory role, he holds power of attorney responsibilities for his parents. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. 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.

Rodrigo Esperon is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and 13 years of industry experience. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., TD Ameritrade, and Merrill. He is based in Fairfield, CT. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Justin Vescovi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at M&T Bank, Webster Bank, People's Securities, Inc., and People's United Bank. He is also a commissioned notary in Connecticut. 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, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Sonia Caban is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at LPL Financial and UBS Financial Services. She is also president of Caban Financial, LLC, an independent financial and insurance business. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and offers access to third-party advisers and proprietary model strategies.