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 an advisor at LPL Enterprise with Series 63 and Series 65 credentials and 38 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America since 1988 and held a role at Pruco Securities, LLC. for 36 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via its integrated platform.

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.

Robert Graef is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corp for 25 years. Outside of advisory work, he is involved in offering disability, fixed annuity, traditional life insurance, and fixed life settlements. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory platforms and legacy accounts.

Johnny Copeland is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. Copeland also spent two years affiliated with Baruch College. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

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.

Michael Kaplowitz is a CFP® with 41 years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Securities America and Securities Service Network. Beyond advising, he serves as a political district leader for the Somers Democratic Town Committee and has volunteered as a board member for the Somers Lions Club. He also provides very part-time legal services as an attorney. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with financial planning and managed portfolios, utilizing asset-allocation tools and multiple third-party platforms to support investment decisions.

Richard Sica is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at Merrill Lynch and Bank of America. 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 a multi-asset investment approach supported by dedicated research and due diligence.

Michael Noviello is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Avantax Advisory Services. Outside of advising, he owns a tax preparation business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with a range of investment products.

Ginger Corbett is a financial advisor with Merrill in New Canaan, CT, holding a Series 66 credential and has two years of industry experience. Prior to joining Merrill, she worked at several community organizations including the Lapham Senior Center and local YMCAs. She serves as trustee of an irrevocable scholarship trust fund supporting her children’s college expenses. Merrill, together with Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Charles Hickey Sr. is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and bringing 34 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 1992 and previously worked at Convergencetp Inc. from 2010 to 2022. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers investment options that include cryptocurrency ETF allocations.

Jonathan Papp is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds powers of attorney for his parents related to investment matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Gina Bert Zatto is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Citigroup Global Markets, Citizens Securities, and Key Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Tammy Kenny is a Series 66-licensed financial advisor with Merrill in Ridgefield, CT, where she has worked since 1993, totaling 39 years of industry experience. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Patricia Jones is a financial advisor at Raymond James & Associates with 6 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Dalton, Greiner, Hartman, Maher & Co., LLC for 19 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles supported by extensive research and affiliated sub-advisers.

Michael Pope is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-guardian for his son. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.