Peter Cappiello is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked with Charles Schwab Bank Ssb and Charles Schwab & Co., Inc. since 2018, following prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Keara Williams is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Prior to that, she was employed at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of her advisory role, she serves on the board and development committee of the Museum of Contemporary Art Connecticut, assisting with event planning and fundraising. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joao Gomes is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory role, Gomes operates an accounting and tax preparation practice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of tools and platforms to construct and manage diversified portfolios for its clients.

Michael Promis is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab. He has worked with Charles Schwab Bank and Charles Schwab and Co., Inc. since 2022, following a decade at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale and integrated operational structure, delivering multi-asset investment guidance alongside custody and brokerage services.

Todd Corbett is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates to support its advisory process.

Brian Suozzi is a financial advisor with Wells Fargo Clearing in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Service LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary options that include a broader range of financial products than typical large institutional advisers.

Sonia Sternbach is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Moneco Advisors, The Falcon Group, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

John Foreman is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Mass Mutual Investors Services since 2017. He also serves as a town councilman for Trumbull, CT. 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, estates, charitable organizations, and employers. The firm offers advisory programs including wrap accounts, money-manager programs, and educational seminars.

Steven Procaccini is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, he serves as a high school baseball umpire and works as a concert merchandise vendor. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Edward Swiderski is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been associated with Fidelity Investments since 2010 and has worked with Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, he is involved as a landlord managing rental properties. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

David Beeman is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Mass Mutual Investors Services and has worked at Massachusetts Mutual Life Insurance Company and METLIFE SECURITIES Inc. He is also an independent insurance agent specializing in various insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, working with clients through annual collaborative planning engagements.

Thomas O Connor is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and RBC Capital Markets. Prior to his advisory career, his background includes roles at Automat Data Processing and involvement with George Washington University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Thomas D'avanzo is a Financial Advisor at Merrill Lynch Wealth Management, where he specializes in creating personalized financial plans that address the unique goals of his clients. His approach involves working closely with individuals to define and prioritize their objectives, resulting in financial roadmaps aimed at minimizing risk, maximizing profitability, preserving assets, and reducing financial uncertainty. Thomas has expertise in areas including college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, portfolio management services, small business strategies, women and wealth, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor of Science and Bachelor of Business Administration from Manhattan University. Thomas is fluent in Russian and English. Beyond his professional work, Thomas is involved in community organizations such as the Brookfield Economic Development Commission, the Brookfield, CT Lion's Club, the Greater Danbury Connecticut Chamber of Commerce, and the Knights of Columbus. He also volunteers with the Brookfield Food Bank and the Brookfield, CT Volunteer Fire Department. His personal interests include boxing, golfing, ice hockey, music, rock climbing, surfing, and yoga.

Doris Talamo is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. Her work history includes multiple terms at UBS Financial Services Inc. and MCN Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Robert Tosetti III is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Orange Hills Country Club. Outside of his advisory role, he is also a registered staff member in client service at Nancy S Daoud & Associates LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered through a centralized consulting team. The firm serves a broad client base and provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alexander Bijanada is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored, non-discretionary recommendations using research and modeling tools, emphasizing tax-smart withdrawal strategies and asset allocation within its managed accounts.

Michael Feinstein is a CFP® professional with 29 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Feinstein owns and manages KMBT Management Co, where he oversees strategic and operational functions of the financial advisory practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

George Seiler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Merrill. Outside of his advisory work, he owns and manages a vacation rental property in Harwichport, Massachusetts. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Holley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, previously serving at Metlife Securities Inc. from 2005 to 2017. In addition to his advisory role, he is an independent insurance agent focusing on dental, disability, and Medicare-related products. MassMutual 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 financial planning engagements using firm-approved analytical tools and also provides education seminars and specialized event-driven planning programs.

David Ivanovich Jr. is a financial advisor with UBS Financial Services in New Haven, CT, holding a Series 63 designation and bringing 36 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.