Donald Rich is a financial advisor at Wells Fargo Advisors with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, he is a trustee for a family trust and is involved in investment-related ventures through entities he owns or co-owns. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning specialties and integrates advisory services with various financial products and referral channels.

Zachary Bass is a financial advisor with LPL Enterprise, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones, SagePoint Financial, Inc., and OSAIC. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm utilizes model-driven investment implementation with access to third-party asset managers and insurance products.

Robert Duffus is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at People's United Advisors, People's Securities, and People's United Bank. Duffus also serves as a public notary and has experience as a branch manager at M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with a range of investment options and operational tools while maintaining a broad platform that includes affiliated insurance and banking services.

Peter Goldberg is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing assets managed within Ameriprise and incorporating algorithmic tools overseen by a dedicated consulting team.

Jerrett Weltens is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at People's United Advisors, Inc. and People's Securities, Inc. from 2013 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Michael Nelson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a tenure with Wachovia Bank, N.A. starting in 2006. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Potok is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at VOYA Financial Advisors, Inc., AssetMark Brokerage, LLC, and Centurion Capital Group, Inc. He is also involved with Retirement Income Resources, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets through various program structures and custodial relationships.

William Miller Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior positions include roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Outside of his advisory work, he serves on the committee of a small club focused on member recruitment and organizational sustainability. Raymond James & Associates, Inc. is a large 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 tailored financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Matthew Heisler is the Senior Resident Director at Merrill's New Canaan Wealth Management office. He leads a team dedicated to putting clients first by focusing on their most important financial needs. The team performs multiple roles including Wealth Management Planner, Investment Advisor, Personal Banker, and Trusted Advisor, providing comprehensive financial services supported by Bank of America, N.A. With over two decades of experience as a proprietary derivatives trader in New York, London, and Chicago, Mr. Heisler applies intellectual rigor and in-depth customization to his client strategies. His expertise covers portfolio management, personal retirement planning, legacy and family wealth management strategies, college education planning, and divorce transition planning. He holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Mr. Heisler earned a bachelor's degree from Princeton University. He resides in Westport, Connecticut, with his wife and four children. He is an avid cyclist, skier, reader, and music lover.

Jeffrey Sharpe is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 10 years and Merrill for 5 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through discrete planning engagements.

Jeffrey Spiewak is a financial advisor at Ameriprise with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Ameriprise in 2023, he worked at Dibico Construction, Inc. and Rockit Solutions, LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Clinton Noell is a financial advisor with Charles Schwab in Fairfield, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work history includes roles at Morgan Stanley, E*TRADE Capital Management, and Fidelity Brokerage Services. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jonathan Snyder is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent three years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analytics.

Robert Brody is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he serves as treasurer for the Hugh O'Brien Youth Foundation and Community Living Corporation, a nonprofit providing care for the developmentally disabled, where he is also chairman of the board. Additionally, he manages an aircraft leasing business through RSB 2.0 LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Steven Evanchik is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney LLC before his current role at Morgan Stanley Private Bank, N.A. He serves as a partner in an investment-related business, James Newby and Elizabeth Newby, LTD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and internal investment analysis.

Matthew Carrano is a financial advisor at Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Guilford Savings Bank and Roger Williams University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Eric Carter is a Series 66-licensed financial advisor with UBS Financial Services in Westport, CT, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he serves on the finance committee of the Weston Volunteer Fire Department and is involved with a private snow plowing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management solutions, including fee-based planning and portfolio management informed by proprietary research and model-based asset allocations.

Lindsey Shaffner is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2025. Lindsey has extensive experience in the financial sector, having worked as an Equity Trader at Neuberger Berman from 2006 to 2021. In her current position, Lindsey focuses on building trusted relationships by understanding each client's goals and partnering with them to develop personalized financial plans aimed at long-term success. Outside of her professional work, her personal interests include spending time at the beach, comedy, fitness, social events with friends, movies, and reading.

Benjamin Seleski is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on assisting professionals who are raising families, have accumulated wealth, and are planning their financial futures. He works collaboratively with clients to define their life goals and establish personalized financial strategies that address their specific needs and help them stay on track. Benjamin's expertise includes executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He employs a disciplined approach that involves understanding clients' financial lives to integrate various aspects such as education savings programs, credit and lending solutions, insurance strategies, trust services, wealth structuring, and alternative investments through collaboration with specialists throughout the firm. He holds a Bachelor's Degree from Yeshiva University and has completed a graduate program in religious studies. Benjamin is designated as a Personal Investment Advisor (PIA). Outside of his professional role, he is engaged in his community and volunteers with local organizations. His personal interests include baseball, basketball, football, ice hockey, music, running, and skiing.

David Fishman is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Raymond James & Associates, Tocqueville Securities L.P., and AMG Funds LLC. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with risk management strategies that include tax-aware processes and defensive tactics.