Victor Pena is a financial advisor with Morgan Stanley in Westport, CT, holding CFP® and Series 66 credentials and possessing 11 years of industry experience. His prior work history includes roles at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Danielle Guilderson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2012. Outside of her advisory role, she teaches meditation classes as an adjunct professor at Westchester Community College, instructs yoga to veterans at a VA hospital, and owns a yoga and wellness center in Mohegan Lake, NY. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Christopher Farrell is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is president of Grace Consultants LLC, a real estate investment company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources.

Charlotte Stevenson is a financial advisor at RBC Capital Markets with a Series 66 designation. She has recently started her career, joining RBC in 2025 after roles in various industries including media and sports. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party managers to tailor investment strategies according to each client's risk profile.

Thomas Williamson is a financial advisor with Charles Schwab in Stamford, CT, holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company, Tiaa, and TD Ameritrade. Outside of his advisory career, he serves as a volunteer firefighter with the Sound Beach Volunteer Fire Department. 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 advisory relationships and access to affiliated discretionary managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Curt Schibli Jr. is a financial advisor with Edward Jones in Ridgefield, CT, holding CFP® and CFA® designations and six years of industry experience. He previously worked at Shenkman Capital Management, Inc. for five years and currently serves as a part-time seasonal snowsports instructor at Gore Mountain. Schibli is also involved with the Ridgefield Historical Society’s Investment Oversight Committee and contributes to the Master Networks Brewster NY chapter as a soundbite coordinator. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets. The firm combines an extensive network of financial advisors and branch offices with affiliated capabilities such as a trust company and proprietary mutual funds.

Diony Concepcion is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Ameriprise. Outside of advisory work, he owns an insurance and benefits agency and works as a contractor driver for ridesharing services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets through multiple platforms and custodians and provides access to proprietary model strategies as well as third-party advisers.

Patrick Devaney is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Citigroup Global Markets, and Citicorp Investment Services. He is associated with The Devaney Group, Inc., a business entity unrelated to investment advisory services. 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 financial planning, wrap and model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad advisory network with various non-advisory financial services.

Leigh Jacobsen is a financial advisor at UBS Financial Services with a Series 66 credential and less than one year of industry experience. Prior to joining UBS, Jacobsen held positions at Mastercard and Lafayette College. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.

Brendan Keohane is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Life Insurance Company in 2016 and its subsidiary, Mass Mutual Investors Services, in 2017. Outside of his advisory role, he is involved in outside insurance sales, focusing on individual and group life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars using firm-approved analytical tools, structuring planning engagements as annual collaborative relationships with clients.

David Castle is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as a sole proprietor of a personal rental property. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment modeling.

Terence Markey Jr. is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Taylor Marron is a Financial Advisor with Merrill Lynch Wealth Management. She began her career in corporate bond sales at Morgan Stanley in 2001 and has held roles at Lehman Brothers and Barclays. After taking time off to raise her family, she returned to wealth management in 2022. Currently part of the Clarke Group, Taylor combines her professional experience and life perspective to assist clients in achieving clarity and confidence in their financial futures. Her expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Taylor holds a Personal Investment Advisor (PIA) designation. She earned a bachelor's degree from the University of Vermont and completed high school and postgraduate studies at Green Mountain Valley School. She is fluent in French, German, and English. Taylor is actively involved in her community in Darien, Connecticut, serving on the Darien Board of Finance and participating in organizations such as American Corporate Partners, Catch-A-Lift, Connecticut Republicans, Darien Junior Field Hockey, and the Town of Darien Representative Town Meeting. She and her husband have seven children, including stepchildren, and engage in activities such as gardening, golfing, hiking, interior decorating, skiing, spending time with family, and traveling.

Anthony D'ambrosio is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2022. Outside of his advisory roles, he serves as treasurer for the John Calabra Lodge Order of Sons and Daughters of Italy and is involved in several investment-related business entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services such as business-owner transition and special-needs planning.

William Lewis is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 66 licenses and 30 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Lucas Margenot is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equity Services Inc, Schnitzler Law, and Richard J Margenot LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and technology tools.

Michael Occhiuto is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he is the owner of Ackside Down LLC, a vacation home holding entity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Eric Rwiliriza is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at firms including Fidelity Investments, HSBC, Bank of America, and Merrill. 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’s client relationship model combines non-discretionary advisory guidance with access to discretionary separately managed accounts and integrates brokerage, custody, and advisory services across a large client base.

Christopher Spahn is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2022. Prior to that, he spent ten years at UBS Financial Services. Spahn also serves as a trustee for an investment-related trust based in Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and wealth management services supported by firm-approved tools and investment research.

Andrew Soliman is a financial advisor with LPL Financial in Somers, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at HSBC Bank USA and HSBC Securities, where he also served as a bank officer involved in the sale of bank-related products and services. Soliman's experience spans both investment advisory and banking sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, banks, and trust companies. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.