Laura Boretsky is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and has been with UBS Financial Services since 2007. 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 and uses proprietary research to tailor plans to clients’ goals and risk tolerances.

Allison Novak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including prior roles at Legacy Financial Group and Cambridge Investment Research. She has been with Mass Mutual and its affiliated entities since 2019. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and provides additional services such as educational seminars and event-driven planning programs.

Thomas Votano is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop tailored strategies to pursue those objectives, including general investing, retirement planning, and preparation for unforeseen events. He also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Thomas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hofstra University. His expertise lies in helping clients manage competing financial priorities such as purchasing a home, saving for college, caregiving for elderly parents, and addressing healthcare needs. He provides ongoing advice and adapts portfolio strategies to align with clients' evolving circumstances.

Greg Diamond is a financial advisor with OSAIC Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including 20 years at Royal Alliance Associates, INC., and maintains a tax and financial consulting business providing tax preparation and advice. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage, advisory, and retirement plan consulting services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Melissa De Brino is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked at Morgan Stanley since 2021 and previously was employed by UBS Financial Services from 2017 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market models to support its advisory services.

George Ameer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ameer serves as a member of the United States Army Reserve. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Charles Mac Namara is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, BNY Mellon Securities Corporation, Equitable Advisors, and AXA Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a primarily model-driven investment approach with access to third-party asset managers and operates as both a broker-dealer and an insurance product facilitator through affiliated entities.

Roger Fox is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has worked at Merrill since 1978 and has been with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Nichole Mc Carthy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Ameriprise and Wells Fargo Clearing. She is also an associate at Westport Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations, using tailored, non-discretionary approaches supported by analytical tools and technology integration.

Gregory Fischer is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He began his career in 1999 and has over two decades of experience guiding clients through complex financial decisions. He focuses on building lasting relationships with a select group of clients and their families, providing tailored wealth strategies that support their goals, priorities, and legacy. Greg holds the Certified Private Wealth Advisor\u00ae (CPWA\u00ae) designation, administered by the Investments & Wealth Institute in conjunction with the University of Chicago Booth School of Business. He also holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He graduated from Wesleyan University with a bachelor's degree in Economics, where he played football and ice hockey. Greg lives in Redding, Connecticut with his two sons. Outside of work, he enjoys snowboarding, golfing, mountain biking, and spending time outdoors with family and friends.

John Ahern is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial advisory roles, including positions as an Investment Consultant at Fidelity Investments, and Financial Advisor roles at MML Investor Services, LLC, MSI Financial Services, Inc., and New England Securities. He began his career as a Junior Associate at Financial Advisory Network, LLC. John is a Certified Financial Planner™ professional who focuses on helping clients work towards their long-term financial goals by developing a thorough understanding of their current situation and future objectives. He collaborates with clients to establish a clear financial picture and identify strategies to improve their likelihood of long-term success. Outside of his professional work, John enjoys activities such as beach outings, biking, family activities, golf, running, and skiing.

Karen Scinto is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Northwestern Mutual Investment Management and Merrill. Scinto also maintains an affiliation with Tennant Financial in connection with her LPL Business activities. 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.

Ellen Cohen is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2015. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

John Uyeki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Chelsea Groton Bank, and Infinex Investments Inc./Osaic Institutions, Inc. Outside of his advisory work, he is an owner and partner of Stripers Inc. LLC, a recreational fishing boat business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence and ESG eligibility process.

Kalie Van Cura is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, previously employed by Tudor Investment Corporation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Britt Szostak is a CFP® with 30 years of experience, currently affiliated with MassMutual Investors Services in Stamford, CT. They have worked at MassMutual and its affiliated entities since 1996 and spent 15 years with Lenox Advisors, Inc. Szostak also holds an insurance agent role focusing on life, disability, long-term care, and health insurance. MassMutual Investors Services 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 programs, emphasizing collaborative client relationships and event-driven planning services.

Gennaro Zimbaldi is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Morgan Stanley since 2019, following prior roles at Newbridge Securities Corporation and Curry Subaru. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Philip Ucci III is a financial advisor with Raymond James Financial, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior work includes eight years at Edward Jones and a year with KeyBank and Key Investment Services LLC. Outside of his advisory role, he is CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, entities involved in his business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses a tailored, non-discretionary approach incorporating risk profiling and analytical tools, and it supports a broad advisor network with specialized programs and institutional consulting.

Steven Chille is a financial advisor at UBS Financial Services with 38 years of industry experience. He has worked at UBS since 2009 and previously spent nine years with Citigroup Global Markets. He holds Series 63 and Series 65 designations. 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 and provides access to proprietary research, underwriting, and securities-backed lending programs.

Matthew Landry is a CFP®-certified financial advisor with Morgan Stanley, bringing 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following a 13-year tenure at Merrill. Outside of his advisory role, he is involved in real estate investment and management as a sole proprietor. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios developed by its Global Investment Committee to support clients’ financial planning needs.