Laurie Perry is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. Laurie is based in Westport, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michele Shaw is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2004 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as a product tester for the Institute for Evaluation Sciences and is an officer at a nonprofit children’s summer camp where she monitors a small investment portfolio and checking accounts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning, portfolio management, and capital markets activities.

Nicholas Quartarano is a CFP® professional with 16 years of industry experience. He is currently affiliated with LPL Financial and Webster Bank, having previously worked at TD Bank and TD Private Client Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Fast is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has prior work experience at The Children's Place and the University of Bridgeport. Outside of advising, she works as a personal shopper for Instacart. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jason Windfield is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of advisors using proprietary research and model-based asset allocations.

Nicholas Esposito is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan entities since 2011, including his current role at JPMorgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies, including an ESG eligibility framework.

Charles Hite is a financial advisor with MassMutual Investors Services who holds the CFP® designation and has 27 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services, where he has been since 2016 and 2017 respectively. Outside of his advisory role, he is a member of March Financial LLC and operates as an independent insurance agent selling a range of insurance 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 uses firm-approved software to analyze client goals and offers various event-driven planning services, including a recently added Divorce Planning offering.

Brianna Fedro is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads, coaches, and develops a team of financial professionals dedicated to helping clients work towards achieving their goals with confidence and peace of mind. Brianna has a progressive career at Fidelity Investments, beginning as a Financial Representative in 2021 and advancing through roles including Relationship Manager, Planning Consultant, Financial Consultant, before assuming her current leadership position. Her experience encompasses various aspects of financial consulting and client relationship management. Outside of her professional responsibilities, Brianna has interests in barre, cooking and baking, fitness, pets, reading, and traveling.

Timothy Indiveri is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and has a bachelor's degree from Roger Williams University. His professional approach centers on serving as a trusted resource for families, assisting them in making important financial decisions and managing their wealth to address both current needs and those of future generations. In addition to his professional work, Timothy has an interest in cooking, football, golfing, ice hockey, music, and tennis.

Scott Panza is a financial advisor with Morgan Stanley who holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley, he spent seven years at Contrarian Capital Management. He is based in Westport, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Stephen Black is a financial advisor with Ameriprise in Ridgefield, CT, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, he participates in the Ridgefield Business Management Council, where he prepares and runs meeting agendas for a local networking group. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Murphy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2008, serving in various roles including Financial Consultant, Investment Representative, and Relationship Manager. Prior to joining Fidelity, Michael worked as an Investment Consultant at AXA Advisors from 2006 to 2008. Throughout his career, Michael has developed expertise in client relationship management and investment consulting. He is licensed with a California Insurance License, enabling him to provide a range of financial services to his clients. Michael values Fidelity's commitment to client understanding, advanced technology, cost-efficient investment platforms, multiple investment strategies, and customer service. No additional information on Michael's education, personal interests, or community involvement has been provided.

John Occhipinti is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018. In his role, he collaborates with clients to build, implement, and monitor individualized financial plans. He has over a decade of experience in the financial services industry, having previously worked as a Financial Advisor at Barnum Financial Group from 2015 to 2018 and at Merrill Lynch from 2011 to 2015. Prior to that, he was an Associate at Fortress Investment Group from 2006 to 2011. Outside of his professional work, John has interests in baseball, football, golf, traveling, and exploring culinary experiences.

Matthew Silva is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, The Prudential Insurance Company of America, and Danbury Public Schools. Silva is also involved in coaching through the Connecticut State Referee Program, AC Connecticut, and Danbury Public Schools. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ronald Balzano is a financial advisor with Morgan Stanley, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Morgan Stanley, he worked in media and entertainment roles at Good Karma Brands (ESPN New York), The Walt Disney Company, ESPN, and Major League Baseball. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and investment research.

Andrew Pillarella is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. Outside of his advisory role, he serves as a volunteer firefighter, desk office assistant, and chaplain for the Southard Fire Department in Howell, New Jersey. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels to serve clients with varied financial needs.

David Rosenthal is a financial advisor with LPL Financial in Westport, Connecticut, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James & Associates, Deutsche Bank Securities, Dominari Securities, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he co-owns a lifestyle brand and is involved as a director in a related LLC managed by his wife. 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, with advisory strategies supported by proprietary research and technology tools.

Heidi Scali is a Financial Consultant I at Fidelity Investments, a role she has held since 2025. She specializes in collaborative, planning-first financial advising, working closely with clients to understand their goals and priorities. Heidi focuses on translating client insights into clear and actionable strategies that provide structure and direction for their financial futures. Her professional experience includes positions as a Senior Wealth Strategy Associate at UBS Financial Services, Inc. from 2022 to 2025, a Wealth Strategy Associate at Steward Partners Global Advisory, LLC from 2020 to 2022, and a Wealth Strategy Associate at UBS Financial Services, Inc. from 2015 to 2020. Throughout her career, she has maintained consistent communication and guidance with clients to help them make informed decisions and stay on track with their financial plans. Outside of her professional work, Heidi has interests in fitness, reading, tennis, and traveling.

Eric Gerhard is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He previously worked at MetLife Securities Inc. for nine years and has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual 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 emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized planning services such as estate settlement and employer-sponsored programs.

Abbe Large is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding a Series 63 designation and 27 years of industry experience. She has worked with MassMutual Life Insurance Company since 1994 and has been affiliated with Lenox Advisors, Inc. since 2002. Outside of advisory work, she is an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. 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 emphasizes structured, collaborative financial planning using firm-approved tools and offers various specialized planning programs.