Mauro Caringi is a financial advisor with MassMutual Investors Services based in Elmsford, NY. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His career includes longstanding roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance brokerage focusing on individual and group life and health, as well as property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning using advanced analytical tools and provides a range of programs including educational seminars and event-driven planning services.

Christopher Phillips is a financial advisor with RBC Capital Markets in Stamford, CT, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He is the sole member of a private company, Cliff RE Investments LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

Michael Baptiste is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked with Prudential Insurance Company of America since 1994 and joined LPL Enterprise in 2024. Baptiste is also involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of advisors. The firm offers model-driven investment solutions, financial planning, and access to third-party asset managers, along with insurance and trustee services through affiliated entities.

Ross Shandra is a financial advisor with OSAIC in Stamford, CT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior experience includes 14 years at Lincoln Financial Advisors and a year at Merrill. OSAIC serves a diverse client base, including retail investors, institutional clients, and retirement plan sponsors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing a range of strategies including Unified Managed Accounts and third-party manager programs.

Samuel Connelly is a financial advisor at Cetera with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cetera in 2026, he worked at LPL Enterprise and The Prudential Insurance Company of America, among other firms, and was involved with Dimidium Media for six years. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures, managing over $256 billion in assets with more than 10,000 advisors.

Thomas Nervegna is a financial advisor at Cetera with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, he is actively involved in Masonic organizations, serving as secretary and past master in multiple lodges. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Antoinette Janeczko is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Merrill and its predecessor firm since 1996. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, utilizing model-based and discretionary investment strategies developed by internal and third-party managers.

David Zavarelli is a financial advisor with LPL Financial in Danbury, CT, holding Series 63 and Series 66 licenses and 20 years of industry experience. His career includes prior roles at Raymond James Financial, Union Savings Bank, and Edward Jones. He is also a commissioned notary in the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a broad platform offering financial planning, model portfolios, third-party asset management, and institutional programs. The firm supports its advisors with a wide range of tools and services and manages over $819 billion in discretionary assets.

Vivian Schaufler is a financial advisor with Wells Fargo Clearing in New Canaan, CT, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 16 years with Wachovia Bank, N.A. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Markey is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses with 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2007, as well as a period at Citigroup Global Markets Inc. He serves on the Board of Trustees for New England College, advising on capital improvements to enhance the campus. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to individuals and institutions, 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 advanced analytical tools.

Sharon Kaplove is a CFP® with 24 years of experience in the financial industry, currently serving as a financial advisor at Ameriprise since 2020. Prior to that, she worked at Ameriprise Financial Services, Inc. for 14 years. She is also the owner of ONIPA'A enterprise, LLC, managing an advisory business alongside her advisory role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Fox is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 1998 after earning a Bachelor's degree in Economics from Boston College. Bryan concentrates on developing investment management strategies tailored for high net worth individuals and business owners. As a qualified Portfolio Manager and Personal Investment Advisor (PIA), Bryan provides traditional financial advice and guidance while also managing personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment products. Additionally, he assists clients with retirement planning and offers discretionary management of investment strategies through the firm’s Investment Advisory Program.

Henry Cooperman is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials. He has 44 years of industry experience, including a decade at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC beginning in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Joseph Lovecchio is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients with saving for and transitioning into retirement. He collaborates with clients to build financial plans that provide a clear and actionable roadmap tailored to their individual needs. Joseph has held several roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Relationship Banker at JP Morgan Chase and as a Financial Planner at Barnum Financial Group. Outside of his professional work, Joseph enjoys baseball, beach activities, family time, fitness, and golf.

Christopher Kalivas is a Series 66-licensed financial advisor with Ameriprise in Stamford, CT, where he has worked since 2017. He has seven years of industry experience and is involved with Team Dizzy, a game development and book publishing venture where he designs content, produces web videos, and helps organize related events. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Benjamin Harrison is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Chappaqua, NY, he owns and operates an online Etsy store, Bible Vision Prints, which sells digital prints related to Bible visualization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

James Hurley Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Charles Branch serves as a Resident Director and co-founder and senior partner of Branch-Zorda Wealth Management at Merrill Lynch Wealth Management, where he has worked since 2006. He focuses on building clear financial roadmaps to help clients define and prioritize their life and financial goals. Charles advises and educates clients to navigate the complexities of investment decisions and crafts customized wealth strategies that consider all aspects of their lives. He also sits on the board of Merrill's Black/African American Leadership Council and has been a featured speaker at various events within the firm. Charles holds a Bachelor's Degree from the Virginia Military Institute (VMI), where he was a four-time conference champion, All-American athlete, and a first ballot Hall-of-Famer. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he serves on the Virginia Military Institute Board. Outside of his professional responsibilities, Charles is involved with multiple charities, major colleges, and universities. He resides in Greenwich, CT, with his wife and two children.

Daniel Anderson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Merrill since 1992 and also serves Bank of America, N.A. clients. Outside of his advisory role, he is president of the Darien Volunteer Fire Department, overseeing non-firefighting functions. 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, retirement plans, corporations, and charitable organizations.

Bradley Baskir is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley and its affiliates since 2020 and previously spent six years at PwC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.