Mark Durkin is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2024, he operated MVDurkin LLC for a decade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is recognized for its extensive retail advisor network and additional affiliated financial services.

Bradley Silverman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been associated with The Silverman Group and C & B Wealth Management since 2013, where he is a co-owner of the latter. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, frequently working in an advisory and implementation-support role rather than as a delegated manager.

Lisa Simmons is a Series 66-licensed financial advisor with Morgan Stanley in Stamford, CT, with 17 years of industry experience. She has been with Morgan Stanley and its predecessor firm since 2010. Outside of her advisory role, Simmons is an owner of a real estate business in Bridgeport, CT. 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 firm-approved tools and models to support client strategies.

Samantha Belport is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Wells Fargo Clearing and Cooperative Educational Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services across a wide range of areas including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.

Teresa Berishaj is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, with prior experience at Forte Capital Group and Bank of America N.A. Additionally, she has held academic roles at Manhattan College and Sacred Heart. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Eric Kreuter is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory work, he serves as the Vice Commodore and is on the Board of Directors of the Storm Trysail Club, a sailing club in Larchmont, NY. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, customized advice through its network of Financial Advisors.

Dodd Koeckert is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at both RBC Capital Markets and City National Bank since 2015 and 2016, respectively. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through both in-house and third-party investment managers.

Justin Carey is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 licenses and offering 29 years of industry experience. His prior experience includes roles at Credit Suisse Securities (USA) LLC and Royal Alliance Associates, Inc. He is also involved in the sale of life, disability, long-term care, fixed annuities, and health insurance products through Lenox Advisors, Inc. 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 offers collaborative, annual financial planning engagements supported by firm-approved analytical software and various specialized planning programs.

James Shantz is a financial advisor at UBS Financial Services with 52 years of industry experience. He has been with UBS since 2003 and holds a Series 63 designation. UBS Financial Services Inc. 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Glen Mathews Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch since 2007, currently serving at Bank of America, N.A. since 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Annette Vitti is a Series 66 licensed financial advisor with Merrill, based in Stamford, CT. She has 21 years of industry experience and has been with Merrill since 2004. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jaime Goodman is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in wealth management. She works closely with individuals, families, and business owners to develop customized strategies designed to support long-term financial goals across various market environments. Jaime focuses on providing tax-sensitive investment guidance aimed at wealth preservation and growth for high-net-worth individuals and multi-generational families. Jaime is a graduate of the University of Pennsylvania and joined Merrill Lynch in 1992. She holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jaime specializes in investment and asset management, retirement planning, home financing solutions, life insurance and long-term care planning, education and estate planning, and liability strategies for business owners. She is actively involved in educating clients, including hosting seminars aimed at empowering women on achieving financial independence, and she serves as a Certified Divorce Financial Analyst supporting women through marital status transitions. Jaime is a member of professional organizations such as Impact 100 Westchester and the Institute of Certified Divorce Financial Analysts. She participates in community involvement initiatives including Impact 100.

Christopher Bardwell is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Wells Fargo in 2022. Outside of his advisory role, he serves as an executor and holds power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with both discretionary and non-discretionary service options tailored to plan objectives and risk tolerances.

Timothy Loeffler is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 designations and having 10 years of industry experience. His prior experience includes roles at MetLife Securities Inc. from 2015 to 2017. Outside of advising, he operates as an independent insurance agent focusing on life, fixed annuities, disability, long-term care, health, and property/casualty insurance, and he is a partner in a limited liability company that manages business expenses related to his insurance and investment activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Wendy Holmes is a financial advisor with UBS Financial Services in Armonk, NY, holding Series 63, 65, and 66 licenses and totaling 24 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves on the Board of Directors for East Side House Settlement, participates on the advisory board of the Breast Cancer Research Foundation, and holds leadership positions with the American Heart Association, including chairing the 2020 Go Red luncheon and serving on its national endowment investment committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Michael Kouroupakis is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, primarily with MassMutual and its affiliates since 2021. Outside of advisory work, he is also an independent insurance agent focused on life insurance, disability, long-term care, fixed annuities, 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 seminars, structuring planning engagements as annual, collaborative relationships without discretionary authority over client investments.

Anthony Mastronicola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has spent over three decades at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. In addition to his advisory role, Mastronicola sells home and auto insurance through several property and casualty insurance providers. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers financial planning, advisory services, model portfolios, third-party asset management, and access to brokerage and insurance products through its integrated platform.

James Olivo is a financial advisor with Merrill in Ridgefield, CT, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, Olivo is involved with Ledley Food Service in a non-investment capacity. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Tivan Szigethy is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at TIAA-CREF and Wells Fargo NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.