Clinton Noell is a financial advisor with Charles Schwab in Fairfield, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work history includes roles at Morgan Stanley, E*TRADE Capital Management, and Fidelity Brokerage Services. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Robert Brody is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he serves as treasurer for the Hugh O'Brien Youth Foundation and Community Living Corporation, a nonprofit providing care for the developmentally disabled, where he is also chairman of the board. Additionally, he manages an aircraft leasing business through RSB 2.0 LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Steven Evanchik is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney LLC before his current role at Morgan Stanley Private Bank, N.A. He serves as a partner in an investment-related business, James Newby and Elizabeth Newby, LTD. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and internal investment analysis.

Matthew Carrano is a financial advisor at Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Guilford Savings Bank and Roger Williams University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Eric Carter is a Series 66-licensed financial advisor with UBS Financial Services in Westport, CT, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he serves on the finance committee of the Weston Volunteer Fire Department and is involved with a private snow plowing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management solutions, including fee-based planning and portfolio management informed by proprietary research and model-based asset allocations.

Meghan Carrasquillo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2020. Carrasquillo holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Thomas Thorndike is a CFA® charterholder affiliated with OSAIC, with 15 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. In addition to his advisory role, he is licensed to sell fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors and institutions, offering integrated brokerage and advisory services that utilize firm-provided asset-allocation tools and third-party money managers.

Steven Ortega is a financial advisor with Cambridge Investment Research Advisors in Norwalk, CT. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Ortega has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he is an independent insurance agent affiliated with Guidelight Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies across multiple platform arrangements.

Benjamin Seleski is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on assisting professionals who are raising families, have accumulated wealth, and are planning their financial futures. He works collaboratively with clients to define their life goals and establish personalized financial strategies that address their specific needs and help them stay on track. Benjamin's expertise includes executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He employs a disciplined approach that involves understanding clients' financial lives to integrate various aspects such as education savings programs, credit and lending solutions, insurance strategies, trust services, wealth structuring, and alternative investments through collaboration with specialists throughout the firm. He holds a Bachelor's Degree from Yeshiva University and has completed a graduate program in religious studies. Benjamin is designated as a Personal Investment Advisor (PIA). Outside of his professional role, he is engaged in his community and volunteers with local organizations. His personal interests include baseball, basketball, football, ice hockey, music, running, and skiing.

Michael Mercuri is a financial advisor with Merrill in Darien, CT, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fairfield University and Deloitte prior to joining Merrill in 2021. 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.

David Fishman is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Raymond James & Associates, Tocqueville Securities L.P., and AMG Funds LLC. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with risk management strategies that include tax-aware processes and defensive tactics.

Kevin Tucker is a financial advisor with Ameriprise in Trumbull, CT, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jessica Myers is a financial advisor at Osaic with Series 63 and Series 65 credentials. She has been in the industry since 2017, with experience at Osaic Wealth Inc., Valerio Financial Group, and National Planning Corporation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Ari Lander is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held various roles including multiple engagements with Ridgefield Hardware and positions at Fairfield University and Dan Smick Painting. Outside of finance, he has been involved with Ridgefield Hardware as an ongoing activity since 2021. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Garcia is a financial advisor with Merrill in Fairfield, CT, holding a Series 66 license and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held roles at Asset Inventories Inc. and ICON Information Consultants. Outside of his advisory work, he serves as a consultant and independent contractor for Fortina Harbor Point LLC, providing security services for a rooftop bar. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal Chief Investment Office models with third-party managers.

Matthew Fortney is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015, previously working at Northstar Wealth Partners. Outside of his advisory role, he is involved with Stoneshore Partners LLC, a business entity for tax and investment purposes. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by comprehensive research and technology tools.

Stephen Bauer is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Fiona Kastrati is a financial advisor at Morgan Stanley with one year of industry experience. She previously worked at Goldman Sachs, Chainhaus, Aflac, and Swift Rails Inc., and has a background that includes education-related roles. Outside of her advisory work, she is involved as an employee in Cipriani Wall Street, a restaurant and nightclub in New York. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that employs firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Craw is a financial advisor with Raymond James & Associates in Westport, CT, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diversified portfolio management styles and affiliated research.

Janet Connolly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her previous roles include positions at People's Securities, Inc., Allstate Insurance Company, and Farmers Insurance. She is also involved with Wilmington Advisors @ M&T in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.