Matthew Querze is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at multiple firms including SagePoint Financial and OSAIC, and operates Querze Wealth Management, where he spends a portion of his time engaged in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Carrie Pedecine is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with UBS Financial Services Inc. since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michelle Hobart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 23 years of industry experience. Her career includes positions at Ameriprise Financial Services, Citizens Securities, MSI Financial Services, and other firms. She is currently based in Fairfield, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Andrzejewski is a Financial Advisor and a member of The Erdmann Group at Merrill Lynch Wealth Management. He advises senior executives, business owners, entrepreneurs, private equity partners, and ultra-affluent families on various aspects of their financial lives, including executive compensation, family wealth management strategies, liquidity management, managing new wealth, and tax minimization. Charles brings over 12 years of experience in the financial services industry, including five years at RMB Capital, a Chicago-based investment management firm. He focuses on estate planning needs, wealth transfer strategies, liquidity events, concentrated stock positions, and cash flow modeling. His approach emphasizes intellectual rigor, in-depth customization, and a commitment to service. Charles holds a Bachelor's Degree from the University of Pennsylvania, where he played Division 1 Lacrosse for four years and served as a team captain for two years. He is also a Personal Investment Advisor (PIA). Charles currently resides in Fairfield, CT with his wife and their two sons.

Kelly Collins is a financial advisor at Ameriprise in Trumbull, CT, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Noah Sanders is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Key Group Management, Inc. Noah serves as a trustee for a family trust where he provides investment guidance and financial education. OSAIC Wealth serves retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization.

Gabriel Salas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including positions at Monahan's Seafood Market and the University of Michigan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Samuel Lazar is a financial advisor with Merrill, holding a Series 66 designation and based in Stamford, CT. He has one year of industry experience, having previously worked at GAMCO Investors, Inc. and Barnum Financial Group. Outside of his advisory roles, he has been involved with Old Oaks Country Club over multiple years. 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 supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patricia Weber is a financial advisor with Ameriprise in Wilton, CT, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a large institutional platform that integrates advisory, brokerage, and insurance solutions.

Sabrina Gordon is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, and has prior experience in real estate and entrepreneurship. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, utilizing a range of eligible strategies and incorporating an ESG eligibility framework.

Joseph Milano is a financial advisor at Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses with 17 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at KeyBank and Key Investment Services LLC from 2016 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Brad Mcbrair is a financial advisor with Wells Fargo Clearing in Westport, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

Ryan Cabrera is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera Investment Services and Cetera from 2019 to 2023, and Foresters Financial Services in 2018. 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, supported by extensive operational tools and oversight of substantial discretionary assets.

Mahmoud Arjomand is a CFP® and ChFC® with 33 years of experience at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He has worked with these firms since 1993. In addition to his advisory role, he is involved in sales at Polaris Risk Management Corp, which operates in life, property and casualty, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Anders Hebeler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses. He has been with Cetera Advisors LLC since 2025 and has prior experience at Mannes Financials and Newport Classic Cruises. He has also worked in various roles at 360 Main, the University of Rhode Island, the Town of Trumbull, and Trumbull High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

William Everts is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to establish long-term, trusted relationships, focusing on the stewardship of family money, wealth, and estate planning considerations. He coordinates a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning. William has held various positions at Fidelity Investments since 2012, progressing from Financial Representative to his current role as Vice President. His experience includes roles as Vice President, Wealth Planner; Financial Consultant; Investment Consultant; and Relationship Manager. Prior to joining Fidelity, he was a Practice Management Trainee at Merrill Lynch, Pierce, Fenner & Smith in 2011.

Michael Paulmeno is a financial advisor with Ameriprise in Amawalk, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. He is a co-owner of JPM Management Group LLC, an LLC formed with other advisors to manage shared office expenses. Ameriprise is an institutional firm serving individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a retirement-income planning service that provides written recommendation reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Carlos Martinez Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, Keller Williams Prestige Properties, Geico, and self-employment. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mia Juneja is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo and JPMorgan Chase Bank, N.A., as well as experience outside financial services in hospitality and wellness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Jed Gore is a Series 66-credentialed financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked with J.P. Morgan entities since 2022 and attended George Washington University from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a suite of investment options.