Matthew Sargent is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and eight years of industry experience. He has been employed at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley since 2017, with prior experience at North Elm Capital and Marvel Assets Holdings. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, combining tailored financial planning and investment services supported by firm-approved tools and methodologies.

Hailey Opperman is a financial advisor with Morgan Stanley in Wellesley, MA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Pfizer and attended Syracuse University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support client outcomes.

Paul Eshleman is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior experience with firms including LPL Enterprise, Prudential Advisors, and PNC Financial Services Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Steven Kyriakos is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously spent 14 years at UBS Financial Services. He holds Series 63 and Series 65 licenses and serves as a trustee/co-trustee in a trust capacity outside his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, 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 modeling techniques as part of its financial planning process.

Michael Moskowitz is a Wealth Management Advisor at Merrill Lynch Wealth Management. He started his career in 1986 with a vision to provide clients with customized strategies and services tailored to their individual financial circumstances. Michael supervises all areas of the client servicing process and leverages his CERTIFIED FINANCIAL PLANNER® certification to assist clients in navigating the complexities of their finances. His practice focuses on addressing clients' complex financial and family circumstances to help them pursue or maintain financial independence. Michael has extensive experience offering services such as Corporate Executive Services, Education Planning, Employee Benefits Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, and Socially Responsible, Values Based, and ESG Investing. He has been recognized consecutively on the 2023-2026 Forbes "Best-in-State Wealth Advisors" list. Additionally, he supports clients with their investment, banking, and mortgage needs, and represents business owners and executives for corporate lines of credit as well as investment banking efforts for strategic acquisition or succession planning. Michael earned a Bachelor's Degree from American University and a High School Diploma from Islip High School. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He grew up in Islip, NY, and currently lives in Stamford, CT with his wife Leslie and their two children, Roni and Russell. Michael's personal interests include boating, fishing, classic cars, attending sporting events, cooking, music, spending time with family, and traveling. He follows the Merrill tradition of community participation and spends time volunteering with organizations in his community.

Thomas Hunt is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2021. Outside of his advisory role, he is also involved in insurance sales as a broker, focusing on individual life, disability insurance, fixed annuities, and health products. 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 financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved software and tailored recommendations.

Aarti Mathur is a Financial Advisor with Merrill Lynch Wealth Management, currently serving as a Team Financial Advisor with Mathur, Simmons & Associates. In her role, she focuses on providing a high-quality client experience and assisting individuals and families in achieving their financial goals, particularly in areas such as retirement planning, college education planning, legacy planning, tax minimization, employee financial health, and retirement income. Before joining Merrill, Aarti practiced employment law as an attorney in New York City. Her legal background informs her approach as a fiduciary advisor, ensuring each decision is made with diligence, care, and skill. She holds a Juris Doctorate from Benjamin N. Cardozo School of Law and a bachelor's degree in psychology from Wesleyan University. Aarti lives in Greenwich, Connecticut with her husband and two children. Her personal interests include cooking, skiing, tennis, and traveling. Aarti holds the professional designation of Personal Investment Advisor (PIA). She does not provide legal or tax advice in her current role.

Jason Glasser is a financial advisor at Merrill with a Series 66 credential and no industry experience. His prior work experience includes roles at Flagstar Bank from 2023 to 2025 and First Republic Bank from 2015 to 2023. He is the owner of Glass Capital LLC, an inactive entity formed for a rental property purchase that did not proceed. 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 broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Evan Brois is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC and Laidlaw & Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that utilize mutual funds, ETFs, and ETPs.

Miles Saunders is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2016. Saunders is also the owner of MNS Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Peter Davies is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He has worked at JPMorgan Chase Bank, Fidelity Investments, and in alternative investment management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework and an in-house manager solutions team.

Lori Jensen is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, she was employed at Texas Roadhouse for one year. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios supported by Schwab Center for Financial Research and a formal alternative-investment process.

Anne Gagnon is a financial advisor with Wells Fargo Clearing in Darien, CT, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Gagnon serves as Chair of the Board of Trustees and is a member of the Finance Committee for Friends of Malta House, a nonprofit organization in Norwalk, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Jeffrey Sheresky is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Morgan Stanley. 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.

Robert Vittori is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His previous roles include positions at Lyric - Clarity In Motion, Change Healthcare, and McKesson Health Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tracy Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining LPL Financial in 2025, Curtis worked for 14 years at David Lerner Associates. Outside of advisory work, Curtis is involved in a retirement and wealth management business and co-owns a real estate rental venture with a spouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and employs various investment strategies supported by LPL Research and third-party subadvisors.

Anne Orr is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, she held positions at Serena & Lily, vineyard vines, Ivory Ella, Centric Brands Group, and Savannah College of Art and Design. 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.

Oliver Christie is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at JetSpring, LLC, Proper Insurance, LLC, and several other firms. He is the founder and CEO of The George B. Christie Foundation, Inc., a charitable foundation currently incorporated and expected to seek tax-exempt status in 2026. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Michael Trombetta is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to evaluate their current portfolios and assists them in avoiding common financial pitfalls through ongoing support and planning. His professional experience includes roles as a Financial Advisor at Investmark Advisory Group from 2020 to 2022, Regional Sales Consultant at Prudential Financial from 2015 to 2020, and Fund Specialist at Franklin Templeton from 2012 to 2015. Michael is a Certified Financial Planner (CFP4).

Dalia El Bettadini is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. She has worked at UBS since 2023 and previously held positions at TD Bank, Western Connecticut State University, and Brookfield High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.