Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Timothy Romano Jr. is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney since 2012. Outside of finance, he owns Dependable Jeans and More, LLC, a retail and online clothing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Jeremy Hus is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual in 2016. He is also the CEO of Holistic Planning Support, a company that provides data entry services for financial planners. 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, utilizing firm-approved software and collaborative annual planning engagements.

Thomas Kelly is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2008. LPL Enterprise serves a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and a model-driven investment approach, alongside affiliated trust custody, insurance services, and a collateralized lending program.

Jacqueline Steed is a financial advisor with Merrill in Fairfield, CT, holding a Series 66 designation and six years of industry experience. She has been with Merrill since 2014 and concurrently associated with Bank of America N.A. since 2019. Outside of her advisory role, she serves as a conservator in a fiduciary capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

Giancarlo Manzone is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Vaupen is a financial advisor with Wells Fargo Clearing. She holds Series 63 and Series 65 registrations and has been with Wells Fargo Bank, N.A. since 2018. Prior to her career in finance, she worked at Starbucks from 2016 to 2018. 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 a range of brokerage and advisory solutions.

Sarah Man is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she owns a business called Fortunista, which involves administrative work, and holds an inactive California law license. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services with a notable inclusion of insurance-related investment options.

Thomas Oshea is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having previously worked at Principal Financial Services and Northwestern Mutual Investment Management. Outside of advising, he contributes to a book on finances and is an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Seamus Monschein is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2016, with a prior role at Neuberger Berman BD LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to multiple investment managers and services.

Jorge Quinto is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of Pirraglia Chiropractic, a healthcare business in New Rochelle, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients with a focus on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning process.

Steven Violette is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Violette serves as a committee member of the Westport Republican Town Committee and is on the finance committee for St. Luke Catholic Church in Westport, CT. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Roy Johansen Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Ast Investment Services, Inc. and American Skandia Advisory Services, Inc. Johansen is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a variety of strategies and operational tools.

Brian Bello is a financial advisor with Wells Fargo Clearing in Westport, CT, holding a Series 66 designation and 21 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Imad Afiouni is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved with EPIC Homes LLC from 2021 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Eric Johnson is a financial advisor with Ameriprise in Weston, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Oppenheimer & Co. Inc for ten years before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 in a structured service delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Abby Wolman Mcelroy is a Certified Financial Planner (CFP®) with 39 years of experience in the financial industry. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with RBC Capital Markets Corporation from 2008 to 2017. She is affiliated with Morgan Stanley Wealth Management, which provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and proprietary tools, serving a broad range of retail and institutional investors.

James Maloney is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities and works closely with them to identify and achieve their financial goals through personalized planning strategies. His expertise areas include education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. James holds a Bachelor's Degree and a Master of Business Administration (MBA) from Pace University. He carries the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, James volunteers as a basketball coach, bringing a similar level of attention and dedication to his community involvement as he does in his work with clients. He aims to serve as a financial resource for his clients by looking at their complete financial picture and designing customized plans to help attain both essential and aspirational financial goals.

Timothy Nuland is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2004 and Bank of America since 2009. 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 investment strategies supported by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carol Crain is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Crain previously served on the Board of Finance for the United Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.