Charles Mccool is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. Mccool serves as a board advisor for the Juvenile Diabetes Research Foundation and provides financial guidance to committees at Waveny Lifecare Network, a not-for-profit nursing and care facility. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and delivers advisory work using proprietary research and model-based asset allocations.

Keith Fiala is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. His career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as positions at FRG Holdings, Webster Investments, LPL Financial, and Cetera Advisor Networks. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Salvatore Trombetta is a financial advisor with Raymond James Financial and holds a Series 63 designation. He has 42 years of industry experience and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Trombetta is associated with support companies Boston Harbor Wealth Advisors and The IST Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs across a broad advisor network.

Victor Pappolla is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following three years at Morgan Stanley Smith Barney. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, 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.

Babak Faraji is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jon Vaccarella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1988 as an intern and officially joined as a Sales Assistant in 1989. After completing the Merrill Lynch Financial Consultant Training Program in 1993, Jon developed financial strategies for families and businesses to help them achieve their short- and long-term goals. Over the years, he has advanced through roles including Senior Financial Consultant, Assistant Vice President, and Vice President. Jon holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Fairfield University, as well as high school diplomas from Notre Dame and the University of Rhode Island. As a qualified Portfolio Manager, Jon offers personalized investment strategies that may incorporate individual securities, Merrill model portfolios, and third-party investment solutions. He emphasizes a consultative approach that considers clients’ financial situations, preferences, and goals and addresses a broad range of topics such as retirement, estate planning, and philanthropy. In addition to his advisory role, Jon serves on the board of Catholic Charities for the Diocese of Bridgeport. He is a member of The Merrill Lynch Optimal Practice Management Faculty, providing national training on goals-based wealth management to peers. Jon and his family reside in Fairfield, where they enjoy skiing, golf, and martial arts. He holds black belts in both Chung Doo Kwan and Tang Soo Doo.

Connor Robey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2015, previously working at AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models, including third-party program sponsors and discretionary portfolio management, and provides ERISA fiduciary services to qualified plans.

Constantine Kalivas is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its predecessor firms since 1984. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise managed accounts.

John Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. 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 informed by research and diversification principles.

Norman Forrester is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He provides a comprehensive range of financial services including asset management strategies, estate planning, and liability management, tailoring personalized wealth management strategies to help clients pursue their long-term financial goals. He holds a Bachelor's Degree from Southern Connecticut State University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise spans areas such as college education planning, divorce transition planning, family wealth management, retirement income, and strategies for endowments, foundations, and non-profits. Norman follows the Merrill tradition of community engagement, participating actively as Chairman of the Board for the New Haven Parking Authority and within Alpha Phi Alpha Fraternity Inc. Outside of his professional work, he pursues interests including adventure sports, biking, billiards, gardening, music, and traveling.

Fritz Ek IV is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding CFP®, ChFC®, and Series 66 designations and having eight years of industry experience. His prior roles include positions at Barnum Financial Group/Oasis and multiple MassMutual affiliates. Outside of his advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and property/casualty insurance, and he is also a mortgage loan originator. 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, wrap and money-manager programs, and educational seminars.

David Leibell is a financial advisor at UBS Financial Services with 12 years of industry experience and holds a Series 66 designation. He has been with UBS since 2013. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates, sits on the board of The Carl and Dorothy Bennet Foundation, and contributes as chair of the Family Business Advisory Committee for Trusts and Estates Magazine. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm utilizes proprietary research and model-based asset allocations to tailor strategies, offering a broad range of services including wealth management, institutional trading, and capital markets solutions.

Joseph Lopresti is a ChFC® with 33 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. and Metropolitan Life Insurance Company for 25 years. He also serves as president of the Barnum Foundation for Life, a nonprofit organization where he volunteers on the board of directors. Mass Mutual Investors Services, LLC 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 planning engagements using firm-approved tools to analyze client goals and delivers written recommendations.

Lori Liell is a financial advisor with Edward Jones in Norwalk, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she serves as a registrar of voters and moderator at local polls, is an emergency and trauma chaplain at Norwalk Hospital, participates on the advisory board of a home nursing agency, serves as a commissioner on the Norwalk Board of Ethics, and holds board and committee roles in local mental health services and funeral home ministries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Sean Kelley is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he serves as a trustee of a life insurance trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Matthew Garnett is a CFP® professional with 18 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. for 11 years and has a background outside finance that includes two decades at New York Sports Club. Garnett has entrepreneurial experience developing a VR self-help application through Audaz, Inc., though the project is not currently active. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Keith Somers is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise since 2012 and holds Series 63 and Series 66 credentials. Somers is also the owner of Summit Administration LLC, a business focused on managing his Ameriprise-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Marko Cohen is a financial professional at Cetera with three years of industry experience. He holds a Series 66 credential and has worked at Cetera and related entities since 2023. Prior to his financial career, he was a student for 22 years. Cohen is also involved with Wooster Square Advisors, where he provides financial planning and investment allocation services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Zoria Ospina is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, she partners with clients to co-create personalized financial plans tailored to their short- and long-term goals, providing a strategic roadmap that adapts to changing life circumstances. Her professional experience spans several firms and roles, including Wealth Advisor at Citibank from 2021 to 2024, Financial Advisor at LPL Financial from 2020 to 2021, Private Client Advisor at J.P. Morgan from 2015 to 2020, Investment Consultant at TD Ameritrade from 2012 to 2015, Financial Advisor at MetLife Securities from 2011 to 2012, and Financial Advisor at AXA Advisors from 2009 to 2011. This extensive background has provided her with a broad perspective on wealth management and investment consulting. Outside of her professional work, Zoria enjoys biking, hiking, and snowboarding.

Jason Macaluso is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining Raymond James in 2024. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through various advisory programs.