Laurie Perry is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. Laurie is based in Westport, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michele Shaw is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2004 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as a product tester for the Institute for Evaluation Sciences and is an officer at a nonprofit children’s summer camp where she monitors a small investment portfolio and checking accounts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning, portfolio management, and capital markets activities.

Nicholas Quartarano is a CFP® professional with 16 years of industry experience. He is currently affiliated with LPL Financial and Webster Bank, having previously worked at TD Bank and TD Private Client Wealth. 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.

Susan Fast is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has previously worked at The Children's Place and the University of Bridgeport. Outside of her advisory role, she works part-time as a personal shopper for Instacart. 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 for individuals, high-net-worth clients, and institutions, utilizing both internal and third-party managers.

Jason Windfield is a Series 63-registered financial advisor with UBS Financial Services, where he has worked since 1999. He has 38 years of experience in the industry and is based in Westport, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Esposito is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities since 2014, also working at JPMorgan Chase Bank since 2011. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brianna Fedro is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads, coaches, and develops a team of financial professionals dedicated to helping clients work towards achieving their goals with confidence and peace of mind. Brianna has a progressive career at Fidelity Investments, beginning as a Financial Representative in 2021 and advancing through roles including Relationship Manager, Planning Consultant, Financial Consultant, before assuming her current leadership position. Her experience encompasses various aspects of financial consulting and client relationship management. Outside of her professional responsibilities, Brianna has interests in barre, cooking and baking, fitness, pets, reading, and traveling.

Ryan Vowinkle currently serves as Vice President and Branch Leader at Fidelity Investments. In this role, he leads and coaches a team of associates to deliver exceptional experiences for clients. Prior to this, he held several positions at Fidelity Investments, including Assistant Branch Leader from 2021 to 2023, Chapter Member for Service Design and Delivery between 2020 and 2021, Team Leader for Workplace Planning & Advice from 2018 to 2020, and Onboarding Manager from 2016 to 2018. Earlier roles include Senior Investment Specialist, Senior Financial Specialist, and Financial Representative, all within Fidelity Investments. Ryan's professional experience spans various aspects of financial services, focusing on team leadership and client service delivery. Outside of work, he enjoys family activities, fitness, running, and soccer.

Timothy Indiveri is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial guidance and services to clients within the firm. Timothy holds a Bachelor's Degree from Roger Williams University. Outside of his professional career, he has interests that include cooking, football, golfing, ice hockey, music, and tennis.

Genevieve Deinard is a financial advisor at Morgan Stanley with one year of industry experience. She previously worked at Gage Wealth Advisors for two years and has held various roles dating back to 2006. Genevieve holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Zachary Niklaus serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is a partner at Davies, Niklaus & Associates. In his role, he engages in investment management, financial planning, and client relations, focusing on high net worth individuals, families, and businesses. His advisory practice centers on clients with complex financial situations, including those experiencing liquidity events, managing concentrated equity, business transitions, or addressing multigenerational planning. He collaborates closely with clients' attorneys and CPAs to align investment strategies with estate, tax, and legacy goals. Zachary holds a Bachelor of Arts in Economics and a Bachelor of Science in Energy & Environmental Policy from the University of Delaware Alfred Lerner College of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several licenses, including Senior Portfolio Advisor (Merrill), Insurance Producer License, Series 66, and Series 7. His client focus encompasses areas such as college education planning, corporate executive services, family wealth management strategies, liquidity management, and socially responsible investing. Born and raised in Greenwich, Connecticut, Zachary is a dual citizen of the United States and Switzerland. His personal interests include cooking, golfing, hiking, music, spending time with family, tennis, traveling, and watching movies. He is involved with the B+ Foundation in his community.

Jacob Berkowitz is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with J.P. Morgan in various capacities since 2017. Outside of advising, he is an owner and partner at Figure.AI, an AI autonomous robotics company based in Sunnyvale, California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Scott Panza is a financial advisor with Morgan Stanley who holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley, he spent seven years at Contrarian Capital Management. He is based in Westport, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Robert Blosio Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, partnered with The Erdmann Group in Greenwich, CT. He provides financial advisory services to a diverse clientele including executives, business owners, private equity, hedge fund, and real estate partners, entertainment professionals, athletes, and affluent families across multiple regions. His approach focuses on managing clients' full financial picture through personalized wealth management strategies that address cash flow modeling, liquidity events, stock concentration, credit opportunities, investments, and wealth transfer/trust strategies. Rob has built his practice dedicated to prioritizing the families he works with and concentrating on the aspects most important in their lives. His expertise covers areas such as corporate executive services, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, and tax minimization. He leverages the comprehensive services provided by Merrill and Bank of America to streamline and enhance all facets of his clients' financial lives. He earned a bachelor's degree in Leadership Studies and Economics from the University of Richmond, where he also played men's lacrosse and club ice hockey and founded the Richmond Surf Club. Rob holds the Personal Investment Advisor (PIA) designation. He resides in New Canaan, CT, with his wife and son. He is actively involved in his community, including founding membership on The AmeriCares Young Leaders Board and Friends of New Canaan Hockey Association. Rob has coached youth lacrosse for 12 years and formerly coached youth ice hockey for 7 years. He participates in organizations such as AmeriCares, Cycle For Survival, Lone Pine Foundation, New Canaan High School Boys Ice Hockey, New Canaan Lacrosse Association, New Canaan Winter Club, and Shorehaven Golf Club.

Daria Burns is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at UBS Securities for eight years before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Stephen Black is a financial advisor with Ameriprise in Ridgefield, CT, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, he participates in the Ridgefield Business Management Council, where he prepares and runs meeting agendas for a local networking group. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Murphy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2008, serving in various roles including Financial Consultant, Investment Representative, and Relationship Manager. Prior to joining Fidelity, Michael worked as an Investment Consultant at AXA Advisors from 2006 to 2008. Throughout his career, Michael has developed expertise in client relationship management and investment consulting. He is licensed with a California Insurance License, enabling him to provide a range of financial services to his clients. Michael values Fidelity's commitment to client understanding, advanced technology, cost-efficient investment platforms, multiple investment strategies, and customer service. No additional information on Michael's education, personal interests, or community involvement has been provided.

John Occhipinti is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018. In his role, he collaborates with clients to build, implement, and monitor individualized financial plans. He has over a decade of experience in the financial services industry, having previously worked as a Financial Advisor at Barnum Financial Group from 2015 to 2018 and at Merrill Lynch from 2011 to 2015. Prior to that, he was an Associate at Fortress Investment Group from 2006 to 2011. Outside of his professional work, John has interests in baseball, football, golf, traveling, and exploring culinary experiences.

Johnny Exantus is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley since 2014. His credentials include Series 66 and Series 63 registrations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Steven Schneider is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 29 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.