Alec Frione is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 registrations and one year of industry experience. His prior roles include positions with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He has also worked in education for several years before entering the financial sector. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Maribeth Patterson is a financial advisor at Merrill with 36 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Thomas Nolan is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo in various capacities since 2014. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet a net-worth threshold. The firm combines advisory services with other financial products and referral channels to deliver personalized recommendations and implementation choices.

Levar Brown serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he brings nearly 20 years of experience in the financial services industry. In his current role, he provides investment and retirement planning, cash management, insurance analysis, educational planning, and business lending services. Levar works closely with successful families who have complex financial lives, helping to simplify and organize their wealth management strategies. Additionally, as Resident Director of the Merrill Ridgefield, CT office, he is involved in training both new and experienced Financial Advisors to expand their practices and deliver comprehensive services. Levar holds a Bachelor’s degree in Finance with a minor in Economics from the College of Mount Saint Vincent and earned an MBA from New York University’s Stern School of Business, focusing on Global Business, Marketing, and Finance. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning Counselor™ designation, among other professional credentials. Outside of his professional commitments, Levar enjoys basketball, horseback riding, music, painting, traveling, watching movies, and spending time with his family. He is a member of Free Arts NYC and resides in White Plains, New York.

Lydia Shaw is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has two years of industry experience and previously worked at Deloitte, Groove, Teneo Holdings, and Credit Suisse. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm uses proprietary capital market assumptions and research to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Lindsey Chiarelli is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in the Financial Services industry in 2006 and has been with Merrill Lynch since 2015. Lindsey holds the CERTIFIED FINANCIAL PLANNER® designation and is also recognized as a Personal Investment Advisor (PIA). She earned a bachelor's degree in Business from Indiana University's Kelly School of Business and an MBA in Finance from New York University's Stern School of Business. Lindsey's expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Lindsey follows a disciplined process that begins with taking the time to understand each client and their family's financial situation and priorities. Outside of her professional work, she enjoys boating, cooking, spending time with her family, and traveling.

James Perrino is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2016. Perrino is based in New Canaan, CT. 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 Chief Investment Office teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Czajkowski is a financial advisor at Equitable Advisors with 40 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked at Axa Advisors, LLC. His professional designations include Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base including individuals ranging from non-high-net-worth to high-net-worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Andrew Tucker is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, his work experience includes positions at Ameriprise Financial, Vail Resorts Incorporation, Home Depot, and several hospitality establishments. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and a mix of proprietary and third-party programs.

Franz Warren is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, Warren is involved in youth soccer as a director and coach for the Danbury Youth Soccer Club and also works as a certified freelance soccer referee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Joseph Juliano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2008 while earning his Bachelor's Degree from Fairfield University's Charles F. Dolan School of Business. Joe holds several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized by The Financial Times as a Top 401k Retirement Plan Adviser for four consecutive years, most recently in 2020. His expertise lies in developing customized wealth strategies for individuals and families and providing ongoing advice and education to retirement plan participants. Joe focuses on guidance through working years and assisting transitions to retirement using income replacement strategies, distribution options, and goals-based retirement planning. He is actively involved in his community, serving as a mentor for Fairfield University's Dolan School of Business Professional Development Series Program and on the board of The Cardinal Sheehan Center. Joseph currently resides in Trumbull, Connecticut with his wife.

Michael Bogardus is a CFP® professional with 13 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to that, he worked at MetLife Securities Inc. for five years. He maintains an active role as an insurance agent specializing in various life and health insurance products. Bogardus also serves as Vice President of Harbor Oak Professional Services, LLC, a firm focused on shared operational infrastructure and expense management. Mass Mutual Investors Services 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 a range of programs including wrap accounts and educational seminars, emphasizing collaborative, annual financial planning engagements.

Robert Wood is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple custody platforms and a combination of proprietary and third-party investment strategies.

Loren Gough is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Fidelity Investments since 2000, including roles at Strategic Advisers and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a classic car owner involved in a vintage car and truck rental activity. Strategic Advisers LLC, a Fidelity Investments company, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds several distinctive regulatory roles uncommon among large institutional peers.

Ian Smith is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Bank of America, Merrill, and TIAA-CREF. Ian is currently based in Fairfield, CT. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and offering a comprehensive, integrated wealth management platform.

Norena Howard is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked at Wells Fargo Advisors since 2023 and previously spent 14 years at UBS. In addition to her advisory role, she is a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to a broad range of needs, including retirement, education, risk management, and specialized areas such as business-owner transition planning and special-needs analysis.

Thomas Ellis IV is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Barnum Financial Group and Vitamin Shoppe. Outside of his advisory role, he serves as a brand ambassador for Get Raw Nutrition, promoting sports supplement products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented planning engagements supported by firm-approved analytical tools.

Alberto Bernardez is a financial advisor with J.P. Morgan Securities in Fairfield, CT. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at Merrill Edge and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Ashish Verma is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and Wells Fargo Bank over the course of his career. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hailley Torres is a financial advisor at Wells Fargo Advisors with a Series 66 credential and two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Debtor Hub Inc and held roles at the University of Connecticut and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.