James Weinstock is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Janney Montgomery Scott for 17 years and City National Bank for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies using a variety of in-house and third-party managers.

David Sarver is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. David serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected events. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. David's areas of expertise include college education planning, executive compensation, equity compensation services, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, legacy planning, portfolio management services, sports and entertainment, and retirement income. He holds a Bachelor's Degree from the University of Illinois System and has earned several professional designations including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved with the Norfield Children's Center and has personal interests that include baseball, bowling, chess, hiking, reading, spending time with his family, table tennis, and traveling.

Stephen Scalero is a Series 66-licensed financial advisor with Merrill in Stamford, CT, and has seven years of industry experience. He has worked at Merrill since 2018, following roles at Unimin Corp and Soule Blake & Wechler. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brett Sigler is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Sigler is also a member of the Estate Planning Council of Lower Fairfield County. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and advisory platforms supported by automated tools and third-party money managers.

Wyndsor Doyle is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 credentials and having approximately four years of industry experience. Prior to joining Mass Mutual, Doyle worked with Northwestern Mutual in various capacities from 2021 to 2024. Outside of finance, Doyle has engaged in entrepreneurial ventures including roles at Coa Agaveria and Cocina and Eddies Calzones. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative annual planning relationships and uses technology-driven analysis tools to support client goal assessment.

Andrew Roselli is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Mass Mutual Life Insurance Company dating back to 2016. Outside of his advisory work, he volunteers at a local high school, assisting with a stock market club. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Suzanne Lichtman is a financial advisor with Wells Fargo Advisors in Westport, CT, holding Series 63 and Series 65 licenses. She has 33 years of industry experience and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and services.

Luis Rivadeneira is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials and totaling 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following 14 years at Citigroup Global Markets. Outside of his advisory role, he serves on the Budget Committee of the Huntington Community First Aid Squad. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a financial planning process that emphasizes client responsibility for plan implementation and updates.

George Buck is a financial advisor with LPL Financial in Stamford, CT, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining LPL Financial in 2018, he worked at HB Capital Partners from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Anna Soave is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Peoples United Advisors Inc, and M&T Bank/Peoples United Bank. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Patrick O'Donoghue is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Greenwich, CT office. He has been with the firm since 2005 and is part of the Bryce O'Donoghue Group. Before this role, John specialized in Capital Markets within Merrill's Investment Solutions Group (ISG), where he collaborated with Financial Advisors to provide innovative solutions tailored to the needs of ultra-high-net-worth clients. John brings expertise in Market Linked Investments, concentrated stock strategies, equity IPOs, new issue debt, and fixed income trading to develop portfolios aimed at achieving his clients' financial objectives. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Education Planning, Executive Compensation, Family Wealth Management Strategies, and Managing New Wealth. He holds a Bachelor of Arts degree in Economics and Political Science from Providence College and earned a high school diploma from Regis High School. John is a Personal Investment Advisor (PIA) and resides in Larchmont, NY with his wife and three daughters. Outside of work, he enjoys golfing, reading, traveling, and spending time with his family.

Robert Kolenberg is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at Oppenheimer & Co. Inc and Merrill. In addition to his financial career, he has worked in the brewing industry with Athletic Brewing Company and Counter Weight Brewing Company. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers both direct and employer-based financial planning services.

Catherine Calandra is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC. Calandra is currently based in Ridgefield, CT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Chadd Kirk is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018. His prior experience includes roles at FiDi Asset Management and BlueCrest Capital Management. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Edward Iannone is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a disciplined approach to financial planning, focusing on risk mitigation and tax efficiency in investing. Edward advises clients in areas including college education planning, executive compensation, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Before joining the financial services industry, Edward served as a Naval Officer aboard the destroyer USS Barney. He earned his Bachelor's degree from the United States Naval Academy in Annapolis, Maryland. He holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Edward draws on his military discipline, institutional background, and Merrill's resources to build financial strategies tailored to clients' goals. Edward is actively involved in his community in Westport, Connecticut. His past roles include service on the Westport Board of Finance from 2007 to 2011, the Westport Parks & Recreation Commission, the Staples High School Lacrosse Association Board, the Westport PAL Lacrosse Board, and the Sticks for Soldiers Board. He lives in Westport with his wife and three children.

Asiel Cunill is a financial advisor with Merrill in Stamford, CT, holding a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America and various roles in education and retail. 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, and institutional investors.

Kristie Jones is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves on the Finance and Investment Committees of the Kappa Kappa Gamma Foundation, a fraternal society focused on education. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools but does not offer individual security recommendations as part of its standalone planning.

Kevin Edwards is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Edwards is also involved with a trust business based in Greenwich, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and investment committee resources.

Thomas Belden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. His career has been focused within the Wells Fargo organizations for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Julia Strayer is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2000. Prior to this role, Julia served as a vice president and private banker at BankBoston's Private Bank for seven years, where she was responsible for asset management and trust services. Before her tenure at BankBoston, she worked in marketing with Merrill for nine years. Julia's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, as well as sports and entertainment. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her educational background includes a Bachelor's degree from The Ohio State University, an MBA from New York University's Stern School of Business, and a Master's degree from Sarah Lawrence College. Julia has appeared on CNBC's "Power Lunch," CBS's "This Morning," WGCH's "Women in Business," and has been featured in USA Today. Outside of her professional work, she has interests in photography, reading, tennis, and writing.