Sandra Rose is a financial advisor with LPL Financial based in New Canaan, CT, holding the ChFC®, Series 63, and Series 66 credentials. She has 26 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Aspire and Hamilton Cavanaugh, TIAA-CREF, and Fidelity. 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 through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Chelsea Cammarota is a financial advisor with Merrill in Greenwich, CT, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

John Dunn is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Northwestern Mutual Investment Services LLC and Pyramid Consulting New York Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, with an investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of AI and systematic methodologies, its role in advising multiple registered investment companies, and managing model portfolios for Fidelity Institutional Wealth Adviser.

David Almquist is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, City National Bank, and RBC Capital Markets during his career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailoring strategies based on each client’s Advisory Risk Profile.

Martin Maffei is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at UBS Financial Services since 2018 and previously spent 10 years at Fidelity Investments. Outside of his advisory role, he is a partner in 3 Sibling LLC, a family partnership involved in investments across various equity sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Dominika Lawecki is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 8 years of industry experience. She has been with RBC Capital Markets since 2011. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using a mix of in-house and third-party managers, with features such as rebalancing options, tax management, and responsible investing screens.

Erica Westfall is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using both model-based and discretionary investment strategies.

Juliana Panov is a financial advisor at Morgan Stanley with five years of industry experience. She joined Morgan Stanley in 2020 after working at SIE Exam Prep and CBG Composites GmbH. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Steven Kleiner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent nine years with Unified Financial Securities, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gerald Santoro is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized supervision and custody services.

Audrey Flamio is a financial advisor with Osaic Wealth, Inc. in Mount Kisco, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Osaic since 2013. Outside of her advisory role, she is involved with Senior Services North America as an agent selling Medicare Advantage, Medicare Supplement, Part D, and Final Expense insurance plans. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and a variety of investment products to construct client portfolios.

Mark Vanderburg is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He worked at Merrill from 2012 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor client solutions.

James Sbarra is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014, and previously operated his own advisory practice from 2006 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Ever Onofre Gonzalez is a financial advisor with Fidelity in White Plains, NY, holding Series 65, Series 63, and Series 66 licenses and eight years of industry experience. His prior roles include positions at ThinkEquity LLC, Aegis Capital Corp, and Paulson Investment Co., LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Kevin Vesey is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

William Jarvis is a financial advisor with Merrill in Westport, CT, holding Series 63, Series 65, and Series 66 licenses and having 24 years of industry experience. He previously worked at Commonfund for 11 years before joining Merrill in 2017. He established a company called Greenwich Strategic Advisors LLC, which is no longer active. 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, offering model-based and discretionary strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Purpura is a Series 66 licensed financial advisor with Merrill in Stamford, CT, and has four years of industry experience. His prior experience includes roles at Bank of America and Citizens Securities, Inc. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Tanuja Katre is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and has been with Merrill since 2021. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Brandon Troiano is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. He is based in Westport, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with a range of advisory and brokerage options for implementation.

Bradley Silverman is a financial advisor with Raymond James Financial, holding a Series 66 credential and over 23 years of industry experience. He co-owns C & B Wealth Management and is associated with The Silverman Group, a marketing entity under which he works as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored financial planning and investment consulting, employing analytical tools and non-discretionary strategies to guide client decisions.