Arnold Blumenfeld is a financial advisor at Ameriprise with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports delivered in partnership with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Martin is a financial advisor with Fidelity, holding CFP® and ChFC® designations and over 27 years of industry experience. His career includes roles at New York Life Insurance Company, MassMutual Life Insurance Company, and various broker-dealers before joining Fidelity. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Susan Galich is a financial advisor with UBS Financial Services in Trumbull, CT, holding a Series 66 designation and 37 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Treasurer for the Teuta Ladies Society, overseeing financial reconciliations and checkbook management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and securities-backed lending.

Nicholas Sivo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Dunkin' Brands, Apple, and the U.S. Soccer Federation. 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 its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Nelson is a financial advisor at Stifel with 20 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel in 2023, he worked for Ameriprise Financial Services, Inc. for 10 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Frank Moore III is a financial advisor with UBS Financial Services in Greenwich, CT, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, Moore serves as a trustee and member of the finance committee at The Marvelwood School and is president of Community Concerts of Greenwich, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Patrick Colligan is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Oppenheimer and has been with Ameriprise since 2019. Outside of his advisory role, Colligan serves on the Board of Directors for the Fairfield Republican Town Committee and is Assistant Director of the FBI New Haven Citizen's Academy Alumni Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, utilizing a centralized consulting team to deliver non-discretionary, research-based recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Thomas Moore is a CFP® with 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jordan Smith is a financial advisor with Merrill in Stamford, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked in educational roles at several high schools from 2012 to 2024. He is an executor in a non-investment-related capacity outside his advisory work. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Hans Raymond is a CFP® with 30 years of industry experience, currently affiliated with Charles Schwab in Stamford, CT. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as a corporator for Hartford Hospital, participating in philanthropic leadership and community engagement. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and integrated operational structures.

Brett Berkman is a Managing Director and Wealth Management Advisor at Merrill, where he leads the Angelone & Berkman Group. He provides oversight, tailored advice, and customized strategies to individuals, families, and businesses aimed at enacting a purposeful approach to their finances. Brett advises a select group of high-net-worth clients and serves as the dedicated Advisor for the team's institutional retirement clientele, overseeing plan investments and administration for Defined Contribution and Defined Benefit plans. Brett's areas of focus include customized investments, trust and estate planning services, retirement strategies, wealth planning, and access to credit and banking capabilities through Bank of America. He strives to be considered a member of his clients' inner circle, offering a concierge-level service and serving as a trusted sounding board. His approach integrates both sides of a client’s balance sheet to present a cohesive perspective on opportunities that significant wealth can offer. Brett joined Merrill in 2002 after earning his Bachelor of Arts degree from Towson University. He holds several industry designations, including Certified Plan Fiduciary Advisor, Certified 401(k) Professional, Chartered Retirement Planning Counselor, and Retirement Benefits Consultant. Brett resides in New Canaan, Connecticut, with his wife Liz and their two children. In his free time, he enjoys spending time with family and friends, playing golf and tennis, traveling, and trying new wine.

Mary Wargo is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment models, managing approximately $2.74 trillion in client assets.

Christopher Eckert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Lilly is a Series 66-licensed financial advisor with Morgan Stanley in Greenwich, CT, bringing 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, Lilly serves on several nonprofit and educational boards, including the Christ Church Cathedral Foundation, Lilly Endowment Inc., and advisory boards at Indiana University’s Lilly Family School of Philanthropy and Duke University Library. She is also a co-editor of an upcoming book. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Nicholas Liucci is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 credential with six years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Konica Minolta and the University of Connecticut. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate agreements.

John Mirabile is a financial advisor with Ameriprise in Stamford, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering, specializing in life insurance products. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Susan Pelletier is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is an employee of Avon Products Inc. 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 a structured planning process.

Robert Lucarelli Jr. is a financial advisor with Ameriprise in Westport, CT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is co-owner and manager of several LLCs related to real estate ownership and business operations. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Emilio Paoloni is a financial advisor at Equitable Advisors with 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors. In addition to his advisory role, he operates a side business selling group medical insurance and individual disability income insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory platforms.

Kevin Aussenheimer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with JPMorgan Chase Bank and JPMorgan Securities LLC since 2018. 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 and applying an ESG eligibility framework when recommending strategies.