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.

Ronald Balzano is a financial advisor with Morgan Stanley, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Morgan Stanley, he worked in media and entertainment roles at Good Karma Brands (ESPN New York), The Walt Disney Company, ESPN, and Major League Baseball. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and investment research.

Robert Goughary is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. He works closely with clients to develop personalized financial strategies that address their long-term objectives. Mr. Goughary has experience in a range of areas including corporate benefits, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and speaks both English and Italian. He earned a Bachelor's Degree from Lehigh University and a Master's Degree from Domus Academy. Outside of his professional work, Robert spends time volunteering in the community and pursues personal interests such as antiquing, biking, painting, photography, reading, rock climbing, skiing, and spending time with his family.

Andrew Pillarella is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. Outside of his advisory role, he serves as a volunteer firefighter, desk office assistant, and chaplain for the Southard Fire Department in Howell, New Jersey. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels to serve clients with varied financial needs.

Jennefer Figuereo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

David Rosenthal is a financial advisor with LPL Financial in Westport, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2026, he worked at UBS Financial Services for six years and Raymond James & Associates for four years. Outside of his advisory role, he is involved as a partner in several small businesses, including a lifestyle brand owned by his wife, Kerri Rosenthal, where he oversees financial reviews. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Dijana Stanisic is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2018 and is currently affiliated with Bank of America, N.A. since 2025. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Razzetti is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1995 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Matthew Quinlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Lazard Asset Management LLC. Quinlan is based in Greenwich, CT. 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.

Matthew Chasin is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at UBS Financial Services, Exos Securities LLC, and RBC Capital Markets. Outside of his advisory role, he serves on the board and fundraising committee for Virtual Enterprise International, a business school program for middle and high school students. 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’s financial planning process uses structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone plans.

Heidi Scali is a Financial Consultant I at Fidelity Investments, a role she has held since 2025. She specializes in collaborative, planning-first financial advising, working closely with clients to understand their goals and priorities. Heidi focuses on translating client insights into clear and actionable strategies that provide structure and direction for their financial futures. Her professional experience includes positions as a Senior Wealth Strategy Associate at UBS Financial Services, Inc. from 2022 to 2025, a Wealth Strategy Associate at Steward Partners Global Advisory, LLC from 2020 to 2022, and a Wealth Strategy Associate at UBS Financial Services, Inc. from 2015 to 2020. Throughout her career, she has maintained consistent communication and guidance with clients to help them make informed decisions and stay on track with their financial plans. Outside of her professional work, Heidi has interests in fitness, reading, tennis, and traveling.

Abbe Large is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding a Series 63 designation and 27 years of industry experience. She has worked with MassMutual Life Insurance Company since 1994 and has been affiliated with Lenox Advisors, Inc. since 2002. Outside of advisory work, she is an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. 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 emphasizes structured, collaborative financial planning using firm-approved tools and offers various specialized planning programs.

Jeffrey Samsen is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at City National Bank, RBC Capital Markets, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Laura Jagoe is a financial advisor at Merrill with 25 years of industry experience and holds the Series 63 and Series 65 designations. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, she is a limited partner in a family limited partnership called Diving Rock Partners LLC. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Munson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She has been with Wells Fargo Clearing Services since 2021 and has a long tenure at Wells Fargo bank dating back to 2005. Outside of her advisory role, Munson is active in community organizations, serving as treasurer for a local Boy Scouts troop and as a ruling elder for Katonah Presbyterian Church. 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 solutions that clients can choose to implement through the firm’s brokerage or advisory programs.

Kevin Brown is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 42 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Southport Harbor Wealth Advisor, a separate investment advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

John Huber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2022, bringing experience from his previous roles at Citi Private Bank in New York City, where he served as Investment Specialist, Head of the Investment Solutions Desk, and Director, Investment Counselor within the High Net Worth Group. John specializes in wealth management strategies that address areas such as insurance, estate planning, asset allocation, tax consequences, trust services, cash flow in retirement, and liability management. He works closely with clients to develop flexible strategies tailored to their evolving financial goals and circumstances. He holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Columbia. Outside of his professional work, John lives in Montclair, New Jersey with his family and has volunteered for eight years as a coach for the Montclair Lacrosse Club.

Steven Sheresky is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank, RBC Capital Markets, LLC, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

David Ball is a financial advisor with UBS Financial Services in Stamford, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at UBS since 2002. Outside of his advisory role, he serves on the Board of Directors and as an advisor for Family Centers, a nonprofit organization focused on education and human services for children, adults, and families. 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 employs model-based asset allocations and research from its Chief Investment Office and UBS Global Research to tailor financial plans to clients’ goals and risk tolerances.

Michael Fulton is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.