Samantha Belport is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Wells Fargo Clearing and Cooperative Educational Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services across a wide range of areas including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.

Oksana Glasser is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she works as a consultant and independent contractor for Uber and is pursuing a real estate license for personal and immediate family use. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alicia Whearty is a financial advisor with Wells Fargo Clearing in Westport, CT. She holds Series 63 and Series 65 designations and has 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as power of attorney for her mother. 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 uses research and analytics to guide portfolio construction and offers a broad range of brokerage and advisory solutions.

Eric Kreuter is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory work, he serves as the Vice Commodore and is on the Board of Directors of the Storm Trysail Club, a sailing club in Larchmont, NY. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, customized advice through its network of Financial Advisors.

Dodd Koeckert is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at both RBC Capital Markets and City National Bank since 2015 and 2016, respectively. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through both in-house and third-party investment managers.

Justin Carey is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 licenses and offering 29 years of industry experience. His prior experience includes roles at Credit Suisse Securities (USA) LLC and Royal Alliance Associates, Inc. He is also involved in the sale of life, disability, long-term care, fixed annuities, and health insurance products through Lenox Advisors, Inc. 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 collaborative, annual financial planning engagements supported by firm-approved analytical software and various specialized planning programs.

James Shantz is a financial advisor at UBS Financial Services with 52 years of industry experience. He has been with UBS since 2003 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Glen Mathews Jr. is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked with Merrill Lynch since 2007 and Bank of America since 2022. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Annette Vitti is a financial advisor with Merrill in Stamford, CT, holding a Series 66 designation and 22 years of industry experience. She has been with Merrill since 2004. 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 individuals, high-net-worth clients, and institutional investors.

Christopher Bardwell is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Wells Fargo in 2022. Outside of his advisory role, he serves as an executor and holds power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 both discretionary and non-discretionary service options tailored to plan objectives and risk tolerances.

Kevin Kocovic is a financial advisor with Ameriprise Financial Services holding a Series 66 designation. He has been with Ameriprise since 2026 and has prior experience at Mioym Equities and involvement in the restaurant industry. Kocovic’s background also includes time spent at Fordham University and Salesian High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and tools within a defined investment framework.

Colter Hettich is a financial advisor at Edward Jones in Rye Brook, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Imprint Branded Content, LLC for six years and held positions at amNewYork and Edhesive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ana Backa is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors. Outside of finance, she co-owns a clothing store in Sandy Hook, Connecticut. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of planning options that address various client needs. The firm combines advisory services with product sales and referral channels across its network of over 4,000 advisors.

Lauren Vogel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Pimco, and the University of Pennsylvania’s Wharton School. She serves as a board member of the Greenwich Riding & Trails Association, where she assists with asset allocation decisions and fundraising. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Brett Rivera is a financial advisor with LPL Financial holding a Series 66 designation. He has been in the financial industry since 2023, with prior experience at Allocation Resource Group and John Herbert Company. 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 including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jennifer Tunnell is a financial advisor at Merrill with 12 years at the firm and 8 years of industry experience. She holds the Series 66 designation. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rajesh Malhotra is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Mass Mutual since 2019 and previously worked as a self-employed consultant and trading mentor, providing educational seminars on financial market dynamics. Additionally, he serves as an independent insurance agent focusing on life, disability, long-term care insurance, fixed annuities, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and provides various event-driven planning services, including estate and divorce planning.

Andrew Basu is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual and Bose Associates prior to joining J.P. Morgan. Basu is based in Greenwich, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative manager due diligence with forward-looking capital market assumptions.

Norma Montalvo is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a diverse set of capital markets services.

Joseph Centra is a financial advisor with LPL Financial and holds a Series 63 designation. He has 37 years of industry experience, including over 26 years at H. Beck, Inc., and leadership roles at Grove Point Investments, LLC and Grove Point Advisors, LLC. Outside of his advisory work, he is involved with Allocation Resource Group, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.