Dennis Zacharopoulos is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equity Services Inc and National Life Group. Outside of his advisory role, he serves as secretary of the Morris Jumel Neighborhood Association board and participates in several nonprofit and community organizations, including Prejudice Unfolded and Groundwork Bridgeport. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that allows for customized investment strategies across various program structures.

Jesse Sheldon is a financial advisor at Ameriprise Financial Services, holding Series 63 and Series 66 credentials with 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Ameriprise in various capacities since 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a combination of investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and dependable income plans for clients approaching or in retirement.

Christopher Morley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), reflecting his professional qualifications in wealth management and investment advisory services. Mr. Morley earned his Bachelor's Degree from Kenyon College. His role focuses on providing personalized financial guidance and wealth management strategies to clients.

Paul Sheldon is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and 51 years of industry experience. His career includes positions at Ameriprise Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he performs stand-up comedy and has appeared at events such as a one-hour routine at the Shawangunk Country Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Leif Waller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2014. Outside of his advisory role, Waller serves on the board of directors for the Scarsdale Concours d'Elegance, an annual charity car show, and is president and owner of Braider Technologies, a specialty manufacturing and consulting company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, customized asset allocation advice supported by centralized due diligence and qualitative research.

Judi Mc Anaw is a financial advisor at Edward Jones with 34 years of industry experience. She holds the Series 63 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2009 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cassidy Schiff is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Merrill in 2022, Cassidy worked at Fidelity Investments, Strategies for Wealth, and has experience with coaching and educational roles. Merrill provides managed account services through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm utilizes internal and third-party portfolio management teams and supports a range of account types with strategic asset allocation and tax-aware investment options.

William Norkin is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 license and 29 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years before joining Mass Mutual in 2016. Outside of his advisory role, Norkin is the vice president and owner of Noreteile Products, Inc., which provides various insurance products, and he also works as an independent insurance agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides structured, collaborative planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Michael Bergman is a financial advisor with Cetera who holds a Series 63 designation and has 55 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is an independent insurance agent operating Synergy Life Insurance Strategies LLC, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by its nationwide network of over 10,000 advisors and over $256 billion in assets under management.

Matthew Recalde is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Bank of America and Merrill from 2022 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Christopher Sause is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and previously held positions at Camperio SIM S.p.A., Winch S.r.l., Sacred Heart University, and the International School of Milan. 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 model-based and discretionary investment strategies developed by internal and third-party managers.

Craig Amundson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been associated with Linsco Private Ledger Corp since 2001. Amundson serves as an appointed member of the Town of Greenwich Representative Town Meeting, a volunteer position involving local government affairs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Thomas Casey is a financial advisor at Edward Jones in Ridgefield, CT, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Lisa Guerrera is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sarah Duffy is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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.

James Alperin is a financial advisor with Wells Fargo Clearing in New Rochelle, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2016 to 2019. Outside of his advisory work, he is the owner of JIGGSY, LTD and holds a silent partnership in DONJITO INC. LLC. 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 uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Monica Mccartan is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 65 and Series 63 credentials and has been with UBS since 2006. Outside of her advisory role, she is involved as an evening Pilates instructor at Hydrogen Fitness in Port Chester, New York. 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 access to proprietary research and a broad set of capital markets services.

Matthew Gaglio is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including 27 years at Guardian Life. In addition to his advisory role, he maintains a side business selling life insurance and annuity products not offered through Guardian or its subsidiaries. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Matthew Rohr is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he worked at ZoomInfo for four years and held positions in various other companies across different industries. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Peter Hryb is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Service, Infinity Energy, and multiple solar energy companies. He also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance through Lenox Advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as collaborative relationships that use firm-approved tools to deliver written recommendations.