Michael Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over two decades of experience helping corporate professionals, lawyers, doctors, and other individuals simplify their wealth management through tailored strategies. Michael works closely with clients to develop personalized financial plans that address liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He also assists small business owners with managing 401(k) plans and optimizing employee benefits. Michael holds a Master's Degree from Fordham University and a Bachelor's Degree from Syracuse University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He integrates the resources of Merrill Lynch and banking services from Bank of America to provide a comprehensive approach to wealth management. Michael emphasizes a long-term, disciplined financial strategy to help clients pursue their unique goals through changing market conditions. Outside of his professional role, Michael volunteers within the communities he serves. His personal interests include billiards, golfing, hiking, and reading.

Amy C Hessel is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked at WorldCare Pet Transport, Mercy Learning Center of Bridgeport, and Pearson, and spent nine years in education. She also provides technology consulting services to an individual client outside of her advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, with recommendations based on internal research and third-party data.

Jelmena Hudson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Mike Card is a financial advisor at LPL Enterprise with three years of industry experience and holds a Series 66 designation. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Charter Communications. He has also been involved with a dive bar and restaurant business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Daniel Hoffmann is a CFP®-certified financial advisor with Mass Mutual Investors Services in Shelton, CT, where he has worked since 2021. He has four years of industry experience and previously held roles at Southern Tide, Vincere Management Group, and Salve Regina University. Hoffmann also works as an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative client relationships and goal-based recommendations.

Jose Sanchez Kinghorn is a financial advisor at UBS Financial Services with 21 years of industry experience and a Series 66 designation. He has been with UBS since 2013. Outside of his advisory work, he serves on the fundraising board for the foundation at Hostos Community College in New York. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Earl Wheway Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and was previously with UBS Financial Services for 10 years. Outside of his advisory role, he serves as a board member of the Catherine Violet Hubbard Animal Sanctuary, a private foundation in Newtown, Connecticut. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs, including estate planning and corporate financial planning solutions.

Kevin Condon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Stamford, CT. He specializes in providing personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and small businesses, focusing on areas such as personal retirement planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Mount Saint Mary's University and maintains professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin applies his expertise through consistent communication and personalized financial planning to help clients meet their long-term goals. Kevin resides in Wilton, CT with his family. Outside of his financial advisory role, he teaches cycling at Equinox Fitness and enjoys running, cycling, golf, and skiing. He has also participated in community events such as the Autism Speaks NYC Marathon in 2011 and has been involved with Smilow Cancer Hospital.

Anthony Marchitto is a Series 66-licensed financial advisor with LPL Financial, bringing seven years of industry experience. He previously worked at Christopher Gavin and Waddell And Reed, Inc., and has entrepreneurial experience with Prime One Eleven Restaurant. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial activities.

Brian Ward is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and MSI Financial Services. Outside of his advisory work, he serves as a financial representative offering life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual 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, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Leonel Calderon is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked at LPL Financial since 2015 and previously held roles at Northstar Wealth Partners, LLC and MSI Financial Services, Inc. Outside of advisory work, he operates a business entity for tax purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Melissa Spohn is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Swedish Ski Club, which supports skiing activities and manages a common lodging facility for its members. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Ronald Quagliani Jr. is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Barnum Financial Group and Marcum LLP, as well as experience outside finance in the food service and recreation sectors. 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 provides financial planning, asset management, and educational seminars using firm-approved software tools and emphasizes collaborative, annual planning relationships.

Amber Okin is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she collaborates with clients to develop and implement financial plans tailored to their individual goals and concerns. She emphasizes building relationships based on trust and respect by understanding what is important to her clients and their families. Amber's approach focuses on providing clients with peace of mind for various life moments through thoughtful financial planning. Her expertise lies in creating strategies that address clients' specific needs and objectives. Outside of her professional work, Amber has interests in bowling, comedy, military service, theater, traveling, and writing.

Nuno Tecla is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MassMutual-affiliated firms since 2016 and maintains an outside insurance sales position focusing on life, accident, health, property and casualty, dental, group disability income, fixed annuities, long-term care, and Medicare-related products. 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 ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships supported by analytical tools and event-driven planning services.

Frank Defrancesco is a financial advisor at Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Equitable Advisors since 2000, including its predecessor firm Axa Advisors. Outside of advising, he is co-owner of Seminar Ed Solutions LLC, where he serves as a presenter and co-content creator for literacy presentations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes evaluating client risk tolerance to match them with investment program models or discretionary managers, utilizing both proprietary and third-party solutions.

Angie Charles is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022. Prior to that, she was with JPMorgan Chase and JPMorgan Securities for 10 years. Outside of finance, she is a partial owner of George Street Interiors, an interior design business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with customized financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Brij Jairath is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he occasionally acts as a referral agent for a real estate network for licensed brokers. UBS Financial Services 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 supported by proprietary research and a broad platform of capital markets and banking solutions.

Joshua Carter is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of his advisory role, he is the sole owner of a business called 4 Turtle Bay in Branford, Connecticut. 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 investment strategies.

Jason Andrews is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 66 credential and bringing 23 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009. Outside his role at Wells Fargo Advisors, Andrews has significant ownership interests in several investment-related businesses, including Cutler Andrews Capital Management, LLC, and JMJB Capital Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and business-owner transition planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients deciding on implementation through the firm’s brokerage or advisory programs.