Patricia Weber is a financial advisor with Ameriprise in Wilton, CT, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a large institutional platform that integrates advisory, brokerage, and insurance solutions.

Joshua Elbaum is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Private Bank and Padell Business Management. Outside of finance, he has worked in educational roles and with the Rising Stars Youth Foundation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and advanced modeling tools to develop planning strategies.

Sabrina Gordon is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in roles at JPMorgan Chase Bank, A&E Real Estate, Fresh Prints, and Seidenfeld Associates. J.P. Morgan Securities 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 strategies.

Joseph Milano is a financial advisor at Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses with 17 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at KeyBank and Key Investment Services LLC from 2016 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Brad Mcbrair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related products and bank deposit sweep programs.

Ryan Cabrera is a financial advisor with LPL Financial in Rye, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. Before joining LPL Financial in 2023, he worked at Cetera Investment Services and Cetera from 2019 to 2023, as well as Foresters Financial Services in 2018. 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, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Mahmoud Arjomand is a CFP® and ChFC® with 33 years of experience at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He has worked with these firms since 1993. In addition to his advisory role, he is involved in sales at Polaris Risk Management Corp, which operates in life, property and casualty, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Emily Bender is a financial advisor at Morgan Stanley with 12 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of her advisory role, she serves as an executor and trustee in estate administration activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling.

Anders Hebeler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses. He has been with Cetera Advisors LLC since 2025 and has prior experience at Mannes Financials and Newport Classic Cruises. He has also worked in various roles at 360 Main, the University of Rhode Island, the Town of Trumbull, and Trumbull High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

William Everts is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to establish long-term, trusted relationships, focusing on the stewardship of family money, wealth, and estate planning considerations. He coordinates a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning. William has held various positions at Fidelity Investments since 2012, progressing from Financial Representative to his current role as Vice President. His experience includes roles as Vice President, Wealth Planner; Financial Consultant; Investment Consultant; and Relationship Manager. Prior to joining Fidelity, he was a Practice Management Trainee at Merrill Lynch, Pierce, Fenner & Smith in 2011.

Michael Paulmeno is a financial advisor with Ameriprise in Amawalk, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. He is a co-owner of JPM Management Group LLC, an LLC formed with other advisors to manage shared office expenses. Ameriprise is an institutional firm serving individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a retirement-income planning service that provides written recommendation reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Jonathan Moore is a financial advisor with Morgan Stanley who holds the CFP® designation and Series 66 license, bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets beginning in 1996. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process supported by proprietary tools and offers a wide range of investment and planning services.

Carlos Martinez Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, Keller Williams Prestige Properties, Geico, and self-employment. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mia Juneja is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation. She has less than one year of industry experience, with prior roles including positions at JPMorgan Chase Bank and Wells Fargo, as well as experience outside finance, such as working at Dragonfly Hot Yoga and Wandos Bar & Grill. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jed Gore is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His career includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023, as well as prior work at Sleepy Hollow Country Club and George Washington University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Christian Griffin is a financial advisor at Merrill with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at BNY Mellon for five years before joining Merrill in 2020. Griffin serves as a board member for the Adam J. Lewis Academy in Bridgeport, 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Zavory is a financial advisor at Merrill with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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, pension plans, corporations, and charitable organizations.

B Kunstreich is a CFP®-designated financial advisor with Ameriprise, based in Rye, NY, and has 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Kunstreich is a part-time stamp dealer. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by algorithmic tools and a centralized consulting team.

Kenneth Heiser is a financial advisor with Mass Mutual Investors Services in Westport, CT, holding Series 63 and Series 65 designations and over 35 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company, MetLife Securities Inc., and Baystate Wealth Management. Heiser has been with Mass Mutual Investors Services since 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved analytical tools, with implementation requiring separate brokerage or insurance arrangements.

Stephen Pendergast is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 66 licenses and 40 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates a variety of investment managers and strategies to meet client risk profiles and provides access to alternative investments and affiliated capital markets capabilities.