Michael Weiss Sr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Weiss serves on the finance committee of the National Ability Center, a charitable nonprofit in Park City, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

John Takita is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Fidelity Investments, Harley Capital, National Securities Group, and New York Life Insurance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational platforms.

Brian Belak is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Matthews is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Matthews also teaches at Fairfield University. 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 research methodologies.

Susan Alintoff is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013, including a position at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Ravi Sankar is a Series 66 licensed financial advisor with two years of industry experience. He is currently with LPL Enterprise and has prior experience at Pruco Securities LLC, Sutherland Global, and Wipro. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.

Vivian Schaufler is a financial advisor with Wells Fargo Clearing in New Canaan, CT, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 16 years with Wachovia Bank, N.A. 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 from Wells Fargo Investment Institute and third-party sources.

James Craco Jr. is a financial advisor with LPL Enterprise LLC, holding Series 63, 65, and 66 credentials and 27 years of industry experience. His prior positions include roles at Sentinel Asset Management, Colonial Life, Oppenheimer, Credit Agricole Securities, and TD Securities. He is also involved in a non-variable insurance agency based in Fairfield, CT. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Henry Cooperman is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials. He has 44 years of industry experience, including a decade at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC beginning in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Reese Gregory is a financial advisor with Morgan Stanley in Fairfield, CT, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Morgan Stanley, he worked in various roles including at Modern Day Auctions and LightRFP. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models, while serving approximately $2.74 trillion in client assets.

Andrew Wigzell is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory role, he is an insurance agent specializing in individual and group life, health, fixed annuities, long-term care, and disability products. 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, asset management, and educational programs, structuring engagements as annual collaborative relationships utilizing firm-approved software and strategies.

Michael Gefen is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with clients to develop individualized financial plans focused on retirement and other significant life events. His approach emphasizes understanding clients' unique needs and priorities to help them work toward financial security and comfort. He has held various roles in the financial sector since 1993, including positions as Vice President-Investments at Prudential Securities and vFinance, Senior Financial Consultant at Comerica Bank, and Equity Trader at several firms such as Millennium Management LP, Nexus Asset Management, and Diamondback Capital. This extensive experience spans investment management and trading. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

Christopher Kalivas is a Series 66-licensed financial advisor with Ameriprise in Stamford, CT, where he has worked since 2017. He has seven years of industry experience and is involved with Team Dizzy, a game development and book publishing venture where he designs content, produces web videos, and helps organize related events. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Matthew Kennelly is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2006. Outside of his advisory work, he serves on the board of directors for the Prospect Soccer Club in Connecticut. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

James Hurley Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Daniel Anderson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Merrill since 1992 and also serves Bank of America, N.A. clients. Outside of his advisory role, he is president of the Darien Volunteer Fire Department, overseeing non-firefighting functions. 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, retirement plans, corporations, and charitable organizations.

Jonathan Di Pietro is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Michael Mildrum is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management, Northwestern Mutual Life Insurance, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Donald Rich is a financial advisor at Wells Fargo Advisors with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, he is a trustee for a family trust and is involved in investment-related ventures through entities he owns or co-owns. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning specialties and integrates advisory services with various financial products and referral channels.

Lee Povinelli is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Royal Alliance Associates, Inc. for 21 years. Outside of his advisory role, he is employed as a tax preparer at Pinnacle Taxx, a sole proprietorship. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a variety of financial programs delivered through a large multi-advisor platform.