Marie Pascale is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following six years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenarios to support its services.

Stephen Pavia is a financial advisor with Merrill, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. He previously worked at JP Morgan Securities LLC, JP Morgan Chase Bank, and Wells Fargo Advisors. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Camarda is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors Inc. and related entities since 2012. He is also involved as owner of Southport Financial Group, where he serves as branch manager and securities sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gregg Woolven is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Wells Fargo Clearing, Advanced Corporation Solutions, Principal Securities, Trinet, and Morgan Stanley. 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.

Jonathan Goldstein is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and models to assist clients in developing their financial plans.

Sandra Bright is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and has been with UBS since 1999. Outside of her advisory role, she has been involved with Woodway Country Club since 1990. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Gregory Keefer is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with a residential co-op in Larchmont, NY. 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 processes and firm-approved tools.

Mo Fahimi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2016. Fahimi previously managed a residential property in the United Kingdom prior to relocating to the United States. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Joseph Miller III is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and has roles outside of advisory work including serving as a trustee and power of attorney for a trust, acting as a general agent for Transamerica, and holding shareholder and LLC memberships related to insurance and leasing businesses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers a range of advisory models primarily through third-party sponsors, with a focus on matching clients to investment programs based on risk tolerance and personal information.

Eric Hudson is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His previous roles include positions at Key Investment Services LLC, Ameriprise, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Diane Mcguire is a financial advisor with Merrill in Westport, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she holds a fiduciary power of attorney for her parents. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Desalva is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has held leadership roles at Georgetown Financial Group, Inc., where he is president and majority owner, as well as vice president and partial owner of Planned Benefits, Inc. Outside of traditional advisory work, he is involved in multiple insurance-related businesses, including life settlements and fixed insurance product education. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and retirement services, supporting both discretionary and non-discretionary investment strategies.

Marc Goulah is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2011, with a brief tenure at BofA Securities in 2019. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Levey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research and analytics.

Kenneth Southworth is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Kenneth earned a Bachelor's Degree from Lake Forest College and completed his high school education at The Kent School.

Paul Salmore is a Financial Consultant at Fidelity Investments, bringing over 27 years of experience in the financial services industry. He joined Fidelity in 2022 as an Investment Consultant and transitioned to his current role in 2023. Throughout his career, Paul has held leadership positions, including Managing Director roles at Raymond James, BB&T Capital Markets (now Truist), and KeyBanc Capital Markets. He also has experience as an Associate Director at UBS and as an Associate at Morgan Stanley. Paul's expertise lies in collaborating with clients to develop investment and income strategies tailored to their goals. His professional objective is to work closely with clients to ensure they have effective financial plans in place. Outside of his professional work, Paul engages in activities such as comedy, family activities, parenthood, caring for pets, playing tennis, and volunteering.

Zachary Aldieri is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at JPMorgan Chase Bank NA and Bradley, Foster & Sargent Inc., as well as work at Providence College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Amy Gillis is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. She has been with UBS and its predecessor firms since 1979. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Peter Davey is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Neuberger Berman. Fidelity's Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Matthew Rizner is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, he is a manager of Sigalow MD LLC, an S-Corp established to assist with administrative tasks related to his wife's child psychiatry practice. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research, with capabilities in derivatives and commodities reflective of its broader regulatory registrations.