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 Series 66-licensed financial advisor with Wells Fargo Advisors, based in Old Greenwich, CT, and has 23 years of industry experience. He previously worked at Wells Fargo Clearing and UBS Financial Services. Andrews has ownership interests in several investment-related entities, including Cutler Andrews Capital Management, LLC, and JMJB Capital Partners. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels to serve its clients.

Adam Leapley is a financial advisor with Morgan Stanley in Westport, CT, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved as an owner of a commercial property in Orange, CT. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a discovery-based process to develop financial plans, offering a variety of investment services through its broad retail and institutional platform.

Marite Ashley is a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, she is engaged in developing expertise in financial advisory services under the guidance of experienced professionals. Marite has earned the Chartered Retirement Planning Counselor (CRPC) designation, reflecting her commitment to retirement planning specialization. Specific details regarding her prior experience, education, personal interests, or community involvement are not provided.

Richard Morrow is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the board of the Dramatist Guild and the Westport Playhouse, a nonprofit theater organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to client risk profiles and investment preferences.

Anthony Arico is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and with 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee for his parents' investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm integrates research and analytics with diversification principles and modern portfolio theory while providing both brokerage and advisory solutions.

Dino Querze is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has worked with firms including Sagepoint Financial, Guardian Life, and MSI Financial Services, and has operated Querze Wealth Management since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party strategies.

Nils Anderson is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 designation. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2026. Prior to this, he worked at Aon plc and Apple, Inc. and is involved with Freedom Financial Coaching. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm offers both discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers.

Christopher Gachi is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Caryn Halbrecht is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients with tailored plans and processes that align with their unique goals. Caryn assists clients in pursuing personal objectives such as funding education, planning for retirement and healthcare expenses, and developing strategies designed to achieve long-term family goals. Her approach emphasizes incorporating clients’ personal perspectives and priorities to bring clarity to the complexities of investing. Caryn’s personal interests include baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking. She works within Merrill Lynch Wealth Management to support clients in navigating their financial journeys through customized advice and planning.

Karen Sullivan is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill Lynch since 2007. 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.

Russell Karpf is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes seven years at LPL Financial and ten years at Ameriprise Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through advisory programs and other providers.

Lisa Giordano Eckert is a Series 66 licensed financial advisor with UBS Financial Services in Westport, CT, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she works part-time as a certified yoga instructor at Kaia Yoga in Westport and Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Thomas Carbin is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Boston Harbor. He is also involved with Southport Harbor Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and unique affiliations such as municipal advisory services.

Colin St. Pierre is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities LLC. Outside his advisory roles, he has been involved with Newtown Country Club since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.