Nicholas Stamatellos is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Equitable Advisors since 2010, including time at its predecessor Axa Advisors, and previously worked at Waddell & Reed. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models, often utilizing third-party asset managers and tools, and offers ERISA fiduciary services for qualified plans.

Michael Capuano is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Massachusetts Mutual Life Insurance, Sutton Place Investors, Prudential Advisors, and Citibank. Capuano is also licensed to provide fixed insurance advice. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing non-discretionary, written asset allocation advice and manager selection supported by centralized due diligence and proprietary research.

Jeffrey Skelly is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals, businesses, and charitable institutions to build customized financial plans focused on achieving clients' visions of financial success and security. He and the Wagner/Skelly team have been recognized on the Forbes "Best-in-State Wealth Management Teams" list consecutively from 2023 to 2026, and he has been individually named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 to 2026. Jeff has more than 30 years of experience in investment planning, portfolio management, and liability management. He joined Merrill Lynch Wealth Management in 1990 and serves as Resident Director for Merrill's Westchester Market. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeff is a graduate of Fordham University. Outside of his professional work, Jeff is a trustee of the Lavelle School for the Blind in the Bronx. He lives in White Plains, NY with his wife and son. His personal interests include baseball, ice hockey, reading, and running.

Alexandre Grantcharov is a CFP® credentialed financial advisor with 22 years of industry experience, currently practicing at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Lales Group LLC, a general business entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Errico is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2007. In addition to his advisory role, he serves as Trustee, Treasurer, and Chair of Finance and Audit for the Boys Club of New York and is a member of the Board of Directors at Memorial Sloan Kettering Cancer Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including financial planning, portfolio management, and capital markets services.

Arthur Tuttle is a financial advisor at Morgan Stanley with 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has also worked at Morgan Stanley Smith Barney LLC since 2009. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Dawn Faigle is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan Chase entities since 2014. Prior to her current role, she was also employed at Bedford Central School District from 2015 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research, including an ESG eligibility framework, and supports clients with specialized portfolio services.

Joseph Miller is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Merrill Lynch/Bank of America, Stifel, Nicolaus & Company, and other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Judy Rubin is a financial advisor with LPL Financial in Hawthorne, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior roles include positions at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. She also serves as a board member of the Ossining Volunteer Ambulance Corps, participating in financial oversight for the nonprofit. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by various operational and research technologies.

Marc Colamaria is a financial advisor at RBC Capital Markets with 15 years of industry experience. He previously worked at UBS Financial Services for 11 years and currently serves on the Ridgefield Golf Committee in an advisory capacity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment goals.

Anna Bruno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 27 years of industry experience. She has been with Equitable Advisors since 2003, following prior work with AXA Advisors. Outside of advising, she is involved as a tennis instructor at Breezemont Day Camp, participates with the Thrive Armenia Foundation, and serves as a board member of the Armenian International Women’s Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs to deliver customized investment solutions.

Francesca Fraim is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she was affiliated with Incubex and involved in academic roles at Brown University’s School of Engineering and the Meiklejohn Program. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Trent Luby is a financial advisor with Raymond James & Associates based in Greenwich, CT, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Owen Ayotte is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Sacred Heart University and involvement with the Boys and Girls Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Robert Chilson is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BlackRock for 18 years before joining Merrill and Bank of America. 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.

Lucille Conklin is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2010. Outside of her advisory role, she is a minority investor in several ventures including a D1 training facility for high school athletes and an LLC acquiring business interests and property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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, and institutions.

Gregory Feighan is a CFP® credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Valhalla, NY office. In addition to his advisory role, he is involved in independent insurance brokering and owns an LLC connected to his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach.

George Welker III is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Quick & Reilly before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and via corporate financial planning agreements.

Stacey Parker is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as chairperson of the Kansas City Committee for the Midwest Highland Arts Fund, a nonprofit organization that hosts an annual piping and drumming workshop and concert. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of investment and capital markets services.

Hugh Mc Guire is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Morgan Stanley, Telcoin LLC, Beacon Hill Solutions Group, Wellington Management, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.