Sarah Kamman is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2020 after working at Morgan Stanley and The Blackstone Group. 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 inform its recommendations.

Jeffrey Klotz is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves on the special events committee for the Bethel Woods Center for the Arts and is a member of the board of directors for Photofind, a photography gallery. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm also operates with a range of institutional trading capabilities alongside wealth management services.

Joseph Mc Nally is a Series 66-licensed financial advisor with Merrill in New Canaan, CT. He has held roles at several firms and organizations, including Davenport & Company, Nasdaq Dorsey Wright, and Verger Capital Management, as well as entrepreneurial experience with Mad Belly Ventures LLC. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Alexander De Meis is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has three years of industry experience. He has worked exclusively with Mass Mutual affiliated firms since 2021. In addition to his advisory role, he is also engaged in outside insurance sales, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual 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 comprehensive financial planning and asset management services, using firm-approved tools to deliver collaborative, annual planning engagements.

Laurie Perry is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. Laurie is based in Westport, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michele Shaw is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2004 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as a product tester for the Institute for Evaluation Sciences and is an officer at a nonprofit children’s summer camp where she monitors a small investment portfolio and checking accounts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning, portfolio management, and capital markets activities.

Nicholas Quartarano is a CFP® professional associated with LPL Financial with 16 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC for nine years prior to his current roles at Webster Bank and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Susan Fast is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 credential and has prior work experience at The Children's Place and the University of Bridgeport. Outside of her advisory role, she works part-time as a personal shopper for Instacart. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jason Windfield is a Series 63-registered financial advisor with UBS Financial Services, where he has worked since 1999. He has 38 years of experience in the industry and is based in Westport, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Esposito is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities since 2014, also working at JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Charles Hite is a financial advisor with MassMutual Investors Services who holds the CFP® designation and has 27 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services, where he has been since 2016 and 2017 respectively. Outside of his advisory role, he is a member of March Financial LLC and operates as an independent insurance agent selling a range of insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers various event-driven planning services, including a recently added Divorce Planning offering.

Brianna Fedro is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads, coaches, and develops a team of financial professionals dedicated to helping clients work towards achieving their goals with confidence and peace of mind. Brianna has a progressive career at Fidelity Investments, beginning as a Financial Representative in 2021 and advancing through roles including Relationship Manager, Planning Consultant, Financial Consultant, before assuming her current leadership position. Her experience encompasses various aspects of financial consulting and client relationship management. Outside of her professional responsibilities, Brianna has interests in barre, cooking and baking, fitness, pets, reading, and traveling.

Ryan Vowinkle currently serves as Vice President and Branch Leader at Fidelity Investments. In this role, he leads and coaches a team of associates to deliver exceptional experiences for clients. Prior to this, he held several positions at Fidelity Investments, including Assistant Branch Leader from 2021 to 2023, Chapter Member for Service Design and Delivery between 2020 and 2021, Team Leader for Workplace Planning & Advice from 2018 to 2020, and Onboarding Manager from 2016 to 2018. Earlier roles include Senior Investment Specialist, Senior Financial Specialist, and Financial Representative, all within Fidelity Investments. Ryan's professional experience spans various aspects of financial services, focusing on team leadership and client service delivery. Outside of work, he enjoys family activities, fitness, running, and soccer.

Timothy Indiveri is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at GAMCO Investors, Inc. and Gabelli & Company, Inc. He is based in Darien, CT. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad platform of products and services beyond typical investment management.

Genevieve Deinard is a financial advisor at Morgan Stanley with one year of industry experience. She previously worked at Gage Wealth Advisors for two years and has held various roles dating back to 2006. Genevieve holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Zachary Niklaus serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is a partner at Davies, Niklaus & Associates. In his role, he engages in investment management, financial planning, and client relations, focusing on high net worth individuals, families, and businesses. His advisory practice centers on clients with complex financial situations, including those experiencing liquidity events, managing concentrated equity, business transitions, or addressing multigenerational planning. He collaborates closely with clients' attorneys and CPAs to align investment strategies with estate, tax, and legacy goals. Zachary holds a Bachelor of Arts in Economics and a Bachelor of Science in Energy & Environmental Policy from the University of Delaware Alfred Lerner College of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several licenses, including Senior Portfolio Advisor (Merrill), Insurance Producer License, Series 66, and Series 7. His client focus encompasses areas such as college education planning, corporate executive services, family wealth management strategies, liquidity management, and socially responsible investing. Born and raised in Greenwich, Connecticut, Zachary is a dual citizen of the United States and Switzerland. His personal interests include cooking, golfing, hiking, music, spending time with family, tennis, traveling, and watching movies. He is involved with the B+ Foundation in his community.

Jacob Berkowitz is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with J.P. Morgan in various capacities since 2017. Outside of advising, he is an owner and partner at Figure.AI, an AI autonomous robotics company based in Sunnyvale, California. 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 applying an ESG eligibility framework in its recommendations.

Scott Panza is a financial advisor with Morgan Stanley who holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley, he spent seven years at Contrarian Capital Management. He is based in Westport, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Robert Blosio Jr. serves as a Senior Financial Advisor at Merrill, partnered with The Erdmann Group in Greenwich, CT. He advises a diverse clientele including executives, business owners, private equity and hedge fund partners, entertainment professionals, athletes, and affluent families across multiple regions nationwide. Leveraging the collective expertise of his team and the services provided by Merrill and Bank of America, he aims to streamline and elevate all aspects of his clients' financial lives. Rob's approach focuses on understanding the complexities of his clients' full financial picture, including cash flow needs, investment management, and wealth transfer strategies. He develops personalized planning strategies aligned with each client's goals, assisting with liquidity events, managing stock positions, credit opportunities, and trust strategies to help clients pursue their long-term financial objectives. His client focus areas include corporate executive services, employee benefits planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and tax minimization. Rob graduated from the University of Richmond with a Bachelor's Degree in Leadership Studies and Economics. He played men's lacrosse and club ice hockey during his time there and founded the Richmond Surf Club. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Residing in New Canaan, CT with his wife and son, Rob is actively involved in his community. He is a founding member of The AmeriCares Young Leaders Board and the Friends of New Canaan Hockey Association, has coached youth lacrosse for 12 years and youth ice hockey for 7 years, and supports organizations including AmeriCares, Cycle For Survival, Lone Pine Foundation, and local sports associations. In his personal time, he enjoys skiing, golfing, fishing, paddle and tennis playing, and remains connected to hockey.

Daria Burns is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at UBS Securities before joining J.P. Morgan in 2021. 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.