Sean Kelley is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he serves as a trustee of a life insurance trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Matthew Garnett is a CFP® professional with 18 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. for 11 years and has a background outside finance that includes two decades at New York Sports Club. Garnett has entrepreneurial experience developing a VR self-help application through Audaz, Inc., though the project is not currently active. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Keith Somers is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise since 2012 and holds Series 63 and Series 66 credentials. Somers is also the owner of Summit Administration LLC, a business focused on managing his Ameriprise-related activities. 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 recommendations and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Zoria Ospina is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, she partners with clients to co-create personalized financial plans tailored to their short- and long-term goals, providing a strategic roadmap that adapts to changing life circumstances. Her professional experience spans several firms and roles, including Wealth Advisor at Citibank from 2021 to 2024, Financial Advisor at LPL Financial from 2020 to 2021, Private Client Advisor at J.P. Morgan from 2015 to 2020, Investment Consultant at TD Ameritrade from 2012 to 2015, Financial Advisor at MetLife Securities from 2011 to 2012, and Financial Advisor at AXA Advisors from 2009 to 2011. This extensive background has provided her with a broad perspective on wealth management and investment consulting. Outside of her professional work, Zoria enjoys biking, hiking, and snowboarding.

Sarah Kennedy is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been part of Merrill Lynch since 2012, progressing from a Registered Client Associate to her current senior role. Sarah's work focuses on providing personalized wealth management strategies, coordinating closely with client families to support long-term wealth planning, client review enhancements, and acting as a liaison among clients, team members, and specialists. Sarah began her financial services career in 2011 at a boutique investment advisory firm in Norwalk, CT. She holds a Bachelor's of Science degree in Finance and Marketing from the Charles F. Dolan School of Business at Fairfield University and is a Personal Investment Advisor (PIA). Her areas of focus include family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Outside of her professional work, Sarah serves on the Board of Directors for YWCA Darien/Norwalk, reflecting her community involvement. She lives in Darien with her husband Mike and their dog Max. Her personal interests include biking, cooking, gardening, interior decorating, traveling, and spending time with family and friends.

Florence Maguru is a financial advisor affiliated with Merrill holding a Series 66 designation. She has experience working at several financial institutions, including Citibank Tanzania Limited, M&T Bank, and Bank of America. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Maynall Scott is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked in various roles within Wells Fargo entities since 2014. Outside of his advisory work, he owns and manages rental properties in the Bronx, New York. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Hansen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2026, he was involved with Petra Data, Inc. and held roles at Grace Evangelical Free Church and Renaissance Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates a nationwide network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

Jared Mcgill is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 20 years and had a one-year tenure at OSAIC. Outside of his advisory role, he is a business owner of Communite, a non-investment-related venture based in New York. 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, model portfolios, third-party asset management, and institutional platforms.

Susan Galley is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2025. In this role, she works closely with high-net-worth families, focusing on building strong client relationships and providing guidance to help clients utilize Fidelity's resources effectively. Prior to her current role, Susan served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. Her professional experience also includes positions as a Territory Specialist at Franklin Templeton from 2021 to 2023, an Investment Advisor Representative at Aspectuck Financial Management, LLC from 2019 to 2021, and as Sales and Marketing Director and COO at SSR LLC from 2017 to 2019.

Peter Greco is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Metlife Securities Inc. Since 2008, he has been an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options alongside educational seminars.

Hillary Henderson is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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.

Gregory Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to align their financial decisions with their values, employing a Goals Based Wealth Management process to help establish disciplined plans aimed at achieving personal and family financial objectives. His client focus areas include divorce transition planning, family wealth management strategies, and personal retirement planning. Gregory holds a Bachelor's Degree from St. Lawrence University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also holds a designation in Sports & Entertainment (SE). Outside of his professional role, Gregory enjoys boating, golfing, ice hockey, and spending time with his family.

Omar Dinar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with a select group of clients to provide personalized engagement, bespoke benefits, and detailed attention, delivering a family office experience. Omar's client focus areas include executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, and portfolio management services. He began his career as a manufacturing engineer and project manager at Sikorsky Aircraft before transitioning in 2008 to a career focused on complex risk and portfolio management, spanning 11 years. In 2019, Omar joined Merrill to combine his engineering background and risk management expertise to assist clients in navigating complex financial challenges. His approach incorporates analytical rigor and comprehensive problem-solving skills. Omar holds a Bachelor's Degree from the University of Connecticut, a Master's Degree from Fairfield University, and an MBA from Fordham University. He has also completed a non-accredited certificate program at New York University. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Omar is active in his community, serving on the board of Building One Community, volunteering with Shriners Children's Hospital, partnering with Junior Achievement to teach financial literacy, and serving on the Advisory Board for the University of New Haven's Transformative Leadership Program. He lives in Fairfield, CT with his wife, son, and dog, and enjoys traveling, reading, and following UConn basketball.

Robert De Waele is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he operates Step Up Coaching, a consulting service focused on helping young people in Fairfield County overcome personal challenges in life and business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers various investment and advisory solutions through its broad platform.

John Vacheron is a Wealth Management Advisor with Vacheron DiSabato & Associates at Merrill Private Wealth Management in Fairfield, Connecticut. He works with families, executives, entrepreneurs, and business owners to simplify complex financial decisions and provide clarity through personalized wealth management solutions. His expertise includes investment strategy, concentrated stock management, liquidity events, tax-aware planning, estate planning services, lending, and multigenerational wealth transfer. John and his team combine the personal attention of a boutique, family-office style practice with the depth and resources of Merrill Private Wealth Management to help clients steward wealth and plan with confidence across generations. John holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned a bachelor's degree from Fairfield University. In his personal time, he enjoys baseball, basketball, cooking, golfing, skiing, and spending time with his family.

Nicholas Court is a financial advisor with UBS Financial Services in New Canaan, CT, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at UBS Financial Services since 2010 and previously held roles with UBS AG, UBS International Inc., and Eagle Strategies. Outside of his advisory work, he is the sole owner of Grey Agave, LLC, a private investment company. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research and capital market assumptions to tailor client plans and offers a broad range of capital markets services alongside wealth management.

Matthew Robey is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Robey has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation. Outside of his advisory role, he serves as co-trustee of The Robey Charitable Trust, a family-operated 501(c)(3) organization involved in scholarship activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of proprietary and third-party program models to tailor investment solutions.

Matthew Streif is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. He is the founder and owner of Westport Wealth Partners, an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs non-discretionary, goal-oriented planning supported by analytical tools and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Richard Hager Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and was affiliated with Pruco Securities, LLC. for 36 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to asset managers, and trustee services.