John Bachul is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and located in Greenwich, CT. He joined Wells Fargo Clearing in 2026 and has previously held positions at Wells Fargo Bank and worked in academic settings. 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 both brokerage and advisory solutions.

Herbert Roman is a financial advisor with Cetera who holds a Series 63 designation and has nine years of industry experience. His prior work includes roles at Avantax Advisory Services, Prudential Insurance Company of America, and Equity Services, Inc. Outside of advisory work, he owns and operates multiple golf-related businesses, including an indoor golf facility, a competitive golf tour company, and a charitable organization focused on teaching golf to children with limited resources. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Marc Brodsky is a financial advisor at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Avantax Investment Services Inc. and Avantax Advisory Services. Outside of his advisory role, he is a physician at Stamford Health and is an inventor of two patents held by Columbia University. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

John Altier is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co and Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client solutions.

Timothy Johnson is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY. He has 11 years of industry experience and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and 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 client strategies.

Daniel Hasa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior experience includes roles at Morgan Stanley and Keller Williams. Outside of finance, he works part-time as a waiter at Halit Inc Rraci Restaurant. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Dawn Bolling is a financial advisor with Merrill in New Canaan, CT, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America provides access to a broad set of financial products and services beyond typical managed account offerings.

Scott Schwendinger is a financial advisor with Charles Schwab in Stamford, CT, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2012. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with a multi-asset strategic allocation approach.

John Porter is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Merrill since 2012, with overlapping roles at Bank of America, N.A., and Bofa Securities, Inc. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Derek Bufano is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held roles at Metro Physical Therapy and taught at Marist College. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and extensive operational infrastructure.

Thomas Nicolosi is a CFP® professional with 45 years of experience in the financial services industry. He has been with Ameriprise since 2005, including his current role at the firm since 2020. Nicolosi is involved in consulting and coaching financial advisors through Advanced Skill Development LLC and provides consulting services to other industry leaders. Ameriprise serves clients with a focus on retirement-income planning, offering a structured service for individuals meeting certain asset thresholds that combines research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise provides a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Carolyn Cardell is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds the Series 66 designation. Her prior work includes roles at JPMorgan Chase Bank and Standard Motor Products, Inc. She also has experience working at Robeks Smoothies and Juices. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Michael Hardy is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Cetera Wealth Services, LLC. Outside of his advisory role, he is involved in fixed insurance sales and operates his own financial services business, Hardy Financial Strategies. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across various specialized areas.

Philip Madonna is a financial advisor with Ameriprise in Stamford, CT, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise and its related entities since 2018. Outside of his primary role, he is also involved as an Associate Financial Advisor with Inspire Confidence Group and provides financial coaching through Inspire Network, LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, primarily focusing on assets held within Ameriprise-managed accounts.

Henry Corcoran is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 63 credential and nine years of industry experience. He has previously worked with Perkins Fund Marketing and serves as a youth hockey head coach for the New Canaan Winter Club. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, offering non-discretionary financial advice supported by extensive research and an integrated affiliate network.

Craig Foster Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Hayes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2009, serving in various roles including Account Executive, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked at Vanguard as a Flagship Representative and Core Representative from 2006 to 2009. His professional experience encompasses a range of financial consulting and investment roles, demonstrating a comprehensive understanding of the financial services industry. John emphasizes a disciplined process and a core business philosophy in his approach, aiming to provide support throughout every stage of a client's financial life. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Christopher Sun is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2019 and previously worked at Celebration Restaurant Group and Scottland Inc. Mr. Sun is based in Ridgefield, Connecticut. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services into Bank of America’s broader corporate platform, providing access to a wide array of financial products and services.

Bryan Cryder is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Stephen Cohen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent offering life, disability, long-term care, fixed annuities, health, dental, and group disability income products, and is an attorney though not actively practicing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and recommend investment strategies without discretionary authority.