Meghan Carrasquillo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2020. Carrasquillo holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Thomas Thorndike is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He is currently with OSAIC, where he has worked since 2024. His prior roles include positions at Securities America Advisors and National Planning Corporation. Thorndike is also licensed to sell fixed insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, delivered through various program options and supported by a range of affiliated entities.

Steven Ortega is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Westport Resources Management Inc, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Outside of his advisory role, Ortega is an independent insurance agent with Guidelight Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm utilizes multiple platforms and custodians and provides access to third-party advisers and proprietary model strategies.

Benjamin Seleski is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on assisting professionals who are raising families, have accumulated wealth, and are planning their financial futures. He works collaboratively with clients to define their life goals and establish personalized financial strategies that address their specific needs and help them stay on track. Benjamin's expertise includes executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He employs a disciplined approach that involves understanding clients' financial lives to integrate various aspects such as education savings programs, credit and lending solutions, insurance strategies, trust services, wealth structuring, and alternative investments through collaboration with specialists throughout the firm. He holds a Bachelor's Degree from Yeshiva University and has completed a graduate program in religious studies. Benjamin is designated as a Personal Investment Advisor (PIA). Outside of his professional role, he is engaged in his community and volunteers with local organizations. His personal interests include baseball, basketball, football, ice hockey, music, running, and skiing.

David Fishman is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Raymond James & Associates, Tocqueville Securities L.P., and AMG Funds LLC. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with risk management strategies that include tax-aware processes and defensive tactics.

Kevin Tucker is a financial advisor with Ameriprise in Trumbull, CT, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jessica Myers is a financial advisor at OSAIC with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Valerio Financial Group and National Planning Corporation. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with portfolio optimization and provides a variety of programs such as Unified Managed Accounts and third-party money manager options.

Ari Lander is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held various roles including multiple engagements with Ridgefield Hardware and positions at Fairfield University and Dan Smick Painting. Outside of finance, he has been involved with Ridgefield Hardware as an ongoing activity since 2021. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Fortney is a financial advisor with LPL Financial in Shelton, Connecticut, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Northstar Wealth Partners, MSI Financial Services, Ast Investment Services, and American Skandia Advisory Services. Outside of his advisory work, he is involved with Stoneshore Partners LLC, a business entity for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by extensive investment tools and a large network of over 22,800 advisors.

Stephen Bauer is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Fiona Kastrati is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs and Chainhaus. Outside of her advisory role, she is involved as an employee in Cipriani Wall Street, a restaurant and nightlife establishment in New York. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning that employs firm-approved tools and modeling techniques to help clients develop personalized strategies.

James Curtin is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and HSBC Bank USA, N.A., including HSBC Securities (USA) Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and approximately $819 billion in discretionary assets.

Steven Rountos is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and its Private Bank since 2016. Prior to that, he was employed at Nauticos Investment Advisors, LLC from 2009 to 2014. Outside of his advisory role, he owns a restaurant business in Reddington, CT. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and market simulations, with clients responsible for plan implementation and updates.

David Craw is a financial advisor with Raymond James & Associates in Westport, CT, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diversified portfolio management styles and affiliated research.

Janet Connolly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and Citigroup Global Markets. She is also involved in an investment-related activity with Wilmington Advisors at M&T. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Justin Borglum is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Brian Mc Bride is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Critical Mention, Inc. (Onclusive) for six years and at Fairfield University for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a range of account types. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Matthew Barrett is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care products, and also assists clients with life settlements. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative financial planning engagements supported by firm-approved software and offers specialized programs including divorce planning and event-driven estate and employer-sponsored planning services.

Steven Sherman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for seven years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broader set of financial product offerings than is typical for large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Bradley Thompson is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with Equitable Advisors and has previously worked at Wells Fargo and Raymond James. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party managers to deliver its services, without sponsoring its own wrap fee program.