Michael Tuozzoli is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary retirement income advice, supported by algorithmic automation and oversight committees.

William Kirby is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Orbit Venture Partners and involvement with Safe Harbor Marina and Sono Field House. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Declan Mahar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1983 and is a qualified Portfolio Manager. Declan provides traditional financial advice and guidance while also developing and managing personalized investment strategies. These strategies may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment options. When working with clients under the firm’s Investment Advisory Program, he may manage these strategies on a discretionary basis. In addition to investment management, Declan collaborates with clients’ accountants and attorneys to create estate plans focused on preserving wealth for future generations. He holds an MBA degree in finance as well as a bachelor's degree, both from Sacred Heart University. Declan is registered with FINRA for Series 7, 24, 63, 65, and 31 and holds Life, Accident & Health Insurance Licenses. He also holds the Personal Investment Advisor (PIA) professional designation.

Skyler Agresti is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he worked in education at Joseph A. Foran High School and Harborside Middle School. He is also involved with the Small Business Development Center. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment recommendations through a large network of advisors.

Kathryn Sullivan is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior experience includes roles at Merrill Lynch Bank of America and several other financial firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and investment modeling.

Robert Mark is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over two decades at Advanced Resources, LLP and H. Beck, Inc. Mark maintains an ongoing role with Advanced Resources, LLP in an investment-related capacity. 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, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various technological tools.

Alyssa Zito is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds Series 63 and Series 66 designations and previously worked with Prudential Annuities Distributors and Prudential Insurance Company of America. Outside of her advisory role, Alyssa coaches youth female basketball with the Ridgefield Basketball Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools to analyze client goals and provide collaborative, ongoing advice.

Jay Liddell is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity Investments since 2010, initially serving as Branch Office Manager from 2010 to 2017 before transitioning to his current role as Wealth Management Advisor in 2017. In his work, he focuses on understanding the priorities of clients and their families to assist them in working towards their financial goals.

John Hetherington is currently a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, he is gaining experience in providing financial advisory services. Additional details about his experience, expertise areas, education, credentials, personal interests, or community involvement are not provided.

Katie Hughes is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 22 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Ameriprise Financial Services, Chapin, Davis, and Wells Fargo Advisors. Outside of finance, she volunteers as an equine therapist at WellSpring of Life Horse Farm in Monkton, MD. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with customizable portfolio management and planning services. The firm incorporates both in-house and third-party investment managers and provides specialized options such as tax management and responsible investing screens.

Lindsay Hillas is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and a member of the Vacheron, DiSabato & Associates group. She specializes in helping high-net-worth individuals and their families simplify complex financial matters through personalized planning and investment advice. Her approach centers on creating customized financial strategies aligned with each client's goals to assist in growing and maintaining wealth. Lindsay's areas of expertise include liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). Lindsay earned her bachelor's degree from Fairfield University. Beyond her professional work, Lindsay enjoys cooking, football, music, reading, skiing, traveling, and spending time with her family.

Walter Rodiger III is a CFP® professional with 44 years of industry experience, currently serving at Equitable Advisors since 2005. His prior experience includes roles at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Outside of his advisory work, he is involved with the Wilton Historical Society as a board member and investment committee member, and he also serves on the investment committee of Wilton Congregational Church. Equitable Advisors provides financial planning, retirement plan consulting, and a range of asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver personalized investment strategies without sponsoring proprietary wrap fee programs.

Amanda Lesmes is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has been with MassMutual and its affiliated firm since 2025. Prior to entering the industry, she worked at Bryant University and Eyes Physicians & Surgeons. Mass Mutual Investors Services operates as 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 focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including divorce and estate settlement planning.

Oscar Deleon is a Financial Consultant at Fidelity Investments, where he works with families to define their financial goals and develop strategies to achieve them. He utilizes Fidelity's extensive resources to assist clients in creating personalized approaches to retirement, income, and wealth planning. Prior to his current role, Oscar held several positions at Fidelity Investments, including Investment Consultant from 2018 to 2020, Workplace Planning & Guidance Consultant II from 2017 to 2018, and Investments Solutions Representative from 2016 to 2017. Outside of his professional work, Oscar enjoys family activities, culinary experiences, social events with friends, golf, soccer, and traveling.

Timothy Fox is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2026. In this role, he provides personalized service tailored to clients' needs and preferences, partnering with them to navigate Fidelity's offerings and explore solutions that support their financial priorities. Prior to his current role, Timothy served as a Client Service Manager for Fidelity Family Office Services from 2021 to 2026 and as a Financial Representative at Fidelity from 2018 to 2021. His earlier experience includes roles as a Trader at Cobb Hill Capital Management from 2013 to 2018, a Trading Assistant at Cobb Capital from 2007 to 2012, and a self-employed Trader at the New York Mercantile Exchange from 2006 to 2007.

Christopher Carroll is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022. His prior experience includes positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Charles Schwab & Co., Inc. serves 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 and discretionary investment management supported by multi-asset model portfolios, alternative investment due diligence, and integrated brokerage and custody services.

James Bauer is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. His prior roles include positions at PRUCO Securities, LLC and work under Jeff Bauer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and an affiliated insurance agency.

James Zeumer is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016, as well as Wells Fargo Clearing and Wells Fargo Bank from 2019 to 2020. 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, delivering recommendations on a non-discretionary basis.

Joyce Goldfarb is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked with Morgan Stanley since 2009, including her role at Morgan Stanley Private Bank, N.A. since 2015, based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools supported by investment research and modeling techniques.

Nicole Innarelli is a Series 66 registered financial advisor with UBS Financial Services in Stamford, CT, bringing eight years of industry experience. She has been with UBS since 2017 and previously worked at Ammirati's Of Love Lane and Fairfield University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans and asset allocations to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad set of capital markets and advisory solutions.