Jeffrey Samsen is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at City National Bank, RBC Capital Markets, and Morgan Stanley. 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 supported by research and analytics using diversification principles and modern portfolio theory.

Robert Dolliver is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of Concord Carlisle Youth Baseball and works as an assistant baseball coach at Middlesex School. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Laura Jagoe is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, she is a limited partner in Diving Rock Partners LLC, a family limited partnership focused on family investments. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffry Rosen is a ChFC®-designated financial advisor with 41 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at OSAIC, American Portfolios Financial Services, Guardian Life Insurance Company, and Berkshire Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment strategies and operational support tools through a large network of advisors.

Sarah Munson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She has been with Wells Fargo Clearing Services since 2021 and has a long tenure at Wells Fargo bank dating back to 2005. Outside of her advisory role, Munson is active in community organizations, serving as treasurer for a local Boy Scouts troop and as a ruling elder for Katonah Presbyterian Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that clients can choose to implement through the firm’s brokerage or advisory programs.

Kevin Brown is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 42 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Southport Harbor Wealth Advisor, a separate investment advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

John Huber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2022, bringing experience from his previous roles at Citi Private Bank in New York City, where he served as Investment Specialist, Head of the Investment Solutions Desk, and Director, Investment Counselor within the High Net Worth Group. John specializes in wealth management strategies that address areas such as insurance, estate planning, asset allocation, tax consequences, trust services, cash flow in retirement, and liability management. He works closely with clients to develop flexible strategies tailored to their evolving financial goals and circumstances. He holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Columbia. Outside of his professional work, John lives in Montclair, New Jersey with his family and has volunteered for eight years as a coach for the Montclair Lacrosse Club.

Steven Sheresky is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank, RBC Capital Markets, LLC, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

David Ball is a financial advisor with UBS Financial Services in Stamford, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at UBS since 2002. Outside of his advisory role, he serves on the Board of Directors and as an advisor for Family Centers, a nonprofit organization focused on education and human services for children, adults, and families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and research from its Chief Investment Office and UBS Global Research to tailor financial plans to clients’ goals and risk tolerances.

Michael Fulton is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Robert Masanotti is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Investors Services, Barnum Financial Group, and Wells Fargo Clearing. He is based in New Canaan, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities that include derivatives and commodities.

Kelley Hart is a financial advisor with J.P. Morgan Securities in Westport, CT, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he serves on the Town of Orange Historic District Commission. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process.

Kyle Nolan is a Series 66-registered financial advisor with Morgan Stanley, based in Greenwich, CT, with seven years of industry experience. He has worked at Morgan Stanley Private Bank since 2019 and has prior involvement with organizations such as Kitu Life Inc. and football clubs in Tampere and Lisbon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analysis methods.

Zachary Bognar is a financial advisor with Wells Fargo Clearing in Stamford, CT, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, Northwestern Mutual Investment Services LLC, JP Morgan Chase, and Charles Schwab and Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Micaela Walsh is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she held various roles including positions at Bucknell University and Essex Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, and serves multiple registered investment companies with formally established governance and oversight procedures.

Karen Knettel is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory work, she operates a YouTube cooking show focused on art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Nicholas Francia is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Francia is a member of the Advisory Committee on Finance Issues for The ESOP Association, a peer-sharing group focused on ESOP-related developments and best practices. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Jonathan Urbina is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. He holds Series 63 and Series 66 registrations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research to develop model asset allocations.

Mark Silverman is a Senior Financial Advisor at Merrill Lynch Wealth Management with 18 years of experience in financial advising, including 16 years at Merrill. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. He approaches client relationships by thoroughly understanding their unique financial situations and goals to develop personalized wealth management strategies. Prior to his career in financial advising, Mark spent nearly 30 years in the magazine publishing industry covering global entertainment and the golf industry. His educational background includes a Bachelor's Degree in Journalism from the Medill School of Journalism at Northwestern University. Additionally, he holds a Certificate in Sales Management from the Darden School at the University of Virginia and a Certificate from the Publishing Management Institute at the Kellogg School of Management at Northwestern University. He also holds the Personal Investment Advisor (PIA) designation. Mark is a lifelong resident of the suburban New York City area and lives in New Canaan, Connecticut with his wife Pam and their poodle Ziggy. He participates in community activities such as the Longest Day of Golf benefitting Cancer Care. Outside of his professional work, he enjoys cooking, golfing, racquetball, and watching movies.

Divya Krishnan is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab & Co. since 2020, following prior roles at Charles Schwab Investment Management and Motif Investing. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, custody, and cash-sweep services. The firm’s investment approach combines non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios.