Cyril Wyse is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, he spent 31 years at Ameriprise Financial Services, Inc. His other business activities include managing CPC Wealth Management, a DBA for LPL business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by its extensive network of investment adviser representatives and various technology and service platforms.

Henry Boettger is a financial advisor with Cetera, holding a Series 63 designation and 17 years of industry experience. His previous roles include positions at Equity Services, Inc and National Life Group. He is also a partner at Hodgkins Boettger Agency LLC, where he is involved in insurance sales and management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform to provide customized investment solutions.

Christian Washington is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and previously spent 10 years at Cambridge Investment Research Advisors. Outside of his advisory role, he teaches at the City University of New York. 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 extensive technology tools and oversight of substantial discretionary assets.

Nicholas Koenig is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Cetera Investment Services LLC and Foresters Financial Services, Inc. Outside of his advisory role, he is involved with Around The House LLC, a construction business where he works as a contractor on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Vincent Fiorentino is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020. Outside of his advisory role, he serves as president of The Green Jacket Club, a business networking organization in Canton, Georgia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Dailey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Merrill and Bank of America, as well as multiple roles within J.P. Morgan Securities since 2011. Outside of his advisory work, he owns a small woodworking business that creates commissioned pieces. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screening and qualitative research to develop model asset allocations and offers capabilities in derivatives and commodities.

Sara Thorson is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 17 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2017 and previously at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Diego Chalco is a Planning Consultant at Fidelity Investments, where he provides holistic planning and guidance to clients. He collaborates closely with clients and their families to develop financial plans tailored to their unique goals, needs, and visions. Diego has held various roles at Fidelity Investments since 2022, including Investment Consultant and Relationship Manager, and previously worked as an Investment Specialist at Vanguard Brokerage Services from 2020 to 2022. He holds a California Insurance License, supporting his capacity to serve clients comprehensively in financial planning. Outside of his professional work, Diego enjoys activities such as fitness, hiking, running, soccer, tennis, and exploring culinary interests.

Patrick McMahon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has one year of industry experience and previously worked with the Binghamton Athletics Department and Binghamton University. Outside of his financial career, he was involved with the Red Jug Pub for two years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning using firm-approved software and delivers written recommendations without discretionary investment authority.

Aidan Dervisevic is an advisor at LPL Enterprise with a Series 66 credential and under one year of industry experience. His prior work includes roles at Think Mortgage, University of South Carolina, and positions in education and hospitality. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Peter Coleman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has held roles at LPL Financial since 2019 and has been involved in financial education as an adjunct professor at the College for Financial Planning/Kaplan and The American College. Outside of finance, he coaches seasonal sports and sailing and is the author of a book aimed at helping children realize their potential. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Roger Matles is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for UBS Financial Services Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm integrates in-house and third-party managers and provides access to alternative investments and a range of capital-markets capabilities.

Peter Starrett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that address a balanced approach to life and wealth, focusing on multiple priorities including family, health, career, and philanthropy. Peter specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Fairfield University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, Peter volunteers with Habitat for Humanity - Fairfield County Coastal Chapter. Outside of his professional work, he enjoys antiquing, boating, fishing, football, golfing, interior decorating, skiing, spending time with his family, and tennis.

Gregory Carnes is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and John Hancock. His current role at Charles Schwab began in 2024. Charles Schwab 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 a multi-asset investment approach and centralized operational structure.

Michael Montaruli is a financial advisor with LPL Financial, holding a Series 63 designation and 11 years of industry experience. He has worked at LPL Financial since 2015 and has been associated with Hudson Valley Federal Credit Union since 2005. His outside activities include providing Medicare Advantage, Medicare Supplement, and Prescription Drug Plans through the Hudson Valley Federal Credit Union Insurance Services. 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 technology-driven tools and extensive non-advisory financial activities.

John Arminio is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has been with MassMutual Life Insurance Co and MML Investors Services since 2025. Prior to this, he gained experience at Barnum Financial Group, Fortress Investment Group, and Dunlea Glass & Mirror, Inc. He also has a background connected to the University of South Carolina and several community clubs. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured annual planning process utilizing firm-approved analytical tools.

Adam Morton is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension 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, providing discretionary and non-discretionary portfolio management and financial planning services.

Wei Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Wei applies a disciplined process that begins with understanding clients’ family dynamics, financial situations, and priorities. Wei focuses on crafting customized financial strategies to help clients pursue their goals, addressing investing and fiduciary responsibilities for institutions as well as wealth management needs for individuals and families. Since 2005, Wei has provided expertise in areas including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Wei holds several professional designations: Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Wei earned a bachelor’s degree from the University of Connecticut and is fluent in English, Chinese, and German. Outside of work, Wei enjoys bicycling, hiking, cooking, antiquing, interior decorating, painting, photography, table tennis, and traveling. Wei is also committed to community involvement and volunteering with local organizations.

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.

Keith Underwood is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and operated his own consulting business, Underwood FX Consulting. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally does not include individual security recommendations as part of its standalone financial planning service.