Corrado Dell'aglio is a CFP®-designated financial advisor with Ameriprise, based in Valhalla, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he serves as a principal of Valhalla Summit Associates Inc., a company involved in real estate lease holdings for Ameriprise advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach emphasizes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Peter Ruvolo Jr. is a financial advisor at Osaic Wealth, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Osaic since 2006. He also has a longstanding affiliation with Sanders Smith Ltd dating back to 1994 and serves as president of Qualified Plan Solutions. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple investment platforms.

Mark Khorram is a financial advisor with Fidelity Investments in Chappaqua, NY, holding Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at the University of Rhode Island, Hines Global Real Estate Investment Manager, and various other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Hans Ramsey is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Financial Services since 1985 and Primerica Advisors since 2000. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, offering a range of strategic approaches.

Christopher Curcio is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Stamford, CT. He has 17 years of industry experience, including prior roles at PIMCO Investments LLC and New York Life Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Ronald Balzano is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been affiliated with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. He is based in Stamford, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to assist clients in modeling potential outcomes.

Nicholas Gallucci is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 designation with five years of industry experience. His career includes roles at Morgan Stanley since 2018 and prior work at the University of South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytical models.

Rowan Beaudoin Friede is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has two years of industry experience and has worked with Cambridge and Riverside Financial Group. Outside of finance, he has experience in the restaurant industry, including a role at Al di la trattoria and ongoing involvement with Waterhouse Restaurant. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party strategies, with an emphasis on tailored client approaches and institutional resources.

Ronnie Spears is a financial advisor at Merrill with eight years of industry experience. He has held positions at Aspire Advisors, LLC and Amalgamated Life Insurance Company prior to joining Merrill in 2019. He holds the Series 63 and Series 65 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range 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 is integrated with Bank of America’s broader platform, providing access to various products and services beyond typical managed accounts.

Benjamin Smiles is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2015 as part of The Smiles Group, a wealth management team. He focuses on providing a comprehensive approach to wealth management that begins with understanding each client's family, financial situation, and priorities. Benjamin helps clients develop customized strategies tailored to their unique circumstances, allowing for flexibility as their needs evolve and market conditions change. He delivers access to the investment insights of Merrill Lynch and the banking services of Bank of America to address a broad range of financial aspects. With expertise spanning estate planning, investments, tax minimization, education funding, wealth transfer, and retirement income strategies, Benjamin works with high-net-worth clients to simplify their financial lives and prioritize their goals. He collaborates closely with a Wealth Management Lending Officer from Bank of America to offer strategic home financing guidance aligned with clients’ overall financial plans. Benjamin holds the Certified Plan Fiduciary Advisor (CPFA) designation and is a recognized Retirement Benefits Consultant and Personal Investment Advisor. Benjamin completed high school at Stratton Mountain School and attended the University of Colorado System’s Leeds School of Business, though no degree was conferred. He resides in Ridgefield, Connecticut, with his wife, Meg, and their children, Lily and Charlie. His personal interests include skiing, surfing, sailing, and travel.

Clifford Paulson is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2020 to 2025. Mass Mutual Investors Services operates as 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, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Emmett Mc Conville is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan since 2016. Outside of his advisory role, he is the owner and partner of a private real estate holding entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services focused on asset allocation, investment manager searches, and customized performance reporting.

Kathleen Mcelaney is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Her work history includes roles at UBS, AlphaSights, Earthplace, and DVG Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Laura Jimenez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2003. She began her career in the financial services industry in 2002. Laura's expertise includes family wealth management strategies, personal retirement planning, and advising women on wealth matters. She combines her knowledge of life, disability, and long-term care insurance with ongoing portfolio guidance to address clients' long-term needs at every life stage. Laura holds a Bachelor of Science degree in Finance and Marketing from Boston College. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation. Laura has been recognized multiple times, including being named to Forbes' Americas Top Women Wealth Advisors Best-in-State list in 2023, as well as previous listings in Forbes' Best-in-State Wealth Management Teams and Next-Generation Wealth Advisors. Residing in Port Chester, New York, Laura lives with her husband and young daughter. In her personal time, she enjoys running, playing tennis, and traveling.

Laura Abels is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Bank of America, N.A. since 2022 and Merrill Lynch Pierce, Fenner & Smith, Inc. since 2013. Merrill provides managed account services to Bank of America fiduciary clients via the 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 integrates investment management with Bank of America’s broader platform, providing access to a wide set of products and services.

Casey Olsen is a Series 66 licensed advisor with Merrill in New Haven, CT, where he has worked since 2015. He has 3 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, providing access to various financial products and services.

Michael Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over two decades of experience helping corporate professionals, lawyers, doctors, and other individuals simplify their wealth management through tailored strategies. Michael works closely with clients to develop personalized financial plans that address liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He also assists small business owners with managing 401(k) plans and optimizing employee benefits. Michael holds a Master's Degree from Fordham University and a Bachelor's Degree from Syracuse University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He integrates the resources of Merrill Lynch and banking services from Bank of America to provide a comprehensive approach to wealth management. Michael emphasizes a long-term, disciplined financial strategy to help clients pursue their unique goals through changing market conditions. Outside of his professional role, Michael volunteers within the communities he serves. His personal interests include billiards, golfing, hiking, and reading.

Jeannine Barlotta is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 designation and has previously worked at 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Frank Powers III is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 63 designation and 30 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide a broad range of investment solutions.

Jesus Lopez is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.