Hans Raymond is a CFP® with 30 years of industry experience, currently affiliated with Charles Schwab in Stamford, CT. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as a corporator for Hartford Hospital, participating in philanthropic leadership and community engagement. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and integrated operational structures.

Joseph Ortolano Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 employs a large network of over 14,000 financial advisors, providing both brokerage and advisory solutions.

Brett Berkman is a Managing Director and Wealth Management Advisor at Merrill, where he leads the Angelone & Berkman Group. He provides oversight, tailored advice, and customized strategies to individuals, families, and businesses aimed at enacting a purposeful approach to their finances. Brett advises a select group of high-net-worth clients and serves as the dedicated Advisor for the team's institutional retirement clientele, overseeing plan investments and administration for Defined Contribution and Defined Benefit plans. Brett's areas of focus include customized investments, trust and estate planning services, retirement strategies, wealth planning, and access to credit and banking capabilities through Bank of America. He strives to be considered a member of his clients' inner circle, offering a concierge-level service and serving as a trusted sounding board. His approach integrates both sides of a client’s balance sheet to present a cohesive perspective on opportunities that significant wealth can offer. Brett joined Merrill in 2002 after earning his Bachelor of Arts degree from Towson University. He holds several industry designations, including Certified Plan Fiduciary Advisor, Certified 401(k) Professional, Chartered Retirement Planning Counselor, and Retirement Benefits Consultant. Brett resides in New Canaan, Connecticut, with his wife Liz and their two children. In his free time, he enjoys spending time with family and friends, playing golf and tennis, traveling, and trying new wine.

Mary Wargo is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. 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 supported by firm-approved tools and investment models, managing approximately $2.74 trillion in client assets.

Christopher Eckert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Lilly is a Series 66-licensed financial advisor with Morgan Stanley in Greenwich, CT, bringing 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, Lilly serves on several nonprofit and educational boards, including the Christ Church Cathedral Foundation, Lilly Endowment Inc., and advisory boards at Indiana University’s Lilly Family School of Philanthropy and Duke University Library. She is also a co-editor of an upcoming book. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Nicholas Liucci is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 credential with six years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Konica Minolta and the University of Connecticut. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate agreements.

John Mirabile is a financial advisor with Ameriprise in Greenwich, CT, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering, including products from Penn Mutual Life Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies. The firm integrates proprietary research and third-party data to support non-discretionary, personalized recommendations within a defined investment framework.

Susan Pelletier is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is an employee of Avon Products Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Robert Lucarelli Jr. is a financial advisor with Ameriprise in Westport, CT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is co-owner and manager of several LLCs related to real estate ownership and business operations. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Emilio Paoloni is a financial advisor at Equitable Advisors with 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors. In addition to his advisory role, he operates a side business selling group medical insurance and individual disability income insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory platforms.

Kevin Aussenheimer is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018. 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 searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations and offers a program supported by centralized due diligence.

Samuel Tsinman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Citigroup prior to his current role. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, uses forward-looking capital market assumptions, and incorporates ESG criteria in its recommendations.

Catherine Leach is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. 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, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

Nicholas Sinchak is a financial advisor at UBS Financial Services with seven years of industry experience and holds the Series 66 designation. He has been with UBS since 2016. Outside of finance, he teaches children to ice skate at facilities in New York City. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Carol Galpeer is a financial advisor at Cetera with 49 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2016, with prior roles at Investors Capital Corp. and UBS Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm operates a multi-manager platform that supports diverse investment strategies and program structures.

Nicholas Stamatellos is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Equitable Advisors since 2010, including time at its predecessor Axa Advisors, and previously worked at Waddell & Reed. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models, often utilizing third-party asset managers and tools, and offers ERISA fiduciary services for qualified plans.

Michael Capuano is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Massachusetts Mutual Life Insurance, Sutton Place Investors, Prudential Advisors, and Citibank. Capuano is also licensed to provide fixed insurance advice. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing non-discretionary, written asset allocation advice and manager selection supported by centralized due diligence and proprietary research.

Alexandre Grantcharov is a CFP® credentialed financial advisor with 22 years of industry experience, currently practicing at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Lales Group LLC, a general business entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Gordon is a CFP® with 38 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at Oppenheimer for 12 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies, utilizing a mix of in-house and third-party investment managers and providing portfolio management, financial planning, custody, and brokerage services.