Matthew Fallon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Mahopac, NY. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Peter Hart is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual and its affiliated firms since 1988. In addition to his advisory role, he is involved in individual life and health insurance sales and provides plan design and administration services to employer-sponsored retirement plans through Retirement and Benefit Systems, LLC. MassMutual 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, utilizing firm-approved analytical tools to deliver written recommendations tailored to client goals.

Brian Keefe is a Team Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans aimed at helping them achieve their long-term family and personal goals. His approach involves connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most to them. Brian holds the Certified Financial Planner (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from Fairfield University.

Elizabeth Selimovic is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2007. Outside of her advisory role, she is a commissioned Notary Public in the State of Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery and approved tools, serving clients through tailored plans without offering individual security recommendations as part of standalone planning.

Eric Feingold is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior work includes over two decades at Citigroup and six years at Prime Franchise Consulting. Outside of finance, he owns a part-time residential and commercial construction business, which is currently being sold. 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, offering both non-discretionary and discretionary investment options within an integrated platform.

Kristin Bloom is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley & Co. LLC and AllianceBernstein L.P. She is also involved with Avreco, a real estate company. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions.

Andrew Livesay is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Livesay is a co-owner and silent partner in Maria Livesay Salon and serves as a board member for the Stamford Downtown Special Services District. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets.

Kris Martini is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience, including roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. Prior to his advisory career, he worked at Copia Home and Garden and studied at Sacred Heart University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Carole Caldwell is a Series 66-licensed financial advisor with Morgan Stanley in Westport, CT, where she has worked since 2009. She has 25 years of industry experience. Outside of her advisory role, she is involved with Optavia, a company focused on promoting healthy eating habits. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Kevin O'Hara is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets, New York University Stern School of Business, and JP Morgan Securities LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Ressler is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Charles Schwab, where he has worked since 2023, following roles at Cetera Advisors, CCR Wealth Management, Fidelity, and AXA Advisors. He also has experience working with TNT Clambakes outside the financial sector. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, and custody services with a mix of non-discretionary and discretionary investment options.

Liza Weldon is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 65 designations and 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, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party data.

Josephine Demarco is a financial advisor with Merrill in Stamford, CT, holding a Series 66 designation and 13 years of industry experience. She has worked at Merrill since 2012 and Bank of America, N.A. since 2013. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pasquale Palumbo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2022, he worked with Mass Mutual Investors Services and NYLife Securities, where he spent nine years. His professional activities also include roles in non-variable insurance services with multiple providers. 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 and access to third-party asset management, utilizing various investment strategies and operational tools.

John Dacey is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work history includes five years at M&T Securities, Inc. before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates ESG criteria and broad derivatives capabilities.

Jorge Valdes Rodriguez is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has been with Equitable Advisors since 1999, including during its affiliation with Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Barbara McMahon is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2008 and Bank of America since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andre Mirkine is a financial advisor with Wells Fargo Clearing, holding CFP® and Series 63 designations and having 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following prior roles at A. G. Edwards & Sons, Inc. and UBS Financial Services. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Andre Weiser is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to Morgan Stanley, he was employed at Citigroup Global Markets for 16 years. 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 uses structured planning tools combined with guidance from its Global Investment Committee.

Sean Donovan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. for four years and was employed at Russell Speeders Car Wash and New Canaan High School before that. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.