Matthew Castaldi is a financial advisor with Osaic Wealth, Inc. in Wilton, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at SagePoint Financial, Inc. He is also the owner of Castaldi Financial and Insurance, an S-Corp offering life, health, Medicare, and property casualty insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses advanced asset-allocation tools and supports various account management approaches, including discretionary and non-discretionary portfolios.

David Janny is a financial advisor at Ameriprise with 41 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2022. He serves on the Board of Directors for The Peggy Cahill Pioli Right To Life Foundation. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Anjian Zhu is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, Zhu worked for American Journey Advisors, Inc. for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Mark Beaven is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he was involved in entrepreneurial ventures with A Life Reflected, LLC and Stories.Life LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Michael Zazuri is a financial advisor at UBS Financial Services in Stamford, CT, holding a Series 66 license with two years of industry experience. His prior work includes positions at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as roles outside finance at Elite Sampling & Media Group and Tractor Supply Company. He has also been involved with Kids On The Moon and Sacred Heart University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Greco is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Merrill in 2021, he worked at Wells Fargo Clearing, Wells Fargo Bank, LPL Financial, Webster Bank, JPMorgan Securities LLC, and JPMorgan Chase Bank. 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.

Hans Olrik is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and has experience in both financial services and other business ventures, including roles in electronics and audio-visual workshops. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Richard Mastropietro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience working at Lenox Advisors, MassMutual Life Insurance Company, and MML Investors Services since 2026. Prior to his financial advisory roles, he worked in the biotechnology and travel industries. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management programs and educational seminars while structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Bryan Harmon is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ari Greenman is a financial advisor with Mass Mutual Investors Services in Westport, CT. He holds the ChFC® designation and Series 66 license, with 22 years of industry experience. Greenman has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside his advisory role, he is also active as a sales agent for individual and group life and health insurance through Lenox Advisors. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations without investment discretion.

Graham Ross is a financial advisor affiliated with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses with 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Ross Medicare Group LLC, United Healthcare, Transamerica Financial Advisors, and World Financial Group. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Brenner Anderson is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and two years of industry experience. His background includes roles at Nephila Capital, Arbol Inc., Willis Securities, and Trillium Trading, as well as a previous position at Dedham Health and Athletic Club. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Christopher Faruol is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.

Alisa Olsen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Her prior experience includes roles at Mass Mutual Life Insurance Company and METLIFE SECURITIES Inc. She is also the treasurer of the Tashua School PTA, where she manages the organization's budget and cash flow. 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 emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and generally recommends investment categories and strategies.

Caroline Delaurentis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Landing Point Advisors, and academic positions at the University of Connecticut and Bryant University. 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 designed for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Graham Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience as a financial advisor. Since joining Merrill Lynch in 2007, he has focused primarily on working with employers and plan participants to develop and manage successful retirement plans. In 2015, he was designated a Retirement Benefits Consultant, and he actively assists over 100 corporate clients with implementing and overseeing their retirement plans. He holds several professional designations including Certified Plan Fiduciary Advisor™ (CPFA™) earned in 2018 from the National Association of Plan Advisors and Certified 401(k) Professional (C(k)P®) through the Trusted Retirement Advisor University at The Anderson School of Business at UCLA. Graham engages directly with clients to understand their financial concerns and goals, developing tailored recommendations with the support of a network of specialists within Merrill Lynch Wealth Management and Bank of America, N.A. Graham earned a Bachelor's Degree from Manhattanville College and also attended Hobart & William Smith Colleges. He resides in Stamford, CT with his wife Susie, Vice President at Blythedale Children’s Hospital, and their two children. They spend time during the summer and fall at their home on Martha's Vineyard.

James Dunn is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors among other firms. Outside of his advisory role, Dunn is the owner and CEO of iReFramify, Inc., a coaching and consulting business that focuses on conflict resolution communication frameworks for couples and marketing strategies for small business owners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Edward Hynes III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies his extensive experience to help clients make better financial decisions and develop personalized wealth management strategies that align with their unique goals. Edward emphasizes a Goals Based Wealth Management (GBWM) approach, focusing on clients' personal objectives rather than market predictions, and strives to guide clients toward taking an appropriate level of risk suited to their circumstances. With over 40 years of experience on Wall Street, Edward has held roles as a Research Analyst, Salesperson, Trader, and Manager at prominent firms including Lehman Brothers, First Boston, Swiss Bank, and UBS. He has worked in key financial centers such as New York, Tokyo, London, Chicago, and San Francisco. Edward holds the Chartered Financial Analyst (CFA) designation since 2001 and multiple FINRA registrations including Series 3, 4, 7, 8, 24, 63, and 65. He earned a Bachelor's Degree from George Washington University and serves as a Personal Investment Advisor (PIA). Edward is actively involved in his community, serving on the boards of organizations such as Buglisi Dance Theatre and the National Dance Institute (NDI). He has also contributed to the City of Norwalk CT Pension Board and the Westport Historical Society. Outside of his professional and community work, Edward enjoys cooking, traveling, and spending time with his family.

Maria Jesus Fraile Alonso is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2017. Her prior work includes roles at Tapas Box and involvement with the Westport Woman's Club. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

Joseph Bogardus is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at MetLife Securities Inc. from 2009 to 2017. Outside of his advisory role, he serves as president of Harbor Oak Professional Services LLC, a company focused on shared operational infrastructure and expense management. MassMutual 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 a range of planning programs and educational seminars, utilizing firm-approved software and a collaborative annual engagement model.