Robin Bratone is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at UBS Financial Services and Spark Business Academy, with a substantial career gap spent as a stay-at-home mother. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate a range of in-house and third-party managers, as well as options for tax management and responsible investing.

Mario Zapata is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Prior to and alongside his current role, he has worked at Bank of America since 2010. Merrill, in conjunction 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Aidan Zacchia is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he spent nine years working in the construction industry at Automatic Door of Trumbull, Inc., where he held bookkeeping and secretarial roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocation, and institutional trading capabilities to provide tailored financial planning and portfolio management.

Elena Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at various J.P. Morgan entities since 2008. Outside of her financial career, she works as a background actor with Central Casting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary program.

Brian Fink is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Merrill and Bank of America N.A. since 2014. Based in Westport, CT, he holds the Series 66 license. 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.

Victor Joseph is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He has worked at several firms including Wells Fargo Advisors LLC, Northwestern Mutual Investment Management, LPL Financial, and has operated Joseph Brothers, LLC, a landscaping business that has been inactive since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from the Wells Fargo Investment Institute with third-party data to support its investment approach, offering both brokerage and advisory solutions at a large scale.

Timothy Orr is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a wealth management advisory practice based in New Canaan, Connecticut. He serves affluent and ultra-affluent clients across the United States, focusing on delivering tailored wealth management solutions. With 35 years of experience in capital markets, Tim combines his background in derivative financial instruments with his advisory expertise to assist individuals and families in navigating the complexities of substantial wealth. Before joining Merrill Lynch, Tim held senior roles including Director of Precious Metals, Commodities, and Derivatives at Union Bank of Switzerland in New York, and Vice President of Sales and Trading for base and precious metals at Deutsche Bank and Kleinwort Benson. His client services encompass executive compensation, family wealth management strategies, philanthropic planning, socially responsible investing, and special needs planning among other areas. Tim holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Tim earned his Bachelor's degree from Ohio Wesleyan University. He has contributed to his community as a trustee of New Canaan Fire Company #1 and has been involved in various charitable organizations. Outside of work, he enjoys boating, gardening, scuba diving, skiing, and tennis. Tim and his wife live in New Canaan and have two grown children.

Isabella Pilato is a financial advisor with LPL Financial, holding the Series 66 designation. She joined LPL Financial in 2024 and has previous experience working at Oak Beach Bar & Grill. Isabella is currently based in Milford, CT. 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 portfolio programs, and institutional platforms, supported by various advisor-facing tools.

Michael Brewi is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services, Inc. since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also offers specialized advisory programs and municipal finance services.

Charles Lobosco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and analytics but does not provide individual security recommendations as part of standalone planning.

William Calderon is a Series 66-registered financial advisor with LPL Financial based in Shelton, CT. He has been with LPL Financial since 2023 and has no prior industry experience before joining the firm. 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 financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Kevin Chapin is Vice President and Financial Consultant at Fidelity Investments. In this role, he works with high-net-worth individuals, families, and business owners to provide clarity and structure to their financial lives. He has been with Fidelity Investments since 2013, progressing through roles as Financial Representative, Investment Consultant, and now Vice President. Kevin focuses on developing personalized financial plans and implementing tailored strategies to help clients grow, manage, and transfer their wealth efficiently.

George Viebrock Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Andrew Deck is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role 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 range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

David Rudolf is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2024, he worked at Phoenix Mutual Life Insurance Co for 37 years. Outside of advising, he is president of Rudolf Associates Inc, which sells group benefits and various insurance plans, and owns a blue stone quarry on forestry property where he manages lumber sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

George Goldman is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual affiliates in 2016. He is also an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, long-term care, and property and casualty insurance, and is a partner in Golman Wealth Advisory Team, LLC. Mass Mutual Investors Services 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, utilizing tools such as Monte Carlo simulations and automated asset-allocation software.

Jennifer Ibrahim is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at Primerica Advisors since 2023 and previously at Primerica Financial Services starting in 2022. Outside of her advisory role, she is involved as an independent market partner with Monat Global and an affiliate with Amare, and she works as a self-employed nanny. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining authority over model selection.

Jp Rizzitelli is a financial advisor at LPL Financial with 27 years of industry experience. He has held positions at LPL Financial since 2020, Sagepoint Financial, Inc. from 2008 to 2020, and American General Securities Incorporated from 2004 to 2008. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in tax advisory and financial advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors through various platforms, model portfolios, and technology tools while providing access to broad financial services and institutional solutions.

Robin Pinkham is the principal of Robin Pinkham Investment Advisory, LLC, with 31 years of industry experience. He has worked at Citigroup Global Markets and Westport Resources before founding his independent advisory firm in 2009. Pinkham volunteers at Crosby Commons, an assisted living facility in Shelton, CT, where he gives monthly talks on investments to residents. Robin Pinkham Investment Advisory, LLC provides individualized portfolio management services primarily for a high-net-worth individual client, focusing on direct portfolio management and ongoing account oversight. The firm is notable for its small, client-focused approach and its advisory services tailored to individual investors.

Sunho Lee is a financial advisor at Salem Asset Management with 20 years of industry experience. He has been with Salem Asset Management since 2004. Lee holds a Series 63 designation. Salem Asset Management provides discretionary portfolio management services to individual clients, managing approximately $3.7 million in regulatory assets across four client relationships. The firm maintains a small client base, allowing for direct work with a limited number of households and exercises investment discretion with formal policies outlined in its regulatory filings.