Robert Errico is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2007. In addition to his advisory role, he serves as Trustee, Treasurer, and Chair of Finance and Audit for the Boys Club of New York and is a member of the Board of Directors at Memorial Sloan Kettering Cancer Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including financial planning, portfolio management, and capital markets services.

Arthur Tuttle is a financial advisor at Morgan Stanley with 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has also worked at Morgan Stanley Smith Barney LLC since 2009. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Joseph Miller is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Merrill Lynch/Bank of America, Stifel, Nicolaus & Company, and other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Francesca Fraim is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she was affiliated with Incubex and involved in academic roles at Brown University’s School of Engineering and the Meiklejohn Program. 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 within a non-discretionary advisory framework.

Trent Luby is a financial advisor with Raymond James & Associates based in Greenwich, CT, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Owen Ayotte is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Sacred Heart University and involvement with the Boys and Girls Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Robert Chilson is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BlackRock for 18 years before joining Merrill and Bank of America. Merrill, along 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.

Logan Sabol is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Tharanco Group and Massa Products Corporation and has experience in education and club management roles. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Trey Hogsten is a Financial Consultant at Fidelity Investments, where he partners with families to develop tailored, comprehensive strategies focused on accumulation, preservation, and the seamless transfer of their wealth across generations. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2024. Throughout his career at Fidelity, Trey has gained experience in financial planning and client relationship management. His work centers on helping clients address their financial goals through personalized strategies. Outside of his professional role, Trey has interests in the beach, food, golf, museums, traveling, and volunteering.

Lindsay Pereguda is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Janney Montgomery Scott and Wells Fargo Clearing before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Trond is a Series 66-licensed financial advisor with Ameriprise, based in Wallingford, CT, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Linda Roman is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. She has worked at LPL Financial since 2022 and previously with Wells Fargo Clearing from 2016 to 2022. Outside of her advisory work, Roman is the president and business owner of Cat Rescue Inc., a nonprofit organization she founded in 2003. 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 financial planning and investment management solutions through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and technology-driven tools.

Stacey Parker is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as chairperson of the Kansas City Committee for the Midwest Highland Arts Fund, a nonprofit organization that hosts an annual piping and drumming workshop and concert. 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, offering a broad range of investment and capital markets services.

Hugh Mc Guire is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Morgan Stanley, Telcoin LLC, Beacon Hill Solutions Group, Wellington Management, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Rabinaw is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 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 combines research from its Investment Institute with third-party analytics to offer diversified portfolio solutions.

Peter Chieco is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 14-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm‑approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.

Charles Principato is a Financial Advisor with Merrill Lynch Wealth Management who focuses on helping clients transform success into lasting financial impact. He works with early-career professionals and families to develop personalized strategies that include tax-efficient investing, custom lending solutions, estate planning, and comprehensive wealth management. His approach emphasizes clarity and confidence, aiming to simplify complex financial decisions and empower clients to achieve their goals. Charles brings expertise in corporate benefits, executive compensation, family wealth management, legacy planning, personal retirement planning, and portfolio management. He holds a Bachelor’s Degree from the University of Connecticut and completed a certificate program at Universidad de Salamanca. Charles is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Outside of his professional role, Charles is involved in several community organizations, including the Diocese of Bridgeport - Holy Spirit Stamford, New Covenant Center, and Saint Cecilia's Roman Catholic Church. He is also affiliated with professional groups such as the Catholic Finance Association and Young Catholic Professionals. His personal interests include hiking, fishing, biking, boxing, and other outdoor activities.

William Shea is a Series 66-credentialed financial advisor with Merrill, based in Greenwich, CT, and has 34 years of industry experience. He has worked at Merrill since 2001 and Bank of America, N.A. since 2009. Shea serves as an advisory board member on the parish finance committee at St. Michael's Church. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Anthony Greier is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has held positions at Wells Fargo Clearing Services LLC since 2018 and previously worked at Citigroup Global Markets from 2007 to 2018. Outside of his advisory role, he is a silent partner in a business entity unrelated to his investment activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research and analytics from internal and third-party sources to support its investment approach.

James Oliver is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Credit Suisse Securities, Morgan Stanley, and Citigroup Global Markets. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.