John Ahern is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial advisory roles, including positions as an Investment Consultant at Fidelity Investments, and Financial Advisor roles at MML Investor Services, LLC, MSI Financial Services, Inc., and New England Securities. He began his career as a Junior Associate at Financial Advisory Network, LLC. John is a Certified Financial Planner™ professional who focuses on helping clients work towards their long-term financial goals by developing a thorough understanding of their current situation and future objectives. He collaborates with clients to establish a clear financial picture and identify strategies to improve their likelihood of long-term success. Outside of his professional work, John enjoys activities such as beach outings, biking, family activities, golf, running, and skiing.

Joseph Masiello is a financial advisor with LPL Financial in Stamford, CT, holding CFP® and ChFC® designations and carrying 42 years of industry experience. He has worked at LPL Financial since 2009 and previously spent four years with UBS Financial Services. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Karen Scinto is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Northwestern Mutual Investment Management and Merrill. Scinto also maintains an affiliation with Tennant Financial in connection with her LPL Business activities. 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, third-party asset management, and institutional platforms.

Ellen Cohen is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Larry Deutsch is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Milgo Bufkin and spent over three decades with Linear Lighting. Outside of his advisory role, he is a partial owner of multiple real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm supports a large national network of advisors and offers both discretionary and non-discretionary solutions under a fiduciary standard.

John Uyeki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott LLC, Chelsea Groton Bank, LPL Financial, and Citizens Securities. Outside of his advisory work, he is an owner and partner of Stripers Inc. LLC, a recreational boating business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with both quantitative and qualitative analysis and includes capabilities in derivatives and commodities through various regulatory registrations.

Kalie Van Cura is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, previously employed by Tudor Investment Corporation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Britt Szostak is a CFP® with 30 years of experience, currently affiliated with MassMutual Investors Services in Stamford, CT. They have worked at MassMutual and its affiliated entities since 1996 and spent 15 years with Lenox Advisors, Inc. Szostak also holds an insurance agent role focusing on life, disability, long-term care, and health insurance. 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 programs, emphasizing collaborative client relationships and event-driven planning services.

Gennaro Zimbaldi is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Morgan Stanley since 2019, following prior roles at Newbridge Securities Corporation and Curry Subaru. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Richard Toni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc from 2008 to 2017. Outside of his advisory role, he is involved in insurance sales and works part-time as a sales coach. MassMutual 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, wrap programs, and educational seminars, structuring its planning engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Steven Chille is a financial advisor at UBS Financial Services with 38 years of industry experience. He has worked at UBS since 2009 and previously spent nine years with Citigroup Global Markets. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research, underwriting, and securities-backed lending programs.

Matthew Landry is a CFP®-certified financial advisor with Morgan Stanley, bringing 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following a 13-year tenure at Merrill. Outside of his advisory role, he is involved in real estate investment and management as a sole proprietor. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios developed by its Global Investment Committee to support clients’ financial planning needs.

Daniel Holzer is a financial advisor at UBS Financial Services with 28 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, serving clients from 2009 to 2025. His credentials include Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial strategies.

Christopher Romano is a financial advisor at Morgan Stanley in Westport, CT. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Morgan Stanley in 2025, he worked at Lockwood for two years. He served as an assistant varsity football coach at Mahopac High School in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and advanced modeling tools, serving clients through both direct and employer-based arrangements.

James Gravalis is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2016 to 2020 before joining Morgan Stanley in 2020. 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, and manages approximately $2.74 trillion in client assets.

Saikiran Bomma is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and manages approximately $2.74 trillion in client assets.

Nicole Bouffard is a financial advisor with Ameriprise in Burlington, CT, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for Healing Hoofbeats, a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Derek J Thompson is a financial advisor at UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 registrations with 26 years of industry experience. He has worked at UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and affiliated lending programs.

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.

Marilyn Timbers is a CFP®-designated financial advisor with 32 years of industry experience. She is currently with Cetera and has previously worked at Voya Financial Advisors and operated her own firm, Timbers Financial Strategies, since 2013. Timbers volunteers with the Junior League of Greenwich, the YWCA Greenwich teaching financial literacy, and the Savvy Ladies financial literacy helpline. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.