Matthew Castaldi is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, INC, OSAIC Services, Inc., Chase Investment Services Corp., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Castaldi is also the owner of Castaldi Financial and Insurance Inc., where he provides life, health, and property casualty insurance products. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a broad network of advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management with a wide range of investment options.

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.

Theodore Youngling is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as treasurer for the Mercedes Benz Club of America in Norwalk, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services using proprietary research and planning tools, with tailored recommendations delivered through meetings and client summary letters.

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 with Merrill, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, JPMorgan Securities LLC, and Webster Bank N.A. Greco has also had a brief tenure outside traditional finance at Blue Jay Orchards. 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 strategies for a range of clients including individuals, high-net-worth investors, and institutions.

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. She previously worked at Landing Point Advisors and has held roles at the University of Connecticut, Bryant University, and Aspetuck Valley Country Club. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

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 CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones in Trumbull, CT. He has previously worked at Northwestern Mutual Investment Services, Wells Fargo Advisors, and Fidelity Brokerage Services, among others. In addition to his advisory role, Dunn is the owner and CEO of iReFramify, Inc., a coaching and consulting business focused 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 specializes in personalized wealth management strategies with a focus on legacy planning, personal retirement planning, portfolio management services, and retirement income. Edward emphasizes Goals Based Wealth Management, tailoring investment recommendations to his clients' individual goals rather than market predictions. With over 40 years of experience on Wall Street, he has served in roles ranging from Research Analyst to Manager at firms including Lehman Brothers, First Boston, Swiss Bank, and UBS, working internationally in New York, Tokyo, London, Chicago, and San Francisco. He holds a Bachelor's Degree from George Washington University and earned the Chartered Financial Analyst (CFA) designation in 2001. Edward also maintains multiple FINRA registrations including Series 3, 4, 7, 8, 24, 63, and 65. His professional affiliations include membership in the Western CT Estate & Tax Planning Council, where he is a past board director. In addition to his professional responsibilities, Edward is active in community organizations. He serves on the boards of the Buglisi Dance Theatre and the National Dance Institute (NDI), and has formerly served on the City of Norwalk CT Pension Board and the advisory board for the Westport Historical Society. Outside of work, he enjoys cooking, traveling, and spending time with his family.

Maria Jesus Fraile Alonso is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2017 and has prior experience at Tapas Box and Westfair Communications. She was also involved with the Westport Woman's Club for three years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and a nationwide adviser network.