Jon Rosenblatt is a Series 66 licensed financial advisor with eight years of industry experience. He currently works at Charles Schwab in Stamford, CT, having previously been employed at JPMorgan Securities LLC, TD Ameritrade, and a private family office. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options through a centralized and integrated operational structure.

Sarah Di Sotto is a financial advisor with Merrill in Darien, CT, holding a Series 66 designation and having 11 years of industry experience. She has been with Merrill since 2014. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lawrence Codraro is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017, following a year as a self-employed advisor. Codraro serves on the board of TypeZero Technologies, Inc., a company developing software applications aimed at managing diabetes through artificial pancreas technology. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process includes firm-approved tools and scenario modeling, serving clients through a broad range of advisory programs.

Eric Green is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and been involved with SUNY Oswego's Department of Campus Life. Outside of financial services, he has experience with ProCrease Goaltending and Birchwood Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including portfolio management, financial planning, and access to proprietary research and capital markets services.

Brad Gaglione is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for trusts in Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Michael Emhardt is a Financial Advisor with Merrill Lynch Wealth Management who specializes in delivering personalized wealth management strategies to high-net-worth families. He focuses on key areas including education planning, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. With over 15 years of experience, Michael works to understand his clients’ priorities and develop disciplined, customized financial plans. Michael holds a Bachelor's Degree from the University of Delaware and maintains the CERTIFIED FINANCIAL PLANNER® (CFP) certification, as well as the Personal Investment Advisor (PIA) designation. His mission centers on building long-lasting professional relationships founded on integrity, trust, and personalized service, offering comprehensive advisory solutions tailored to help clients achieve their life goals. Outside of his professional work, Michael enjoys baseball, basketball, football, golfing, spending time with his family, and traveling.

Brian Minicus is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His background includes roles at Bank of America and Merrill, as well as involvement with the Premier Lacrosse League and various collegiate organizations. 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.

James Vinograd is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Greenwich, CT. He has four years of industry experience and has also worked at JPMorgan Chase Bank NA since 2006. Vinograd is currently associated with Wheelograd LLC, a business he has been involved with since 2026. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Katherine Welch is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 66 credential and four years of industry experience. She previously operated KWD Personal Financial Concierge for six years. Outside of advising, she is a commissioned notary public in New York and Connecticut, performing notarial services in a limited capacity. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations using firm research and planning tools. The firm serves clients who meet certain net-worth thresholds with a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Thomas Ross III is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome modeling.

Colleen May is a CFP® professional at Fidelity with eight years of industry experience. She has been with Fidelity Investments since 2017, with prior roles at Providence College and ParsonsKellogg. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its commodity pool operator registration and formal advisory role to multiple registered investment companies.

Constance Brown Clarke is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Mergin Shehu is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Charter Communications and Ardsley Cucina. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Paul Keblish is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in working with executives, professionals in finance, technology, and healthcare, business owners, serial entrepreneurs, and high net worth individuals. His practice focuses on managing cash flow, growing and protecting wealth, and comprehensive financial planning that aligns with clients' personal priorities and goals. Paul brings over 30 years of professional experience, including previous roles in investment banking and entrepreneurship, to his advisory services. Paul received a degree in Economics from Duke University and earned an MBA with Distinction in Finance and International Business from New York University Stern School of Business. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise spans a broad range of client needs, such as education planning, legacy planning, liquidity management, executive compensation, and services for non-profits. Outside of his professional work, Paul is actively involved in community organizations including the Westport Sunrise Rotary and the Westport Weston Family YMCA, where he has served as President of the Board of Directors and currently serves on the Board of Trustees. He enjoys outdoor activities such as skiing, golf, paddle boarding, and spending time with his family.

Karen Goersch is a financial advisor with Ameriprise in Rowayton, CT, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary recommendations through a centralized consulting team.

Laura Davis is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Mc Kenna Harden is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., Harden held positions at Piper Sandler, Leucadia Asset Management, and Goldman Sachs. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while allowing clients final decision authority.

Benjamin Gotfried is a Series 66-licensed financial advisor at Equitable Advisors with 16 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he serves on the board of several family-owned and other private companies, including Aries Investment Ltd., where he provides occasional business consultation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm’s investment approach involves matching clients to program models or discretionary managers and utilizes a variety of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Danielle Fujioka is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has been with UBS since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing access to research-driven strategies and various capital markets services.

Scott Mastocciolo is a financial advisor at Osaic Wealth with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise and Wells Fargo Advisors. Mastocciolo is also Managing Director and Financial Advisor at Westport Private Wealth LLC, where he is involved in fixed annuity and insurance business. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers using asset-allocation tools and automated rebalancing.