Melissa Morley is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and previously worked for the Department of Veterans Affairs from 2012 to 2025. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a variety of LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

John Wood Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Matthew Cosco is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS in 2024, he worked at Trinity College and New Canaan High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Sarah Battista is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals in Fairfield County. She is responsible for overseeing the branch's operations and ensuring the delivery of financial planning, guidance, and support services to clients. Sarah has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Relationship Manager, Financial Consultant, and Assistant Branch Leader before assuming her current position in 2024. Her experience encompasses comprehensive financial planning and client relationship management, focusing on understanding clients' goals and collaborating to prepare financial plans tailored to enrich various stages of their lives.

Kassandra Petrocelli is a Financial Consultant at Fidelity Investments, where she has been employed since 2017. In her current role, she works closely with a Wealth Management Team to assist clients in pursuing their financial goals through personalized financial planning. Her experience at Fidelity includes various positions such as Planning Consultant, Relationship Manager, Financial Representative, Investment Sales Associate, and Brokerage Operations Representative, reflecting a comprehensive understanding of financial services and client relationship management. This progression within the firm highlights her commitment to developing tailored strategies that align with each client's unique needs and priorities. Outside of her professional responsibilities, Kassandra engages in activities such as cooking and baking, photography, tennis, traveling, and attending social events with friends.

David Boudreau is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is involved with an estate business in Mashpee, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies.

Charles Valenzuela is a CFP® professional with 49 years of experience in the financial industry. He is currently with Cetera and has previously worked with Cetera Wealth Services, Walnut Street Securities, and PDI Financial Group. In addition to his advisory role, he is an insurance agent specializing in life, accident, health, and disability insurance. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to both affiliated and third-party managers and a variety of program structures.

Mark Burton is a financial advisor at Morgan Stanley with 27 years of industry experience and holds Series 63 and Series 65 designations. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as secretary of Audiotronics, a family-owned business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and models.

Guillermo Eiben is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley in various roles since 2009 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.

Laura Boretsky is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and has been with UBS Financial Services since 2007. 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 uses proprietary research to tailor plans to clients’ goals and risk tolerances.

Thomas Mantione is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with UBS since 2003. Mantione and his wife are founding a nonprofit organization aimed at supporting local youth leadership programs and providing scholarships for Eagle Scouts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and providing a broad range of capital markets services.

David Sondergaard Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools but does not provide individual security recommendations as part of its standalone planning services.

Allison Novak is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a Series 66 designation and nine years of industry experience. She has worked with firms including Legacy Financial Group, Cambridge Investment Research, ADE LLC, and LPL Financial LLC prior to joining Mass Mutual in 2019. 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, emphasizing collaborative, goal-oriented planning supported by firm-approved analytical tools.

Thomas Votano is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop tailored strategies to pursue those objectives, including general investing, retirement planning, and preparation for unforeseen events. He also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Thomas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hofstra University. His expertise lies in helping clients manage competing financial priorities such as purchasing a home, saving for college, caregiving for elderly parents, and addressing healthcare needs. He provides ongoing advice and adapts portfolio strategies to align with clients' evolving circumstances.

Greg Diamond is a financial advisor with OSAIC Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including 20 years at Royal Alliance Associates, INC., and maintains a tax and financial consulting business providing tax preparation and advice. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage, advisory, and retirement plan consulting services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Melissa De Brino is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked at Morgan Stanley since 2021 and previously was employed by UBS Financial Services from 2017 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market models to support its advisory services.

George Ameer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ameer serves as a member of the United States Army Reserve. 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 and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Charles Mac Namara is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, BNY Mellon Securities, and Equitable Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and a range of brokerage and insurance products through an integrated platform.

Roger Fox is a financial advisor with Merrill based in Stamford, CT, holding Series 63 and Series 65 licenses. He has 51 years of industry experience, including 48 years with Merrill and 17 years at Bank of America. Outside of his advisory role, he is the sole owner of a rental property in Stamford. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jena Grace Kole is a Series 66 licensed financial advisor with UBS Financial Services in Stamford, CT, with 15 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. 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, leveraging proprietary research and a broad range of financial solutions.