Nichole Mc Carthy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at Ameriprise and Wells Fargo Clearing. She is also a registered associate at Westport Wealth Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed risk profiling and supported by firm research.

Douglas Henderson is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Foreside Fund Services, Thomson Horstmann & Bryant, Inc., and Weeden & Co., LP. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers tailored investment strategies through various advisory programs that combine in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Gregory Fischer is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been providing financial guidance since 1999. He focuses on developing deep, personalized relationships with clients to simplify their financial lives and align strategies with their long-term goals and priorities. Gregory's expertise encompasses a wide range of areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, and tax minimization. He holds several professional designations, including Certified Private Wealth Advisor (CPWA)®, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Wesleyan University in 1996 with a Bachelor of Arts degree in Economics, where he also played football and ice hockey. Gregory resides in Redding, Connecticut with his two sons and participates in outdoor activities such as snowboarding, golfing, mountain biking, and hiking. Additionally, he supports organizations like St. Jude Children's Research Hospital, the Boys & Girls Club of Redding, Make-A-Wish, The Peddie School, and Wesleyan University.

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 CFP® and ChFC® with 42 years of industry experience, currently affiliated with LPL Financial in Stamford, CT since 2009. He operates under JMM Wealth Management, LLC, which serves as the DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of adviser representatives, offering a range of advisory programs, retirement consulting, and brokerage services supported by model portfolios and research.

Karen Scinto is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Northwestern Mutual Investment Management and several independent advisory practices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both proprietary and third-party research and investment strategies.

Ellen Cohen is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has worked within various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad client base with discretionary and non-discretionary advisory services.

John Uyeki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Chelsea Groton Bank, and Infinex Investments Inc./Osaic Institutions, Inc. Outside of his advisory work, he is an owner and partner of Stripers Inc. LLC, a recreational fishing boat business. 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 centralized due-diligence and ESG eligibility process.

Kalie Van Cura is a financial advisor at Merrill with nine years at the firm and five years of industry experience. She holds a Series 66 designation and previously worked at Tudor Investment Corporation for four years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

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.

Philip Ucci III is a ChFC®-designated financial advisor with 20 years of industry experience, currently with Raymond James Financial. His prior experience includes roles at Edward Jones and KeyBank. He is also the CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, both operating in Milford, CT. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and municipal entities. Its offerings include tailored, mostly non-discretionary advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Steven Chille is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 2009. 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 and provides a broad range of capital markets, custody, underwriting, and research resources.

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.

Elise Derusha is a Series 66 licensed advisor at Charles Schwab with two years of industry experience. She has held roles at Charles Schwab Bank, Charles Schwab, Clifton Larson Allen, and Educated Investments. Outside of her advisory career, she has worked at Holmberg Orchards and Uber Eats. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized custodial and brokerage services.

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.

Dominic Mattei is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2024 and 2025, respectively. Prior to joining Schwab, he held roles at Gartner, Fresh Prints, and Amazon. 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 offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a structured alternative-investment due diligence process.

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 with Morgan Stanley in Fairfield, CT, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Dexsil Corporation. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and using structured planning tools and modeling techniques to support client goals.