Nicholas Gallucci is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 designation with five years of industry experience. His career includes roles at Morgan Stanley since 2018 and prior work at the University of South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 analytical models.

Rowan Beaudoin Friede is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Riverside Financial Group, LLC, among other roles including positions outside finance such as at Al di la trattoria and Waterhouse Restaurant. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party model strategies tailored to client objectives.

Ronnie Spears is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Merrill since 2019. Prior to that, he was with Aspire Advisors, LLC and Amalgamated Life Insurance Company. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Benjamin Smiles is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2015 as part of The Smiles Group, a wealth management team. He focuses on providing a comprehensive approach to wealth management that begins with understanding each client's family, financial situation, and priorities. Benjamin helps clients develop customized strategies tailored to their unique circumstances, allowing for flexibility as their needs evolve and market conditions change. He delivers access to the investment insights of Merrill Lynch and the banking services of Bank of America to address a broad range of financial aspects. With expertise spanning estate planning, investments, tax minimization, education funding, wealth transfer, and retirement income strategies, Benjamin works with high-net-worth clients to simplify their financial lives and prioritize their goals. He collaborates closely with a Wealth Management Lending Officer from Bank of America to offer strategic home financing guidance aligned with clients’ overall financial plans. Benjamin holds the Certified Plan Fiduciary Advisor (CPFA) designation and is a recognized Retirement Benefits Consultant and Personal Investment Advisor. Benjamin completed high school at Stratton Mountain School and attended the University of Colorado System’s Leeds School of Business, though no degree was conferred. He resides in Ridgefield, Connecticut, with his wife, Meg, and their children, Lily and Charlie. His personal interests include skiing, surfing, sailing, and travel.

Clifford Paulson is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2020 to 2025. Mass Mutual Investors Services operates as 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, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Kathleen Mcelaney is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Her work history includes roles at UBS, AlphaSights, Earthplace, and DVG Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Laura Jimenez is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 2002 and has been with Merrill Lynch since 2003. Laura specializes in family wealth management strategies, personal retirement planning, and women and wealth. She holds a Bachelor of Science degree in Finance and Marketing from Boston College, is a CERTIFIED FINANCIAL PLANNER® professional, and holds the Chartered Retirement Planning Counselor™ designation. Her expertise includes a comprehensive understanding of Life, Disability, and Long-Term Care Insurance, which she integrates with ongoing portfolio guidance to meet the long-term needs of clients at various life stages. Laura resides in Port Chester, NY with her husband and young daughter. In her personal time, she enjoys running, playing tennis, and traveling. She has been recognized by Forbes multiple times, including being named to the Americas Top Women Wealth Advisors Best-in-State list and the Best-in-State Wealth Management Teams list from 2023 to 2026.

Laura Abels is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch Pierce, Fenner & Smith, Inc. since 2013 and Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Casey Olsen is a Series 66-licensed financial advisor at Merrill with 11 years at the firm and three years of industry experience. Based in Stamford, CT, Olsen has worked solely with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over two decades of experience helping corporate professionals, lawyers, doctors, and other individuals simplify their wealth management through tailored strategies. Michael works closely with clients to develop personalized financial plans that address liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He also assists small business owners with managing 401(k) plans and optimizing employee benefits. Michael holds a Master's Degree from Fordham University and a Bachelor's Degree from Syracuse University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He integrates the resources of Merrill Lynch and banking services from Bank of America to provide a comprehensive approach to wealth management. Michael emphasizes a long-term, disciplined financial strategy to help clients pursue their unique goals through changing market conditions. Outside of his professional role, Michael volunteers within the communities he serves. His personal interests include billiards, golfing, hiking, and reading.

Jeannine Barlotta is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 designation and has previously worked at RBC Capital Markets, LLC and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Frank Powers III is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 63 designation and 30 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. 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 to provide a broad range of investment solutions.

Jesus Lopez is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jelmena Hudson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Earl Wheway Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and was previously with UBS Financial Services for 10 years. Outside of his advisory role, he serves as a board member of the Catherine Violet Hubbard Animal Sanctuary, a private foundation in Newtown, Connecticut. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs, including estate planning and corporate financial planning solutions.

Kevin Condon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Stamford, CT. He specializes in providing personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and small businesses, focusing on areas such as personal retirement planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Mount Saint Mary's University and maintains professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin applies his expertise through consistent communication and personalized financial planning to help clients meet their long-term goals. Kevin resides in Wilton, CT with his family. Outside of his financial advisory role, he teaches cycling at Equinox Fitness and enjoys running, cycling, golf, and skiing. He has also participated in community events such as the Autism Speaks NYC Marathon in 2011 and has been involved with Smilow Cancer Hospital.

Melissa Spohn is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Swedish Ski Club, which supports skiing activities and manages a common lodging facility for its members. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including 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 client solutions.

Amber Okin is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she collaborates with clients to develop and implement financial plans tailored to their individual goals and concerns. She emphasizes building relationships based on trust and respect by understanding what is important to her clients and their families. Amber's approach focuses on providing clients with peace of mind for various life moments through thoughtful financial planning. Her expertise lies in creating strategies that address clients' specific needs and objectives. Outside of her professional work, Amber has interests in bowling, comedy, military service, theater, traveling, and writing.

Victor Mizzaro is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Harvey Cavalier Camp and Harvey School, as well as studies at St. John’s University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Frank Defrancesco is a financial advisor at Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Equitable Advisors since 2000, including its predecessor firm Axa Advisors. Outside of advising, he is co-owner of Seminar Ed Solutions LLC, where he serves as a presenter and co-content creator for literacy presentations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes evaluating client risk tolerance to match them with investment program models or discretionary managers, utilizing both proprietary and third-party solutions.