Viviana Coelho is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has 20 years of industry experience, including previous roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Outside of her advisory work, she assists in managing a family trust that holds rental properties, without receiving income for this role. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a range of capital markets and advisory solutions.

Clarke Arline is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of advisory work, he is involved in the sale of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

James Goetz is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, Morgan Stanley, and several positions in the food service industry. 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 advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Thomas Nolan is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Morgan Stanley, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse planning needs including retirement, education, and business-owner transition.

Levar Brown serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he brings nearly 20 years of experience in the financial services industry. In his current role, he provides investment and retirement planning, cash management, insurance analysis, educational planning, and business lending services. Levar works closely with successful families who have complex financial lives, helping to simplify and organize their wealth management strategies. Additionally, as Resident Director of the Merrill Ridgefield, CT office, he is involved in training both new and experienced Financial Advisors to expand their practices and deliver comprehensive services. Levar holds a Bachelor’s degree in Finance with a minor in Economics from the College of Mount Saint Vincent and earned an MBA from New York University’s Stern School of Business, focusing on Global Business, Marketing, and Finance. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning Counselor™ designation, among other professional credentials. Outside of his professional commitments, Levar enjoys basketball, horseback riding, music, painting, traveling, watching movies, and spending time with his family. He is a member of Free Arts NYC and resides in White Plains, New York.

Lydia Shaw is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Deloitte, Groove, Teneo Holdings, and Credit Suisse. 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 uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Tyler Reschke is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in developing financial plans aimed at supporting their financial goals and enhancing their confidence in decision making. Prior to this position, Tyler held several roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. He began his financial career as a Financial Professional at Equitable Advisors from 2021 to 2022. Tyler's professional experience encompasses a range of client-focused financial services, highlighting his expertise in relationship management and financial planning. His career progression reflects his commitment to supporting clients through various stages of their financial journeys.

James Perrino is a financial advisor with Merrill in Stamford, CT, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill and Bank of America, N.A. in various capacities since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Tucker is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, his work experience includes positions at Ameriprise Financial, Vail Resorts Incorporation, Home Depot, and several hospitality establishments. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and a mix of proprietary and third-party programs.

Steven Belport is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 63 designation and 38 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Clearing. He is a part owner of an investment-related entity involved in cash and tax management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning services and tailored investment recommendations supported by firm research and planning tools.

Robert Wood is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Cambridge in 2016, he worked at Commonwealth Financial Network for 10 years and Merrill for 5 years. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Anthony Gallucci is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of experience in the financial industry, including roles at MassMutual Life Insurance Co and Folor Inc. Prior to his advisory career, he was employed at Baruch College, Imprintive Commercial Art, and Temple University. MassMutual Investors Services 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 offers collaborative, annual planning engagements and a range of investment and educational programs.

Norena Howard is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked at Wells Fargo Advisors since 2023 and previously spent 14 years at UBS. In addition to her advisory role, she is a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to a broad range of needs, including retirement, education, risk management, and specialized areas such as business-owner transition planning and special-needs analysis.

Mariann Cheung Lee is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, 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 in client planning.

Elizabeth Cleary is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding the CFP® designation and industry licenses including Series 63 and Series 65. She has 17 years of experience in the financial services industry, with a background at Metlife Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she is the owner of Lefebvre Financial Services, LLC, and serves as a trustee on an irrevocable life insurance trust. 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, providing collaborative, goal-based planning using firm-approved analytical tools.

David Priebe Jr. is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. He previously worked at The Vanguard Group, Inc. for one year before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to support customized financial planning and portfolio management.

James Owens is a financial advisor with Ameriprise in Stamford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Abigail Stevenson is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Christian Connolly is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles within the hospitality and service industries. Outside of finance, he has been involved with several businesses including The Little Bar and The Horseshoe Country Bar & More. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Jeffrey Klein is a financial advisor with MassMutual Investors Services in Elmsford, NY. He holds the CFP® designation and Series 63 license, with 26 years of industry experience. His prior roles include positions at METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. In addition to advising, he is involved in outside insurance sales covering life, health, fixed annuities, long-term care, and disability income products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses a collaborative, annual planning process with firm-approved analytical tools and offers specialized planning programs, including recent additions like Divorce Planning.