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.

Angie Charles is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022. Prior to that, she was with JPMorgan Chase and JPMorgan Securities for 10 years. Outside of finance, she is a partial owner of George Street Interiors, an interior design business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with customized financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Brij Jairath is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 1995. Outside of advising, Jairath works occasionally as a referral agent for a real estate network serving licensed brokers. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm offers both wealth management and institutional trading capabilities, including futures commission merchant services and principal trading.

Hope Klein Andino is a financial advisor with Merrill in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, Andino serves as a committee member and president on the Scarsdale Meadows Condominium board and is a board member of the Edgemont Community Council. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Andrews is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 66 credential and bringing 23 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009. Outside his role at Wells Fargo Advisors, Andrews has significant ownership interests in several investment-related businesses, including Cutler Andrews Capital Management, LLC, and JMJB Capital Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and business-owner transition planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients deciding on implementation through the firm’s brokerage or advisory programs.

Adam Leapley is a financial advisor with Morgan Stanley in Westport, CT, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved as an owner of a commercial property in Orange, CT. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a discovery-based process to develop financial plans, offering a variety of investment services through its broad retail and institutional platform.

Marite Ashley is a financial advisor at Merrill with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Merrill since 2015. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Louis Seekircher is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior experience includes roles at Ameriprise Financial and involvement with Northway Fellowship Inc. since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Solazzo is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and nine years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Massachusetts Mutual Life Insurance Company and MSI Financial Services Inc. Outside of his advisory role, Solazzo is an independent insurance agent and coaches youth lacrosse. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-focused advice without discretionary investment management.

Richard Morrow is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the board of the Dramatist Guild and the Westport Playhouse, a nonprofit theater organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to client risk profiles and investment preferences.

Anthony Arico is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his parents' investment affairs. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Dino Querze is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and OSAIC. Querze also operates Querze Wealth Management, a business related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management options supported by in-house and third-party research.

Julian Rock is a financial advisor with Primerica Advisors in Whiteplains, NY, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Charter Communication, PFS Investments Inc., Primerica Financial Services, and Cablevision. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management mainly through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Edwin Gonzalez is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is the owner of No Boss Unlimited, a business based in Plantation, Florida. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Gachi is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Caryn Halbrecht is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients with tailored plans and processes that align with their unique goals. Caryn assists clients in pursuing personal objectives such as funding education, planning for retirement and healthcare expenses, and developing strategies designed to achieve long-term family goals. Her approach emphasizes incorporating clients’ personal perspectives and priorities to bring clarity to the complexities of investing. Caryn’s personal interests include baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking. She works within Merrill Lynch Wealth Management to support clients in navigating their financial journeys through customized advice and planning.

Russell Karpf is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes seven years at LPL Financial and ten years at Ameriprise Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through advisory programs and other providers.

Lisa Giordano Eckert is a Series 66 licensed financial advisor with UBS Financial Services in Westport, CT, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she works part-time as a certified yoga instructor at Kaia Yoga in Westport and Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Randall Watsek is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Dalton, Greiner, Hartman, Maher & Co., LLC for 13 years. Outside of his advisory role, he is an author and editor of poetry and literary books and acts as a trustee responsible for managing a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management styles and affiliated research.

Stephen Cooley is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior work history at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience with Milton Point Provisions and the Billy & Pete Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, asset management through model portfolios and third-party arrangements, and brokerage and insurance products via an integrated platform.