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.

Nicole Bouffard is a financial advisor with Ameriprise in Burlington, CT, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for Healing Hoofbeats, a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

James Stephens is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and the University of Vermont Tutoring Center. 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, and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Vincent Atkins is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for David Lerner Associates for 21 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, algorithm-assisted recommendations, primarily for assets held in Ameriprise Managed Accounts.

Christopher Durkin is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Edward Jones in 2021, he worked at Pruco Securities LLC, Prudential Annuities Distributors, Inc., and Prudential Insurance Company of America from 2019 to 2021, and previously spent seven years with Knights of Columbus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Connor Tienken is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including JPMorgan Chase Bank, J.P. Morgan Securities, and the Paul Tudor Jones II Family Office. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized activities such as relationships with investment companies and private funds.

John Nevins is a financial advisor with Wells Fargo Clearing in Ansonia, CT, holding a Series 63 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, including prior roles at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Derek J Thompson is a financial advisor at UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 registrations with 26 years of industry experience. He has worked at UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and affiliated lending programs.

Peter Hart is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual and its affiliated firms since 1988. In addition to his advisory role, he is involved in individual life and health insurance sales and provides plan design and administration services to employer-sponsored retirement plans through Retirement and Benefit Systems, LLC. MassMutual Investors Services 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, utilizing firm-approved analytical tools to deliver written recommendations tailored to client goals.

Brian Keefe is a Team Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial plans that align with their individual priorities and long-term goals. His approach emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Brian holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from Fairfield University. His expertise covers areas such as planning for education funding, retirement lifestyle, potential healthcare costs, and overall wealth management.

Elizabeth Selimovic is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2007. Outside of her advisory role, she is a commissioned Notary Public in the State of Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery and approved tools, serving clients through tailored plans without offering individual security recommendations as part of standalone planning.

Kristin Bloom is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory work, she is involved with Avreco, a company engaged in real estate activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and capital market tools to tailor client solutions.

Andrew Livesay is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Livesay is a co-owner and silent partner in Maria Livesay Salon and serves as a board member for the Stamford Downtown Special Services District. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets.

Carole Caldwell is a Series 66-licensed financial advisor with Morgan Stanley in Westport, CT, where she has worked since 2009. She has 25 years of industry experience. Outside of her advisory role, she is involved with Optavia, a company focused on promoting healthy eating habits. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Kevin O'Hara is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets, New York University Stern School of Business, and JP Morgan Securities LLC. 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.

Juan De Choudens is a financial advisor with J.P. Morgan Securities in Norwalk, CT, holding a Series 66 designation and 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. Outside of his advisory role, he is an owner and partner of CoreBev Group Inc., a beverage company, though he does not take an active role in its operations. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Peter Mathes is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Global Portfolio Strategies, Inc. and Prudential Insurance Company of America. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team that delivers non-discretionary, research-driven recommendations. The firm combines modeling, tax-efficiency analysis, and algorithmic automation to support its advisory approach while providing a broad range of financial and insurance solutions.

Timothy Ressler is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Charles Schwab, where he has worked since 2023, following roles at Cetera Advisors, CCR Wealth Management, Fidelity, and AXA Advisors. He also has experience working with TNT Clambakes outside the financial sector. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, and custody services with a mix of non-discretionary and discretionary investment options.