Jeffrey Rogoff is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank since 2023. His prior experience includes roles at AllianceBernstein and Beal Bank. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Daniel Kilmurray is a financial advisor with UBS Financial Services in Norwalk, CT, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with UBS since 2013. Kilmurray serves on the endowment committee at Lafayette College and provides informal advisory support to Yola Mezcal LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Fiona Slater is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has worked at RBC Capital Markets since 2018 and previously at Merrill. Outside of financial advising, she serves on the Glen Royal Condo Association board, overseeing financial management and community governance, and works as an independent consultant for Mary Kay Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides tailored investment strategies, discretionary and non-discretionary portfolio management, and offers various advisory programs supported by in-house and third-party managers.

Keri Maccoll is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2003. Outside of her advisory role, she is involved as a co-founder and general partner of Knock Twice Holdings LLC, a beverage company, serves as a director and treasurer at Westhampton Country Club, and is an officer on the board and finance committee of The Darien Foundation. Additionally, she advises MilkMate, a health and wellness company supporting working mothers. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework in its recommendations.

Frank Petrocelli III is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities Inc. He is also an independent insurance agent specializing in fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager options, along with educational seminars.

Nick Kounios is a financial advisor with OSAIC in Mount Kisco, NY, holding Series 63 and Series 65 designations and over 23 years of industry experience. He has been with OSAIC since 2002. Outside of his advisory role, he is involved in tax preparation and planning through Pinnacle Taxx Inc and serves on the board of directors of a nonprofit organization providing continuing education to tax professionals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.

Shannon Woolery is a financial advisor with Primerica Advisors in White Plains, NY, holding a Series 63 designation and 12 years of industry experience. Prior to joining Primerica, Woolery worked at The Wellness Network for one year. Outside of advisory services, Woolery receives compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party managers and custodians.

Riley Juenger is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services, Cornerstone Wealth Management, and LPL Financial, before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Cina is a financial advisor with LPL Financial in Weston, CT, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Charles Schwab for 15 years, followed by roles at Bank of America, Merrill, National Asset Management, and National Securities Corporation. Outside of his advisory work, Cina is employed as a personal driver, providing transportation primarily to local airports on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing a network of investment adviser representatives who implement various investment strategies supported by research and technology.

Ananya Ghorai is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to that, she was employed at Eye Level and the Connecticut Institute for Communities. She is also the executor of her family estate. Merrill, together 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, pension plans, corporations, and charitable organizations.

Scott Menta is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 36 years of industry experience. He has worked with MassMutual and its affiliates since 2017 and spent 30 years at Metlife Securities Inc. In addition to his advisory role, he is involved in individual and group insurance sales outside of MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and programs including asset allocation, estate settlement, and event-driven planning such as divorce and employer-sponsored programs.

Maria Castellon is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following three years at Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sarah Petrone is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley before joining UBS in 2018. UBS Financial Services Inc. 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 research-driven, tailored investment strategies.

Kathleen Ferraro is a financial advisor with UBS Financial Services in Stamford, CT. She holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Morgan Stanley Smith Barney and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Adam Schur is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Greenwich, CT. He advises high-net-worth individuals and families, focusing on preserving wealth while positioning clients for long-term growth and financial security. Adam has over 30 years of experience, having begun his career in 1994 at UBS on the municipal bond desk, where he gained a strong foundation in fixed income markets and portfolio strategy. Throughout his career, Adam has concentrated on each client's unique goals, including multigenerational wealth planning, estate strategies, investment management, and liquidity events. He is committed to delivering thoughtful guidance, responsiveness, and maintaining trusted long-term relationships. Adam values clear communication, sound judgment, and being accessible and proactive in managing his clients' financial journeys. Adam holds a Bachelor's Degree from Franklin & Marshall College and the Personal Investment Advisor (PIA) designation. He is bilingual in Spanish and English. Outside of work, he lives with his wife and two children and often enjoys playing golf.

Francois Morin is a Wealth Management Advisor with extensive experience in financial services, including roles on both institutional capital markets and wealth management sides. He has more than twenty years of experience working on Wall Street, encompassing positions such as portfolio manager, trader, and head of trading at various firms. His focus is on assisting families, family businesses, and endowments by bringing clarity and structure to their finances, covering areas like assets, liabilities, business successes, estates, and generational wealth transfer. He holds a Bachelor of Science degree in Economics from The Pennsylvania State University and carries professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). His expertise includes executive compensation, family wealth management strategies, services for endowments and non-profits, legacy planning, philanthropic planning, portfolio management, socially responsible investing, and tax minimization. Outside of his professional career, Francois is involved in community activities such as volunteering and coaching for the Norwalk and Darien youth lacrosse programs. He resides in Rowayton, Connecticut with his wife Jessica and their three children. His personal interests include fishing, gardening, hiking, music, skiing, soccer, and tennis.

Teo Gomez Cruchaga is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and is based in Greenwich, CT. Prior to his current role, he has held positions at JPMorgan Chase Bank, N.A. and worked with Zilo International Group LLC and GoodRec. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Houlihan is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds a Series 63 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a board member of the Buckhead Club, a business and social club based in Atlanta. UBS Financial Services 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 and offers research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Matthew Carty is a financial advisor at Edward Jones with 17 years of industry experience. He has held his current position since 2014 and holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Hadi Fahimi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 48 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.