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.

Franz Warren is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012 and AC Connecticut from 2014 to 2026. Outside of his advisory role, he is actively involved in youth soccer as a director and coach for the Danbury Youth Soccer Club and as a certified freelance soccer referee. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Joseph Juliano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2008 while earning his Bachelor's Degree from Fairfield University's Charles F. Dolan School of Business. Joe holds several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized by The Financial Times as a Top 401k Retirement Plan Adviser for four consecutive years, most recently in 2020. His expertise lies in developing customized wealth strategies for individuals and families and providing ongoing advice and education to retirement plan participants. Joe focuses on guidance through working years and assisting transitions to retirement using income replacement strategies, distribution options, and goals-based retirement planning. He is actively involved in his community, serving as a mentor for Fairfield University's Dolan School of Business Professional Development Series Program and on the board of The Cardinal Sheehan Center. Joseph currently resides in Trumbull, Connecticut with his wife.

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.

Loren Gough is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Fidelity Investments since 2000, including roles at Strategic Advisers and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a classic car owner involved in a vintage car and truck rental activity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds several distinctive regulatory roles uncommon among large institutional peers.

Ian Smith is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, and TIAA-CREF prior to joining Charles Schwab in 2025. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of investment options supported by centralized custody and operational infrastructure.

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.

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.

Alberto Bernardez is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work history includes roles at Merrill Edge, Bank of America, M&T Bank, and Sound Federal Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

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.

Aidan Woods is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at The Ridgewood Country Club and teaching positions at Fairfield University, Saint Joseph Regional High School, and Saint Margaret School. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Ashish Verma is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Bank NA for 10 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

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.

Hailley Torres is a financial advisor at Wells Fargo Advisors with a Series 66 credential and two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Debtor Hub Inc and held roles at the University of Connecticut and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Dylan Roy is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2026, he held positions at UBS and JJE Capital Holdings. Outside of his advisory roles, he was involved with the Scarsdale Golf Club from 2023 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools like Monte Carlo simulations to model financial outcomes.

Philip Adriani is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. 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 financial planning and estate strategies, leveraging structured planning processes and advanced modeling tools.

Vincent De Vita is a CFP® professional with 26 years of industry experience. He has been with Ameriprise since 2005, currently based in Stamford, CT. Outside of his advisory role, he owns a business that supports his practice. Ameriprise offers retirement-income planning services for individuals generally holding at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.