James Vinograd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 credential and has worked with JPMorgan Chase for nearly two decades, including his current roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. He is also principal of Wheelograd LLC, a business he has operated since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, supported by centralized due diligence and affiliated portfolio services.

Suzette Rivera is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 29 years of industry experience. She has worked with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is an educational consultant specializing in classroom management and a self-employed music teacher. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Anthony Di Perri is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services in multiple capacities since 2017, with a brief tenure at RBC Wealth Management in 2019. Prior to his advisory career, he spent time in full-time education and worked at World Ice Arena. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets services.

Thomas Dooney is a Series 66-registered financial advisor with LPL Enterprise, based in White Plains, NY, and has 10 years of industry experience. His prior roles include positions at Oppenheimer, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Equitable Advisors, Axa Advisors, and Morgan Stanley. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by its research team and third-party strategists, and it offers additional services such as financial planning, access to asset managers, and participation in wrap programs.

Laura O'Brien is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Raymond James since 2015 and previously operated LAP Creations, LLC for five years. Raymond James & Associates 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Katherine Welch is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 66 credential and four years of industry experience. She previously operated KWD Personal Financial Concierge for six years. Outside of advising, she is a commissioned notary public in New York and Connecticut, performing notarial services in a limited capacity. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations using firm research and planning tools. The firm serves clients who meet certain net-worth thresholds with a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Thomas Ross III is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome modeling.

Pieter Loots is a financial advisor with Merrill in Katonah, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is an owner and partner in several non-investment businesses, including real estate holdings and an e-commerce venture managed by his wife. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Robert Bouza is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2003. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charles Wilson III is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1999 to 2003. Outside of his advisory role, he serves as a board member for 45 East 85th Street LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of over 14,000 financial advisors.

Mergin Shehu is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 65 and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, Shehu worked at Charter Communications and Ardsley Cucina. J.P. Morgan Securities offers 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and utilizing affiliates for implementation and portfolio services.

Paul Keblish is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in working with executives, professionals in finance, technology, and healthcare, business owners, serial entrepreneurs, and high net worth individuals. His practice focuses on managing cash flow, growing and protecting wealth, and comprehensive financial planning that aligns with clients' personal priorities and goals. Paul brings over 30 years of professional experience, including previous roles in investment banking and entrepreneurship, to his advisory services. Paul received a degree in Economics from Duke University and earned an MBA with Distinction in Finance and International Business from New York University Stern School of Business. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise spans a broad range of client needs, such as education planning, legacy planning, liquidity management, executive compensation, and services for non-profits. Outside of his professional work, Paul is actively involved in community organizations including the Westport Sunrise Rotary and the Westport Weston Family YMCA, where he has served as President of the Board of Directors and currently serves on the Board of Trustees. He enjoys outdoor activities such as skiing, golf, paddle boarding, and spending time with his family.

Laura Davis is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Edward Dunn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Outside of his advisory role, he is president of ECMC Enterprises, an S corporation through which he provides investment capital for art purchases. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Catherine Clarke is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes 12 years at M & T Securities and three years with MVP Event Staffing. MML Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements that use firm-approved software tools and offers specialized programs such as divorce planning and estate settlement services.

Lawrence Brown is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously worked at American Portfolios Financial Services, Inc., Park Avenue Securities, and The Guardian Life Insurance Company of America. Outside of his advisory role, he is the owner and president of an accounting and tax preparation firm serving individuals and small businesses, and he serves as trustee for several family trusts. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using risk-tolerance assessments and efficient frontier analysis.

Benjamin Gotfried is a Series 66-licensed financial advisor at Equitable Advisors with 16 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he serves on the board of several family-owned and other private companies, including Aries Investment Ltd., where he provides occasional business consultation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm’s investment approach involves matching clients to program models or discretionary managers and utilizes a variety of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Sinclair is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously was with MetLife Securities Inc. Sinclair is also an independent insurance agent specializing in dental, group disability income, life, accident, health, fixed annuities, and long-term care insurance. Outside of financial services, he performs as a musician, playing guitar and harmonica at venues. MassMutual 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, focusing on collaborative, annual planning engagements that involve detailed client analysis and written recommendations.

Danielle Fujioka is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2014, with a brief tenure at Wells Fargo Clearing from 2016 to 2017. She holds Series 63 and Series 65 designations. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor client plans.

Keith Reilly is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he was employed at Retro Report from 2013 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.