Love Malhotra is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2011 and WELLS FARGO ADVISORS LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 advisors, and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Andrew Starks is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2013 as part of The Hetherington Group. His responsibilities include financial planning, relationship management, investment screening, manager due diligence, and risk analysis. The team focuses on affluent and ultra-affluent clients across the United States, providing tailored strategies in areas such as college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, sports and entertainment, and tax minimization. Andrew earned a Bachelor of Arts degree in Political Science with a minor in African American Studies from Princeton University. He holds the Chartered Financial Analyst (CFA) designation since 2018 and became a CERTIFIED FINANCIAL PLANNER (CFP) in 2024, along with the Personal Investment Advisor (PIA) designation. Prior to his financial advisory career, Andrew pursued a brief professional football career with the Chicago Bears. Based in Stamford, Connecticut, Andrew lives with his wife Morgan and son Wesley. His personal interests include golf, football, softball, traveling, spending time with family, and baking. He is a member of professional organizations such as the Princeton Football Association and the Princeton Varsity Club.

Michael Bucci is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked previously at Bozzutos Inc and First Republic Bank. Before his financial services career, he spent several years in education and building maintenance. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Larson Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm‑approved methodologies in its financial planning process.

John Eng is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as an executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market-based modeling techniques.

Zachary Dugas is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following four years at MetLife Securities Inc. He also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual 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 programs, providing collaborative, annual planning engagements that use firm-approved analytical tools without discretionary authority over client investments.

Robert Giannini is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 55 years of industry experience. He has been with Raymond James and its affiliated entities since 2012. Giannini also serves as a trustee of a small bank account for a previous client. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable offerings in municipal finance and SIMPLE IRA employer advisory services.

Matthew Beninati is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2019. Outside of his advisory role, he operates Matthew Beninati LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary account management.

Christopher Hiza is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an independent insurance agent specializing in property and casualty, Medicare-related products, life and health insurance, fixed annuities, dental, and group disability income. 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, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Bryce Johnstone is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, including a one-year tenure at BOFA Securities, Inc. in 2019. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Zachary Wojtowicz is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations, and has 10 years of industry experience. He previously worked at Metlife Securities before joining Mass Mutual in 2016. In addition to his advisory role, he is licensed as an insurance agent specializing in life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers services including asset management, wrap programs, and educational seminars.

Alexander Gunn is a Series 66-credentialed financial advisor at Merrill with six years of industry experience. His prior roles include positions at UBS Financial and Fidelity Investments. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Saul Mag is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he supports Fidelity's most valued clients and their families by helping them navigate the firm's resources and providing a personalized approach to assistance that strengthens client relationships. Saul has been with Fidelity Investments since 2013, progressing through several roles including Investment Representative, Relationship Manager, Planning Consultant, and currently Senior Relationship Manager. His experience spans wealth management and client relationship services, focusing on delivering tailored financial solutions. Outside of his professional work, Saul's personal interests include comedy, golf, parenthood, pets, and tennis.

Frederick Lawrence is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 27 years before joining Morgan Stanley in 2020. Outside of his advisory role, he serves as an assistant coach for the Weston High School football team in Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment and planning capabilities.

Ryan Cassidy is the Vice President and Branch Leader responsible for leading Fidelity's New Haven Investor Center. In this role, he offers guidance to customers on a range of financial planning services including one-on-one retirement and investment planning, income strategies, college planning services, and integrated employee benefits strategies. He has been with Fidelity Investments since 2016, initially serving as Director of Investor Center Operations from 2016 to 2021 before assuming his current leadership position in 2021.

Peter Schutt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and various financial planning services.

Maria Mcardle is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and having 8 years of industry experience. Prior to joining UBS in 2019, she worked at Northwestern Mutual Wealth Management Company, Mitchell Janoff, Northern Trust, and other firms. 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 investment strategies.

Eric Drake is a financial advisor with RBC Capital Markets in Westport, CT, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Carolina Reynolds is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously held positions at Aquarion Water Company and Southern Connecticut State University. 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 supported by structured discovery processes and advanced modeling tools.

Katharine Steffens is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Compass Higgins Group Private Brokerage. Outside of finance, she is active as a freelance performer, teaching and composing in singing and acting. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers both non-discretionary and discretionary investment management with multi-asset model portfolios and a centralized operational structure.