Alfonso Giudici is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Equitable Advisors and Abeille Bravure. He is also the owner of Vox Trend Media LLC, a business focused on media direction and vision planning. 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, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and firm-supported research.

Liam Whaley is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work experience with MassMutual Life Insurance Co, the University of Massachusetts Dartmouth, and East Lyme Public Schools. Outside of finance, he was involved in managing Supercharged Indoor Karting and Axe Throwing for four years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements and a range of educational and event-driven planning programs.

Peter Swansen Jr. is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services Inc., National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a partner at Corporate Plans Retirement Strategies, LLC, where he oversees staff and provides ongoing client service and employee benefit reviews. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and clients ranging from individuals to institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management.

Deividas Vilys is a Series 66-licensed financial advisor with Morgan Stanley in Greenwich, CT, possessing two years of industry experience. Prior to joining Morgan Stanley, he held positions at Middlebury College and Gulf Coast High School. 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 firm-approved planning tools.

Tao Long is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently an advisor at Edward Jones in Darien, CT, having previously worked at BNP Paribas Asset Management and I95 Capital LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsay Sabel is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over twenty years of experience in the financial services industry. Before transitioning to wealth management, Lindsay worked at a Connecticut-based multi-strategy hedge fund and spent 14 years in various trading, sales, and leadership roles at UBS Investment Bank. She also held an institutional strategy position at Wells Fargo Investment Bank, where she managed client strategy for the equities division. Lindsay earned a Bachelor's Degree in Psychology and English from Yale University. She holds the FINRA Series 7, 24, 63, and 66 registrations, as well as professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and sports and entertainment. She lives in New Fairfield, CT with her husband, son, and three dogs. Her personal interests include cooking, golfing, pickleball, running, and soccer.

Sophie Small is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, she held various roles including involvement with the University of Wisconsin-Madison Shared Governance and participation in several community and nonprofit organizations such as the University of Wisconsin Hillel Foundation and the McBurney Disability Resource Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analytical models.

Hudson Stedman is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fetch Pet Insurance and Aequatic, as well as involvement with the Trustees of Princeton University and The Pharo Foundation. He has been engaged with Shred Kids' Cancer for over a decade. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

Michaela Hewett is a financial advisor with Equitable Advisors in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. She is also involved with Emerson Reid. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Luigi Cicconi is a Planning Consultant at Fidelity Investments, where he works as a co-advisor alongside clients and their wealth management teams. In this role, he focuses on ensuring that financial plans serve as clear roadmaps for clients' milestones and supports informed financial decision-making. Luigi began his role at Fidelity Investments in 2026. Further details regarding his education, credentials, areas of expertise, or personal interests have not been provided.

Paul Curtis is a financial advisor with Wells Fargo Clearing in Stamford, CT, holding Series 63 and Series 66 credentials and 30 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Seersite LLC. Outside of his advisory work, he serves as co-treasurer for the Staples High School Cross Country Team in Westport, CT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anni Berkeley is a Series 66-licensed financial advisor with Merrill, based in Ridgefield, CT. She has 10 years of industry experience, all of which has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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, and various institutions, with multiple options for portfolio implementation and tax-aware strategies.

Easton Sayre Mc Gill is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Morgan Stanley, his experience includes roles in education and seasonal work at Harvey Cavalier camp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Estefania Munguia is a financial advisor at Morgan Stanley in Stamford, CT, with three years of industry experience. She holds a Series 66 designation and has previously worked at CBSI Services Inc, Digitech Computers LLC, and Bonnie Briar Country Club. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Anthony Pires is a CFP® and ChFC® affiliated with Mass Mutual Investors Services, with two years of industry experience. His prior work includes roles at Scharf & Selden, Wealth Management of Raymond James, and Meridian Risk Management. Outside of financial services, he has experience working at Buon Amici Italian Restaurant and involvement with Greenburgh Parks and Rec. 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, using firm-approved software to analyze client goals and deliver collaborative, written recommendations.

Michael Kislin is a financial advisor with Morgan Stanley, holding CFP® and CFA® credentials and over 23 years of industry experience. His professional background includes roles at J.P. Morgan Securities and Morgan Stanley Smith Barney, and he also owns Kislin Family Ventures, LLC, a company involved in aerial photography. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools to help clients develop personalized financial strategies.

John Goodwin is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, Goodwin has engaged in writing, having published a novel and working on a second one, and he serves in local government roles including as a commissioner and committee member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and research.

Emma Maldon is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual Investment Management and Hamilton College. Outside of finance, her background includes roles in hospitality and brewing industries. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, emphasizing a non-discretionary approach where clients retain final decision authority.

Charles White is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2026. His prior experience includes positions at Avatar Associates, Presidio Asset Management LLC, and Avatar Investors Associates Corp. Outside of advising, he is involved in estate administration as an executor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and advisory services, managing approximately $2.74 trillion in client assets, with a range of advisory programs supported by structured planning tools and investment research.

Anthony Quattrochi is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He currently serves in roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.