Eric Green is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and been involved with SUNY Oswego's Department of Campus Life. Outside of financial services, he has experience with ProCrease Goaltending and Birchwood Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including portfolio management, financial planning, and access to proprietary research and capital markets services.

Michael Emhardt is a Financial Advisor with Merrill Lynch Wealth Management who specializes in delivering personalized wealth management strategies to high-net-worth families. He focuses on key areas including education planning, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. With over 15 years of experience, Michael works to understand his clients’ priorities and develop disciplined, customized financial plans. Michael holds a Bachelor's Degree from the University of Delaware and maintains the CERTIFIED FINANCIAL PLANNER® (CFP) certification, as well as the Personal Investment Advisor (PIA) designation. His mission centers on building long-lasting professional relationships founded on integrity, trust, and personalized service, offering comprehensive advisory solutions tailored to help clients achieve their life goals. Outside of his professional work, Michael enjoys baseball, basketball, football, golfing, spending time with his family, and traveling.

Brian Minicus is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His background includes roles at Bank of America and Merrill, as well as involvement with the Premier Lacrosse League and various collegiate organizations. 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 individuals, high-net-worth clients, and institutional investors.

James Vinograd is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His career includes 15 years at JPMorgan Chase Bank NA before joining J.P. Morgan Securities in 2021 and founding Wheelograd LLC in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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 financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Oppenheimer, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Equitable Advisors, Axa Advisors, and Morgan Stanley. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product services through a network of investment adviser representatives.

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 at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a board member of 45 East 85th Street LLC, a cooperative in New York City. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Mergin Shehu is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Charter Communications and Ardsley Cucina. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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 at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Edward Dunn is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Outside of his advisory role, he operates ECMC Enterprises, an S corporation through which he invests in art. 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 investment recommendations.

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.

Mc Kenna Harden is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., Harden held positions at Piper Sandler, Leucadia Asset Management, and Goldman Sachs. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while allowing clients final decision authority.

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 with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has been with UBS since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing access to research-driven strategies and various capital markets services.