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.

Daniel Dodderidge is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo entities since 2010. Outside of his advisory role, he has ownership interests in two investment-related businesses, DSQUARED and DODDERIDGE GP, LLC, which involve cashflow and expense management and merchant agreements. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

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.

Michael Salimbene is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 11 years. Outside of his advisory work, he has served as an honorary member of the gala benefit committee for Visiting Nurse Services in Westchester. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations, with clients having discretion over implementation.

Steven Green is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background in emergency services, including roles with the Norwalk Police Department, Rocky Hill Police Department, Baltimore Police Department, and American Medical Response. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.

Katherine Clarke is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Raymond James & Associates since 2018. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base—including individuals, institutional and pension plans, charitable organizations, and government entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephen Mackenzie is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined the New Canaan Wealth Management Group in 2010. He collaborates with clients and his team to develop goal-based financial plans that clarify investment decisions and assess risk levels needed to achieve clients' financial objectives. Stephen brings extensive experience from his 25 years as a member of both the New York Stock Exchange and the American Stock Exchange. He founded and served as CEO of Mack Trading LLC, a NYSE broker dealer, and participated on the Executive Board of the Alliance of Brokers. His expertise includes education planning, family wealth management strategies, and personal retirement planning. He holds a bachelor's degree from the University of Colorado and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. A lifelong resident of New Canaan, Connecticut, Stephen is involved in his community as a co-founder of NC Connect and has served on the board of the New Canaan YMCA. He and his wife live in New Canaan with their three grown children and two grandchildren. Stephen has supported the Pan Mass Challenge, a charity ride benefiting the Dana Farber Cancer Research Center, for over ten years.

Lisa Cullen is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2023. She provides personalized and customized financial planning services, aiming to co-create plans that offer clients peace of mind and a high-quality experience. Prior to her current role, Lisa worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2019 to 2023. She also has experience as an Investment Strategist at Merrill Lynch & Co., Inc. from 1994 to 2001. Throughout her career, Lisa has developed expertise in financial planning and client relationship management. Her professional background includes working with a diverse set of clients to tailor financial strategies that meet their individual needs. Outside of her professional work, Lisa enjoys hiking, kayaking, visiting museums, listening to music, reading, and skiing.

Jacquelyn Smith is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Mario Bartoli is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. His prior experience includes over two decades at People's Securities, Inc. and four years with People's United Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.