Michael O'Donovan is a financial advisor at Edward Jones in Somers, NY, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes tax-efficient services and fiduciary standards in its advisory offerings.

Nicole Innarelli is a Series 66 registered financial advisor with UBS Financial Services in Stamford, CT, bringing eight years of industry experience. She has been with UBS since 2017 and previously worked at Ammirati's Of Love Lane and Fairfield University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans and asset allocations to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad set of capital markets and advisory solutions.

Angela Fitzgibbon is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise in various capacities since 1991. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using in-house research and third-party data to support clients approaching or in retirement.

Stephanie Mihalakos is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Christine Maksimow is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at First Republic Bank for nine years. Outside of finance, she is involved in an artisan butter manufacturing business, Beurre Creamery LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Dennis Zacharopoulos is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equity Services Inc and National Life Group. Outside of his advisory role, he serves as secretary of the Morris Jumel Neighborhood Association board and participates in several nonprofit and community organizations, including Prejudice Unfolded and Groundwork Bridgeport. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that allows for customized investment strategies across various program structures.

Robert Sadowski is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he serves as a member of the Pension and Employee Benefits Commission for the Town of Easton, Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Christopher Morley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), reflecting his professional qualifications in wealth management and investment advisory services. Mr. Morley earned his Bachelor's Degree from Kenyon College. His role focuses on providing personalized financial guidance and wealth management strategies to clients.

Patrick Harding is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Harding also owns Harding Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to create tailored recommendations, providing clients with a broad planning menu that includes specialized services such as business-owner transition and special-needs analysis.

Leif Waller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2014. Outside of his advisory role, Waller serves on the board of directors for the Scarsdale Concours d'Elegance, an annual charity car show, and is president and owner of Braider Technologies, a specialty manufacturing and consulting company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, customized asset allocation advice supported by centralized due diligence and qualitative research.

Judi Mc Anaw is a financial advisor at Edward Jones with 34 years of industry experience. She holds the Series 63 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2009 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cassidy Schiff is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Merrill in 2022, Cassidy worked at Fidelity Investments, Strategies for Wealth, and has experience with coaching and educational roles. Merrill provides managed account services through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm utilizes internal and third-party portfolio management teams and supports a range of account types with strategic asset allocation and tax-aware investment options.

William Norkin is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 license and 29 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years before joining Mass Mutual in 2016. Outside of his advisory role, Norkin is the vice president and owner of Noreteile Products, Inc., which provides various insurance products, and he also works as an independent insurance agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides structured, collaborative planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Matthew Recalde is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Bank of America and Merrill from 2022 to 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. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Jack Krause is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His career includes roles at JPMorgan Chase Bank and various positions in management and consulting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Taisha Yunez is a financial advisor with J.P. Morgan Securities in Irvington, NY, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with a process supported by centralized due diligence and quantitative and qualitative research.

Steven Bellon is a CFP® professional with 35 years of experience, currently serving at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. He holds Series 63 and Series 66 licenses and is based in Tarrytown, NY. Outside of his advisory work, he serves as a board member for the Ryan Ashford Memorial, a nonprofit focused on mental health programs for teens and young adults. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and provides a range of specialized planning programs and educational seminars.

Christopher Sause is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and previously held positions at Camperio SIM S.p.A., Winch S.r.l., Sacred Heart University, and the International School of Milan. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Evan Maroney is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Stephens and Worden Capital. Prior to his financial career, he was employed at Zachy's Wine and Liquor for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Thomas Casey is a financial advisor at Edward Jones in Ridgefield, CT, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.