Diane Eitel is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 23 years of industry experience. She has been associated with PFS Investments Inc. since 1996 and served in the Queens Board of Elections since 2014. In addition to her advisory role, she engages in sales of loan products and home-related services for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Alexander Mills is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2021. His prior experience includes roles at Key Investment Services, LLC, KEY BANK, and AXA Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by proprietary research and planning tools.

Eric Bickler is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors for THE LNTS SOLUTION, a company focused on improving efficiency in healthcare through advanced therapies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor client plans while offering a broad suite of capital markets and advisory services.

Zachary Lobraico is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Lenestro and Western Connecticut State University, and he served on the New Fairfield Board of Education from 2022 to 2025. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Alessandro Caringi is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities and has been affiliated with MassMutual Life Insurance Company since 2016. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning strategies without discretionary investment authority.

John Blumberg is a financial advisor at Cetera with 39 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. He previously worked at National Life Group and Equity Services, Inc. for 11 years. Outside of his advisory role, he is involved in farm ownership and operates community events featuring draft horses for military personnel, first responders, and individuals with special needs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jak Cukaj is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ameriprise for 32 years before joining Raymond James in 2025. He serves as a board member and investment committee member for Ronald McDonald House GHV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through its advisory programs or other providers.

Stuart Gollomp is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at Ameriprise Financial Services and Oppenheimer. He is the owner of Westport Private Wealth, LLC, his own securities practice. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and accommodates discretionary strategies as well as third-party money managers.

Conrad Bringsjord is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a boutique-style financial advisory team that provides personalized wealth management strategies to a selective group of high net worth clients and business owners. His approach centers on understanding clients' goals, priorities, risk tolerance, and liquidity to develop customized investment strategies and portfolios. The team offers expertise in estate planning, alternative investments, education and retirement funding, home financing, concentrated stock positions, and tax minimization strategies, leveraging the resources of Bank of America and Merrill Lynch. With over 30 years of experience on Wall Street, Conrad has worked extensively with major corporations on mergers and acquisitions, invested in private equity firms, managed hedge fund long/short equity portfolios, and founded financial services businesses. He emphasizes building long-term relationships through helping clients address their financial concerns. His professional designation includes Personal Investment Advisor (PIA). Conrad holds a Bachelor's degree in Economics from Brown University, where he also played varsity baseball. He earned a Master's degree in Accounting from the Stern School of Business at New York University, graduating as valedictorian, and an MBA in Finance with honors from the Wharton School at the University of Pennsylvania. A first-generation Norwegian, he enjoys visiting Norway's fjords and spends time in Connecticut, Florida, and New York with his wife of over 30 years, their three grown children, and a Labrador. His personal interests include golf, skiing, and walking on the beach or hiking with his wife and dog.

Hemal Patel is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with Merrill clients to understand their current financial situations and introduce them to the solutions available through Merrill and Bank of America. His approach focuses on helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals. Hemal holds a Master's Degree from the University of Bridgeport and a Bachelor's Degree from Maharaja SayajiRao University. He has earned the Personal Investment Advisor (PIA) designation, reflecting his commitment to professional standards in financial advising.

Larry Arinsburg is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 21 years and has been associated with Finesco Assoc. for over four decades. Outside of his advisory role, he operates a sole proprietorship focused on insurance sales and maintenance, and provides tax preparation services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and offers a wide range of programs including Unified Managed Accounts, third-party manager programs, and comprehensive financial planning.

Eduardo Martinez is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America N.A., Merrill, National Securities Corp, and PHX Financial, Inc. during his career. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Dudelson is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. She has been with MassMutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. In addition to her advisory role, she holds an outside insurance sales position focusing on individual and group life, health, fixed annuities, long-term care, and disability income products. 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, structuring client engagements as annual, collaborative relationships with a focus on investment strategies rather than specific product selections.

Timothy Beecher is a financial advisor at OSAIC with a Series 66 designation. He began his advisory career in 2024 and has prior experience in landscaping and design. He is currently based in Norwalk, CT. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization with a wide array of program options for individual investors, retirement plans, charities, and corporate clients.

Robert Angevine is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for American Portfolios Financial Services, Inc. for 21 years. In addition to his advisory role, he prepares income tax returns annually outside of market hours. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across multiple platforms.

Thomas Broadbent is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and AXA Advisors. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

Ian Gordon is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2006. He began his career as a Financial Advisor in 2002 with Breakwater Financial Services before transitioning to their asset management group. Ian focuses on assisting families, individuals, foundations, and endowments in constructing risk-tolerance adjusted investment strategies, and serves as a Portfolio Manager managing personalized or defined strategies on a discretionary basis. Ian holds multiple professional designations, including the Certified Investment Management Analyst® (CIMA®) from the Investments & Wealth Institute through the Wharton School, and the Certified Private Wealth Advisor® (CPWA®) through the University of Chicago Booth School of Business. He also holds the FINRA Series 7 and 66 registrations. Ian attended Cornell University and has pursued additional studies at NYU, SUNY Purchase, UCONN, and Silvermine Guild School of the Arts. In addition to his professional career, Ian is active in his local community in Stamford and was recognized on the Bank of America Community Volunteers Honor Roll in 2010 and 2011. He has three children and maintains personal interests including motorcycling and scuba diving.

Alan Cirulli is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at City National Bank since 2022 and was previously with Wells Fargo Clearing from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles through both in-house and third-party investment managers.

Edward Naylor is a Wealth Management Advisor at Merrill Lynch Wealth Management, with an office located in Darien, Connecticut. He focuses on integrating all aspects of wealth management planning, placing particular emphasis on investment advice. Ed has developed a process supported by extensive technical skills and practical experience to address the financial and multi-generational issues faced by affluent families. With over 20 years of experience in the investment industry, Ed began his career in 1994 at Douglas C. Lane & Associates in New York, where he performed research, trading, and operations. He later served as an Assistant Portfolio Manager at Hutchinson Capital Management in San Francisco, specializing in trading equities and bonds and structuring tailored municipal bond portfolios. Since joining Merrill Lynch in 2003, Ed has worked as a First Vice President, Portfolio Manager, and Wealth Management Advisor. He is experienced in utilizing both third-party active asset managers and passive strategies to construct and manage portfolios aligned with client risk profiles and time horizons. Additionally, he has researched and implemented alternative asset class strategies, including hedge funds, private equity, and managed futures. Ed holds an M.B.A. in Finance from Vanderbilt University and a B.A. in English from Hobart College. He also has professional designation as a Personal Investment Advisor (PIA). Ed resides in Rowayton, Connecticut, with his family.

Jie Huang is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including E*TRADE Securities and several investment-related ventures. Outside of his advisory role, Huang is involved in multiple business activities as a sole proprietor and partner in retail and investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment committee insights.