Catherine Wallace is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Stifel and MAI Capital Management. She has also been involved with Trinity College and the Connecticut General Assembly. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging institutional trading capabilities alongside wealth management services to tailor plans based on proprietary research and model-based asset allocations.

William Kirby is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Orbit Venture Partners and involvement with Safe Harbor Marina and Sono Field House. 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.

Matthew Murray is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and has been with JPMORGAN Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nancy Perez Tamez is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at BlackRock Investments and Park Avenue Securities. Outside of her advisory role, she works part-time as a rideshare driver for Uber. 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 various organizations.

Susy Chang is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 34 years of industry experience. Her career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1991, as well as Massachusetts Mutual Life Insurance Company since 2016. She also works as an independent insurance agent specializing in life, accident, health, Medicare-related products, and property and casualty insurance. 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 provide written recommendations.

Kathryn Sullivan is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior experience includes roles at Merrill Lynch Bank of America and several other financial firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and investment modeling.

Adam Elgert is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a landlord involved in rental property management in Stamford, CT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Robert Mark is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over two decades at Advanced Resources, LLP and H. Beck, Inc. Mark maintains an ongoing role with Advanced Resources, LLP in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various technological tools.

Christopher Yadre is an Investment Consultant at Fidelity, where he collaborates with clients to develop comprehensive financial plans aimed at achieving their long-term financial goals. He focuses on creating tailored strategies that address the specific needs of each client and their family. Prior to his current role, Christopher gained experience as a Financial Representative at Fidelity Investments from 2023 to 2025 and as an Intern at Sound Financial Strategies from 2021 to 2023. His background reflects a commitment to building expertise in financial planning and investment consulting. Outside of his professional work, Christopher has interests in baseball, beach activities, fitness, hiking, music, and reading.

John Magliula is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans that align their wealth with their values and goals. He has held roles at Fidelity Investments since 2024, including Planning Consultant, and previously served as a Financial Advisor at Northwestern Mutual from 2023 to 2024. John holds a California Insurance License. His professional approach emphasizes simplifying complex financial decisions to provide clarity and confidence at every stage of wealth management, focusing on purposeful planning across generations. Outside of his professional work, John engages in family activities and enjoys fitness, hiking, outdoor adventures, reading, and traveling.

Michael Di Lorenzo is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Royal Alliance Associates and LPL Financial. He is also involved in the sale of fixed insurance products through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a network of affiliated advisers and multiple platforms. The firm utilizes firm-provided asset-allocation tools and third-party services to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Lawrence Mcternan is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Clearing, HSBC Securities, and TD Wealth Management Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

John Hetherington is currently a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, he is gaining experience in providing financial advisory services. Additional details about his experience, expertise areas, education, credentials, personal interests, or community involvement are not provided.

Katie Hughes is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 22 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Ameriprise Financial Services, Chapin, Davis, and Wells Fargo Advisors. Outside of finance, she volunteers as an equine therapist at WellSpring of Life Horse Farm in Monkton, MD. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with customizable portfolio management and planning services. The firm incorporates both in-house and third-party investment managers and provides specialized options such as tax management and responsible investing screens.

Filippo Petrini is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities since 2018. He is also involved with Captains Log, LLC. 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 recommendations.

Alexandra Remmel is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining J.P. Morgan in 2023. Outside of her advisory role, she is an owner partner of The Hive House, a health and wellness space supporting women recovering from alcoholism or drug addiction, and holds ownership interests in residential sober homes for women and children. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized, non-discretionary advice.

Kathryn Palao is a CFP® professional with 20 years of industry experience, currently with Cetera. She has worked with Cetera Wealth Services, LLC and Hudson Financial Services since 2006. Palao serves as a board member of the Briarcliff Manor Chamber of Commerce and manages tax preparation and planning through her role as President and CEO of Hudson Tax Services LLC. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning options, operating as a multi-manager platform that supports discretionary and non-discretionary strategies across multiple custodial relationships.

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.