Anthony Fagella Jr. is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2016 and is the managing member of Pentad Investment Partners. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Jorge Quinto is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of Pirraglia Chiropractic, a healthcare business in New Rochelle, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients with a focus on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning process.

Steven Violette is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Violette serves as a committee member of the Westport Republican Town Committee and is on the finance committee for St. Luke Catholic Church in Westport, CT. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brian Bello is a financial advisor with Wells Fargo Clearing in Westport, CT, holding a Series 66 designation and 21 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Imad Afiouni is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved with EPIC Homes LLC from 2021 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Brandon Curtis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley, Goldman Sachs, and Merrill. Curtis is also employed by JPMorgan Chase Bank, where he can offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team, with recommendations limited to eligible strategies that may include an ESG eligibility framework.

Eric Johnson is a financial advisor with Ameriprise in Weston, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Oppenheimer & Co. Inc for ten years before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured service delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Abby Wolman Mcelroy is a Certified Financial Planner (CFP®) with 39 years of experience in the financial industry. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with RBC Capital Markets Corporation from 2008 to 2017. She is affiliated with Morgan Stanley Wealth Management, which provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and proprietary tools, serving a broad range of retail and institutional investors.

James Maloney is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities and works closely with them to identify and achieve their financial goals through personalized planning strategies. His expertise areas include education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. James holds a Bachelor's Degree and a Master of Business Administration (MBA) from Pace University. He carries the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, James volunteers as a basketball coach, bringing a similar level of attention and dedication to his community involvement as he does in his work with clients. He aims to serve as a financial resource for his clients by looking at their complete financial picture and designing customized plans to help attain both essential and aspirational financial goals.

Richard Singer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is also an agent involved in the sales and service of life and health insurance products through various carriers. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative approach with clients, employing firm-approved software tools for goal analysis and delivering written recommendations that clients may choose to implement through separate brokerage or insurance arrangements.

Lecia Lupoli is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of her advisory role, Lecia provides private tutoring focused on preparing high school students for standardized tests such as the PSAT, SAT, and ACT. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, offering clients strategic asset allocation and alternative investment options.

Kevin Settler is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and connects them with solutions available through Merrill and Bank of America. His approach focuses on helping clients find the platforms and strategies that align with their current financial needs. Kevin brings expertise in areas including general investing, retirement planning, and preparing for unexpected financial events. He emphasizes understanding each client's unique priorities to assist in developing personalized financial strategies. Kevin holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Clarkstown North High School and an Associate's Degree from SUNY Rockland. Outside of his professional work, Kevin participates in community activities such as the American Lung Association's Lung Force Walk.

Timothy Nuland is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2004 and Bank of America since 2009. 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 investment strategies supported by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael D. Henderson is a financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he coaches varsity hockey at Archbishop Stepinac High School and works seasonally as a salesman at Pedigree Ski Shop. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.

Darden Livesay Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities since 2006, following an 18-year tenure at Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, in its financial planning process.

Isabella Griffin is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors Inc. since 2013. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Holland is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. 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 provides financial planning, asset management, and educational programs, using firm-approved analytical tools to develop annual collaborative plans without discretionary authority over client investments.

Charles Gonzalez is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including long tenure at Guardian Life Insurance Company and related entities from 1997 to 2026, followed by roles at Park Avenue Securities and Guardian Life before joining Mass Mutual in 2026. Outside of his advisory role, he serves as a board member for Children's Bible Fellowship, facilitating connections for Bronx-based Hispanic-serving churches. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm focuses on collaborative, annual financial planning engagements that use firm-approved software and tools to analyze client goals, providing recommendations mainly at the strategy level.

Joseph Pramer III is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory duties, he serves as a trustee and executor in investment-related trusts and estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Adam Costantini is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, including two years under Bank of America, N.A. in Stamford, CT. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.