Kevin Keefe is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Greenwich, CT. He has nine years of industry experience, including roles at Wells Fargo Bank, New York Life Insurance, and Waddell & Reed Inc. He has been with Wells Fargo Clearing since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lisa Guerrera is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sarah Duffy is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has been with Merrill 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Maher is a financial advisor with Wells Fargo Clearing in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Long Neck Services LLC, HighTower Advisors LLC, and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Monica Mccartan is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 65 and Series 63 credentials and has been with UBS since 2006. Outside of her advisory role, she is involved as an evening Pilates instructor at Hydrogen Fitness in Port Chester, New York. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering access to proprietary research and a broad set of capital markets services.

Matthew Gaglio is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including 27 years at Guardian Life. In addition to his advisory role, he maintains a side business selling life insurance and annuity products not offered through Guardian or its subsidiaries. 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 ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Peter Hryb is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Service, Infinity Energy, and multiple solar energy companies. He also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance through Lenox Advisors. Mass Mutual 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 engagements as collaborative relationships that use firm-approved tools to deliver written recommendations.

Stuart Wechsler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill Lynch Pierce Fenner and Smith. He serves as a committee member on the endowment investment committee for Solomon Schechter and acts as a trustee for a client trust account. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Robert Mathias is a CFP® with 34 years of experience in financial advising. He has worked with Cetera and its affiliates since 2019 and held prior roles at Summit Financial Group Inc. from 2005 to 2021. Mathias is also an insurance agent with Concepts in Planning. He works with Cetera Investment Advisers LLC, an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform supporting various program structures and investment strategies.

Michael Maresca is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2000. He leads the business development efforts of the Fox Group and assists with investment, relationship, and portfolio management. The Fox Group has been delivering wealth management advice and guidance from the Merrill Stamford office for more than 45 years. Michael has over 18 years of experience in wealth management and focuses on providing personalized, client-focused approaches tailored to individual personal and financial goals. His team serves a diverse client base including families, retirees, executives, young professionals, and business owners. The Fox Group leverages the global resources of Bank of America and Merrill Lynch Wealth Management to accommodate various financial needs. He holds a Bachelor's Degree in Finance from Iona College's Hagan School of Business and holds the Personal Investment Advisor (PIA) designation.

Thomas Urda is a financial advisor with Equitable Advisors in Stamford, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2008. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and proprietary programs, and provides ERISA fiduciary services through credentialed advisors.

Jared Feinberg is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023, following 14 years at FSC Securities Corporation. Feinberg is also the owner of Creative Pension Plans, Inc., where he works with small businesses on group benefit packages and advises seniors on Medicare Supplement and Medicare Advantage plans. OSAIC serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm uses a model-based investment approach with tools for asset allocation, rebalancing, and risk management, supporting a diverse range of client needs.

Nicholas Carlisto is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Baishi Wang is a financial advisor at Edward Jones with 10 years of industry experience. Wang holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2019, Wang worked at Ladenburg Thalmann & Co., Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Matthew Jones is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has held his current position since 2014 and holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Brandon Marty is a CFA® charterholder with 13 years of industry experience. He currently works at UBS Financial Services, joining the firm in 2023 after nine years at City National Rochdale. He holds the Series 63 license and operates out of Stamford, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering products such as futures commission merchant services, principal trading, and proprietary research.

Gary Zink is a CFP®-designated financial advisor with 42 years of industry experience. He is affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 2004 and American Pension Advisors Inc. since 1989, where he serves as president of a third-party administration services firm. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessments and leverages a complex affiliate network and private-equity ownership.

Matthew Terry is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2003 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tianyan Goellner is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping professionals, executives, business owners, and globally minded families manage their financial decisions. With a focus on college education planning, executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Tianyan works with clients to develop personalized wealth management strategies tailored to their needs. Tianyan's background includes advanced education with two master's degrees, one from the Chinese Academy of Sciences and another from Fordham University. Before transitioning to financial advisory, Tianyan spent over a decade in institutional equity research covering large-cap technology companies. This experience is complemented by earlier work in enterprise technology sales and a master's degree in computer science focused on artificial intelligence. Tianyan holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Fluent in English and Chinese, Tianyan is a member of the CFA Institute and participates in community activities, including involvement with the Waveny LifeCare Network. Tianyan's approach emphasizes understanding clients' full financial picture to create strategies that reflect what matters most to them and their families.

William Grover is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America N.A. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.