Frank Bauco is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2023. He has experience as a Financial Advisor at Northwestern Mutual from 2019 to 2022 and began his career as an Associate at Wexford Capital from 2012 to 2014. Frank focuses on building meaningful relationships by understanding what matters most to his clients and their families. He helps clients create comprehensive wealth strategies aimed at financial freedom and lasting peace of mind.

Peter Gabriel Jr. is a financial advisor with LPL Financial in Stamford, CT, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. He has worked at LPL Financial since 2015 and previously at Wells Fargo Clearing from 2010 to 2014. He also serves as Director of Relationship Management and Sales at Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, third-party asset management access, and institutional platforms, supporting its advisors with research models and technology tools.

John Natalo is a CFP®-certified financial advisor with 36 years of industry experience, currently with LPL Financial since 2021. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for 16 years. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Richard Neuman is a Senior Financial Advisor at Merrill Lynch Wealth Management and the senior partner of the Neuman Kolenberg Federici Iannone Group, a planning-based investment advisory team in Stamford, Connecticut. He has been a Financial Advisor with Merrill Lynch since 1984, working in both the Institutional Advisory Division and the Private Client Group. Richard provides advisory services to money managers, high net worth individuals, and family offices, offering guidance on municipal bond and equity portfolios tailored to each client's risk and reward profile. Richard holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from The Center for Open Education. He also attended Hampshire College, though no degree was conferred. His professional recognition includes being named to the Forbes Best in State Wealth Advisor List in 2018, 2019, and 2023. Outside of his professional activities, Richard serves as Chief of the Amogerone Volunteer Fire Department and is involved in local governance as a member of the Greenwich Representative Town Meeting.

Todd Corbett is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates to support its advisory process.

Brian Suozzi is a financial advisor with Wells Fargo Clearing in Westport, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with UBS Financial Services from 2001 to 2008. 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 combines research-driven investment strategies and offers both brokerage and advisory solutions across a large platform.

Mauricio Redondo is a financial advisor at Fidelity with eight years of industry experience. He has held positions at several firms, including Citigroup, J.P. Morgan Chase, and Prudential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Kevin Knisley is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds the Series 63 and Series 65 designations. Outside of his advisory work, he is involved in an event catering business as a cook. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

David Casciari is a financial advisor at Equitable Advisors in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2012. Outside of his advisory work, he sells sports cards from his personal collection on platforms such as Whatnot and eBay. Equitable Advisors serves a broad range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a variety of advisory programs and third-party asset managers, focusing on tailoring solutions based on client information and risk tolerance.

Christopher Walters is a financial advisor with Morgan Stanley in Stamford, CT. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and First Republic Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured methodologies and firm-approved tools.

Richard Streisfeld is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services primarily in an advisory capacity without providing individual security recommendations as part of standalone plans.

Thomas Povinelli is a financial advisor at OSAIC Wealth Inc with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. In addition to his advisory role, he oversees 12 tax offices as owner of Pinnacle Taxx Inc, a tax preparation business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple managed account strategies delivered through an extensive multi-advisor platform.

Justin Stevens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2014. He leverages his background in corporate financial reporting and cash flow management to provide clients with individualized financial strategies and risk advice. Justin also offers corporate retirement plan consulting services, working closely with benefit committees to align retirement plans with corporate initiatives and objectives. Justin earned his bachelor's degree in finance with a minor in business law from Pennsylvania State University. He holds several professional designations, including Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). Beyond his advisory role, Justin is active in professional and community organizations. He serves as Vice President of the Southern CT Chapter of the Penn State Alumni Association, Vice President and Membership Chairperson of the 100 Black Men of Stamford, Inc., and Vice Chairperson of the Audit & Risk Committee of the Penn State Alumni Council. He is involved in student and young professional mentoring and fundraising for college scholarships.

Connor Urdahl is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Equitable Advisors and experience working at the University of Minnesota and Almost Family. 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 through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Joseph Cannata is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC. Outside of finance, he has experience working in the hospitality sector at Archie Moores Bar and Restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Doris Talamo is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. Her work history includes multiple terms at UBS Financial Services Inc. and MCN Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Martucci is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. The firm serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. Wells Fargo Advisors manages approximately $671 billion in assets through a nationwide network of over 14,000 financial advisors, providing both brokerage and advisory solutions.

James Angelone Jr. is a financial advisor at OSAIC with 50 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation and Advantage Capital Corporation. Outside of his advisory role, he is a partner and insurance agent at Multivest Planning Corporation, where he is involved in selling fixed annuities and fixed life products. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolio programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Thomas Cagganello Jr Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank since 2015, as well as 14 years at Wells Fargo Clearing. Outside of his advisory work, he serves as an officer of DTIG LLC, a wholesale and distribution business based in Westport. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Gary Marzotto is a CFP® with 13 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2018, including roles at Charles Schwab Bank, SSB and Charles Schwab. Prior to Schwab, he was with Fidelity Investments for nine years. Charles Schwab & Co., Inc. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.