Sean Boccuzzi is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at People's Securities, Inc. and Titus Rockefeller, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment options.

Luz Vargas is a Series 66-licensed financial advisor with UBS Financial Services in Westport, CT, and has 12 years of industry experience. She has been with UBS AG since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals and risk tolerances.

Zachary Lyons is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2015. Outside of his advisory role, Lyons serves as president of two condominium associations and manages an online resale business through ECOMM LLC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage, and custody services. The firm integrates its advisory services with Bank of America affiliates and emphasizes managed account and manager-selection capabilities.

Nicholas Altieri is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Joseph Cina is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at National Asset Management, National Securities Corporation, Merrill, and Charles Schwab. Outside of his advisory role, he works as a personal driver, providing local airport transportation outside of normal business hours. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ananya Ghorai is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to that, she was employed at Eye Level and the Connecticut Institute for Communities. She is also the executor of her family estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Deyanily Wyckoff is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and Guardian Life Insurance Company. Outside of her advisory role, she hosts a podcast. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms while supporting advisors with a range of strategic tools.

Sarah Petrone is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley before joining UBS in 2018. UBS Financial Services Inc. 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 provides research-driven, tailored investment strategies.

Kathleen Ferraro is a financial advisor with UBS Financial Services in Stamford, CT. She holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Morgan Stanley Smith Barney and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Francois Morin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, with a professional background spanning institutional capital markets and private wealth management. Francois has worked in various roles including portfolio manager, investment committee member, commodity futures and swaps trader, and head of trading for global hedge funds and financial institutions. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Francois holds a Bachelor of Science degree in Economics from The Pennsylvania State University and has earned the Certified Financial Planner (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Francois has been an active volunteer and coach for the Darien and Norwalk youth lacrosse programs. He currently resides in Rowayton, Connecticut with his wife Jessica and their three children. His personal interests include fishing, gardening, hiking, music, skiing, soccer, and tennis.

Teo Gomez Cruchaga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and involvement with Zilo International Group LLC and GoodRec. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Hadi Fahimi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 48 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christian Templeman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a 25% owner of MSPEN LLC, a clothing company. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools.

Kyle Zingone is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked for RBC Capital Markets for nine years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Nicholas Lombardi is a Series 66-licensed financial advisor with Ameriprise in Rye Brook, NY, with three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Sacred Heart University and The Italian Center of Stamford, and spent seven years at Trinity Catholic Middle School and High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and algorithmic tools, with a focus on dependable income sources for clients approaching or in retirement.

Jeffrey Miller is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 26 years of industry experience. Prior to joining UBS in 2013, he worked at Morgan Stanley from 2007 to 2013. Outside of his advisory role, he is a partner in JelaPrint LLC, a wholesale and merchandising business, and serves as a sales and product consultant for SkyTechSport, Inc., a manufacturer of indoor ski simulator machines. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to support client goals.

Erjola Monka is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving ultra high net worth families, founders, and corporate leaders. She focuses on safeguarding and growing multi-generational wealth through institutional-level portfolio strategies combined with personalized guidance, emphasizing tax efficiency, legacy design, and liquidity management for significant life events. Her expertise includes advising clients on complex wealth matters such as liquidity strategies following business sales, philanthropic legacy creation, equity compensation for corporate executives, family office governance, and managing new-found capital for entrepreneurs. She provides integrated strategies that align investments, estate structures, and philanthropic goals, building client relationships based on discretion, trust, and results. Erjola holds a Bachelor's Degree from Manhattanville College and the Personal Investment Advisor (PIA) designation. She engages with clients to develop strategies for preserving and expanding wealth, ensuring that each approach supports both current objectives and the long-term family vision. Outside of her professional responsibilities, her personal interests include cooking, golfing, and interior decorating.

Joseph Furlong is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at UBS Financial Services from 1997 to 2022 before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2022 and 2023, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations.

Brenda Catugno is a financial advisor at OSAIC with 29 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Securities America Advisors, Inc., Investacorp Advisory Services, Chase Investment Services Corp., MSI Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Catugno is also a Certified Divorce Financial Analyst and teaches adult financial literacy programs in various Connecticut towns. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party money manager programs.

Tia Mahaffy is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.