Joseph Pezzo is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has held positions at several firms including Equity Service, Inc., National Life Group, and Northwestern Mutual. Outside of his advisory role, he provides tax preparation services to close friends and family. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms with a multi-manager investment approach.

George Venizelos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Anthony Pesce is a CFP® with 26 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2000 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and corporate entities. The firm’s investment approach primarily uses model-driven portfolios and offers access to third-party asset managers and insurance products through affiliated entities.

James Patrick is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as an elected official in the Representative Town Meeting (RTM) of Darien, CT. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that provides financial planning and investment services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers planning based on structured discovery and firm-approved tools.

Craig Young is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. He has worked at Merrill since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Brooks Garis is a financial advisor at Merrill with 35 years of industry experience and a Series 66 credential. He has been with Merrill since 2003. Outside of his advisory role, he serves as corporate secretary for Uncle Wiggly Classics, a family-held business, and maintains an online presence for Silk Hat Entertainment, which presents daily children's stories free of charge. 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 both model-based and discretionary strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Beth Cutler is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Clearing. Cutler is the author of the book "Ladies, Let's Talk About Money" and serves as a finance committee member for Jewish Family Services of Greenwich. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services, using comprehensive planning tools and research to develop tailored recommendations.

Giovanna Digennaro is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods, advisory roles to registered investment companies, and model portfolio delivery to intermediary platforms.

Siobhan Mcintyre is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Katherine Khouri is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and methodologies.

Ivan Dolgins is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 50 years of experience in financial and wealth management advice and services. He graduated from New York University and holds the Personal Investment Advisor (PIA) designation. Ivan's expertise includes wealth transfer between generations, retirement planning, liability management, and portfolio management. He focuses on affluent families who value a financial relationship. He has received recognition for his advisory services, including being named to Forbes' Best-in-State Wealth Advisors list from 2022 to 2024, Barron's Top 1,200 Financial Advisors list from 2014 to 2021, and The Financial Times Top 400 Financial Advisors in 2013, 2014, 2017, and 2018. Outside of his professional work, Ivan serves as President of the DeWitt Clinton School Scholarship and Student Aid Fund, supporting students in achieving their educational goals. He enjoys spending time with his family and six grandchildren, and his hobbies include photography and cooking.

Gregory Merrill is a financial advisor with UBS Financial Services in Stamford, CT, holding a Series 66 designation and bringing 11 years of industry experience. He has been with UBS since 2014. Merrill serves as the President of the Southeast Michigan Chapter of the Exit Planning Institute, where he helps organize educational programs for business owners and professional advisors on exit planning. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Dave Grimes is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2013 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research to offer asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Charles Mccool is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. Mccool serves as a board advisor for the Juvenile Diabetes Research Foundation and provides financial guidance to committees at Waveny Lifecare Network, a not-for-profit nursing and care facility. 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 delivers advisory work using proprietary research and model-based asset allocations.

Nicholas Crocitto is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 14 years with Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals 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 supported by firm-approved tools and market simulations.

Nicole Ayub is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, Neuberger Berman, and LPL Financial. Outside of her advisory role, she is the sole member of Wall Street Girl Next Door, an organization focused on developing relationships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Victor Pappolla is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following three years at Morgan Stanley Smith Barney. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Kassandra Tetley is a financial advisor with LPL Financial in Stamford, CT. She holds a Series 66 designation and has five years of industry experience. Her prior work includes roles at Merrill and Bank of America. 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 portfolios, third-party asset management, and institutional platforms.

Maurice Studer is a Financial Consultant dedicated to working closely with clients to understand their financial goals and develop personalized plans tailored to their unique needs. He prioritizes building strong relationships with clients and their families, focusing on reliability, professionalism, and a commitment to their financial well-being. He has held various roles in the financial industry, including Investment Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Merrill Lynch from 2019 to 2022, and Financial Consultant at Laidlaw & Company from 2017 to 2019. These positions have provided him with experience in investment consulting and financial advisory services. Outside of his professional work, Maurice enjoys hiking, outdoor adventures, skiing, and traveling.

Samuel Polk is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and proprietary planning tools to develop plans and manages approximately $2.74 trillion in client assets.