David Priebe Jr. is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. He previously worked at The Vanguard Group, Inc. for one year before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to support customized financial planning and portfolio management.

Alberto Bernardez is a financial advisor with J.P. Morgan Securities in Fairfield, CT. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at Merrill Edge and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

James Owens is a financial advisor with Ameriprise in Stamford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Ashish Verma is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and Wells Fargo Bank over the course of his career. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christian Connolly is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles within the hospitality and service industries. Outside of finance, he has been involved with several businesses including The Little Bar and The Horseshoe Country Bar & More. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Hailley Torres is a financial advisor at Wells Fargo Advisors with a Series 66 credential and two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Debtor Hub Inc and held roles at the University of Connecticut and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Dylan Roy is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2026, he held positions at UBS and JJE Capital Holdings. Outside of his advisory roles, he was involved with the Scarsdale Golf Club from 2023 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools like Monte Carlo simulations to model financial outcomes.

Philip Adriani is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, leveraging structured planning processes and advanced modeling tools.

Vincent De Vita is a CFP® professional with 26 years of industry experience. He has been with Ameriprise since 2005, currently based in Stamford, CT. Outside of his advisory role, he owns a business that supports his practice. Ameriprise offers retirement-income planning services for individuals generally holding at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Mark Ellis is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009. Ellis also has a long-standing association with Bank of America, dating back to 2005. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ira Taber is a financial advisor with Ameriprise in Stratford, CT, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Hawley Commons Condominium Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver research-based, tax-efficient retirement income recommendations.

Frank Baggio is a financial advisor with LPL Financial in Wilton, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at National Planning Corporation and Osaic FS, Inc. Outside of his advisory role, he manages Creative Computer Concepts, a business involved in mortgage services, tax preparation, non-variable insurance, notary services, and computer services. 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, supported by technology tools and oversight of more than $819 billion in discretionary assets.

Brian Large is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has been with Mass Mutual Investors Services since 2003 and also maintains affiliations with Mass Mutual Life Insurance Company and Lenox Advisors Inc. In addition to his advisory role, he is active as a sales agent in various insurance lines through Lenox Advisors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to provide collaborative, goal-oriented planning.

Michael Falkowski is a CFP® with 27 years of experience in the financial services industry. He has been with Cetera and Cetera Wealth Services, LLC since 2025. Prior to that, he worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. for a combined 26 years. Falkowski also operates Falkowski Income Tax Service and Falkowski Financial Inc., providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.

Stephanie Franchini is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009. Franchini serves as a general board member of the Fairfield County Hunt Club. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not provide individual security recommendations as part of its standalone planning services.

Michael Jones is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. His prior experience includes MSI Financial. He is also an independent insurance agent offering various insurance products, including disability, Medicare-related products, and life insurance. Mass Mutual 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 seminars with a focus on collaborative client relationships and event-driven planning services.

Susan Sheinhaus is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Eric Wylie is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Janina Caufield is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She previously worked at Fieldpoint Private Securities, LLC for seven years before joining RBC Capital Markets and City National Bank in 2022. Outside of her advisory role, she serves on the board of the Oysterponds Historical Society and is involved with the Smith College Club of Greenwich-Stamford alumnae group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and nonprofits. The firm offers a range of advisory programs and tailors investment strategies to client-specific risk profiles using a combination of in-house and third-party managers.

Hillary Ambrose is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. She has held roles at ALPS Distributors, LoCorr Distributors, and currently serves as a Senior Relationship Manager at King Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to independent advisors nationwide, serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services.