Lisa Feld is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1985. Feld also serves as an arbitrator for FINRA, participating in arbitration panels. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Olgena Guzhuna is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas such as executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and tax minimization. She holds the designation of Personal Investment Advisor (PIA). Olgena earned her High School Diploma/GED from Athens Lykeio and attended Webber International University without obtaining a degree. She is involved with community organizations including the American Breast Cancer Foundation and serves as a United Nations International Volunteer. Beyond her professional work, Olgena enjoys cooking, drawing and sketching, golfing, interior decorating, music, and traveling. She approaches financial advising with the philosophy: "I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals."

Bridget Deverna is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her prior experience includes roles at NewEdge Wealth and Fidelity Investments, as well as work in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Elizabeth Mahr is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and capital market assumptions to tailor investment strategies and combines institutional trading capabilities with wealth management services.

John Renda is a financial advisor with LPL Enterprise, holding the Series 63 and Series 65 designations and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2013. Alongside his advisory role, he is involved in selling health insurance with various companies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, while also facilitating insurance product sales through affiliated entities.

Carla Mathias is a financial professional with 41 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has previously worked at firms including Summit Financial Group Inc and Planning Concepts Corporation. Outside of her advisory role, she serves as president of the Mathias Family Corporation, a commercial property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Ardell Roan is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Roan worked at Wells Fargo Clearing Services LLC, Bankers Life, and Morgan Stanley Smith Barney. Roan has also been affiliated with SUNY Orange since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

John Wood Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering 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 financial planning process using firm-approved tools and modeling techniques.

Sarah Battista is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals in Fairfield County. She is responsible for overseeing the branch's operations and ensuring the delivery of financial planning, guidance, and support services to clients. Sarah has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Relationship Manager, Financial Consultant, and Assistant Branch Leader before assuming her current position in 2024. Her experience encompasses comprehensive financial planning and client relationship management, focusing on understanding clients' goals and collaborating to prepare financial plans tailored to enrich various stages of their lives.

David Boudreau is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank since 2015, previously at Morgan Stanley Smith Barney, Citigroup Global Markets, and A.G. Edwards & Sons. Outside of his advisory work, he is involved in an estate-related investment activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Charles Valenzuela is a financial advisor with Cetera, holding CFP®, Series 63, and Series 65 designations and bringing 50 years of industry experience. He has worked with Cetera and its affiliated entities since 2003 and is also involved as an insurance agent selling life, accident, health, and disability insurance. Valenzuela maintains a principal role with PDI Financial Group, a financial services firm. Cetera Investment Advisers LLC is a national SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary accounts with over $256 billion in assets under management and a network of more than 10,000 advisors.

Augustin Djerdjaj is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked as a self-employed advisor and with Ameriprise Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a structured, research-driven process and tax-aware strategies.

Guillermo Eiben is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for over a decade. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Brian Thompson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering a comprehensive approach to wealth management that begins with understanding each client’s financial situation and objectives. Brian creates customized strategies that can adapt as client needs and market conditions evolve, providing access to Merrill Lynch’s investment insights along with Bank of America’s banking services to support various aspects of clients’ financial lives. His expertise includes institutional and corporate benefit services, services for endowments, foundations, and non-profits, employee financial health, personal retirement planning, small business strategies, tax minimization, and retirement income. Brian holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Pennsylvania State University and a Master's Degree from Fordham University. Brian is engaged in community service, volunteering with organizations in his local area. Outside of work, he enjoys golfing, soccer, swimming, and spending time with his family. His approach centers on working one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Ryan Jendzejec is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His professional background includes roles at JPMorgan Chase Bank, Centreville Bank, and prior positions at Providence College and New Balance Westchester. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Chris Kampitsis is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding the CFP® and ChFC® designations and possessing 17 years of industry experience. He has been with MML Investors Services, LLC since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of financial advising, he is a partial owner and consultant for a restaurant/bar business and is involved in consulting and management roles through several related business ventures, including tax preparation services and marketing consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management services to individuals, business owners, trusts, estates, and charitable organizations. The firm delivers ongoing, collaborative financial planning using firm-approved analytical tools and provides a range of programs including asset management and educational seminars.

Thomas Mantione is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with UBS since 2003. Mantione and his wife are founding a nonprofit organization aimed at supporting local youth leadership programs and providing scholarships for Eagle Scouts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and providing a broad range of capital markets services.

David Sondergaard Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Justin Nelson is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2008. Outside of finance, he is a passive investor in aerospace and food and beverage ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Shiva Bhashyam is a financial advisor with Ameriprise in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012, including its affiliated entities. Outside of advising, he is involved with the River Town Lions Club and the Global Organization of People of Indian Origin NY Chapter. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to create written recommendation reports delivered through a centralized consulting team.