Michael Maresca is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2000. He leads the business development efforts of the Fox Group and assists with investment, relationship, and portfolio management. The Fox Group has been delivering wealth management advice and guidance from the Merrill Stamford office for more than 45 years. Michael has over 18 years of experience in wealth management and focuses on providing personalized, client-focused approaches tailored to individual personal and financial goals. His team serves a diverse client base including families, retirees, executives, young professionals, and business owners. The Fox Group leverages the global resources of Bank of America and Merrill Lynch Wealth Management to accommodate various financial needs. He holds a Bachelor's Degree in Finance from Iona College's Hagan School of Business and holds the Personal Investment Advisor (PIA) designation.

Thomas Urda is a financial advisor with Equitable Advisors in Stamford, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2008. 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. The firm uses a range of advisory models, including third-party TAMPs and proprietary programs, and provides ERISA fiduciary services through credentialed advisors.

Jared Feinberg is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 14 years. Feinberg is also the owner of Creative Pension Plans, Inc., where he works with small businesses on group benefit packages and advises seniors on Medicare Supplement and Medicare Advantage plans. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and advisory services supported by a broad range of investment options and utilizes asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Theresa Gartner is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to her advisory role, she serves as co-trustee and co-power of attorney for her father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Baishi Wang is a financial advisor at Edward Jones with 10 years of industry experience. Wang holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2019, Wang worked at Ladenburg Thalmann & Co., Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Alexander Esposito is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he spent time at Providence College and the University of Vermont, and also worked with the Youngstown Phantoms. 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, and institutional investors, utilizing both internal and third-party managers.

Brandon Marty is a CFA® charterholder with 13 years of industry experience. He currently works at UBS Financial Services, joining the firm in 2023 after nine years at City National Rochdale. He holds the Series 63 license and operates out of Stamford, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering products such as futures commission merchant services, principal trading, and proprietary research.

Gary Zink is a CFP® professional with over 42 years of experience in the financial industry. He is affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 2004 and American Pension Advisors Inc. since 1989, where he currently serves as president. Outside his advisory roles, he operates a sole proprietorship as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to various investment platforms and third-party managers.

Matthew Terry is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2003 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tianyan Goellner is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping professionals, executives, business owners, and globally minded families manage their financial decisions. With a focus on college education planning, executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Tianyan works with clients to develop personalized wealth management strategies tailored to their needs. Tianyan's background includes advanced education with two master's degrees, one from the Chinese Academy of Sciences and another from Fordham University. Before transitioning to financial advisory, Tianyan spent over a decade in institutional equity research covering large-cap technology companies. This experience is complemented by earlier work in enterprise technology sales and a master's degree in computer science focused on artificial intelligence. Tianyan holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Fluent in English and Chinese, Tianyan is a member of the CFA Institute and participates in community activities, including involvement with the Waveny LifeCare Network. Tianyan's approach emphasizes understanding clients' full financial picture to create strategies that reflect what matters most to them and their families.

Kerry Zavory is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Advisors in 2023. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with implementation options available through brokerage or advisory programs.

Joseph Giudice is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Progyny and Equitable Advisors. Outside of his advisory role, he has been involved with companies such as Door Dash and has an educational background from the University of Rhode Island. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements that use firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

William Grover is a financial advisor at Morgan Stanley based in Stamford, CT, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client planning and corporate financial planning agreements.

Kimberly Ciccarello is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley, 740 Park Ave LLC, and the Law Office of Marcia Kusnetz. Raymond James & Associates 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Bisland is a financial advisor with Morgan Stanley who holds the Series 66 designation and has 16 years of industry experience. He has worked with Morgan Stanley since 2010 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on 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 using various analytical tools and models.

Thomas Higbie is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch and Webster Bank N.A. Outside of finance, he has been involved with a business initially named Sarah Inc, now Lumibility. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jami Kelly is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 registrations and four years of industry experience. She has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Ryan Wright is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP®, Series 63, and Series 65 designations and has 10 years of industry experience. He has worked with MassMutual and its subsidiaries since 2017 and spent a year at The Vanguard Group prior to that. In addition to his advisory role, Wright is involved in insurance sales, including individual and group life, health, accident, dental, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using collaborative, software-supported approaches without investment discretion as part of planning engagements.

Louis Alfero is a financial advisor with LPL Financial in Norwalk, CT, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Advanced Resources, LLP, and H. Beck, Inc. He is involved in the Wilton Little League Softball Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Thomas Fagan is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked over three decades at Reed Exhibitions before transitioning to the financial sector. His prior roles also include a consulting position at Executive Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.