Frank Bauco is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2023. He has experience as a Financial Advisor at Northwestern Mutual from 2019 to 2022 and began his career as an Associate at Wexford Capital from 2012 to 2014. Frank focuses on building meaningful relationships by understanding what matters most to his clients and their families. He helps clients create comprehensive wealth strategies aimed at financial freedom and lasting peace of mind.

Peter Gabriel Jr. is a financial advisor with LPL Financial in Stamford, CT, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. He has worked at LPL Financial since 2015 and previously at Wells Fargo Clearing from 2010 to 2014. He also serves as Director of Relationship Management and Sales at Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, third-party asset management access, and institutional platforms, supporting its advisors with research models and technology tools.

John Natalo is a CFP®-certified financial advisor with 36 years of industry experience, currently with LPL Financial since 2021. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for 16 years. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Promis is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab. He has worked with Charles Schwab Bank and Charles Schwab and Co., Inc. since 2022, following a decade at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale and integrated operational structure, delivering multi-asset investment guidance alongside custody and brokerage services.

Richard Neuman is a Senior Financial Advisor at Merrill Lynch Wealth Management and the senior partner of the Neuman Kolenberg Federici Iannone Group, a planning-based investment advisory team in Stamford, Connecticut. He has been a Financial Advisor with Merrill Lynch since 1984, working in both the Institutional Advisory Division and the Private Client Group. Richard provides advisory services to money managers, high net worth individuals, and family offices, offering guidance on municipal bond and equity portfolios tailored to each client's risk and reward profile. Richard holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from The Center for Open Education. He also attended Hampshire College, though no degree was conferred. His professional recognition includes being named to the Forbes Best in State Wealth Advisor List in 2018, 2019, and 2023. Outside of his professional activities, Richard serves as Chief of the Amogerone Volunteer Fire Department and is involved in local governance as a member of the Greenwich Representative Town Meeting.

Todd Corbett is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates to support its advisory process.

Brian Suozzi is a financial advisor with Wells Fargo Clearing in Westport, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with UBS Financial Services from 2001 to 2008. 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 combines research-driven investment strategies and offers both brokerage and advisory solutions across a large platform.

Mark Naso is a CFP® and Series 66-registered financial advisor with Wells Fargo Clearing, where he has worked since 2016. He has 16 years of industry experience, including six years at Credit Suisse Securities. He serves on the Board of Trustees and Finance Committee for Founding Forward, a nonprofit organization based in Valley Forge, PA. 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 uses research and analytics with an emphasis on diversification and modern portfolio theory.

Mauricio Redondo is a financial advisor at Fidelity with eight years of industry experience. He has held positions at several firms, including Citigroup, J.P. Morgan Chase, and Prudential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Richard Jimenez is a financial advisor with Edward Jones in Greenwich, CT, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining Edward Jones in 2025, he worked at Gramercy Funds and Deutsche Bank Securities Inc. He is also an associate faculty member at the University of Arizona Global Campus, where he teaches finance courses in a master's program, and serves as an independent capital markets instructor for Wall Street Prep. Additionally, he acts as a trustee for the Marilyn B. Busch Irrevocable Trust and owns an online foreclosure information business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Steven Procaccini is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, he serves as a high school baseball umpire and works as a concert merchandise vendor. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kevin Knisley is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds the Series 63 and Series 65 designations. Outside of his advisory work, he is involved in an event catering business as a cook. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

David Casciari is a financial advisor at Equitable Advisors in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2012. Outside of his advisory work, he sells sports cards from his personal collection on platforms such as Whatnot and eBay. Equitable Advisors serves a broad range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a variety of advisory programs and third-party asset managers, focusing on tailoring solutions based on client information and risk tolerance.

Edward Swiderski is a financial advisor at Fidelity with 16 years of industry experience and holds Series 63 and Series 66 credentials. He has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and systematic portfolio construction methods.

Christopher Walters is a financial advisor with Morgan Stanley in Stamford, CT. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and First Republic Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured methodologies and firm-approved tools.

Richard Streisfeld is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services primarily in an advisory capacity without providing individual security recommendations as part of standalone plans.

Thomas Povinelli is a financial advisor at OSAIC Wealth Inc with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. In addition to his advisory role, he oversees 12 tax offices as owner of Pinnacle Taxx Inc, a tax preparation business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple managed account strategies delivered through an extensive multi-advisor platform.

Paul Ruane is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Raymond James & Associates and its affiliated entities since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Thomas O'Connor is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Merrill, RBC Capital Markets, and Bank of America. Prior to his advisory career, he had brief engagements at Automat Data Processing, Mayson Dixon Strategic Consulting, and George Washington University. 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 plans, corporations, and charitable organizations.

Justin Stevens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2014. He leverages his background in corporate financial reporting and cash flow management to provide clients with individualized financial strategies and risk advice. Justin also offers corporate retirement plan consulting services, working closely with benefit committees to align retirement plans with corporate initiatives and objectives. Justin earned his bachelor's degree in finance with a minor in business law from Pennsylvania State University. He holds several professional designations, including Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). Beyond his advisory role, Justin is active in professional and community organizations. He serves as Vice President of the Southern CT Chapter of the Penn State Alumni Association, Vice President and Membership Chairperson of the 100 Black Men of Stamford, Inc., and Vice Chairperson of the Audit & Risk Committee of the Penn State Alumni Council. He is involved in student and young professional mentoring and fundraising for college scholarships.