Babak Faraji is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with various Fidelity entities since 2014. 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 and quantitative analysis, utilizing algorithmic portfolio construction and long-term asset allocation benchmarks in its investment approach.

Tyler Park is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 credential with two years of industry experience. His prior roles include various positions at Quinnipiac University and corporate experience at Wawa Corporation and Target Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to support client outcomes.

Cameron Edwards is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, also affiliated with Bank of America, N.A. since 2025. Merrill, along 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.

Connor Robey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2015, previously working at AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models, including third-party program sponsors and discretionary portfolio management, and provides ERISA fiduciary services to qualified plans.

Constantine Kalivas is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its predecessor firms since 1984. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise managed accounts.

John Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. 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 informed by research and diversification principles.

Bennett Pardue is a CFP® professional with 19 years of experience in the financial industry, currently with Equitable Advisors since 2007. He previously worked at Axa Advisors, LLC for 13 years. He serves as Treasurer for the WGC Community Foundation, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Justin Dell'aglio is a CFP® with 10 years of industry experience, currently serving clients at Ameriprise in Valhalla, NY. He has been with Ameriprise since 2018, including its affiliated entities, and previously worked at Renthop from 2013 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Patricia Della Torre is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Laurie Pallas is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

Kim Qvistorff is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 35 years of industry experience. Prior to joining LPL Financial in 2026, Kim worked at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. He serves as the local chapter president of the Rebild National Park Society, a 501(c)(3) charity, and is a board member of the Hans Christian Andersen Storytelling Center, which organizes storytelling events in New York's Central Park. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for research and operations.

Joshua Brown is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2011. Brown serves on the board of Birthday Gifts for Charity, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a broad range of advisory, brokerage, and insurance solutions.

Paul Ruggiero is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 66 designation and 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. 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 provides ongoing financial planning using firm-approved analytics and offers asset management, wrap and money-manager programs, and educational seminars.

Julieta Corrales is a financial advisor at Primerica Advisors with nine years of industry experience. She holds the Series 63 designation and has been with Primerica Advisors since 2016. In addition to her advisory role, she is involved in sales of investment-related products and also receives non-investment compensation related to mortgage and home services referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Robert Cordano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mr. Cordano earned a Master's Degree from New York University and a Bachelor's Degree from Columbia College.

Lori Liell is a financial advisor with Edward Jones in Norwalk, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she serves as a registrar of voters and moderator at local polls, is an emergency and trauma chaplain at Norwalk Hospital, participates on the advisory board of a home nursing agency, serves as a commissioner on the Norwalk Board of Ethics, and holds board and committee roles in local mental health services and funeral home ministries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Sean Kelley is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he serves as a trustee of a life insurance trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Matthew Garnett is a CFP® professional with 18 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. for 11 years and has a background outside finance that includes two decades at New York Sports Club. Garnett has entrepreneurial experience developing a VR self-help application through Audaz, Inc., though the project is not currently active. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Dunn is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2015 and also works with Morgan Stanley Private Bank, N.A. Outside of his advisory work, Dunn serves on the finance committee of the BlackRock Yacht Club and is involved with the Certified Financial Planner Board of Standards, Inc. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include comprehensive financial planning and estate strategies.

Sarah Kennedy is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been part of Merrill Lynch since 2012, progressing from a Registered Client Associate to her current senior role. Sarah's work focuses on providing personalized wealth management strategies, coordinating closely with client families to support long-term wealth planning, client review enhancements, and acting as a liaison among clients, team members, and specialists. Sarah began her financial services career in 2011 at a boutique investment advisory firm in Norwalk, CT. She holds a Bachelor's of Science degree in Finance and Marketing from the Charles F. Dolan School of Business at Fairfield University and is a Personal Investment Advisor (PIA). Her areas of focus include family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Outside of her professional work, Sarah serves on the Board of Directors for YWCA Darien/Norwalk, reflecting her community involvement. She lives in Darien with her husband Mike and their dog Max. Her personal interests include biking, cooking, gardening, interior decorating, traveling, and spending time with family and friends.