James Vinograd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 credential and has worked with JPMorgan Chase for nearly two decades, including his current roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. He is also principal of Wheelograd LLC, a business he has operated since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, supported by centralized due diligence and affiliated portfolio services.

Katherine Welch is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 66 credential and four years of industry experience. She previously operated KWD Personal Financial Concierge for six years. Outside of advising, she is a commissioned notary public in New York and Connecticut, performing notarial services in a limited capacity. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations using firm research and planning tools. The firm serves clients who meet certain net-worth thresholds with a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Thomas Ross III is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome modeling.

Pieter Loots is a financial advisor with Merrill in Katonah, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is an owner and partner in several non-investment businesses, including real estate holdings and an e-commerce venture managed by his wife. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Colleen May is a CFP® certified financial advisor with Fidelity in Fairfield, CT, bringing nine years of industry experience. Her career includes roles at Fidelity Investments since 2017, along with prior experience at Providence College and ParsonsKellogg. She is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Constance Brown Clarke is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Mergin Shehu is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 65 and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, Shehu worked at Charter Communications and Ardsley Cucina. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and utilizing affiliates for implementation and portfolio services.

Paul Keblish is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in working with executives, professionals in finance, technology, and healthcare, business owners, serial entrepreneurs, and high net worth individuals. His practice focuses on managing cash flow, growing and protecting wealth, and comprehensive financial planning that aligns with clients' personal priorities and goals. Paul brings over 30 years of professional experience, including previous roles in investment banking and entrepreneurship, to his advisory services. Paul received a degree in Economics from Duke University and earned an MBA with Distinction in Finance and International Business from New York University Stern School of Business. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise spans a broad range of client needs, such as education planning, legacy planning, liquidity management, executive compensation, and services for non-profits. Outside of his professional work, Paul is actively involved in community organizations including the Westport Sunrise Rotary and the Westport Weston Family YMCA, where he has served as President of the Board of Directors and currently serves on the Board of Trustees. He enjoys outdoor activities such as skiing, golf, paddle boarding, and spending time with his family.

Karen Goersch is a financial advisor with Ameriprise in Rowayton, CT, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary recommendations through a centralized consulting team.

Laura Davis is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Edward Dunn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Outside of his advisory role, he is president of ECMC Enterprises, an S corporation through which he provides investment capital for art purchases. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Mc Kenna Harden is a financial advisor at J.P. Morgan Securities with one year of industry experience. They hold a Series 66 designation and have previously worked at Piper Sandler, Leucadia Asset Management, and Goldman Sachs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, with an emphasis on a non-discretionary approach where clients retain final decision-making authority.

Benjamin Gotfried is a Series 66-licensed financial advisor at Equitable Advisors with 16 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he serves on the board of several family-owned and other private companies, including Aries Investment Ltd., where he provides occasional business consultation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm’s investment approach involves matching clients to program models or discretionary managers and utilizes a variety of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Danielle Fujioka is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2014, with a brief tenure at Wells Fargo Clearing from 2016 to 2017. She holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Scott Mastocciolo is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ameriprise Financial Services, Wells Fargo Clearing, and Merrill. Outside of Osaic, he is a Managing Director Financial Advisor at Westport Private Wealth LLC, focusing on fixed annuity and insurance business. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with a broad range of advisory and brokerage services delivered through a multi-advisor platform.

Keith Reilly is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he was employed at Retro Report from 2013 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Carolyn Westerberg is a financial advisor with Merrill in Greenwich, CT, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Merrill and Bank of America since 2015. Outside of her advisory role, she is a General Partner and Managing Member of VBreal, an S Corporation investment entity focused on property investments in Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Medure is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at UBS Financial Services from 1998 to 2004 and Morgan Stanley since 2009, including nine years with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Catherine Wallace is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Stifel and MAI Capital Management. She has also been involved with Trinity College and the Connecticut General Assembly. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging institutional trading capabilities alongside wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Victoria Silver is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her prior work includes six years at Citigroup Global Markets before joining Morgan Stanley Private Bank, National Association in 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.