Connor Urdahl is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Equitable Advisors and experience working at the University of Minnesota and Almost Family. 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 through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Joseph Cannata is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC. Outside of finance, he has experience working in the hospitality sector at Archie Moores Bar and Restaurant. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Doris Talamo is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. Her work history includes multiple terms at UBS Financial Services Inc. and MCN Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Martucci is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. The firm serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. Wells Fargo Advisors manages approximately $671 billion in assets through a nationwide network of over 14,000 financial advisors, providing both brokerage and advisory solutions.

Michael Feinstein is a CFP® professional with 29 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Feinstein owns and manages KMBT Management Co, where he oversees strategic and operational functions of the financial advisory practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Thomas Cagganello Jr Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank since 2015, as well as 14 years at Wells Fargo Clearing. Outside of his advisory work, he serves as an officer of DTIG LLC, a wholesale and distribution business based in Westport. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Joseph Pezzo is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has held positions at several firms including Equity Service, Inc., National Life Group, and Northwestern Mutual. Outside of his advisory role, he provides tax preparation services to close friends and family. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms with a multi-manager investment approach.

George Venizelos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Ari Linder is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial planning that aligns with clients' unique goals and values. Since joining Merrill in 2017, Ari has applied a disciplined process that begins with understanding clients and their financial situations to deliver comprehensive financial care. Prior to becoming a financial advisor, Ari spent 13 years working in nonprofit organizations, leading teams focused on behavioral science and person-centered strategies. Ari's expertise includes college education planning, LGBT wealth planning, liquidity management, retirement planning, portfolio management, socially responsible investing, and tax minimization. Ari holds the Personal Investment Advisor (PIA) designation and has received education from Hunter College and Marywood University. Ari is also active professionally as a member of the CTGLC since 2017 and formerly Toastmasters International from 2017 to 2018. Beyond professional work, Ari serves as Board Vice President for the Triangle Community Center in Norwalk, supporting local LGBTQ+ individuals, and volunteers with Better Money Habits to promote financial literacy. At home, Ari shares life with a spouse, three senior cats, and many houseplants, and enjoys gardening, knitting, crocheting, and reading.

James Knight is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2016. Knight serves as a committee member on the finance committee of the nonprofit organization Obris. 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 municipalities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

James Patrick is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as an elected official in the Representative Town Meeting (RTM) of Darien, CT. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that provides financial planning and investment services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers planning based on structured discovery and firm-approved tools.

Craig Young is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. He has worked at Merrill since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Brooks Garis is a financial advisor at Merrill with 35 years of industry experience and a Series 66 credential. He has been with Merrill since 2003. Outside of his advisory role, he serves as corporate secretary for Uncle Wiggly Classics, a family-held business, and maintains an online presence for Silk Hat Entertainment, which presents daily children's stories free of charge. 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 both model-based and discretionary strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Beth Cutler is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Clearing. Cutler is the author of the book "Ladies, Let's Talk About Money" and serves as a finance committee member for Jewish Family Services of Greenwich. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services, using comprehensive planning tools and research to develop tailored recommendations.

Giovanna Digennaro is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods, advisory roles to registered investment companies, and model portfolio delivery to intermediary platforms.

Geri Pell is a CFP® with 40 years of industry experience, currently serving at Ameriprise since 2005. She holds Series 63 and Series 65 licenses and is based in Southport, CT. Pell serves on the boards of several nonprofit organizations, including Treehouse Shakers and Purchase College Foundation, and is involved in business ventures related to real estate and tax preparation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Siobhan Mcintyre is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Zaranek is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and DL Capital Management. Outside of his advisory work, he has experience in the golf industry, having worked with Callaway Golf and Dave Diricos Golf and Racquet. 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 and profit-sharing plans, corporations, and charitable organizations.

Katherine Khouri is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and methodologies.

Ivan Dolgins is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 50 years of experience in financial and wealth management advice and services. He graduated from New York University and holds the Personal Investment Advisor (PIA) designation. Ivan's expertise includes wealth transfer between generations, retirement planning, liability management, and portfolio management. He focuses on affluent families who value a financial relationship. He has received recognition for his advisory services, including being named to Forbes' Best-in-State Wealth Advisors list from 2022 to 2024, Barron's Top 1,200 Financial Advisors list from 2014 to 2021, and The Financial Times Top 400 Financial Advisors in 2013, 2014, 2017, and 2018. Outside of his professional work, Ivan serves as President of the DeWitt Clinton School Scholarship and Student Aid Fund, supporting students in achieving their educational goals. He enjoys spending time with his family and six grandchildren, and his hobbies include photography and cooking.