James Kerr is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Equity Services Inc, National Life Group, MML Investors Services Inc, and MassMutual. In addition to his advisory work, he operates Corporate Plans Retirement Strategies LLC, providing financial and insurance advice, and sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Maynall Scott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience and holds the Series 66 credential. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Scott also owns rental properties in the Bronx, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through over 14,000 financial advisors.

Jared Mcgill is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 20 years and had a one-year tenure at OSAIC. Outside of his advisory role, he is a business owner of Communite, a non-investment-related venture based in New York. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Veronica Carrasquillo is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities, Wells Fargo Bank, and TIAA Financial Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including wrap and money-manager services, and emphasizes structured, collaborative financial planning engagements.

Gregory Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to align their financial decisions with their values, employing a Goals Based Wealth Management process to help establish disciplined plans aimed at achieving personal and family financial objectives. His client focus areas include divorce transition planning, family wealth management strategies, and personal retirement planning. Gregory holds a Bachelor's Degree from St. Lawrence University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also holds a designation in Sports & Entertainment (SE). Outside of his professional role, Gregory enjoys boating, golfing, ice hockey, and spending time with his family.

Robert Pik is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. In this role, he partners with clients as their trusted financial advisor to assist them in working towards their wealth planning goals. Robert brings extensive experience to his role, with a career in financial services spanning several decades. Prior to joining Fidelity Investments, he worked as a Financial Advisor at Merrill Lynch from 2011 to 2016. His background also includes leadership roles such as Managing Director at Sound Securities and Vice President of Corporate Development at Auerbach Grayson & Co. Earlier in his career, Robert held positions including Senior Vice President at Putnam Lovell Securities, Principal at Robertson Stephens, and First Vice President at Paine Webber.

Jay Durante is a Series 66-licensed financial advisor with Edward Jones, based in Katonah, NY. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved with Cowperwood Company, a business focused on architecture and development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Omar Dinar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with a select group of clients to provide personalized engagement, bespoke benefits, and detailed attention, delivering a family office experience. Omar's client focus areas include executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, and portfolio management services. He began his career as a manufacturing engineer and project manager at Sikorsky Aircraft before transitioning in 2008 to a career focused on complex risk and portfolio management, spanning 11 years. In 2019, Omar joined Merrill to combine his engineering background and risk management expertise to assist clients in navigating complex financial challenges. His approach incorporates analytical rigor and comprehensive problem-solving skills. Omar holds a Bachelor's Degree from the University of Connecticut, a Master's Degree from Fairfield University, and an MBA from Fordham University. He has also completed a non-accredited certificate program at New York University. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Omar is active in his community, serving on the board of Building One Community, volunteering with Shriners Children's Hospital, partnering with Junior Achievement to teach financial literacy, and serving on the Advisory Board for the University of New Haven's Transformative Leadership Program. He lives in Fairfield, CT with his wife, son, and dog, and enjoys traveling, reading, and following UConn basketball.

Robert De Waele is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he operates Step Up Coaching, a consulting service focused on helping young people in Fairfield County overcome personal challenges in life and business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers various investment and advisory solutions through its broad platform.

Rebecca Scala is a financial advisor at Wells Fargo Advisors with the Series 66 designation and one year of industry experience. Her prior work includes roles in diverse businesses such as Geoff Carter, CPA Services and Milbrook Country Club. Outside of finance, she has experience in food service and retail businesses including Bona Bona Icecream and Willie's Hot Dogs & Chili. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, using Wells Fargo’s research and planning tools.

David Cefaloni is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Representative at Laidlaw & Company in 2010-2011 and a Financial Representative at Northwestern Mutual in 2009. David has over a decade of experience working with clients through various financial phases of life. He focuses on helping clients grow, protect, and transfer their wealth by developing and implementing strategies tailored to their unique attributes and needs. His approach involves a comprehensive planning process aimed at achieving both short and long-term financial goals. Outside of his professional work, David enjoys boating, cooking and baking, family activities, fishing, fitness, and traveling.

Lynn Braban is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 20 years of industry experience. She previously worked at Park Avenue Securities, INVEST Financial Corp., and Guardian Life Insurance Company. Outside of her advisory role, she is involved in family and divorce mediation through Finding Common Ground, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Nicholas Court is a financial advisor with UBS Financial Services in New Canaan, CT, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at UBS Financial Services since 2010 and previously held roles with UBS AG, UBS International Inc., and Eagle Strategies. Outside of his advisory work, he is the sole owner of Grey Agave, LLC, a private investment company. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research and capital market assumptions to tailor client plans and offers a broad range of capital markets services alongside wealth management.

Matthew Robey is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Robey has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation. Outside of his advisory role, he serves as co-trustee of The Robey Charitable Trust, a family-operated 501(c)(3) organization involved in scholarship activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of proprietary and third-party program models to tailor investment solutions.

Matthew Streif is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. He is the founder and owner of Westport Wealth Partners, an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs non-discretionary, goal-oriented planning supported by analytical tools and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Richard Hager Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and was affiliated with Pruco Securities, LLC. for 36 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to asset managers, and trustee services.

Robyn Barger is a financial advisor at UBS Financial Services with 14 years of industry experience. She has held the Series 63 and Series 66 designations and worked as an independent consultant for 12 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Paul O'Beirne is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America Merrill Lynch and SS&C Technologies. He has been with Morgan Stanley since 2020, currently serving at their Private Bank in Stamford, CT. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios developed by its Global Investment Committee as part of its financial planning process.

Richard Kelley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. His approach integrates investment insights from Merrill and banking and lending solutions from Bank of America, aiming to help clients pursue a broad range of objectives. His client focus areas include college education planning, corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. Richard holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Kenyon College. Richard is also involved in community volunteering, reflecting the Merrill tradition of service. Outside of work, he enjoys biking, golfing, and skiing.

Robert Graef is a financial advisor at OSAIC with 44 years of industry experience. He previously spent 25 years at Lincoln Financial Advisors Corp. In addition to his advisory role, he is involved in insurance activities, offering disability, fixed annuity, traditional life insurance, and fixed life settlements. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management, offering a variety of brokerage and advisory programs through its multi-advisor platform.