Patricia Levey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 30 years of industry experience. She 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 and analytics.

Kenneth Southworth is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Kenneth earned a Bachelor's Degree from Lake Forest College and completed his high school education at The Kent School.

Paul Salmore is a Financial Consultant at Fidelity Investments, bringing over 27 years of experience in the financial services industry. He joined Fidelity in 2022 as an Investment Consultant and transitioned to his current role in 2023. Throughout his career, Paul has held leadership positions, including Managing Director roles at Raymond James, BB&T Capital Markets (now Truist), and KeyBanc Capital Markets. He also has experience as an Associate Director at UBS and as an Associate at Morgan Stanley. Paul's expertise lies in collaborating with clients to develop investment and income strategies tailored to their goals. His professional objective is to work closely with clients to ensure they have effective financial plans in place. Outside of his professional work, Paul engages in activities such as comedy, family activities, parenthood, caring for pets, playing tennis, and volunteering.

Zachary Aldieri is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at JPMorgan Chase Bank NA and Bradley, Foster & Sargent Inc., as well as work at Providence College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Amy Gillis is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. She has been with UBS and its predecessor firms since 1979. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Peter Davey is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Neuberger Berman. Fidelity's Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Abriana Hernandez is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. She has been with Morgan Stanley since 2024 and has prior experience at PGA TOUR Superstore, Under Armour, and TCI Wealth Advisors. Hernandez also has a background in education, having worked at the University of Arizona and Eller College of Management. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Matthew Rizner is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, he is a manager of Sigalow MD LLC, an S-Corp established to assist with administrative tasks related to his wife's child psychiatry practice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research, with capabilities in derivatives and commodities reflective of its broader regulatory registrations.

Lawrence Baker is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Baker also owns 5 Bakes LLC, a separate investment-related business operating under the name Merritt Point Wealth Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory work with other financial products and referral channels.

Brian Vieselmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at firms including Mass Mutual, National Life Group, and currently serves as a partner at Corporate Plans Retirement Strategies LLC. In addition to his advisory roles, he is an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various account structures and investment strategies.

Sarah Kamman is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and The Blackstone Group. Kamman is based in Greenwich, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Taisha Palmer is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Palmer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.

Todd Parker is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding a Series 66 designation and 13 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and has a 22-year tenure with Mass Mutual Life Insurance Company. Outside of his advisory role, he owns Lenox Advisors, where he provides individual and group life, group health, disability, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and delivering written recommendations without investment discretion.

Jeffrey Klotz is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 45 years of industry experience. He has worked at UBS since 2008 and previously held roles at Morgan Stanley. Outside of his advisory work, he serves on the board of directors for Photofind and is involved with the Bethel Woods Center for the Arts, contributing to event organization and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

David Birnbaum is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family-related trusts and holds a small ownership interest in a yacht club. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Esteban Becerra Marin is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at AB Tawil & Associates and has experience at Urbvan Transit and Instituto Tecnologico Autonomo de Mexico. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and Corporate Financial Planning agreements.

Joseph Mc Nally is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Davenport & Company, Amopi LLC, Nasdaq Dorsey Wright, and Verger Capital Management. Outside of finance, he has been involved with Mad Belly Ventures LLC, an entrepreneurial endeavor. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Raffensperger is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role with Morgan Stanley Services Group, Inc. from 2018 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Laurie Perry is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. Laurie is based in Westport, CT. UBS Financial Services Inc. 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 plans to clients’ goals and risk tolerances.

Jacob Buerke is a financial advisor at Morgan Stanley with eight years of industry experience. He has held roles at Morgan Stanley since 2019 and previously worked at FINRA from 2013 to 2019. Outside of his advisory work, Buerke is involved in entrepreneurial ventures including affiliate marketing of premium cigars and technology businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.