Gregory Merrill is a financial advisor with UBS Financial Services in Stamford, CT, holding a Series 66 designation and bringing 11 years of industry experience. He has been with UBS since 2014. Merrill serves as the President of the Southeast Michigan Chapter of the Exit Planning Institute, where he helps organize educational programs for business owners and professional advisors on exit planning. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Charles Mccool is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. Mccool serves as a board advisor for the Juvenile Diabetes Research Foundation and provides financial guidance to committees at Waveny Lifecare Network, a not-for-profit nursing and care facility. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and delivers advisory work using proprietary research and model-based asset allocations.

Keith Fiala is a financial advisor with J.P. Morgan Securities, holding Series 63 and 65 licenses and bringing 23 years of industry experience. He has worked at several major firms including Merrill, Charles Schwab, Wells Fargo Clearing, and Webster Investments. Since 2023, he has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Salvatore Trombetta is a financial advisor with Raymond James Financial and holds a Series 63 designation. He has 42 years of industry experience and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Trombetta is associated with support companies Boston Harbor Wealth Advisors and The IST Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs across a broad advisor network.

Nicholas Crocitto is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 14 years with Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, 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 simulations.

Nicole Ayub is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, Neuberger Berman, and LPL Financial. Outside of her advisory role, she is the sole member of Wall Street Girl Next Door, an organization focused on developing relationships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Victor Pappolla is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following three years at Morgan Stanley Smith Barney. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Kassandra Tetley is a financial advisor with LPL Financial in Stamford, CT. She holds a Series 66 designation and has five years of industry experience. Her prior work includes roles at Merrill and Bank of America. 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.

Maurice Studer is a Financial Consultant dedicated to working closely with clients to understand their financial goals and develop personalized plans tailored to their unique needs. He prioritizes building strong relationships with clients and their families, focusing on reliability, professionalism, and a commitment to their financial well-being. He has held various roles in the financial industry, including Investment Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Merrill Lynch from 2019 to 2022, and Financial Consultant at Laidlaw & Company from 2017 to 2019. These positions have provided him with experience in investment consulting and financial advisory services. Outside of his professional work, Maurice enjoys hiking, outdoor adventures, skiing, and traveling.

Allen Lovejoy is a CFA® charterholder with 45 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Bank of America and Merrill. Outside of his advisory work, he serves as a co-trustee for family trusts and has partial ownership in a family investment LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Samuel Polk is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and proprietary planning tools to develop plans and manages approximately $2.74 trillion in client assets.

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.

Jon Vaccarella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1988 as an intern and officially joined as a Sales Assistant in 1989. After completing the Merrill Lynch Financial Consultant Training Program in 1993, Jon developed financial strategies for families and businesses to help them achieve their short- and long-term goals. Over the years, he has advanced through roles including Senior Financial Consultant, Assistant Vice President, and Vice President. Jon holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Fairfield University, as well as high school diplomas from Notre Dame and the University of Rhode Island. As a qualified Portfolio Manager, Jon offers personalized investment strategies that may incorporate individual securities, Merrill model portfolios, and third-party investment solutions. He emphasizes a consultative approach that considers clients’ financial situations, preferences, and goals and addresses a broad range of topics such as retirement, estate planning, and philanthropy. In addition to his advisory role, Jon serves on the board of Catholic Charities for the Diocese of Bridgeport. He is a member of The Merrill Lynch Optimal Practice Management Faculty, providing national training on goals-based wealth management to peers. Jon and his family reside in Fairfield, where they enjoy skiing, golf, and martial arts. He holds black belts in both Chung Doo Kwan and Tang Soo Doo.

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.

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.