Anna Bruno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors since 2003, including time when the firm operated as AXA Advisors, LLC. Outside of her advisory work, she is involved as a tennis instructor at Breezemont Day Camp and serves on the board of the Armenian International Women's Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk profiles.

Francesca Fraim is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. She has been with the firm since 2026 and previously had roles at Incubex and Brown University School of Engineering. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Simon Brown is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses. He has less than one year of industry experience and previously worked at Evermore Resort and Puzzle HR, as well as completing his education at the University of Virginia. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Trent Luby is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing. 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, charitable organizations, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Owen Ayotte is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Sacred Heart University and work with the Boys and Girls Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves various investor types and offers discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Robert Chilson is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BlackRock for 18 years before joining Merrill and Bank of America. 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.

Logan Sabol is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Tharanco Group and Massa Products Corporation and has experience in education and club management roles. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lucille Conklin is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2010. Outside of her advisory role, she is a minority investor in several ventures including a D1 training facility for high school athletes and an LLC acquiring business interests and property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 institutions.

Gregory Feighan is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Ameriprise. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Feighan is involved in independent health insurance brokering and manages an LLC related to his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a centralized service team and proprietary analysis tools.

Stacey Parker is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as chairperson of the Kansas City Committee for the Midwest Highland Arts Fund, a nonprofit organization that hosts an annual piping and drumming workshop and concert. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of investment and capital markets services.

Hugh Mc Guire is an advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His recent work history includes positions at JPMorgan Chase Bank, N.A., Morgan Stanley, and Telcoin LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Daniel Parrott is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2018. In addition to his work in financial advising, he has been involved with A&E Nyack Enterprises Inc for over 15 years. 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 a range of model-based and discretionary strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Rabinaw is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gabor Fogarasi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Peter Chieco is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers a range of retail and institutional investment options.

Charles Principato is a Financial Advisor with Merrill Lynch Wealth Management who focuses on helping clients transform success into lasting financial impact. He works with early-career professionals and families to develop personalized strategies that include tax-efficient investing, custom lending solutions, estate planning, and comprehensive wealth management. His approach emphasizes clarity and confidence, aiming to simplify complex financial decisions and empower clients to achieve their goals. Charles brings expertise in corporate benefits, executive compensation, family wealth management, legacy planning, personal retirement planning, and portfolio management. He holds a Bachelor’s Degree from the University of Connecticut and completed a certificate program at Universidad de Salamanca. Charles is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Outside of his professional role, Charles is involved in several community organizations, including the Diocese of Bridgeport - Holy Spirit Stamford, New Covenant Center, and Saint Cecilia's Roman Catholic Church. He is also affiliated with professional groups such as the Catholic Finance Association and Young Catholic Professionals. His personal interests include hiking, fishing, biking, boxing, and other outdoor activities.

Stefano Carlacci is a Series 65-licensed financial advisor with Morgan Stanley, where he has worked since 2022. He has four years of industry experience, including prior roles at SCF Investment Advisors, Old Bridge Capital Advisors, and Ipreo Holdings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process incorporates firm-approved tools and modeling techniques, with a focus on advisory services rather than individual security recommendations.

Kai Weinstein is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and less than one year of industry experience. His prior work includes roles at JPMorganChase and Westchester Benefit Group. Outside of finance, he has been involved in educational activities including running a homeschool academy and working with local schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

William Shea is a Series 66-credentialed financial advisor with Merrill, based in Greenwich, CT, and has 34 years of industry experience. He has worked at Merrill since 2001 and Bank of America, N.A. since 2009. Shea serves as an advisory board member on the parish finance committee at St. Michael's Church. 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 investment strategies for individual, high-net-worth, and institutional clients.

Jeannine Lennon is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked at MBIA for ten years. She holds a Series 66 designation. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals.