Patrice Forte is a financial advisor with Merrill in Fairfield, CT, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Merrill Lynch since 2008. Forte serves as an executor for several estates in Hamden, Connecticut. 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.

Diane Timpany is a Wealth Management Advisor at Merrill Lynch Wealth Management with extensive experience in financial services dating back to 1980. She joined Merrill Lynch in March 2014 and became a partner with the GKH Group in New Haven, CT, under the team name of Timpany GKH Group in 2025. Diane's background includes work in accounting, financial consulting, auditing, and advising individual, institutional, and fiduciary clients. Diane holds a Bachelor's degree from Sacred Heart University and is a CERTIFIED FINANCIAL PLANNER®. She is licensed to offer life and health insurance through Merrill Lynch Life Agency, Inc., and serves as a Personal Investment Advisor. Her expertise encompasses wealth management, retirement and college planning, portfolio management, estate planning in coordination with clients' estate attorneys, and working closely with clients' trusted advisors. Diane also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., to provide clients with home financing guidance aligned with their financial objectives. Outside of her professional career, Diane enjoys bicycling, cooking, golfing, hiking, horseback riding, knitting, and spending time with her family.

Maribeth Patterson is a financial advisor at Merrill with 36 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Lindsey Chiarelli is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in the Financial Services industry in 2006 and has been with Merrill Lynch since 2015. Lindsey holds the CERTIFIED FINANCIAL PLANNER® designation and is also recognized as a Personal Investment Advisor (PIA). She earned a bachelor's degree in Business from Indiana University's Kelly School of Business and an MBA in Finance from New York University's Stern School of Business. Lindsey's expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Lindsey follows a disciplined process that begins with taking the time to understand each client and their family's financial situation and priorities. Outside of her professional work, she enjoys boating, cooking, spending time with her family, and traveling.

Joseph Juliano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2008 while earning his Bachelor's Degree from Fairfield University's Charles F. Dolan School of Business. Joe holds several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized by The Financial Times as a Top 401k Retirement Plan Adviser for four consecutive years, most recently in 2020. His expertise lies in developing customized wealth strategies for individuals and families and providing ongoing advice and education to retirement plan participants. Joe focuses on guidance through working years and assisting transitions to retirement using income replacement strategies, distribution options, and goals-based retirement planning. He is actively involved in his community, serving as a mentor for Fairfield University's Dolan School of Business Professional Development Series Program and on the board of The Cardinal Sheehan Center. Joseph currently resides in Trumbull, Connecticut with his wife.

Ashley Noonan is a Financial Advisor at Merrill Lynch Wealth Management, providing customized financial services and strategies to individuals, families, and businesses. She integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address various aspects of clients' financial lives. Ashley works with clients to identify goals such as asset allocation, education funding, retirement income planning, tax minimization, alternative investments, and estate planning, crafting strategies to pursue desired outcomes, build, manage, and preserve wealth across generations. She holds a Bachelor's Degree from the University of San Francisco and is a Personal Investment Advisor (PIA) by designation. Ashley routinely reviews and adjusts financial plans to align with clients' evolving goals, prioritizing informed decision-making and client engagement in managing their financial future. Beyond her professional role, Ashley is involved in community service including long-term commitments to the Boy Scouts of America and firefighting roles at the Greenwich Fire Department (1991-2024) and Trumbull Volunteer Fire Company (2024-2025). She is also associated with Part Of The Solution (POTS) since 2012. Her personal interests include adventure sports such as fishing, hiking, hunting, ice hockey, scuba diving, skiing, and surfing.

Jacqueline Steed is a financial advisor with Merrill in Fairfield, CT, holding a Series 66 designation and six years of industry experience. She has been with Merrill since 2014 and concurrently associated with Bank of America N.A. since 2019. Outside of her advisory role, she serves as a conservator in a fiduciary capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

Giancarlo Manzone is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2015. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Malangone is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Cardinal Financial Company and Kern Mortgage Company. She has also held positions with the South Carolina House of Representatives and various educational institutions. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brendan Duffy is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 plans, corporations, and charitable organizations.

Thomas O'Connor is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Merrill, RBC Capital Markets, and Bank of America. Prior to his advisory career, he had brief engagements at Automat Data Processing, Mayson Dixon Strategic Consulting, and George Washington University. 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 plans, corporations, and charitable organizations.

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.

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.

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.

John Vacheron is a Wealth Management Advisor with Vacheron DiSabato & Associates at Merrill Private Wealth Management in Fairfield, Connecticut. He works with families, executives, entrepreneurs, and business owners to simplify complex financial decisions and provide clarity through personalized wealth management solutions. His expertise includes investment strategy, concentrated stock management, liquidity events, tax-aware planning, estate planning services, lending, and multigenerational wealth transfer. John and his team combine the personal attention of a boutique, family-office style practice with the depth and resources of Merrill Private Wealth Management to help clients steward wealth and plan with confidence across generations. John holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned a bachelor's degree from Fairfield University. In his personal time, he enjoys baseball, basketball, cooking, golfing, skiing, and spending time with his family.

Angela Mc Donnell is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at JP Morgan Chase Bank, JP Morgan Securities LLC, and Kohl’s. She is based in Fairfield, CT. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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.

Elizabeth Crume is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has spent nine years at Bank of America in total, including her current tenure since 2017. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Young is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006. Nick re-joined Merrill Lynch in 2018 after having initially joined the firm in 2011 and leaving in 2014. He specializes in assisting clients with retirement planning, college education funding, managing wealth transfers, and coordinating services such as investment management, credit and lending, insurance, and retirement planning. Nick holds a Bachelor's degree in Economics from Connecticut College and an MBA from Georgetown University. He earned the Chartered Financial Analyst (CFA) designation in 2015. Throughout his career, he has developed expertise in areas including college education planning, executive compensation, family wealth management strategies, managing new wealth, and tax minimization. Beyond his professional work, Nick has been involved with the Darien Nature Center as a past board member. He lives in Darien, Connecticut with his wife Tracy and two children.

Patrick Donovan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2007, bringing prior experience in trading and selling bonds to institutional clients, with a specialization in fixed income and municipal bond research. Patrick holds a Bachelor of Arts degree in Economics and History from Hillsdale College in Michigan and a Master of Arts degree in Politics from The Catholic University of America. He holds the professional designations of CERTIFIED FINANCIAL PLANNER™ and Personal Investment Advisor. Patrick resides in New Canaan, Connecticut, with his wife and three children.

Adam Stevko is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving as a member of Vacheron DiSabato & Associates since 2007. In his role, he provides advice and guidance tailored to help clients meet their financial goals through comprehensive planning, with a focus on multi-generational relationships and family wealth management strategies. Adam holds a Bachelor of Science degree in Political Science from Fairfield University. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His areas of expertise include college education planning, divorce transition planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Originally from Long Island, New York, Adam resides in Trumbull, Connecticut with his wife Andrea and their sons Anderson and Asher. He actively volunteers and supports local causes such as Great Hill Fish & Game, The Dream Ride Experience-Hometown Foundation, and The Kennedy Collective.