Jacqueline Cicale is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1985 and has partnered with Judith for over 37 years. Jacqueline specializes in portfolio strategy, focusing on creating wealth for both business clients and individuals. Her expertise includes designing strategies to manage cash flow, lending, corporate retirement plans, and stock option plans for business clients. For individual and family clients, she constructs investment portfolios aligned with their specific goals and regularly reviews and adjusts these portfolios in response to changes in global markets. Jacqueline holds a Bachelor's Degree from Mercy College of Health Sciences and holds the Professional Investment Advisor (PIA) designation. Over the years, she has been recognized multiple times by Forbes, including listings on the "Best-in-State Wealth Advisors," "Top Women Wealth Advisors Best-in-State," and "Best-in-State Wealth Management Teams" for several consecutive years. These recognitions reflect her sustained experience, client retention, and adherence to industry best practices.

Marc Goldstein is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 63 designation and 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Ann Miller is a financial advisor at Morgan Stanley Wealth Management with 23 years of industry experience. She has worked at Morgan Stanley since 2016 and spent one year at Citigroup Global Markets prior to that. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support its financial advisors.

William Nolan is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Greysteel and Deloitte. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet certain net-worth criteria.

Michael Palma is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for five years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of advisory and non-advisory financial services.

Andrew Pinto is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lacrosse Unlimited and Northwestern Mutual. Outside of his advisory roles, he has teaching experience at Pace University and earlier worked with Cozy Noses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies to support its clients’ financial goals.

Forrest Close is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing close to 40 years of experience in the financial industry, including 25 years on the floor of the New York Stock Exchange. At Merrill Lynch, he is a member of the GC Group, which focuses on helping multigenerational families maintain their lifestyles and make informed decisions about their wealth through comprehensive strategies encompassing lending, insurance, and banking solutions. Forrest holds a B.A. in Economics from Columbia University and maintains several professional designations, including Certified Divorce Financial Analyst®, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). As a Senior Portfolio Advisor, he offers clients personalized financial strategies by managing custom investment portfolios, utilizing Merrill Lynch Wealth Management models, and selecting third-party investment strategies on a discretionary basis. In his personal life, Forrest enjoys spending time with his wife and two daughters, engaging in activities such as beach outings in summer and skiing in winter. He has been actively involved in his community, serving as President of the Board at Trackside Teen Center in Wilton, CT, and participating in his local church, Wilton Presbyterian Church.

David Rabideau is a Private Wealth Manager with Merrill Private Wealth Management, serving as the primary advisor to families with significant wealth. He builds long-term personal relationships that often span multiple generations and focuses on tailored solutions based on deep listening and understanding of client needs. David is committed to providing a first-class client experience and acting as an engaged, accessible partner through every stage of a client's financial life. His expertise centers on helping families manage, grow, and preserve their wealth through integrated solutions such as wealth structuring and financial planning, investment management, liquidity management, and custom credit solutions. David addresses the complexities of substantial wealth and serves not only as an advisor but also as a trusted confidant and sounding board for important financial and strategic decisions. He is supported by an experienced team who share a commitment to putting clients' interests first. David joined Merrill Private Wealth Management in 2022 after a 25-year career at Citi Private Bank, where he was a Managing Director and Global Private Banker responsible for major client relationships. He began his financial services career in 1991 as a Bank Examiner with the Federal Deposit Insurance Corporation. He holds a Bachelor's degree in Finance from Ithaca College and holds the Personal Investment Advisor (PIA) designation. David is involved in the Black Rock Church community and enjoys baseball, boating, and golfing.

Ross Mannino is a financial advisor with Ameriprise in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Liam Gormley is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Morrison V is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of his advisory role, he serves as Treasurer of the Junior Board for the Inner City Scholarship Fund in New York. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kevin Maguire is a financial advisor with Edelman Financial Engines, holding Series 63, 65, and 66 licenses and possessing 38 years of industry experience. He has been with Edelman Financial Engines since 2025 and previously worked at related entities including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Rob Sabel is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he has ownership interests in residential rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending.

Wesley January is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. His work history includes roles at Morgan Stanley since 2021 and prior employment at New York University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing advanced modeling tools.

Joseph Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He previously worked at National Planning Corporation and Wells Fargo Clearing before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing tools.

Christopher Brockett is a Series 66-licensed advisor at Equitable Advisors with seven years of experience in the financial services industry. Prior to joining Equitable Advisors, he worked at the University of New Haven and Lowe's Home Improvement. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.

Janice Lorenzetti is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC 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 additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Radu Palasan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliate firms since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 that uses firm-approved tools and modeling techniques.

Monica Guerra is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Fitch Ratings for four years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and access to various investment strategies.

Michael Gorman is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been an advisor with Merrill since 1991 and holds a Bachelor's degree in Finance from Iona College. With over 30 years of investment management experience, Michael specializes in addressing clients' financial, retirement, and estate planning needs through customized financial strategies and investment planning. His expertise includes retirement income advice, investment asset allocation strategies, liability management, cash management, and working capital needs of corporations and small businesses. Michael serves a diverse client base that includes high net-worth individuals, families, senior-level executives, business owners, corporations, non-profit institutions, endowments, and estates. He is recognized for his commitment to understanding his clients' individual circumstances and objectives. Michael holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2017 to 2024. His personal interests include golfing, reading, and skiing.