Eduardo Martinez is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America N.A., Merrill, National Securities Corp, and PHX Financial, Inc. during his career. 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, pension plans, corporations, and charitable organizations.

Timothy Beecher is a financial advisor with OSAIC and holds the Series 66 designation. He has been with OSAIC and Sound Trust Wealth Advisors, LLC since 2024. His prior work experience includes roles at Mullen Landscaping & Design LLC and various positions during his academic years at Fairfield University and Cheshire High School. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using tools such as asset-allocation models, risk tolerance questionnaires, and automated rebalancing to construct portfolios across a range of asset classes.

Peter Cappiello is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked with Charles Schwab Bank Ssb and Charles Schwab & Co., Inc. since 2018, following prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Ian Gordon is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2006. He began his career as a Financial Advisor in 2002 with Breakwater Financial Services before transitioning to their asset management group. Ian focuses on assisting families, individuals, foundations, and endowments in constructing risk-tolerance adjusted investment strategies, and serves as a Portfolio Manager managing personalized or defined strategies on a discretionary basis. Ian holds multiple professional designations, including the Certified Investment Management Analyst® (CIMA®) from the Investments & Wealth Institute through the Wharton School, and the Certified Private Wealth Advisor® (CPWA®) through the University of Chicago Booth School of Business. He also holds the FINRA Series 7 and 66 registrations. Ian attended Cornell University and has pursued additional studies at NYU, SUNY Purchase, UCONN, and Silvermine Guild School of the Arts. In addition to his professional career, Ian is active in his local community in Stamford and was recognized on the Bank of America Community Volunteers Honor Roll in 2010 and 2011. He has three children and maintains personal interests including motorcycling and scuba diving.

Alan Cirulli is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Edward Naylor is a Wealth Management Advisor at Merrill Lynch Wealth Management, with an office located in Darien, Connecticut. He focuses on integrating all aspects of wealth management planning, placing particular emphasis on investment advice. Ed has developed a process supported by extensive technical skills and practical experience to address the financial and multi-generational issues faced by affluent families. With over 20 years of experience in the investment industry, Ed began his career in 1994 at Douglas C. Lane & Associates in New York, where he performed research, trading, and operations. He later served as an Assistant Portfolio Manager at Hutchinson Capital Management in San Francisco, specializing in trading equities and bonds and structuring tailored municipal bond portfolios. Since joining Merrill Lynch in 2003, Ed has worked as a First Vice President, Portfolio Manager, and Wealth Management Advisor. He is experienced in utilizing both third-party active asset managers and passive strategies to construct and manage portfolios aligned with client risk profiles and time horizons. Additionally, he has researched and implemented alternative asset class strategies, including hedge funds, private equity, and managed futures. Ed holds an M.B.A. in Finance from Vanderbilt University and a B.A. in English from Hobart College. He also has professional designation as a Personal Investment Advisor (PIA). Ed resides in Rowayton, Connecticut, with his family.

Jie Huang is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including E*TRADE Securities and several investment-related ventures. Outside of his advisory role, Huang is involved in multiple business activities as a sole proprietor and partner in retail and investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment committee insights.

Frank Bauco is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2023. He has experience as a Financial Advisor at Northwestern Mutual from 2019 to 2022 and began his career as an Associate at Wexford Capital from 2012 to 2014. Frank focuses on building meaningful relationships by understanding what matters most to his clients and their families. He helps clients create comprehensive wealth strategies aimed at financial freedom and lasting peace of mind.

Peter Gabriel Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 16 years of industry experience. He has worked at LPL Financial since 2015 and previously worked at Wells Fargo Clearing from 2010 to 2014. He also serves as Director of Relationship Management and Sales at Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Joao Gomes is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory role, Gomes operates an accounting and tax preparation practice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of tools and platforms to construct and manage diversified portfolios for its clients.

Michael Promis is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab. He has worked with Charles Schwab Bank and Charles Schwab and Co., Inc. since 2022, following a decade at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale and integrated operational structure, delivering multi-asset investment guidance alongside custody and brokerage services.

Richard Neuman is a Senior Financial Advisor at Merrill Lynch Wealth Management and the senior partner of the Neuman Kolenberg Federici Iannone Group, a planning-based investment advisory team in Stamford, Connecticut. He has been a Financial Advisor with Merrill Lynch since 1984, working in both the Institutional Advisory Division and the Private Client Group. Richard provides advisory services to money managers, high net worth individuals, and family offices, offering guidance on municipal bond and equity portfolios tailored to each client's risk and reward profile. Richard holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from The Center for Open Education. He also attended Hampshire College, though no degree was conferred. His professional recognition includes being named to the Forbes Best in State Wealth Advisor List in 2018, 2019, and 2023. Outside of his professional activities, Richard serves as Chief of the Amogerone Volunteer Fire Department and is involved in local governance as a member of the Greenwich Representative Town Meeting.

Todd Corbett is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates to support its advisory process.

Brian Suozzi is a financial advisor with Wells Fargo Clearing in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Service LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary options that include a broader range of financial products than typical large institutional advisers.

John Foreman is a financial advisor with Mass Mutual Investors Services who holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and also has roles with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisor role, he serves as a trustee for a family trust and was elected as a town councilman in Trumbull, Connecticut, in 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and estate settlement services.

Mauricio Redondo is a financial advisor at Fidelity with eight years of industry experience. He has held positions at several firms, including Citigroup, J.P. Morgan Chase, and Prudential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Steven Procaccini is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, he serves as a high school baseball umpire and works as a concert merchandise vendor. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kevin Knisley is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds the Series 63 and Series 65 designations. Outside of his advisory work, he is involved in an event catering business as a cook. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

David Casciari is a financial advisor at Equitable Advisors in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2012. Outside of his advisory work, he sells sports cards from his personal collection on platforms such as Whatnot and eBay. Equitable Advisors serves a broad range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a variety of advisory programs and third-party asset managers, focusing on tailoring solutions based on client information and risk tolerance.

Edward Swiderski is a financial advisor at Fidelity with 16 years of industry experience and holds Series 63 and Series 66 credentials. He has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and systematic portfolio construction methods.