Kathryn Gilmore is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the group since 2011, where she assists clients in connecting the dots in their lives with strategies tailored to their individual situations and aspirations. Kathryn emphasizes engaging clients in discussions about the people, issues, and world around them, focusing on identifying each client’s values as a foundation for establishing purposeful financial strategies. Kathryn holds several professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®). She is also a qualified Senior Portfolio Manager and a graduate of Bentley University. Her approach involves maintaining frequent communication with clients to create flexible wealth management plans that address both short- and long-term goals while managing risk. Outside of her professional life, Kathryn enjoys outdoor activities such as hiking, golf, and pickleball, as well as playing cribbage indoors. She and her husband support community organizations including the Boy Scouts and youth sports programs that promote teamwork and life skills.

Tyler Potts is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Connecticut Wealth Management, Northstar Wealth Partners, Essex Financial Services, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Melissa Marr is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, following roles at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristine Roberts is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she serves as Treasurer for the Thirty Six Club in Waterford, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Todd O Donnell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies designed to connect all aspects of a client's financial life, helping them prioritize and pursue their most important goals. His expertise includes college education planning, employee benefits planning, family wealth management strategies, legacy planning, tax minimization, and retirement income. Todd holds a Bachelor's Degree from Gettysburg College and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Todd is involved in his community through volunteer activities. His personal interests include boating, football, golfing, pickleball, racquetball, scuba diving, skiing, spending time with his family, tennis, and traveling.

Richard Sullivan Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1989 and currently focuses on wealth management planning for entrepreneurs, business owners, and high net-worth families. Richard is a qualified Portfolio Manager who provides investment advice and builds personalized investment strategies that may include individual stocks and bonds as well as third-party managers. He holds a Bachelor's Degree from Connecticut College and has earned the designations of Retirement Accredited Financial Advisor (RAFA), Certified Plan Fiduciary Advisor (CPFA®), and Personal Investment Advisor (PIA). Richard emphasizes a personalized approach, working one-on-one with clients to develop financial strategies aligned with their long-term goals. Richard has a history of community involvement, serving as the past president of the Old Saybrook Rotary Club. He is committed to participating in the communities he serves and dedicates time to volunteering with local organizations.

Susan Dowling is a CFP® with 43 years of industry experience. She is currently with Ameriprise Financial Services LLC and previously spent 41 years at UBS Financial Services. She serves on the Board of Trustees for the Williams School. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Carter Chambers is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles in education and local government, including positions at Hamilton College and the East Lyme Parks and Recreation Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing research-driven, model-based investment strategies tailored to client goals.

Daniel Adams Jr. is a CFP® professional with 14 years of industry experience, currently advising at Raymond James & Associates. His prior roles include seven years at UBS Financial Services Inc. and five years at Natixis Global Asset Management. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Michael Doherty Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he was affiliated with Doherty Financial Services, LLC and Commonwealth Financial Network for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing a variety of investment strategies and operational tools.

Jason Cerniglia is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his financial advisory role, he is a silent partner and owner of Newbury Golf Center and is involved with a biotech startup, Astrocyte Pharmaceuticals. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Cathy Frausini is a financial advisor at Merrill with 34 years of industry experience. She has been with Merrill since 1978 and holds Series 63 and Series 65 credentials. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clare Sheridan is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera, Voya Financial Advisors, Charles Schwab, and Morgan Stanley. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Scheyder is a financial advisor at UBS Financial Services with 9 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory role, he coaches the freshman basketball team at East Lyme High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Brandi Harrington is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She previously worked at Chelsea Groton Bank for six years before joining Merrill in 2022. 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Antonio Giuliani is a financial advisor with Morgan Stanley in Mystic, CT, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Symmetry Partners, LLC and Tauber Asset Management before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using approved tools and models but generally acts as an advisor rather than a fiduciary unless separately engaged.

Lizabeth Drega is a financial advisor at Morgan Stanley in Hartford, CT, with 21 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Stifel Nicolaus & Co Inc, LPL Financial, Principle Wealth Partners LLC, and Northstar Wealth Partners, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Alexander Kezer is a financial advisor with Ameriprise in Stonington, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he is associated with Net Flows LLC, through which he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling techniques to deliver non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas Mcbride is a financial advisor with Merrill in Mystic, CT, holding Series 63 and Series 65 registrations and over 30 years of industry experience. He has been with Merrill since 1995 and also associated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a board member of the Ocean Community YMCA, contributing to its governance and future planning. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient implementation, supported by its integration with Bank of America affiliates and a wide range of investment strategies.

Ryan Doherty is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Commonwealth Financial Network and has been involved with Doherty Financial Services LLC since 2019. Outside of advising, he has served as a notary public and is involved in offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.