Michael Wein is a Series 66 licensed financial advisor with Morgan Stanley, based in Westport, CT, and has 21 years of industry experience. He previously worked at Bank of America and Merrill for nine years before joining Morgan Stanley in 2025. Outside of his advisory role, he serves on the board of The Community Synagogue in Westport and leads its social committee, organizing events and fundraising activities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes.

Kimberly Dejana is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Wealth Strategies of America, Inc. and Raymond James Financial Services, Inc. In addition to her advisory role, she is a notary public in Connecticut. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm utilizes research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Kelley Mcwilliams is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2021. She has over 20 years of experience in the financial services industry, focusing on wealth management that considers her clients' priorities, goals, and aspirations. Her approach incorporates an understanding of how life events, both planned and unexpected, can impact finances. Before transitioning to wealth management, Kelley held roles in institutional fixed income on the municipal desk at Lehman Brothers and Barclays Capital, as well as positions in fixed income research at Rocaton Investment Advisors and Goldman Sachs Asset Management. She graduated cum laude from Duke University in 2002 with a Bachelor of Science in Economics. Her professional credentials include FINRA Series 7 and Series 66 registrations and the Chartered Financial Analyst® (CFA®) designation. Kelley lives in Darien, Connecticut with her three children. Her interests include spending time with family, tennis, and traveling.

Sal Sereno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual needs and goals. He focuses on understanding clients' current financial situations and aspirations to create clear strategies that align with their definitions of success. Sal has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Financial Representative at National Securities Corporation from 2017 to 2020. Outside of his professional role, Sal has interests that include fishing, fitness, golf, sailing, skiing, and traveling.

Timothy Byrnes is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at R. W. Pressprich & Co. for 30 years before joining Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, supporting a range of client needs through discretionary and non-discretionary management.

Dennis Brown is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been employed since 1994. He has progressed through various roles including Senior Financial Consultant, Vice President, and First Vice President, and has extensive experience working with employers and plan participants to develop retirement plans. His client focus includes corporate benefits, family wealth management strategies, institutional consulting, employee financial health, and personal retirement planning. Dennis holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified 401(k) Professional (C(k)P), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from Loyola University Maryland and his High School Diploma from Fairfield College Preparatory School. He has received recognition such as being named to the Forbes "Best-in-State Wealth Advisors" list from 2019 to 2021, and has been awarded the Financial Times Top 401 Retirement Plan Advisors accolade for five consecutive years through 2020. Dennis is involved in his community through participation in organizations including Al's Angels, Fairfield Preparatory School, and Team Woofgang. His personal interests include biking, boating, football, golfing, hiking, music, spending time with family, traveling, and yoga.

Bruce Manasevit is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial advising in 1998 and joined Merrill Lynch in 2007. Bruce leads The Manasevit Group, focusing on providing tailored wealth management strategies that address clients' financial concerns, opportunities, and goals. His expertise includes education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and small business strategies. Prior to entering wealth management, Bruce was President and CEO of his family's third-generation business. He holds an MBA from Columbia University Business School and a bachelor's degree from Washington University in St. Louis. His professional designations include Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Bruce is involved in community initiatives related to bone marrow transplantation. He serves as an Emeritus Board Member of the National Marrow Donor Program (NMDP) Foundation and founded the Amy Strelzer Manasevit Research Program in 1998 to support research for patient outcomes following bone marrow transplantation. He lives in Fairfield, Connecticut, and enjoys activities such as tennis, biking, cooking, gardening, traveling, and spending time with his family.

David Lewson is a Senior Financial Advisor at the Ridgefield Merrill Lynch Wealth Management office. He works with a select group of families and businesses to develop strategies aimed at creating, growing, preserving, and managing their wealth. David combines the personalized service of a small financial advisory boutique with the extensive resources and capabilities of one of the world's leading financial institutions. With over two decades of experience in the financial services industry, David specializes in areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned a Bachelor of Science degree from Rensselaer Polytechnic Institute in 1986. David resides in Redding, Connecticut with his wife, Beth. He has been active in his community, serving as a member of the Redding Board of Education and the Redding Board of Ethics, as well as a trustee of the Western Connecticut Academy of International Studies Magnet School and a board member of Education Connection.

Eric Picard is a financial advisor with J.P. Morgan Securities in Westport, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously with MFS Fund Distributors, Inc. for 19 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screens and qualitative research, with a particular emphasis on eligible strategies and ESG criteria.

John Rosito is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses, and has one year of industry experience. Prior to joining Fidelity, he worked at Forrester Research and A+E Networks. Outside of his advisory role, he assists with wedding videography for a family business and operates a small bowtie-making enterprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios and advisory mandates.

Thomas Vacheron is a Private Wealth Advisor who leads Vacheron DiSabato & Associates at Merrill Private Wealth Management. He has been with Merrill Lynch Wealth Management since 1983 and founded his team, which specializes in creating comprehensive strategies for high net worth clients that encompass family wealth management, new wealth management, and portfolio management services. His team often addresses traditional wealth accumulation as well as executive stock options, philanthropic initiatives, and intergenerational wealth transfer. Vacheron has received recognition on Barron's "Top 1,200 Financial Advisors" list annually from 2009 through 2025 and on Forbes' "America's Top Wealth Advisors" list from 2016 through 2026. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a graduate of the College of the Holy Cross, class of 1983. Earlier in his career, Vacheron managed the Merrill Lynch office in Fairfield, Connecticut from 1989 to 1993. In terms of community involvement, Thomas Vacheron serves on the board of First Tee of Connecticut. His personal interests include biking, golfing, tennis, traveling, and yoga.

Gregory Moore is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Segal Rogerscasey from 2012 to 2017. He holds a Series 63 license and is based in Westport, CT. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Charles Mcmanus III is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations utilizing proprietary research and planning tools, with planning engagements typically offered on a discrete basis.

Timothy Blankenship is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for CT Storm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Attila Balla is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Matthew Pentimone is a financial advisor at OSAIC with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Pinnacle Tax of Mt Kisco, Pearl River Saloon, and Ameritas. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a large multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing strategies.

Christopher Taylor is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2019. Taylor serves as a board member of Dream Come True of Western Connecticut and is treasurer and board member of the Danbury Rugby Football Club. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Louis Herskovitz is a financial advisor at Morgan Stanley in Westport, CT, holding Series 63 and Series 65 credentials. He has four years of industry experience, including roles at Morgan Stanley since 2022 and prior positions in other fields such as acting and yoga instruction. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

John Probst is a financial advisor at Morgan Stanley with 4 years of industry experience. His background includes roles at T3 Trading Group, Northwestern Mutual, and A1 Reliable Industries. Prior to his financial services career, he worked in the restaurant industry and education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment strategies while serving a broad client base.

Nicholas Guiditta III is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns two real estate businesses in Connecticut. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.