Tara Santoro is a financial advisor at Raymond James & Associates with 12 years of experience at the firm and five years in the industry. She holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis supported by a range of portfolio management styles and affiliated research.

Jonathan Borrajo is a Wealth Management Advisor and Partner at The Cooke Group at Merrill Lynch Wealth Management. He works with successful individuals, families, executives, and business owners to simplify complex financial decisions and build thoughtful strategies around their financial goals. Jonathan provides services that integrate investment management and financial planning, with access to banking, lending, and trust capabilities through Merrill and Bank of America. He coordinates closely with clients' tax and legal advisors to address financial matters such as business sales, tax-sensitive portfolios, retirement and education planning, and wealth transfer strategies. Jonathan holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. He earned his Bachelor's degree in Accounting from George Mason University, where he was captain of the Division I soccer team and later inducted into the George Mason Men's Soccer Hall of Fame. He is a member of several professional organizations including the George Mason University School of Business Alumni Chapter's Executive Board of Directors and the U.S. Soccer Federation; he also holds a U.S. Soccer B License. In addition to his professional work, Jonathan is involved in community organizations such as the Boys & Girls Clubs of America and serves on the Hispanic Latino Advisory Council at Merrill Lynch Wealth Management. He and his wife, Stephanie, reside in Stamford with their two daughters. Jonathan speaks both English and Spanish, and enjoys spending time with family, soccer, music, food, wine, live music, and travel.

Christopher Dursi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 39 years of industry experience. He has worked with multiple firms, including People's United Advisors, Inc., People's Securities, Inc., and Capital One Financial Advisors LLC. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gary Munowitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2008 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

Vivian Rentas is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently has experience at JPMorgan Chase Bank since 2010. She serves as a board member for her condominium community. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility criteria.

Levar Brown serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he brings nearly 20 years of experience in the financial services industry. In his current role, he provides investment and retirement planning, cash management, insurance analysis, educational planning, and business lending services. Levar works closely with successful families who have complex financial lives, helping to simplify and organize their wealth management strategies. Additionally, as Resident Director of the Merrill Ridgefield, CT office, he is involved in training both new and experienced Financial Advisors to expand their practices and deliver comprehensive services. Levar holds a Bachelor’s degree in Finance with a minor in Economics from the College of Mount Saint Vincent and earned an MBA from New York University’s Stern School of Business, focusing on Global Business, Marketing, and Finance. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning Counselor™ designation, among other professional credentials. Outside of his professional commitments, Levar enjoys basketball, horseback riding, music, painting, traveling, watching movies, and spending time with his family. He is a member of Free Arts NYC and resides in White Plains, New York.

Tyler Reschke is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in developing financial plans aimed at supporting their financial goals and enhancing their confidence in decision making. Prior to this position, Tyler held several roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. He began his financial career as a Financial Professional at Equitable Advisors from 2021 to 2022. Tyler's professional experience encompasses a range of client-focused financial services, highlighting his expertise in relationship management and financial planning. His career progression reflects his commitment to supporting clients through various stages of their financial journeys.

Mariann Cheung Lee is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in client planning.

John Dezzutti is a financial advisor with Ameriprise in Lakeside, CT, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameriprise and its affiliates since 1986. Outside of his advisory role, he teaches weekly yoga classes in Litchfield, CT. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with expert oversight to deliver tailored retirement income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Jeffrey Florio is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. He is also the owner of Florio Financial Advisors, managing his Ameriprise business part-time. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dennis Lavin is a financial advisor with Cetera, holding a Series 63 designation and over 27 years of industry experience. He has been with Cetera since 2006 and also operates Lavin & Associates, a tax and accounting services firm serving clients in the New York tri-state area, where he is a partner and CPA. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Jacob Lynne is a financial advisor at Ameriprise in Pleasantville, NY, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he worked at the University of Miami and has experience with Lacrosse Unlimited and the Ridgefield School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation and tax-aware withdrawal strategies within a defined investment universe.

Philip Adriani is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, leveraging structured planning processes and advanced modeling tools.

Frank Baggio is a financial advisor with LPL Financial in Wilton, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at National Planning Corporation and Osaic FS, Inc. Outside of his advisory role, he manages Creative Computer Concepts, a business involved in mortgage services, tax preparation, non-variable insurance, notary services, and computer services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 technology tools and oversight of more than $819 billion in discretionary assets.

Hillary Ambrose is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. She has held roles at ALPS Distributors, LoCorr Distributors, and currently serves as a Senior Relationship Manager at King Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to independent advisors nationwide, serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services.

Frank Rodriguez is a financial advisor with J.P. Morgan Securities in Peekskill, NY, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Lakeland Capital Management. Outside of finance, he is developing a fiction novel under a pseudonym and plans to publish and market the book through various outlets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Garett Ceraso is a financial advisor with LPL Financial holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Fidelity Investments and People's United Advisors, spanning over a decade before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

John Doscher is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on generating income, prudent growth, and tax efficiencies for his clients by utilizing Merrill model portfolios alongside selected independent managers for specialized investments. His client base includes corporate executives, attorneys, accountants, entrepreneurs, and multiple generations of families across more than 15 states, most of whom are focused on retirement planning and wealth preservation. With decades of experience in institutional and advisory roles, John has specialized expertise in employee stock option and executive compensation programs. He collaborates closely with clients’ CPAs and attorneys to integrate tax minimization and estate planning strategies and provides access to residential and securities-based lending through Bank of America. His background in sociology and anthropology supports his approach to understanding clients’ personal concerns and family dynamics, often involving both spouses and grown children in the financial planning process. John holds a Bachelor's Degree from the University of Denver and the Personal Investment Advisor (PIA) designation. He is an active member of the Greater Danbury Chamber of Commerce and the Greater Valley Chamber of Commerce and participates in community activities sponsored by Bank of America. Outside of work, John enjoys spinning, skiing, snowshoeing, tennis, and traveling to Spain and Puerto Rico.

John Hirschauer is a financial advisor with LPL Financial in Danbury, CT, holding a Series 63 designation and bringing 39 years of industry experience. He worked at Crown Capital Securities, LP for 23 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing strategic and tactical allocation models alongside technology-driven research tools.

Linus Cooke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1987 at the Fifth Avenue Financial Center in New York City. After six years, he joined Smith Barney in Greenwich, Connecticut, before rejoining Merrill Lynch Wealth Management in 2003 at New Canaan Wealth Management. With over 35 years of industry experience, Linus specializes in working with high net worth families to develop family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. He emphasizes a values-based and socially responsible investing approach, tailoring strategies to clients' personal financial visions. Linus holds a Bachelor's degree from Bucknell University and has earned professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved in community organizations such as the RJH JR Foundation, Homes with Hope in Westport, Stamford Youth Hockey Association, and Trinity Alliance Partners. Outside of work, he enjoys boating, cooking, fishing, gardening, golfing, reading, and spending time with his family.