Peter Starrett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that address a balanced approach to life and wealth, focusing on multiple priorities including family, health, career, and philanthropy. Peter specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Fairfield University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, Peter volunteers with Habitat for Humanity - Fairfield County Coastal Chapter. Outside of his professional work, he enjoys antiquing, boating, fishing, football, golfing, interior decorating, skiing, spending time with his family, and tennis.

Richard Doyle Jr. is a financial advisor with J.P. Morgan Securities in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with JPMorgan Securities LLC since 2008 and JPMorgan Chase Bank NA since 2010. Outside of his advisory role, he is an investor in Loeb Partners Realty LLC, a private real estate company focused on property repositioning, renovation, and asset management. 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 select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Bryan Roth is a CFP® designated financial advisor with Edward Jones in Newtown, CT, with 19 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

William Mitchell is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Primerica since 2002 and has prior experience at companies including Champion Maintenance and UBER. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Jeffrey Cohen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Michael Montaruli is a financial advisor with LPL Financial who holds the Series 63 designation and has 10 years of industry experience. He has worked at LPL Financial since 2015 and also maintains a long-term role with Hudson Valley Federal Credit Union since 2005. At Hudson Valley Federal Credit Union, he is involved in insurance services focusing on Medicare-related plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Karl Mergenthaler is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 66 credentials and with 13 years of industry experience. He previously worked at J.P. Morgan for 10 years before joining Morgan Stanley and its Private Bank in 2017. Outside of his advisory role, he serves as an adjunct professor at Fairfield University and is involved with Columbia University and the CFA Institute in non-investment-related educational and administrative capacities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with plans typically not including individual security recommendations and client implementation responsibilities.

Joseph Barbetta is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of his advisory role, he serves as a legislative ambassador for the American Cancer Society, representing the organization in lobbying efforts and grassroots events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through multiple third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client services based on goals, risk tolerance, and time horizon.

Keith Gillotti is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he serves as an executor for a family estate in Brookfield, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Brian Swedrock is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Webster Wealth Advisors for a decade before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate Global Investment Committee return estimates and Monte Carlo simulations.

Daniel Hasa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior experience includes roles at Morgan Stanley and Keller Williams. Outside of finance, he works part-time as a waiter at Halit Inc Rraci Restaurant. 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 select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Michael Sherman is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Dawn Bolling is a financial advisor with Merrill in New Canaan, CT, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America provides access to a broad set of financial products and services beyond typical managed account offerings.

David Bergerson II is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at Merrill Lynch/Bank of America, N.A. for five years and Orion Capital Advisors LLC for two years. Outside of his advisory work, he referees soccer and hockey games at various youth levels. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Derek Bufano is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held roles at Metro Physical Therapy and taught at Marist College. 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and extensive operational infrastructure.

Craig Foster Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2007. 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. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Hayes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2009, serving in various roles including Account Executive, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked at Vanguard as a Flagship Representative and Core Representative from 2006 to 2009. His professional experience encompasses a range of financial consulting and investment roles, demonstrating a comprehensive understanding of the financial services industry. John emphasizes a disciplined process and a core business philosophy in his approach, aiming to provide support throughout every stage of a client's financial life. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Christopher Sun is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2019 and previously worked at Celebration Restaurant Group and Scottland Inc. Mr. Sun is based in Ridgefield, Connecticut. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services into Bank of America’s broader corporate platform, providing access to a wide array of financial products and services.

Stephen Cohen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent offering life, disability, long-term care, fixed annuities, health, dental, and group disability income products, and is an attorney though not actively practicing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and recommend investment strategies without discretionary authority.

Ali Girardi is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. Outside of her advisory role, Girardi is involved with Outreach to Pets in Need, a charitable organization focused on pet homelessness prevention and related programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and incorporating both in-house and third-party investment managers.