Brandon Brooks is a CFP® and Series 66-licensed financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Investments since 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Smith is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2015. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kyle Christiansen is a Series 66 licensed financial advisor with Merrill in Fairfield, CT, where he has worked since 2014. He has eight years of industry experience and is also affiliated with Bank of America, N.A. No additional outside activities are noted. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tianyan Goellner is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping professionals, executives, business owners, and globally minded families manage their financial decisions. With a focus on college education planning, executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Tianyan works with clients to develop personalized wealth management strategies tailored to their needs. Tianyan's background includes advanced education with two master's degrees, one from the Chinese Academy of Sciences and another from Fordham University. Before transitioning to financial advisory, Tianyan spent over a decade in institutional equity research covering large-cap technology companies. This experience is complemented by earlier work in enterprise technology sales and a master's degree in computer science focused on artificial intelligence. Tianyan holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Fluent in English and Chinese, Tianyan is a member of the CFA Institute and participates in community activities, including involvement with the Waveny LifeCare Network. Tianyan's approach emphasizes understanding clients' full financial picture to create strategies that reflect what matters most to them and their families.

Matthew Bisland is a financial advisor with Morgan Stanley who holds the Series 66 designation and has 16 years of industry experience. He has worked with Morgan Stanley since 2010 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using various analytical tools and models.

Thomas Higbie is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch and Webster Bank N.A. Outside of finance, he has been involved with ventures such as Westchester Wildlife LLC and a business formerly known as Sarah Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Peter Hall is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 16 years. Hall serves as treasurer on a homeowners association board, managing financial reporting and community risk liaison duties. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting solutions with multiple program and custody options.

Bob Malitsky is a financial advisor with Mass Mutual Investors Services in Easton, CT, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and Metlife Securities Inc. from 2015 to 2017. He also works as an insurance agent specializing in individual life, health, group life, group health, and fixed annuities. 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, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Luigi Veltri is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 18 years of experience in the financial services industry since joining the firm in 2006. He provides guidance in areas including managing new wealth, personal retirement planning, and portfolio management services. Luigi holds a Master's degree from Sacred Heart University and a Bachelor's degree in Business Administration from Western Connecticut State University. He also holds the Personal Investment Advisor (PIA) designation. Luigi is recognized as a member of Wathier & Associates on the Forbes "Best-in-State Wealth Management Teams" lists for 2023 through 2026. He supports clients by building trust and demonstrating dependable care in his practice, which has established strong rapport with clients and colleagues. He is associated with Merrill Lynch Wealth Management and is fluent in Italian and English. In addition to his professional responsibilities, Luigi participates in community activities including the Closer for Free initiative, the Read Aloud Program, and the Trumbull Father’s Club. He also dedicates time to family and has interests in sports and outdoor activities such as baseball, fishing, gardening, pickleball, skiing, soccer, softball, tennis, and traveling.

Jake Finnucan is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America and Webster Bank Financial Corporation. 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.

Joanne Amorosi is a CFP®-certified financial advisor with 21 years of industry experience. She has worked at Cetera and affiliated firms since 2024 and previously spent over two decades at MassMutual Life Insurance Company. Outside of her advisory role, she is a property owner involved with a rental business in Fripp Island, South Carolina. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and consulting services delivered via a multi-manager platform that includes affiliated and third-party managers, with program options ranging from automated allocations to customized strategies.

Stephen Krizek is a financial advisor with Edward Jones in Fairfield, CT, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Third Bridge and EII Capital Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Richard Porco is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of financial planning services, including college education planning, family wealth management strategies, personal retirement planning, and portfolio management. His areas of expertise also encompass socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income planning. Richard holds the Personal Investment Advisor (PIA) designation. His educational background includes a high school diploma from Lakeland High School and coursework completed at Mercy College, though no degree was conferred. Outside of his professional responsibilities, Richard enjoys biking, football, golfing, ice hockey, racquetball, table tennis, and spending time with his family.

Sean Lenahan is a financial advisor with Merrill in Westport, CT, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Merrill and Bank of America since 2016. Lenahan serves on the finance and fundraising committees of the Family & Children's Agency in Norwalk, CT. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Morales is a Series 66-licensed financial advisor with Merrill, where she has worked since 2015. She has 11 years of industry experience, primarily serving clients from Westport, CT. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Dalrymple is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in financial analysis, investment strategy, risk management, and financial planning, focusing on creating customized plans tailored to each client's unique needs and goals. His professional background includes roles as an Investment Consultant at Fidelity Investments from 2021 to 2023, Private Client Banker at JPMorgan Chase Bank, N.A. from 2020 to 2021, Banker at JPMorgan Chase Bank, N.A. from 2019 to 2020, and Financial Advisor at Prudential Advisors from 2017 to 2019. Kyle holds a California Insurance License.

Thomas Cole is a Series 66 registered advisor with seven years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2020. His prior experience includes roles at Hudson Financial Group, Guardian Life Insurance Company of America, and Park Avenue Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening with qualitative research and incorporates ESG factors in its recommendations.

Edward Soderberg is a financial advisor with LPL Financial in Easton, CT, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, having previously worked at Invest Financial Corporation and Osaic FA, Inc. Outside of his advisory role, he has served as a YMCA instructor since 2001 and is also active as a photographer. 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.

Benjamin Sokol is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience in financial markets. Benjamin focuses on empowering clients to make informed financial decisions by uncovering their needs and goals, then implementing customized plans. Prior to joining Fidelity, Benjamin worked at JP Morgan from 2012 to 2019 in various positions including Private Client Advisor - Vice President and Investor Associate. He also held roles as Senior Associate in Advisory Services at Thomson Reuters in 2012 and as Senior Proprietary Equity Trader at AMR Capital Trading from 2002 to 2011. Benjamin holds a California Insurance License.

Mark Fitzgerald is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill in 2019, Fitzgerald worked for 15 years at Commonfund Securities, Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.