Christopher Romano is a financial advisor at Morgan Stanley in Westport, CT. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Morgan Stanley in 2025, he worked at Lockwood for two years. He served as an assistant varsity football coach at Mahopac High School in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and advanced modeling tools, serving clients through both direct and employer-based arrangements.

James Gravalis is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2016 to 2020 before joining Morgan Stanley in 2020. 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 tailored financial planning, and manages approximately $2.74 trillion in client assets.

Deborah Ayling is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2014 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of systematic methodologies, and integration of AI in its investment process.

Brian Keefe is a Team Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial plans that align with their individual priorities and long-term goals. His approach emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Brian holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from Fairfield University. His expertise covers areas such as planning for education funding, retirement lifestyle, potential healthcare costs, and overall wealth management.

Elizabeth Selimovic is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2007. Outside of her advisory role, she is a commissioned Notary Public in the State of Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery and approved tools, serving clients through tailored plans without offering individual security recommendations as part of standalone planning.

Eric Feingold is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup for 22 years and Prime Franchise Consulting for six years prior to joining Schwab. Outside of advising, he owns a part-time residential and commercial construction business, The Patch Boys, which he is currently trying to sell. Charles Schwab 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 mix of non-discretionary and discretionary portfolio management, with a focus on multi-asset model portfolios and centralized operational support.

Kristin Bloom is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory work, she is involved with Avreco, a company engaged in real estate activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and capital market tools to tailor client solutions.

Carole Caldwell is a Series 66-licensed financial advisor with Morgan Stanley in Westport, CT, where she has worked since 2009. She has 25 years of industry experience. Outside of her advisory role, she is involved with Optavia, a company focused on promoting healthy eating habits. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Liza Weldon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC and then Wells Fargo Clearing from 2016 onward. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions supported by extensive research and analytics.

John Dacey is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and bringing 38 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jorge Valdes Rodriguez is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has been with Equitable Advisors since 1999, including during its affiliation with Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Barbara McMahon is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2008 and Bank of America since 2010. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andre Mirkine is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Donovan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. for four years and was employed at Russell Speeders Car Wash and New Canaan High School before that. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

James Steele is a financial advisor with Merrill in New Canaan, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he serves as a power of attorney in several fiduciary capacities. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Filiz Hoops is a financial advisor with Ameriprise in Redding, CT, holding Series 63 and Series 66 credentials and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Zadlo is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Oppenheimer and ScottTrade, Inc. since 2018, he has been with Wells Fargo Clearing Services LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Ceccherelli is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2024, following prior roles at E*TRADE Securities LLC/Morgan Stanley Smith Barney, Morgan Stanley, and Dillon Hill Capital LLC. He also has a background in management at Fairview Country Club. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investment due diligence in its investment approach.

Andrew Starks is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2013 as part of The Hetherington Group. His responsibilities include financial planning, relationship management, investment screening, manager due diligence, and risk analysis. The team focuses on affluent and ultra-affluent clients across the United States, providing tailored strategies in areas such as college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, sports and entertainment, and tax minimization. Andrew earned a Bachelor of Arts degree in Political Science with a minor in African American Studies from Princeton University. He holds the Chartered Financial Analyst (CFA) designation since 2018 and became a CERTIFIED FINANCIAL PLANNER (CFP) in 2024, along with the Personal Investment Advisor (PIA) designation. Prior to his financial advisory career, Andrew pursued a brief professional football career with the Chicago Bears. Based in Stamford, Connecticut, Andrew lives with his wife Morgan and son Wesley. His personal interests include golf, football, softball, traveling, spending time with family, and baking. He is a member of professional organizations such as the Princeton Football Association and the Princeton Varsity Club.

Donald Larson Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm‑approved methodologies in its financial planning process.