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.

Robert Ceccarelli is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Marc Zanghi is a CFP® certificant with 30 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has also operated his own public accounting firm, Zanghi Tax & Business Services, since 1990, providing tax preparation, accounting, and business consultation. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals and multiple platform options.

David Janny is a financial advisor at Ameriprise with 41 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2022. He serves on the Board of Directors for The Peggy Cahill Pioli Right To Life Foundation. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Beaven is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he was involved in entrepreneurial ventures with A Life Reflected, LLC and Stories.Life LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Zakariya Doar is a financial advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2026. Prior to joining LPL Enterprise, he held positions at Structis Construction Solutions, Energy Spray Systems, KPOT, Chilis, Lindquist, Fedex, and Popeyes. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Robert Steczkowski is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. As a Board CERTIFIED FINANCIAL PLANNER™, he partners with high net worth clients to implement financial strategies designed to provide peace of mind. He has extensive experience in financial planning and consulting, having worked at various firms since 2005. His previous roles include Financial Planner positions at Merrill Lynch Pierce Fenner Smith and Chase Investment Securities Corporation, Senior Account Executive at Fidelity Investments, Associate Director of Financial Planning at Sanders Morris Harris LLC and EF Legacy Securities, and a Financial Planner at TIAA-CREF Individual & Institutional Services. Outside of his professional work, Robert has interests in fitness and skiing.

Bryan Harmon is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ari Greenman is a financial advisor with Mass Mutual Investors Services in Westport, CT. He holds the ChFC® designation and Series 66 license, with 22 years of industry experience. Greenman has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside his advisory role, he is also active as a sales agent for individual and group life and health insurance through Lenox Advisors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations without investment discretion.

Christopher Faruol is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.

Alisa Olsen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Her prior experience includes roles at Mass Mutual Life Insurance Company and METLIFE SECURITIES Inc. She is also the treasurer of the Tashua School PTA, where she manages the organization's budget and cash flow. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and generally recommends investment categories and strategies.

Caroline Delaurentis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Landing Point Advisors and has held roles at the University of Connecticut, Bryant University, and Aspetuck Valley Country Club. 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, and institutional investors.

James Dunn is a CFP® and ChFC® with 16 years of industry experience. He is currently a financial advisor at Edward Jones and has previously worked at Northwestern Mutual Investment Services LLC, Wells Fargo Advisors, and Fidelity Brokerage Services LLC. Outside of his advisory role, Dunn is the owner and CEO of iReFramify, Inc., a coaching and consulting business focused on conflict resolution for couples and marketing strategies for small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Maria Jesus Fraile Alonso is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2017 and has prior experience at Tapas Box and Westfair Communications. She was also involved with the Westport Woman's Club for three years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and a nationwide adviser network.

Joseph Bogardus is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at MetLife Securities Inc. from 2009 to 2017. Outside of his advisory role, he serves as president of Harbor Oak Professional Services LLC, a company focused on shared operational infrastructure and expense management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, utilizing firm-approved software and a collaborative annual engagement model.

Mark Nastri is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working as a financial advisor since graduating from Trinity College in May 2008, and joined Merrill Lynch Wealth Management in 2010. Mark holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). Mark's expertise lies in developing wealth management strategies for clients and their families to help pursue both short and long-term financial goals. His focus areas include college education planning, executive compensation, family wealth management strategies, liquidity management, retirement income, personal retirement planning, portfolio management services, tax minimization, and services for endowments, foundations, and non-profits. He works closely with clients experiencing life transitions such as marriage, divorce, birth of a child, retirement, inheritance, sale of a business, or other situations that impact their lifestyle. Mark has been recognized in Forbes' Best-in-State Next-Generation Wealth Advisors list multiple times as well as in the Best-in-State Wealth Advisors list. Mark earned a Bachelor of Science degree in Economics with a minor in Law from Trinity College. A lifelong Connecticut resident, he currently resides in Fairfield, CT, with his wife Caitlin and two sons. He is active in supporting Trinity College through alumni associations. In his free time, Mark enjoys fishing, boating, hiking, fitness, and is a fan of New York sports teams including the Giants and Yankees.

Connor Post is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He previously worked at Equitable Advisors and has held various roles outside the financial sector, including positions at Pennings Cidery and Feast @ Round Hill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

David Snetro is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2011. He is based in New Haven, CT. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without providing individual security recommendations as part of standalone plans.

Tomeka Robinson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Matthew Hecker is a financial advisor with MassMutual Investors Services in Shelton, CT. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to his current role, he worked at General Nutrition Company and Central Connecticut State University. Hecker is also an independent insurance agent, selling life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to deliver written recommendations through annual, collaborative financial planning engagements.