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.

Steven Horowitz is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has been with various J.P. Morgan entities since 2014. His current roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice combined with investment manager searches and customized performance reporting, supported by a centralized due diligence team that integrates quantitative and qualitative research.

Michael Betancourt is a financial advisor with Wells Fargo Clearing in New Canaan, CT, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank NA dating back to 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and uses research and analytics to inform investment strategies, offering both non-discretionary and discretionary retirement plan services.

Charles Meade is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliate Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Nutmeg Investment Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance offerings.

Ashley Noonan is a Financial Advisor at Merrill Lynch Wealth Management, providing customized financial services and strategies to individuals, families, and businesses. She integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address various aspects of clients' financial lives. Ashley works with clients to identify goals such as asset allocation, education funding, retirement income planning, tax minimization, alternative investments, and estate planning, crafting strategies to pursue desired outcomes, build, manage, and preserve wealth across generations. She holds a Bachelor's Degree from the University of San Francisco and is a Personal Investment Advisor (PIA) by designation. Ashley routinely reviews and adjusts financial plans to align with clients' evolving goals, prioritizing informed decision-making and client engagement in managing their financial future. Beyond her professional role, Ashley is involved in community service including long-term commitments to the Boy Scouts of America and firefighting roles at the Greenwich Fire Department (1991-2024) and Trumbull Volunteer Fire Company (2024-2025). She is also associated with Part Of The Solution (POTS) since 2012. Her personal interests include adventure sports such as fishing, hiking, hunting, ice hockey, scuba diving, skiing, and surfing.

Richard Hutchins is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Wells Fargo Clearing, Janney Montgomery Scott LLC, and A. G. Edwards & Sons, Inc. during his career. He is based in Westport, CT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Timothy Romano Jr. is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney since 2012. Outside of finance, he owns Dependable Jeans and More, LLC, a retail and online clothing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Jacqueline Steed is a financial advisor with Merrill in Fairfield, CT, holding a Series 66 designation and six years of industry experience. She has been with Merrill since 2014 and concurrently associated with Bank of America N.A. since 2019. Outside of her advisory role, she serves as a conservator in a fiduciary capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

Sharon Vaupen is a financial advisor with Wells Fargo Clearing. She holds Series 63 and Series 65 registrations and has been with Wells Fargo Bank, N.A. since 2018. Prior to her career in finance, she worked at Starbucks from 2016 to 2018. 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 a range of brokerage and advisory solutions.

Sarah Man is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she owns a business called Fortunista, which involves administrative work, and holds an inactive California law license. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services with a notable inclusion of insurance-related investment options.

Thomas Oshea is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having previously worked at Principal Financial Services and Northwestern Mutual Investment Management. Outside of advising, he contributes to a book on finances and is an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Jorge Quinto is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of Pirraglia Chiropractic, a healthcare business in New Rochelle, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients with a focus on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning process.

Steven Violette is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Violette serves as a committee member of the Westport Republican Town Committee and is on the finance committee for St. Luke Catholic Church in Westport, CT. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brian Bello is a financial advisor with Wells Fargo Clearing in Westport, CT, holding a Series 66 designation and 21 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Imad Afiouni is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved with EPIC Homes LLC from 2021 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Eric Johnson is a financial advisor with Ameriprise in Weston, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Oppenheimer & Co. Inc for ten years before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured service delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Abby Wolman Mcelroy is a Certified Financial Planner (CFP®) with 39 years of experience in the financial industry. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with RBC Capital Markets Corporation from 2008 to 2017. She is affiliated with Morgan Stanley Wealth Management, which provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and proprietary tools, serving a broad range of retail and institutional investors.

James Maloney is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities and works closely with them to identify and achieve their financial goals through personalized planning strategies. His expertise areas include education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. James holds a Bachelor's Degree and a Master of Business Administration (MBA) from Pace University. He carries the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, James volunteers as a basketball coach, bringing a similar level of attention and dedication to his community involvement as he does in his work with clients. He aims to serve as a financial resource for his clients by looking at their complete financial picture and designing customized plans to help attain both essential and aspirational financial goals.

Maie Ibrahim is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at LPL Financial since 2018 and prior to that spent seven years at Fidelity Investments. Outside of her advisory role, she serves in a fiduciary capacity for a trust and is a commissioned notary. 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 range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.