Adam Stevko is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving as a member of Vacheron DiSabato & Associates since 2007. In his role, he provides advice and guidance tailored to help clients meet their financial goals through comprehensive planning, with a focus on multi-generational relationships and family wealth management strategies. Adam holds a Bachelor of Science degree in Political Science from Fairfield University. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His areas of expertise include college education planning, divorce transition planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Originally from Long Island, New York, Adam resides in Trumbull, Connecticut with his wife Andrea and their sons Anderson and Asher. He actively volunteers and supports local causes such as Great Hill Fish & Game, The Dream Ride Experience-Hometown Foundation, and The Kennedy Collective.

Mark Bolduc is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has involvement with Color Bar Salon since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Jonathan Worobow is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2015. In addition to his advisory role, he is involved in managing a financial services LLC focused on staff hiring, business development, and client financial planning. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including personalized planning using firm-approved analytical tools and educational seminars.

Patrick Duff is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including RBC Capital Markets, Morgan Stanley, and Citigroup Global Markets. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers fee-based financial planning delivered in a fiduciary capacity.

Ingrid Dikmen is a financial advisor with LPL Financial in Shelton, CT. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Her previous roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of her advisory work, she serves as guardian for her son. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing a variety of investment approaches tailored for individuals and institutions.

Aaron Francis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked within various Fidelity entities since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Benjamin Lodewick is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Workplace Financial Consultant at the same company from 2022 to 2023. He is a Certified Financial Planner™ professional committed to providing a high standard of care to individuals and families as they work towards their lifetime financial goals. In his practice, Benjamin collaborates with clients to explore and navigate Fidelity's range of services and offerings, aiming to build trust and co-create lifelong relationships. His approach emphasizes confidence and comfort as clients progress towards their financial objectives. Outside of his professional work, Benjamin has personal interests that include baseball, cooking and baking, fitness, food, and hiking.

Justin Horvath is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of experience in the industry and has previously worked at Woodway Country Club and Roger Williams University. In addition to his advisory role, he is involved in outside insurance sales focused on health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, annual financial planning engagements using firm-approved analytical tools, with optional implementation services delivered through brokerage or insurance arrangements.

Amish Jhaveri is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He previously worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Citigroup, accumulating extensive experience across major financial institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Michael Lucas is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Foresters Financial and Foresters Advisory Services, LLC. He is a 41% owner of New View Wealth Management LLC, which operates as a dba for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.

Deborah Briskin is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing customized financial strategies for high net worth professionals and owners of closely held businesses. Deborah collaborates with specialists to provide clients with services in Estate Planning, Asset Management, and Business Financial Services. Deborah began her career as a Financial Advisor at Merrill in 1984. After spending seven years at UBS, she rejoined Merrill Lynch Wealth Management in 2015. She holds a Bachelor of Science in Business Administration in Accounting from Boston University and a Master of Business Administration in Financial Management from Pace University. Deborah has earned several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Westport, Connecticut, Deborah enjoys traveling with her two children. She is actively involved in community initiatives, including Mary's Fund, a memorial fund established to support mental health services for children and teens throughout Fairfield County, Connecticut.

Justin Hallas is a financial advisor with Charles Schwab in Fairfield, CT, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Goldman Sachs and Union Savings Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory services with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

John Difederico Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation and Investors Capital Corp. Outside of his advisory role, he manages a local bowling alley through an ownership position in Wolcott Lanes, Inc. OSAIC Wealth serves a broad range of clients, including individual investors and institutional entities, offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with multiple program options and a platform supported by a complex affiliate network.

Victor Chiarelli III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the Financial Services industry in 2001 and joined Merrill Lynch Wealth Management in 2009. Victor earned his bachelor's degree in Finance from Bryant College. He concentrates on developing investment strategies for high net worth individuals and business owners. As a qualified Portfolio Manager and Personal Investment Advisor (PIA), he provides traditional advice and guidance and manages his own personalized or defined strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Victor's client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. In his personal time, he enjoys boating, reading, spending time with his family, and traveling.

Marcello De Pascale is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 66 designation and previously worked at MetLife Securities Inc. Aside from his advisory role, he serves as a trustee for family accounts and is a member of March Financial LLC, where he manages administrative operations. 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, and charitable organizations. The firm offers collaborative, annual financial planning engagements and a range of investment programs, including recently introduced event-driven planning services.

Maxwell Mclenna is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Webster Bank for 10 years each. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party managers.

Nicole Forzano is a financial advisor at Osaic Wealth with seven years of industry experience. She holds the Series 66 credential and has worked as an independent financial consultant since 2019. Outside of finance, she has been involved with APEX Mixed Martial Arts for over 18 years. Osaic Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process that incorporates asset allocation, portfolio optimization, and access to third-party managers, supported by a complex affiliate network and private-equity ownership.

David Pendleton is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Edward Jones and Wells Fargo & Company. Outside of finance, he serves as the head esports coach at the University of New Haven, where he coaches collegiate-level competitive video game teams. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Takita is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Fidelity Investments, Harley Capital, National Securities Group, and New York Life Insurance. 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, using multi-asset model portfolios and centralized operational platforms.

Ethan McMahon is an Investment Consultant at Fidelity Investments. In his current role, he partners with individuals and families to design personalized investment strategies that align with their unique financial goals, risk tolerance, and life vision. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming an Investment Consultant. This experience has provided him with a comprehensive understanding of client relationship management and investment consulting. Further details about his education, credentials, personal interests, or community involvement have not been provided.