Thomas Vacheron is a Private Wealth Advisor who leads Vacheron DiSabato & Associates at Merrill Private Wealth Management. He has been with Merrill Lynch Wealth Management since 1983 and founded his team, which specializes in creating comprehensive strategies for high net worth clients that encompass family wealth management, new wealth management, and portfolio management services. His team often addresses traditional wealth accumulation as well as executive stock options, philanthropic initiatives, and intergenerational wealth transfer. Vacheron has received recognition on Barron's "Top 1,200 Financial Advisors" list annually from 2009 through 2025 and on Forbes' "America's Top Wealth Advisors" list from 2016 through 2026. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a graduate of the College of the Holy Cross, class of 1983. Earlier in his career, Vacheron managed the Merrill Lynch office in Fairfield, Connecticut from 1989 to 1993. In terms of community involvement, Thomas Vacheron serves on the board of First Tee of Connecticut. His personal interests include biking, golfing, tennis, traveling, and yoga.

Brian Skinner is a CFP® with 17 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Milford Bank, Milford Hospital, and Waddell & Reed, among others. He has also served as a non-profit board member during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Gregory Moore is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Segal Rogerscasey from 2012 to 2017. He holds a Series 63 license and is based in Westport, CT. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Francis Spina is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. He is involved in several investment-related business activities, including ownership in Spina Financial Planning LLC and partnerships such as Calabrese Spina, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations, offering specialized planning services to clients who meet certain net-worth criteria.

Eric Schod is a financial advisor at LPL Financial in Bridgeport, CT, holding a Series 66 credential with two years of industry experience. He previously worked at Cadaret, Grant & Co. Inc. and is a partner at Corporate Benefit Enterprises LLC. Outside of his advisory role, Schod is also a bassist and booking artist with RemSept LLC. 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 financial planning and investment management services through a large network of advisers using various portfolio strategies and operational tools.

Charles Mcmanus III is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations utilizing proprietary research and planning tools, with planning engagements typically offered on a discrete basis.

Jeremy Mc Hale is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual/Team Ironwood in multiple roles since 2020. Prior to his finance career, he was employed at Sacred Heart University and Hamden High School. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Gary Parese is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds a Series 63 designation and has worked previously at Morgan Stanley and Citigroup Global Markets. Outside of his advisor role, he serves as a trustee for a family trust and owns Parese Family LLC and Parese Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients using proprietary research and planning tools. The firm offers a broad range of planning services to clients meeting a net-worth threshold and integrates advisory services with banking and other financial products.

Attila Balla is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Sharon Daly is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 21 years at Metlife Securities Inc. Outside of her advisory role, she also works as an insurance agent specializing in life, health, fixed annuities, and long-term care products. MassMutual 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 ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships that utilize advanced software tools to analyze goals and deliver written recommendations.

Nicholas Hall is a financial advisor with LPL Enterprise, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Guilford Savings Bank and was involved in the hospitality sector at Huskies Bar & Restaurant. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, access to third-party asset managers, and participation in wrap programs.

Jack Mullen is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and began his career in the industry in 2026. Prior to joining Equitable Advisors, his background includes roles in education and beverage distribution. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset management programs, utilizing a variety of investment models implemented through third-party managers and affiliated programs.

Adam Usinger is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities, primarily using model-driven investment portfolios developed by LPL’s Research Department and third-party strategists.

Louis Herskovitz is a financial advisor at Morgan Stanley in Westport, CT, holding Series 63 and Series 65 credentials. He has four years of industry experience, including roles at Morgan Stanley since 2022 and prior positions in other fields such as acting and yoga instruction. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

John Probst is a financial advisor at Morgan Stanley with 4 years of industry experience. His background includes roles at T3 Trading Group, Northwestern Mutual, and A1 Reliable Industries. Prior to his financial services career, he worked in the restaurant industry and education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment strategies while serving a broad client base.

Sheila Spicehandler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, she spent nine years at Ameriprise Financial Services. She serves as the Investment Advisory Committee Chairman for Temple Beth El in Chappaqua, NY, advising on investment policy. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools.

Karl Anderson is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley since 2014, working with both Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Rodouane Ragui is a securities professional with 16 years of industry experience, currently serving at J.P. Morgan Securities. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley. His career includes extensive tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and supported by related investment-management affiliates.

John Lucas is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 designation with four years of industry experience. Before entering the financial sector, he spent 17 years in full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Bryn Doyle is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Doyle is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and property & casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm’s planning engagements involve collaborative, annual relationships with clients, using firm-approved analysis tools to develop written recommendations.