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 Weiser is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Sean Donovan is a financial advisor with LPL Financial in New Canaan, CT. He holds Series 63 and Series 65 designations and has four years of industry experience, including prior roles at Cadaret Grant & Co., Inc. and a background outside finance working at Russell Speeders Car Wash and New Canaan High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutional entities. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management approaches.

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.

Dominick Derosa is a Wealth Management Advisor with Merrill Lynch Wealth Management in Stamford, CT, where he has been serving clients since 2001. He focuses on providing personalized wealth management strategies to individuals, families, and businesses, leveraging the investment resources of Merrill Lynch and the banking services of Bank of America, N.A. Dominick works closely with clients to identify their primary financial goals and develop customized strategies to build, manage, and preserve wealth for current and future generations. His areas of expertise include college education planning, retirement planning, portfolio management, socially responsible investing, tax minimization, and employee financial health, among others. Dominick holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Iona College. His mission is to work one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals. In addition to his professional work, Dominick participates in community activities and volunteers with local organizations. His personal interests include baseball, bowling, football, golfing, photography, soccer, and traveling.

Love Malhotra is a financial advisor with Wells Fargo Clearing based in Norwalk, CT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior work includes roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kitty Chung is a CFP® and ChFC® credentialed financial advisor at Edward Jones with 19 years of industry experience. She previously worked at JPMorgan Chase & Co, JPMorgan Securities LLC, and New York Life Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

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.

John Eng is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as an executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market-based modeling techniques.

Michael Lavalley is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is president and sole shareholder of Park Avenue Benefit Planning Inc., a company focused on life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes without investment discretion.

Bryce Johnstone is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, including a one-year tenure at BOFA Securities, Inc. in 2019. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Edward Zapson is a CFP®-certified financial advisor with Edward Jones in Mt Kisco, NY, where he has worked since 2002. He has 23 years of industry experience. Outside of his advisory role, he volunteers approximately 12 hours per month as an emergency medical technician with the Hopewell Junction Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Alexander Gunn is a Series 66-credentialed financial advisor at Merrill with six years of industry experience. His prior roles include positions at UBS Financial and Fidelity Investments. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alana Lombardi is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Maxim Management for BMW of North America and Bank of America Merrill Lynch. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Carolina Reynolds is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously held positions at Aquarion Water Company and Southern Connecticut State University. 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 supported by structured discovery processes and advanced modeling tools.

William Longing is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Outside of advising, he has worked in non-investment roles including supporting trading activities at QuantumView Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports a municipal advisory practice uncommon among large institutional advisors.

Stephen Mackenzie is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined the New Canaan Wealth Management Group in 2010. He collaborates with clients and his team to develop goal-based financial plans that clarify investment decisions and assess risk levels needed to achieve clients' financial objectives. Stephen brings extensive experience from his 25 years as a member of both the New York Stock Exchange and the American Stock Exchange. He founded and served as CEO of Mack Trading LLC, a NYSE broker dealer, and participated on the Executive Board of the Alliance of Brokers. His expertise includes education planning, family wealth management strategies, and personal retirement planning. He holds a bachelor's degree from the University of Colorado and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. A lifelong resident of New Canaan, Connecticut, Stephen is involved in his community as a co-founder of NC Connect and has served on the board of the New Canaan YMCA. He and his wife live in New Canaan with their three grown children and two grandchildren. Stephen has supported the Pan Mass Challenge, a charity ride benefiting the Dana Farber Cancer Research Center, for over ten years.

Christopher Fields is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at MassMutual and Foresters Financial Corporation. In addition to his advisory role, he serves as president of Raymond Charles Capital, an S corporation, and is involved in outside insurance sales including life, long-term care, fixed annuities, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process uses firm-approved software and offers event-driven planning services such as estate settlement and divorce planning.

Gingo Ruiz is a financial advisor with Merrill based in Stamford, CT, holding Series 63 and Series 66 credentials and has seven years of industry experience. His prior roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory work, he has a membership role in a family-owned permanent makeup studio, L'air Beauty Studio LLC. 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, pension and profit-sharing plans, corporations, and charitable organizations.