Susan Kaupie is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019, following five years at Centric Property Group. 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.

William Robins is a Client Experience Advisor at Merrill Lynch Wealth Management, specializing in holistic strategic planning and client relations. He provides clients with a comprehensive understanding of financial solutions available through Merrill and Bank of America, serving as a singular point of contact across the enterprise. His role involves maintaining close contact with clients to deliver efficient, best-in-class service and leveraging resources such as the Chief Investment Office to guide investment decisions. Robins' expertise encompasses a broad range of financial planning areas, including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, special needs planning strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation, underscoring his commitment to acting in his clients' best interests. He earned a Bachelor's Degree from New York University. Outside of his professional life, Robins engages in activities such as basketball, biking, cooking, golfing, hiking, music, skiing, spending time with family, traveling, and writing. His personal philosophy centers on helping clients uncover what matters to them and their families to create strategies for their financial goals.

Emma Leibell is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services since 2019 and previously worked at the University of Connecticut from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Alexandra Allen is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Raem Capital for nine years before joining Merrill. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Dornan serves as the Resident Director and Wealth Management Advisor at Merrill Lynch's Darien, Connecticut office. He has been with Merrill Lynch since 2008 and is a partner of the Anderson Dornan Kennedy Group. In his role, he works with successful individuals, families, and business owners, focusing on helping multi-generational families navigate investment management, retirement planning, wealth transfer, and legacy planning. His approach centers on tailoring strategies that align with clients’ financial goals, values, and long-term aspirations. Mr. Dornan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned a Bachelor of Science degree from Fordham University and graduated from Fairfield College Preparatory School. His credentials support his expertise in personalized financial planning and retirement planning. Outside of his professional work, Thomas Dornan lives with his wife and two children in Darien, Connecticut. He contributes to the community by serving on the Board of Directors of the Darien YMCA and The Community Fund of Darien. His past volunteer activities include involvement with Filling in the Blanks and Shatterproof. In his personal time, he enjoys skiing, paddle sports, golf, and tennis.

Betty Basilone is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she serves as a power of attorney for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Ann Miller is a financial advisor at Morgan Stanley Wealth Management with 23 years of industry experience. She has worked at Morgan Stanley since 2016 and spent one year at Citigroup Global Markets prior to that. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support its financial advisors.

William Nolan is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Deloitte and Greysteel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop customized recommendations.

Forrest Close is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial industry, including 25 years on the floor of the New York Stock Exchange. Forrest is a member of the GC Group at Merrill Lynch, which focuses on assisting multigenerational families with maintaining their lifestyles and making informed decisions about the growth and preservation of their wealth. Forrest holds the Series 7, 63, and 65 FINRA registrations, as well as the Certified Divorce Financial Analyst® designation. He earned his B.A. in Economics from Columbia University. In his role, Forrest manages custom investment strategies and selects from a broad range of model portfolios and third-party investment strategies, often managing these strategies on a discretionary basis through the firm's Investment Advisory Program. Outside of his professional work, Forrest is active in his community. He has served as President of the Board at Trackside, the Wilton CT Teen Center, and is involved with the Wilton Presbyterian Church. In his free time, he enjoys spending time with his wife and two daughters, engaging in activities such as tennis, skiing, and spending time at the beach.

Ross Mannino is a financial advisor with Ameriprise in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Guy Schoepfer is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he owns and operates Global Blog LLC, an internet-based affiliate marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation through brokerage or advisory programs.

Christopher Brockett is a Series 66-licensed advisor at Equitable Advisors with seven years of experience in the financial services industry. Prior to joining Equitable Advisors, he worked at the University of New Haven and Lowe's Home Improvement. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.

Janice Lorenzetti is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in New Canaan, CT. She has 15 years of industry experience, including roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2009. 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 searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Joseph Obrien is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at Massachusetts Mutual Life Insurance Company and MSI Financial Services. In addition to his advisory role, Obrien operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software tools and offering programs such as money-manager options and educational seminars.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Ian Bass is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2016 following a nine-year tenure at Morgan Stanley. Prior to his career in financial advisory, Ian served as President and CEO of a wholly-owned subsidiary of Media General, Inc. He holds the Personal Investment Advisor (PIA) designation and is registered with Series 7, 31, and 66 FINRA licenses, as well as State Insurance licenses. Ian earned a Bachelor of Science degree in Business from the University of Bridgeport and completed an accredited certificate program at the University of Pennsylvania's Wharton School. His professional expertise includes wealth preservation, portfolio management, investment planning, and strategies tailored for high net worth and high profile clients. He collaborates with specialists at Merrill Lynch who focus on equities, fixed income, managed portfolios, and estate planning services. In addition to his professional role, Ian is actively involved in community and philanthropic organizations. His current and past roles include Board member of the Fair Acres Association, committee member of the Humane Society of the United States, Board member of the Pootatuck Yacht Club, Board member of RYASAP, and former Treasurer and Finance Chair of Temple Israel in Westport, Connecticut. Ian's personal interests include boating, golfing, spending time with his family, and traveling.

Leonard Sander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He previously worked at National Planning Corporation for 19 years before joining LPL Financial in 2017. He is also involved in tax preparation and accounting services through The Creative Planners Group, Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Balkcom is a CFA® charterholder with four years of industry experience, currently serving at Mass Mutual Investors Services in Elmsford, NY. He previously worked with Equity Services, Inc. and National Life Group within the WealthBridge Financial Group, as well as New York Life Insurance Company. Prior to his financial services career, he was involved in dental practice administration. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning methods, offering various specialized planning programs including recent expansions in divorce and estate-settlement services.

Sheila Littleton is a Series 63–registered financial advisor with Cetera, based in Valhalla, NY, and has 23 years of industry experience. She has been with Cetera since 2005 and is the owner of Littleton Financial, where she focuses on retirement, education, and insurance planning. She also sells health and disability insurance through various carriers. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment managers.

Iryna Antonyuk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at People's Securities, Inc. and has long-standing employment with People's United Bank and H&R Block, where she currently maintains seasonal work as a tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.