Elizabeth Schroder is a financial advisor at RBC Capital Markets with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, following a period at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Bruce Brown is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a prior role at Prudential Equity Group. He serves as co-trustee for a family trust in West Palm Beach, Florida. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Anthony Carpentieri is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. He provides custom wealth management services, strategies, and advice for senior executives and families at the crossroads of transitions and significant life events. His practice focuses on areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Carpentieri holds a Bachelor's Degree in Finance, Business Economics, and Legal Studies and an MBA in Management, both from Iona College. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Divorce Financial Analyst (CDFA) certification. He began his career with Merrill in 2007 and has been recognized as the #1 Next Generation Private Wealth Advisor at Merrill by Forbes for multiple years, as well as being part of the Erdmann, Giannetti, Brookfield, Carpentieri group ranked among Barron's Top Private Wealth Advisory Teams. He is involved in the community, serving on the Board of Trustees for the Alumni Association of Iona University and previously on the Board of Trustees at Burke Catholic. His personal interests include basketball, boating, reading, writing, and spending time with his family.

Michael Wray is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has previously held roles at First Republic Investment Management, First Republic Securities Company, Bank of America, and Merrill. Outside of his advisory work, he serves on the advisory board of Korean K9 Rescue, a charity focused on rescuing and re-homing dogs from Korea. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. Their process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks when appropriate.

Lukasz Janko is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, Key Investment Services, and Santander Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with forward-looking capital market assumptions, offering a range of investment solutions including ESG considerations.

Michael Cappiello is an Investment Consultant who focuses on helping clients plan their financial futures based on their specific goals. He provides personalized guidance tailored to each client's unique financial background. Michael combines his professional role with his experience as a father, emphasizing the pursuit of financial peace of mind and the protection of clients' legacies. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2025. Michael's personal interests include art, golf, kayaking, parenthood, skiing, and swimming.

John Horner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including Corporate Executive Services, Executive Compensation, Family Wealth Management Strategies, LGBT Wealth Planning, Managing New Wealth, Personal Retirement Planning, Socially Responsible, Values Based, and ESG Investing, Special Needs Planning Strategies, Sports & Entertainment, and Retirement Income. John has extensive experience in executive management, sales management, sales, marketing, and relationship management within the securities, investment management, and banking industries. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor of Science in Foreign Service in International Economics from Georgetown University School of Foreign Service. Outside of his professional work, John is involved with community organizations such as the New Canaan Fire Department. He is also affiliated with the New Canaan Fire Company No. 1, Trout Unlimited, and the National Sporting Clays Association. John is fluent in English and Spanish.

Brian O'Connor is a financial advisor with Merrill in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and has been affiliated with Bank of America, N.A. since 2011. Outside of advisory work, he is the sole owner of a rental property business in Long Beach Township, New Jersey. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brett Rosen is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Securities, JPMorgan Chase Bank, and Goldman Sachs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to guide client decisions.

Robert Panza is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, as well as UBS Financial Services from 1991 to 2009. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and methodologies, serving clients through a broad range of advisory programs.

Axel Lara is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked in various positions outside finance, including childcare and telecommunications. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with a focus on written asset allocation advice, investment manager searches, and customized performance reporting.

Robert Cappiello is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he provides guidance to clients on managing their investment portfolios and financial planning. He holds the professional designation of Personal Investment Advisor (PIA), which reflects his expertise in advising individuals on personal investment strategies. Robert earned his Bachelor's Degree from the University of Connecticut. This combination of education and professional designation supports his work in helping clients meet their financial goals through tailored wealth management solutions.

Nicholas Di Falco is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, LLC for 15 years. He is also involved as an advisor and owner at Westport Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

Reed Abend is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and 14 years of industry experience. His work history includes roles at Fidelity Investments, Northwestern Mutual, and Strategic Lifelines LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services along with model portfolios built from mutual funds, ETFs, and ETPs.

Brittney Taylor is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and CITIGROUP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad array of capital markets solutions.

Michail Borisov is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2016. 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.

Erin Candler is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at People's Securities, Inc. for 30 years and People's United Advisors, Inc. for 4 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Miklos Gudricza Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mass Mutual, Waddell & Reed, Inc., and various insurance carriers related to W&R insurance agencies. Outside of advisory services, he is involved with JorMik Capital Holdings, LLC, a business entity used for tax and investment purposes. 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 and access to model portfolios and third-party asset management, supported by a network of over 22,800 advisors.

Curtis Krause is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. His career includes roles at Calibre One, Firsthand Talent Partners, Technology Operators, Trinet (Muzinich & Co), AQR Capital Management, and Causeway Capital Management. He is based in Greenwich, CT. 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 within a non-discretionary advisory framework.

Elizabeth Maccarone is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been working since 2012. She specializes in serving high-net-worth individuals and their families by developing personalized and comprehensive financial strategies that encompass investment management, retirement planning, liability management, and multigenerational planning. Elizabeth emphasizes the importance of building and maintaining relationships with clients and their families, including the next generation. Her client focus areas include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and individual and corporate investment strategy. She holds professional designations such as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Elizabeth graduated from Fairfield University with a dual bachelor's degree in Finance and Marketing. Prior to joining Merrill Lynch, she began her career as a Business Development Associate at a boutique investment firm, specializing in commodities and futures trading. Outside of her professional work, she enjoys biking, cooking, photography, reading, spending time with her family, and traveling.