John Porter is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Merrill, Bank of America, N.A., and Bofa Securities, Inc. 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 with model-based and discretionary investment strategies.

Murali Chegu is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at SAITCORE Technologies LLC, Connexus Credit Union, and Selective Insurance. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated services such as trust custody and insurance product sales.

John Michael Peters is a Wealth Management Advisor at Merrill Lynch Wealth Management in Westport, Connecticut. He founded the Peters Group over twenty years ago, establishing a planning-focused advisory team that works closely with growth-minded and forward-thinking clients. His practice emphasizes values-based decision making, helping clients understand their financial environment to make disciplined long-term investment choices. John Michael’s approach integrates insight and empathy, supporting clients in defining their meanings of wealth and preserving family legacies. With extensive experience guiding individuals and families through the complexities of wealth creation, preservation, and distribution, John Michael focuses on managing risk and addressing potential financial challenges. His services include customized portfolio management, debt minimization, retirement plan coordination, insurance evaluation, income tax review, and estate planning. He collaborates with clients’ accountants and attorneys to ensure comprehensive financial solutions. John Michael’s client focus encompasses family wealth management, institutional consulting, legacy planning, managing new wealth, retirement planning, philanthropic planning, small business strategies, special needs planning, individual and corporate investment strategy, and tax minimization. John Michael holds a Bachelor of Science degree in Business Management with a minor in Economics and a concentration in Finance from Springfield College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Investment Advisor. Outside of his professional pursuits, John Michael enjoys cooking, golfing, hiking, interior decorating, music, scuba diving, table tennis, traveling, yoga, and spending time with his family. He serves on the Board of Directors of the United Veterans Beacon House, which provides housing for military veterans and their families. John Michael and his son reside in Scottsdale, Arizona.

Craig Foster Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Sun is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2019, following roles at Celebration Restaurant Group and Scottland Inc. 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, and various institutional investors.

Ali Girardi is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. Outside of her advisory role, Girardi is involved with Outreach to Pets in Need, a charitable organization focused on pet homelessness prevention and related programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and incorporating both in-house and third-party investment managers.

Anisa Gjermeni is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. She has nine years of industry experience and previously worked at Citizens Securities, Inc. and Citizens Bank before joining Merrill and Bank of America in 2019. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Kilmurray is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Ameriprise Financial Services and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad platform of trading, underwriting, and wealth management services.

Emily Dreas is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fiduciary Trust Company International, Wells Fargo Clearing, and Clearbridge Investments, LLC prior to joining Merrill in 2019. Outside of her advisory role, she serves as a board member on the development committee for Sound Waters and is involved with the Young President's Organization as a committee board member. 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 a variety of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Simon Tarvin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, alongside over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Castellucci is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining LPL Financial, she worked at Wells Fargo in various capacities for 18 years, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering services such as financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gene Borchetta is a financial advisor with Ameriprise in Trumbull, CT, holding a Series 66 designation and with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas Gilhuly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides clients with access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. He focuses on creating personalized wealth management strategies based on a thorough understanding of each client’s financial picture and long-term goals. With extensive experience serving clients in Fairfield County, where he is a lifelong resident, Thomas aims to be a lifetime and essential resource for those who entrust him with their financial well-being. He emphasizes developing objectives and strategies tailored to his clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. Thomas holds a Bachelor's degree in Economic Management from Ohio Wesleyan University and has earned the Personal Investment Advisor (PIA) designation. He is engaged in his community through volunteer work, reflecting the Merrill tradition of local participation.

John Wygal is a financial advisor at Cetera with over 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and his own company, John H. Wygal & Co., LLC. Outside of his advisory work, he serves as a church council member for the First Congregational Church of Darien. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individual investors, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing affiliated and third-party managers within discretionary and non-discretionary program structures.

Sandra Assunto is a financial advisor with LPL Financial in Milford, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at People's United Advisors, Inc. and People's Securities, Inc. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Derby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Citigroup, Guardian Life Insurance, Opus Advisory Group, and Park Avenue Securities. He is based in Fairfield, CT. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Christina Dejesus is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and AXA Advisors. Outside of her advisory work, she is the owner and founder of PART OF THE CHANGE, an LLC that provides workshops on art, financial literacy, and life skills training to at-risk youth in detention and community centers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Julian Diaz is a financial advisor with MassMutual Investors Services in Shelton, CT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual entities since 2016. In addition to advisory work, he is an independent insurance agent specializing in dental, group disability income, fixed annuities, life/accident/health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Christopher Desantis is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has 18 years of industry experience, including 12 years with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Eric Beers is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services within the firm, assisting clients with wealth management strategies. Details about his prior experience, areas of expertise, education, or personal interests are not provided.