Stephen Krizek is a financial advisor with Edward Jones in Fairfield, CT, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Third Bridge and EII Capital Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sean Lenahan is a financial advisor with Merrill in Westport, CT, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Merrill and Bank of America since 2016. Lenahan serves on the finance and fundraising committees of the Family & Children's Agency in Norwalk, CT. 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 plans, corporations, and charitable organizations.

Lauren Morales is a Series 66-licensed financial advisor with Merrill, where she has worked since 2015. She has 11 years of industry experience, primarily serving clients from Westport, CT. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Gargano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co of America, Prudential Annuities Distributors, Raymond James Financial Services, Liberty Bank, and Vantis Life Insurance Co of CT. Outside of finance, he is the president and owner of RoGar Pharma, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, leveraging research and model portfolios from various sources to support both discretionary and non-discretionary management strategies.

Thomas Cole is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Hudson Financial Group, Guardian Life Insurance Company of America, and Park Avenue Securities. Outside of finance, he was involved with Outhouse Orchards and Minners Designs. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Edward Soderberg is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience, including 12 years at Invest Financial Corporation before joining LPL Financial in 2018. Outside of his advisory work, he serves as an instructor at the YMCA and works as a photographer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Mark Fitzgerald is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill in 2019, Fitzgerald worked for 15 years at Commonfund Securities, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Ceccarelli is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Marc Zanghi is a CFP® with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates his own public accounting firm, Zanghi Tax & Business Services, specializing in tax preparation, accounting, bookkeeping, and business consultation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management strategies across multiple platforms.

David Janny is a financial advisor at Ameriprise with 41 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2022. He serves on the Board of Directors for The Peggy Cahill Pioli Right To Life Foundation. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Beaven is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he was involved in entrepreneurial ventures with A Life Reflected, LLC and Stories.Life LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Robert Steczkowski is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. As a Board CERTIFIED FINANCIAL PLANNER™, he partners with high net worth clients to implement financial strategies designed to provide peace of mind. He has extensive experience in financial planning and consulting, having worked at various firms since 2005. His previous roles include Financial Planner positions at Merrill Lynch Pierce Fenner Smith and Chase Investment Securities Corporation, Senior Account Executive at Fidelity Investments, Associate Director of Financial Planning at Sanders Morris Harris LLC and EF Legacy Securities, and a Financial Planner at TIAA-CREF Individual & Institutional Services. Outside of his professional work, Robert has interests in fitness and skiing.

Bryan Harmon is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ari Greenman is a financial advisor with Mass Mutual Investors Services in Westport, CT. He holds the ChFC® designation and Series 66 license, with 22 years of industry experience. Greenman has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside his advisory role, he is also active as a sales agent for individual and group life and health insurance through Lenox Advisors. Mass Mutual 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 financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations without investment discretion.

Christopher Faruol is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.

Alisa Olsen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Her prior experience includes roles at Mass Mutual Life Insurance Company and METLIFE SECURITIES Inc. She is also the treasurer of the Tashua School PTA, where she manages the organization's budget and cash flow. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and generally recommends investment categories and strategies.

Caroline Delaurentis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Landing Point Advisors and has held roles at the University of Connecticut, Bryant University, and Aspetuck Valley Country Club. 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 institutional investors.

James Dunn is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors among other firms. Outside of his advisory role, Dunn is the owner and CEO of iReFramify, Inc., a coaching and consulting business that focuses on conflict resolution communication frameworks for couples and marketing strategies for small business owners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Maria Jesus Fraile Alonso is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2017 and has prior experience at Tapas Box and Westfair Communications. She was also involved with the Westport Woman's Club for three years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and a nationwide adviser network.

Joseph Bogardus is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at MetLife Securities Inc. from 2009 to 2017. Outside of his advisory role, he serves as president of Harbor Oak Professional Services LLC, a company focused on shared operational infrastructure and expense management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, utilizing firm-approved software and a collaborative annual engagement model.