Adam Stevko is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving as a member of Vacheron DiSabato & Associates since 2007. In his role, he provides advice and guidance tailored to help clients meet their financial goals through comprehensive planning, with a focus on multi-generational relationships and family wealth management strategies. Adam holds a Bachelor of Science degree in Political Science from Fairfield University. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His areas of expertise include college education planning, divorce transition planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Originally from Long Island, New York, Adam resides in Trumbull, Connecticut with his wife Andrea and their sons Anderson and Asher. He actively volunteers and supports local causes such as Great Hill Fish & Game, The Dream Ride Experience-Hometown Foundation, and The Kennedy Collective.

Aaron Francis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked within various Fidelity entities since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Daniel Wright is a Series 66-licensed financial advisor with Morgan Stanley in Westport, CT, and has 21 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Wright serves on the finance committee of the Union Cemetery Association of Easton, Connecticut, a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes without making individual security recommendations.

Denise Corsetti is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley for seven years before joining UBS in 2022. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Sandi Forman is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors since 2019 and was previously employed at Nexvue/Bio Analytics Corp. Forman serves as co-executor of her mother’s estate, managing multiple condominiums. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure for its services.

Caroline Bravo is a Financial Consultant currently working at Fidelity Investments since 2023. She has been involved in the financial services industry for over 12 years, holding positions including Investment Consultant at Fidelity Investments, Wealth Client Consultant at Citizens Investment Services, Premier Advisor at Citizens Wealth Management, Financial Advisor at M&T Securities, and Licensed Banker at M&T Bank. Her professional experience encompasses a range of roles focused on client financial education and strategy development. Caroline works collaboratively with clients to understand their unique financial situations and create tailored strategies aimed at achieving their financial goals. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Deborah Briskin is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing customized financial strategies for high net worth professionals and owners of closely held businesses. Deborah collaborates with specialists to provide clients with services in Estate Planning, Asset Management, and Business Financial Services. Deborah began her career as a Financial Advisor at Merrill in 1984. After spending seven years at UBS, she rejoined Merrill Lynch Wealth Management in 2015. She holds a Bachelor of Science in Business Administration in Accounting from Boston University and a Master of Business Administration in Financial Management from Pace University. Deborah has earned several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Westport, Connecticut, Deborah enjoys traveling with her two children. She is actively involved in community initiatives, including Mary's Fund, a memorial fund established to support mental health services for children and teens throughout Fairfield County, Connecticut.

Michael Weiss Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lord Abbett from 2011 to 2017 before joining Morgan Stanley and its Private Bank division in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and modeling techniques, offering tailored solutions primarily in an advisory capacity.

Finn Hublitz is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior roles include positions at Bank of America, Seventy2 Capital Wealth Management, and educational experience at Bucknell University. Merrill 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.

Dennis Berardi is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial career, he was involved with The Edge Fitness Club and the University of Bridgeport. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Victor Chiarelli III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the Financial Services industry in 2001 and joined Merrill Lynch Wealth Management in 2009. Victor earned his bachelor's degree in Finance from Bryant College. He concentrates on developing investment strategies for high net worth individuals and business owners. As a qualified Portfolio Manager and Personal Investment Advisor (PIA), he provides traditional advice and guidance and manages his own personalized or defined strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Victor's client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. In his personal time, he enjoys boating, reading, spending time with his family, and traveling.

David Pendleton is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Edward Jones and Wells Fargo & Company. Outside of finance, he serves as the head esports coach at the University of New Haven, where he coaches collegiate-level competitive video game teams. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel De Salva is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has worked with Cetera Wealth Services, Georgetown Financial Group, and other firms since 2016. De Salva serves as president of the Western Connecticut Estate & Tax Planning Council, a nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a nationwide network of over 10,000 advisors.

Michael Weiss Sr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Weiss serves on the finance committee of the National Ability Center, a charitable nonprofit in Park City, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

John Takita is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Fidelity Investments, Harley Capital, National Securities Group, and New York Life Insurance. 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, using multi-asset model portfolios and centralized operational platforms.

Brian Belak is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the 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 offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Robert Peckham is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Infinex Investments, Inc. for 17 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advice. The firm’s approach 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.

Joseph Matthews is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Matthews also teaches at Fairfield University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and research methodologies.

Michael Baptiste is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked with Prudential Insurance Company of America since 1994 and joined LPL Enterprise in 2024. Baptiste is also involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of advisors. The firm offers model-driven investment solutions, financial planning, and access to third-party asset managers, along with insurance and trustee services through affiliated entities.

Susan Alintoff is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013, including a position at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.