Matthew Bisland is a financial advisor with Morgan Stanley who holds the Series 66 designation and has 16 years of industry experience. He has worked with Morgan Stanley since 2010 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on 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 using various analytical tools and models.

Thomas Higbie is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch, Webster Bank, and other firms. Outside of finance, he has been involved with Westchester Wildlife LLC and the company now known as Lumibility. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Christopher Kusick is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities. Kusick is a licensed independent insurance agent offering products including dental, disability, life, and Medicare-related insurance. He also serves as a trustee responsible for executing the wishes of a trust. Mass Mutual Investors Services 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 tools and programs designed to support collaborative, client-focused planning and event-driven services such as divorce and estate-settlement planning.

Peter Hall is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 16 years. Hall serves as treasurer on a homeowners association board, managing financial reporting and community risk liaison duties. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting solutions with multiple program and custody options.

Louis Alfero is a financial advisor with LPL Financial in Norwalk, CT, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Advanced Resources, LLP, and H. Beck, Inc. He is involved in the Wilton Little League Softball Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Karl Molwitz is a CFP® professional affiliated with LPL Financial, with 26 years of experience in personal financial planning. His prior roles include positions at Woodbury Financial Services and H. Beck, Inc. Molwitz is also involved in tax preparation and accounting services as part of his broader financial planning activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research support.

Bob Malitsky is a financial advisor with Mass Mutual Investors Services in Easton, CT, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and Metlife Securities Inc. from 2015 to 2017. He also works as an insurance agent specializing in individual life, health, group life, group health, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Luigi Veltri is a Senior Financial Advisor at Merrill Lynch Wealth Management, with over 18 years of experience in the financial services industry. He joined Merrill Lynch in 2006 and focuses on managing new wealth, personal retirement planning, and portfolio management services. Luigi holds an MBA from Sacred Heart University and a Bachelor's degree in Business Administration from Western Connecticut State University's Ancell School of Business. He is also a Personal Investment Advisor (PIA) and is fluent in Italian and English. Luigi has been recognized as a member of the 2024 Forbes "Best-in-State Wealth Management Teams." He is known for his dedication to helping clients pursue their financial goals with reliable and caring service, earning strong rapport with both clients and colleagues. He is affiliated with Merrill Lynch Wealth Management professional organizations. Beyond his professional role, Luigi is committed to his community and participates in several charitable and community organizations, including the Read Aloud Program, the Trumbull Father’s Club, and Closer for Free. He enjoys spending time with his family and engaging in activities such as baseball, fishing, gardening, pickleball, skiing, soccer, softball, tennis, and traveling.

Jake Finnucan is a financial advisor with Merrill and holds the Series 66 designation. He has five years of industry experience and has worked at Bank of America, Merrill Lynch, and Webster Bank Financial Corporation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joanne Amorosi is a CFP®-certified financial advisor with 21 years of industry experience. She has worked at Cetera and affiliated firms since 2024 and previously spent over two decades at MassMutual Life Insurance Company. Outside of her advisory role, she is a property owner involved with a rental business in Fripp Island, South Carolina. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and consulting services delivered via a multi-manager platform that includes affiliated and third-party managers, with program options ranging from automated allocations to customized strategies.

Marcus Hebeler is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been affiliated with Cetera and its affiliates since 2016. Outside of advisory work, he is also licensed as an insurance agent selling life, health, and annuity products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting a wide range of investment strategies and program structures.

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.

Richard Porco is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of financial planning services, including college education planning, family wealth management strategies, personal retirement planning, and portfolio management. His areas of expertise also encompass socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income planning. Richard holds the Personal Investment Advisor (PIA) designation. His educational background includes a high school diploma from Lakeland High School and coursework completed at Mercy College, though no degree was conferred. Outside of his professional responsibilities, Richard enjoys biking, football, golfing, ice hockey, racquetball, table tennis, and spending time with his family.

Sean Lenahan is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Outside of his advisory role, he serves as a board member on the finance and fundraising committees for the Family & Children's Agency in Norwalk, CT. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Lauren Morales is a financial advisor at Merrill with 11 years of experience at the firm and holds a Series 66 designation. She has worked at Merrill since 2015 and is based in Westport, CT. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

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.

Mackenson Notus is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations. He has prior experience at Citibank and Wells Fargo Bank, nA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Edward Ragonnet is a financial advisor with Merrill in Ridgefield, CT, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked with Bank of America and Merrill since 2017, following prior roles at BRC Investment Management and Unified Financial Securities. Outside of his advisory work, he acts as a power of attorney for a family member. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Mark Fitzgerald is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He worked at Commonfund Securities, Inc. for 15 years before joining Merrill in 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.