Erica Westfall is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2000. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Juliana Panov is a financial advisor at Morgan Stanley with five years of industry experience. She joined Morgan Stanley in 2020 after working at SIE Exam Prep and CBG Composites GmbH. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Steven Kleiner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including UBS Financial Services and Unified Financial Securities before joining J.P. Morgan in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Gerald Santoro is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. 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 and offers a range of multi-asset model portfolios supported by centralized supervision and custody services.

Audrey Flamio is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including HSBC Securities (USA) Inc. and Equitable Advisors, before joining OSAIC in 2013. Outside of advisory work, she is an agent for Senior Services North America, selling Medicare-related insurance plans. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Mark Vanderburg is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He worked at Merrill from 2012 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor client solutions.

James Sbarra is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. Prior to that, he worked at LPL Financial and Invest Financial Corporation. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG eligibility where applicable, and leverages extensive derivatives and commodities capabilities.

Kevin Vesey is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside broad retail and institutional offerings.

William Jarvis is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He joined Merrill in 2017 after spending 11 years at Commonfund. He previously created a company called Greenwich Strategic Advisors LLC, which is no longer active. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Purpura is a Series 66 licensed financial advisor with Merrill in Stamford, CT, and has four years of industry experience. His prior experience includes roles at Bank of America and Citizens Securities, Inc. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Tanuja Katre is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. She is a co-owner of a family rental property in Bengaluru, India. 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.

Brandon Troiano is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. He is based in Westport, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with a range of advisory and brokerage options for implementation.

Bradley Silverman is a financial advisor with Raymond James Financial, holding a Series 66 credential and over 23 years of industry experience. He co-owns C & B Wealth Management and is associated with The Silverman Group, a marketing entity under which he works as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored financial planning and investment consulting, employing analytical tools and non-discretionary strategies to guide client decisions.

Lisa Simmons is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Merrill for one year. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Samantha Belport is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Wells Fargo Clearing and Cooperative Educational Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services across a wide range of areas including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions backed by a large network of over 14,000 advisors.

Alicia Whearty is a financial advisor with Wells Fargo Clearing in Westport, CT. She holds Series 63 and Series 65 designations and has 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as power of attorney for her mother. 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 uses research and analytics to guide portfolio construction and offers a broad range of brokerage and advisory solutions.

Dodd Koeckert is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at both RBC Capital Markets and City National Bank since 2015 and 2016, respectively. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through both in-house and third-party investment managers.

Justin Carey is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 licenses and offering 29 years of industry experience. His prior experience includes roles at Credit Suisse Securities (USA) LLC and Royal Alliance Associates, Inc. He is also involved in the sale of life, disability, long-term care, fixed annuities, and health insurance products through Lenox Advisors, Inc. 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 collaborative, annual financial planning engagements supported by firm-approved analytical software and various specialized planning programs.

James Shantz is a financial advisor at UBS Financial Services with 52 years of industry experience. He has been with UBS since 2003 and holds a Series 63 designation. 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.