Frank Delucia is a Series 66 licensed financial advisor at LPL Enterprise with 19 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.

Stephen Bauer is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Fiona Kastrati is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs and Chainhaus. Outside of her advisory role, she is involved as an employee in Cipriani Wall Street, a restaurant and nightlife establishment in New York. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning that employs firm-approved tools and modeling techniques to help clients develop personalized strategies.

James Curtin is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and HSBC Bank USA, N.A., including HSBC Securities (USA) Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and approximately $819 billion in discretionary assets.

Steven Rountos is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and its Private Bank since 2016. Prior to that, he was employed at Nauticos Investment Advisors, LLC from 2009 to 2014. Outside of his advisory role, he owns a restaurant business in Reddington, CT. 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. Their financial planning process uses firm-approved tools and market simulations, with clients responsible for plan implementation and updates.

Maximo Trama is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously with Wealthbuilding LLC, Mariano McGrath and Associates, and Charter Oak Financial. Outside of his advisory work, he has been involved in pizza delivery through a local business. 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 offers a range of programs including wrap and money-manager services, with a focus on collaborative, annual financial planning engagements.

Justin Borglum is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Brian Mc Bride is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Critical Mention, Inc. (Onclusive) for six years and at Fairfield University for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a range of account types. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Steven Sherman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for seven years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broader set of financial product offerings than is typical for large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Stewart is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 44 years of industry experience. He worked at Prudential Equity Group, LLC for 10 years before joining Wells Fargo in 2016. He serves as a board member of the Town of Westport, CT Blight Prevention Board. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Joann Carballera is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Global Investment Committee’s analysis and firm-approved planning tools.

Stephen Raccuia is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997, alongside 15 years at Bank of America. 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 and institutional clients.

Robert Haskins is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. He also serves as an advisory board member for the Mercy Learning Center of Bridgeport, a nonprofit organization focused on literacy and life skills training for low-income women. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leonard Manz III is a CFP® professional with 19 years of industry experience, currently serving as an advisor at J.P. Morgan Securities since 2012. Prior to this, he has been affiliated with JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, Mr. Manz owns and manages rental properties in Bristol, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative research to deliver customized asset allocation advice, manager searches, and performance reporting, with clients retaining final investment decision authority.

Melody Voyak is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill for 15 years. Outside of her advisory role, she is an independent Mary Kay cosmetics consultant, owns a crochet business, and operates a family-run personal organizing service. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Sabrina Gagliotta is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 23 years of industry experience. Her career includes prior roles at Morgan Stanley, Bloomberg Tradebook LLC, and Bloomberg LP. 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.

Philip Quagliariello is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 2000 to 2009. He is based in Westport, CT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Nancy Kiely is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Nancy leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to support her clients' comprehensive financial needs. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Quinnipiac University, as well as an Accredited Certificate from the University of Connecticut. Nancy is committed to building strong client relationships and applies her experience and knowledge to assist clients in making significant financial decisions. In addition to her professional responsibilities, Nancy participates in community service, volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Robert Disabato is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Vacheron DiSabato & Associates team based in Fairfield, CT. He joined Merrill Lynch in 1999 and has accumulated over 25 years of experience with the team. In his role, Robert oversees the team's asset management services and serves as the primary advisor for many individual and family clients, providing guidance on a range of client focus areas including college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. Robert is a qualified portfolio manager who develops and manages personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds professional designations as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). He earned his bachelor's degree in economics from Amherst College. Outside of his advisory role, Robert lives in Fairfield with his wife and three children. He enjoys outdoor activities such as skiing and boating, and he serves on the Board of Directors at The Southport School in Southport, Connecticut.

Anthony Viviano is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015, and previously worked at TD Ameritrade Inc. from 2023 to 2024. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and order-routing services.