Elizabeth Nelson is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She has worked at LPL Financial since 2022 and previously spent over two decades at People's Securities, Inc., including its affiliate People's United Advisors. Nelson is also affiliated with M&T Bank in her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by research and model portfolios covering diversified and alternative strategies.

Susan Kaupie is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Centric Property Group for five years. Kaupie is based in New Canaan, CT. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jill Scalisi is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She previously worked at firms including Kopentech LLC, Academy Securities Inc, and Tigress Financial Partner. Outside of finance, she is the founder and CEO of Scalisi Cosmetics LLC, a cosmetics manufacturing and distribution business she has operated since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

William Robins is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch as part of the Accelerated Growth Program in 2020, bringing experience in addressing the financial needs of affluent clients. William holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from New York University with a concentration in Economics. His advisory approach centers on providing a holistic and strategic planning process focused on the overall client experience. William works with business leaders and entrepreneurs to prioritize and achieve life goals through services including balance sheet analysis, cash flow management, retirement planning, and portfolio construction. As a Senior Portfolio Advisor, he manages discretionary investment strategies utilizing model portfolios and third-party investments, emphasizing short-term volatility reduction and long-term risk management while collaborating with clients' advisors on tax, liability, and estate considerations. Outside of his professional role, William resides in Pound Ridge, New York, with his wife and two sons. His personal interests include golfing, and he is a member of the Whippoorwill Club in Chappaqua, New York. The family enjoys spending time in Vermont where his sons compete in alpine racing.

Emma Leibell is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services since 2019 and previously worked at the University of Connecticut from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Alexandra Allen is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Raem Capital for nine years before joining Merrill. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Dornan serves as the Resident Director and Wealth Management Advisor at Merrill Lynch's Darien, Connecticut office. He has been with Merrill Lynch since 2008 and is a partner of the Anderson Dornan Kennedy Group. In his role, he works with successful individuals, families, and business owners, focusing on helping multi-generational families navigate investment management, retirement planning, wealth transfer, and legacy planning. His approach centers on tailoring strategies that align with clients’ financial goals, values, and long-term aspirations. Mr. Dornan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned a Bachelor of Science degree from Fordham University and graduated from Fairfield College Preparatory School. His credentials support his expertise in personalized financial planning and retirement planning. Outside of his professional work, Thomas Dornan lives with his wife and two children in Darien, Connecticut. He contributes to the community by serving on the Board of Directors of the Darien YMCA and The Community Fund of Darien. His past volunteer activities include involvement with Filling in the Blanks and Shatterproof. In his personal time, he enjoys skiing, paddle sports, golf, and tennis.

Casey Smyth is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. Smyth has worked with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Betty Basilone is a financial advisor with Wells Fargo Advisors in Westport, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her tenure at Wells Fargo includes roles with Wells Fargo Advisors Financial Network since 2026, Wells Fargo Clearing since 2016, and Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as a power of attorney for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Ann Miller is a financial advisor at Morgan Stanley Wealth Management with 23 years of industry experience. She has worked at Morgan Stanley since 2016 and spent one year at Citigroup Global Markets prior to that. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support its financial advisors.

William Nolan is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Deloitte and Greysteel. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

Forrest Close is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing close to 40 years of experience in the financial industry, including 25 years on the floor of the New York Stock Exchange. At Merrill Lynch, he is a member of the GC Group, which focuses on helping multigenerational families maintain their lifestyles and make informed decisions about their wealth through comprehensive strategies encompassing lending, insurance, and banking solutions. Forrest holds a B.A. in Economics from Columbia University and maintains several professional designations, including Certified Divorce Financial Analyst®, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). As a Senior Portfolio Advisor, he offers clients personalized financial strategies by managing custom investment portfolios, utilizing Merrill Lynch Wealth Management models, and selecting third-party investment strategies on a discretionary basis. In his personal life, Forrest enjoys spending time with his wife and two daughters, engaging in activities such as beach outings in summer and skiing in winter. He has been actively involved in his community, serving as President of the Board at Trackside Teen Center in Wilton, CT, and participating in his local church, Wilton Presbyterian Church.

David Rabideau is a Private Wealth Manager with Merrill Private Wealth Management, serving as the primary advisor to families with significant wealth. He builds long-term personal relationships that often span multiple generations and focuses on tailored solutions based on deep listening and understanding of client needs. David is committed to providing a first-class client experience and acting as an engaged, accessible partner through every stage of a client's financial life. His expertise centers on helping families manage, grow, and preserve their wealth through integrated solutions such as wealth structuring and financial planning, investment management, liquidity management, and custom credit solutions. David addresses the complexities of substantial wealth and serves not only as an advisor but also as a trusted confidant and sounding board for important financial and strategic decisions. He is supported by an experienced team who share a commitment to putting clients' interests first. David joined Merrill Private Wealth Management in 2022 after a 25-year career at Citi Private Bank, where he was a Managing Director and Global Private Banker responsible for major client relationships. He began his financial services career in 1991 as a Bank Examiner with the Federal Deposit Insurance Corporation. He holds a Bachelor's degree in Finance from Ithaca College and holds the Personal Investment Advisor (PIA) designation. David is involved in the Black Rock Church community and enjoys baseball, boating, and golfing.

Ross Mannino is a financial advisor with Ameriprise in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Liam Gormley is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Edward Banks Jr. is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and National Planning Corporation. He is also involved in insurance sales through Banks Wealth Management LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a range of portfolio construction tools and multiple platform solutions.

Gregory Romatzick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop customized wealth planning strategies tailored to their individual circumstances. His focus includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, and retirement income. Gregory holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor of Science degree in Finance from the Charles F. Dolan School of Business at Fairfield University, where he was a member of the rowing team. He resides in Shelton, Connecticut, with his wife, Lizette, and their two children, Oliver and Elodie. Outside of work, Gregory enjoys a variety of activities including swimming, biking, football, racquetball, scuba diving, skiing, soccer, volleyball, and woodworking.

Christopher Brockett is a Series 66-licensed advisor at Equitable Advisors with seven years of experience in the financial services industry. Prior to joining Equitable Advisors, he worked at the University of New Haven and Lowe's Home Improvement. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.

Janice Lorenzetti is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Joseph Kemka is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering customized financial strategies to help clients pursue their short- and long-term goals. His approach includes addressing a wide range of client needs such as estate planning, investments, tax minimization, wealth transfer, and retirement income. Joseph leverages extensive experience in financial services to advise clients, including those who have recently undergone business sales or liquidity events. He emphasizes understanding clients’ priorities to develop strategies tailored to their unique financial circumstances. He also integrates access to banking services focused on strategic and personalized financial guidance. Joseph holds a Bachelor's Degree from Marist College and holds the designation of Personal Investment Advisor (PIA).