Diane Timpany is a Wealth Management Advisor at Merrill Lynch Wealth Management with extensive experience in financial services dating back to 1980. She joined Merrill Lynch in March 2014 and became a partner with the GKH Group in New Haven, CT, under the team name of Timpany GKH Group in 2025. Diane's background includes work in accounting, financial consulting, auditing, and advising individual, institutional, and fiduciary clients. Diane holds a Bachelor's degree from Sacred Heart University and is a CERTIFIED FINANCIAL PLANNER®. She is licensed to offer life and health insurance through Merrill Lynch Life Agency, Inc., and serves as a Personal Investment Advisor. Her expertise encompasses wealth management, retirement and college planning, portfolio management, estate planning in coordination with clients' estate attorneys, and working closely with clients' trusted advisors. Diane also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., to provide clients with home financing guidance aligned with their financial objectives. Outside of her professional career, Diane enjoys bicycling, cooking, golfing, hiking, horseback riding, knitting, and spending time with her family.

Shan Diao is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory work, he is a board member of Overton Development Corporation. Equitable Advisors serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party program sponsors to deliver investment solutions covering mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Melanie Weintraub is a financial advisor at Morgan Stanley in Westport, CT, with 14 years of industry experience. She holds Series 63 and Series 66 registrations and has worked previously at Bernstein Institutional Services LLC, Sanford C Bernstein & Co LLC, and Deutsche Bank Securities Inc. Outside of her advisory role, she is a partner in a janitorial services business and serves as a trustee or co-trustee in an investment-related capacity. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Frank Metrusky is a CFP® with 32 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America, Inc. and National Planning Corporation. He is also the president of the Trumbull Business Network, a local referral group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with access to various third-party managers and utilizes firm-provided tools to construct diversified portfolios.

Miranda Mauriello is a financial advisor with Merrill, holding a Series 66 designation and having 10 years of industry experience. She has worked at Bank of America, N.A. since 2019 and has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Tuchband is a CFP® certificant with 32 years of industry experience, currently affiliated with LPL Financial since 1995. He has operated as a self-employed advisor since 1994 and has maintained a role at Demapac, Inc. since 1986. 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 financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies across diverse asset classes.

Richard Zins is a financial advisor at UBS Financial Services with 33 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining UBS in 2023. He serves as trustee and power of attorney for family trusts, overseeing investments and administration. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Brian Moles is a CFP® professional with 13 years of experience at Edward Jones, where he has practiced since 2013. He holds the Series 66 designation and is based in Milford, CT. Outside his advisory role, he is involved with Black Hog Brewing LLC, a craft beer brewery in Oxford, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.

Viviana Coelho is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 license and bringing 20 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she assists in the management of rental properties held in a family trust without deriving income from these activities. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor investment strategies.

Patrick Boutilier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Waddell & Reed, Inc. and operated Stevens & Boutilier Financial Advisors LLC. Boutilier was involved with the Hamden Rotary for nine years. 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 provides advisory and brokerage services with a variety of investment options, including model portfolios, third-party asset management, and customized strategies.

Alec Frione is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 registrations and one year of industry experience. His prior roles include positions with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He has also worked in education for several years before entering the financial sector. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Maribeth Patterson is a financial advisor at Merrill with 36 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Thomas Nolan is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo in various capacities since 2014. 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 tailored to clients who meet a net-worth threshold. The firm combines advisory services with other financial products and referral channels to deliver personalized recommendations and implementation choices.

Joshua Taormina is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior roles include work at Dark Storm Industries LLC and Powertech Controls Co Inc, as well as a position at Stony Brook University. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs.

Lydia Shaw is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has two years of industry experience and previously worked at Deloitte, Groove, Teneo Holdings, and Credit Suisse. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm uses proprietary capital market assumptions and research to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Lindsey Chiarelli is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in the Financial Services industry in 2006 and has been with Merrill Lynch since 2015. Lindsey holds the CERTIFIED FINANCIAL PLANNER® designation and is also recognized as a Personal Investment Advisor (PIA). She earned a bachelor's degree in Business from Indiana University's Kelly School of Business and an MBA in Finance from New York University's Stern School of Business. Lindsey's expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Lindsey follows a disciplined process that begins with taking the time to understand each client and their family's financial situation and priorities. Outside of her professional work, she enjoys boating, cooking, spending time with her family, and traveling.

James Czajkowski is a financial advisor at Equitable Advisors with 40 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked at Axa Advisors, LLC. His professional designations include Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base including individuals ranging from non-high-net-worth to high-net-worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

James Dorney is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor investment strategies.

Franz Warren is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, Warren is involved in youth soccer as a director and coach for the Danbury Youth Soccer Club and also works as a certified freelance soccer referee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Joseph Juliano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2008 while earning his Bachelor's Degree from Fairfield University's Charles F. Dolan School of Business. Joe holds several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized by The Financial Times as a Top 401k Retirement Plan Adviser for four consecutive years, most recently in 2020. His expertise lies in developing customized wealth strategies for individuals and families and providing ongoing advice and education to retirement plan participants. Joe focuses on guidance through working years and assisting transitions to retirement using income replacement strategies, distribution options, and goals-based retirement planning. He is actively involved in his community, serving as a mentor for Fairfield University's Dolan School of Business Professional Development Series Program and on the board of The Cardinal Sheehan Center. Joseph currently resides in Trumbull, Connecticut with his wife.