Ginger Corbett is a financial advisor with Merrill in New Canaan, CT, holding a Series 66 credential and has two years of industry experience. Prior to joining Merrill, she worked at several community organizations including the Lapham Senior Center and local YMCAs. She serves as trustee of an irrevocable scholarship trust fund supporting her children’s college expenses. Merrill, together with Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mathias is a CFP® professional with 41 years of industry experience. He is currently with Cetera and has held prior roles at Summit Financial Group Inc. and other firms. Mathias serves as chairman of Interstate Financial Group, a dormant RIA, and also holds leadership roles in insurance-related businesses. Cetera Investment Advisers LLC is a large SEC-registered firm that provides services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering various portfolio management and financial planning solutions across multiple program structures.

Michael Raymond is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Merrill since 2010. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Taher Ted Koly is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Koly serves as an adjunct professor at Quinnipiac University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Jacob Coleman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the Series 63 and Series 66 designations and has one year of industry experience. His prior work includes positions at DLC Management Corp and Crabtree's Kittle House. 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, and charitable organizations. The firm employs a structured, annual planning process using firm-approved software and offers a range of programs including estate-settlement and employer-sponsored planning.

Michael Mancuso is a Senior Financial Advisor with 34 years of experience at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that align with clients’ individual goals, focusing on areas such as investment consulting for defined contribution plans, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Michael holds a Bachelor's Degree from Creighton University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also serves as a First Vice President and Portfolio Advisor. Michael is involved in his community through participation in organizations such as Nativity Church and volunteering at events like the Advent Health Golf Tourney. His personal interests include golfing, music, and running.

Richard Sinclair is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' individual financial goals and adapt to changing market conditions. Richard leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients’ comprehensive financial needs. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Connecticut. Committed to community involvement, Richard dedicates time to volunteering with local organizations, reflecting the Merrill tradition of serving the communities in which they operate.

Tammy Kenny is a Series 66-licensed financial advisor with Merrill in Ridgefield, CT, where she has worked since 1993, totaling 39 years of industry experience. 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.

Patricia Jones is a financial advisor at Raymond James & Associates with 6 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Dalton, Greiner, Hartman, Maher & Co., LLC for 19 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles supported by extensive research and affiliated sub-advisers.

Eric Morson is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Mr. Morson is involved in several community and civic activities, including serving on the Stamford Democratic City Committee, the Stamford Emergency Medical Services Board of Directors, and the University of Connecticut Alumni Band Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Guillermo Torres Jr. is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Prior to his current roles, he was involved with Luxury Brand Holdings / Ross-Simons for seven years. 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.

Joseph Chu is a financial advisor with RBC Capital Markets in Stamford, CT, holding a Series 66 designation and 23 years of industry experience. His career includes roles at City National Bank, Bank of America, Merrill, and RBC Capital Markets. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Maya Eydelman is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes firm-approved tools and modeling techniques.

Ryan Gildersleeve is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 28 years of industry experience. He has been affiliated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Global Investment Committee estimates and Monte Carlo simulations.

John Hartigan Jr. is a financial advisor at Merrill with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill and its predecessor entities since 1986. Hartigan also has tenure at Bank of America dating back to 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by its internal Chief Investment Office and third-party managers.

Brian Sullivan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at Morgan Stanley Private Bank and Royal Alliance. Outside of his advisory work, Sullivan serves as an independent arbitrator advising FINRA on arbitration cases. 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, goal-oriented planning supported by firm-approved analytical tools and also features event-driven planning programs such as divorce and estate-settlement planning.

Allan Jay III is a financial advisor at Morgan Stanley in Stamford, CT, with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as Treasurer and Notary Public for the Old Timers Athletic Association of Greenwich, supports local youth sports and scholarships, and holds board positions related to finance and budgeting with St. Clement Church and the Old Greenwich Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Landon Tan is a CFP®-designated financial advisor at LPL Financial with nine years of industry experience. He previously worked at KMS Financial Services / Robin Tan before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.

Kenneth Rickens is a CFP® with 15 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Kestra Advisory, Kestra Investment Services, Premier Wealth Advisors, and First Allied Securities. Outside of his advisory work, he is involved with KWR Advisors LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.