Edward Iannone is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings a disciplined approach to financial planning, emphasizing risk mitigation and tax efficiency in investing. Edward focuses on various client needs including college education planning, executive compensation, legacy planning, personal retirement planning, and retirement income. He utilizes his institutional background and military discipline to create tailored financial strategies aligned with his clients' aspirations and legacies. Prior to his career in financial services, Edward was commissioned as a Naval Officer and served aboard the destroyer USS Barney. He holds a Bachelor's degree from the United States Naval Academy. Edward's professional designations include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He has experience advising clients through significant life transitions such as divorce, death of a loved one, career changes, and business sales. Edward is actively involved in his community in Westport, Connecticut. He has served on the Westport Board of Finance, the Parks & Recreation Commission, and the Staples High School Lacrosse Association board. Additionally, he is a member of the Sticks for Soldiers Board and participates in the Westport PAL Lacrosse Board. Edward lives in Westport with his wife and three children.

Joseph Norvish is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2013, previously working at Axa Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models, often through third-party sponsors, and offers services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Thomas Belden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. His career includes roles at Merrill and Banc of America Investment Services before joining Wells Fargo in 2011. 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 utilizes research and analytics to support its investment approach.

Julia Strayer is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2000. Prior to this role, Julia served as a vice president and private banker at BankBoston's Private Bank for seven years, where she was responsible for asset management and trust services. Before her tenure at BankBoston, she worked in marketing with Merrill for nine years. Julia's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, as well as sports and entertainment. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her educational background includes a Bachelor's degree from The Ohio State University, an MBA from New York University's Stern School of Business, and a Master's degree from Sarah Lawrence College. Julia has appeared on CNBC's "Power Lunch," CBS's "This Morning," WGCH's "Women in Business," and has been featured in USA Today. Outside of her professional work, she has interests in photography, reading, tennis, and writing.

Brendan Russo is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Capital Group and Equitable. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Eric Sappington is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2010 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, with a focus on eligible strategies and an ESG eligibility framework.

Melissa Naumann is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity's clients and their families in achieving their personal financial goals. Melissa has been with Fidelity Investments since 2014, progressing through several positions including Financial Representative (2014-2015), Private Client Relationship Manager (2015-2017), Wealth Management Relationship Manager (2017-2020), and her current role as Wealth Management Planning Consultant since 2020.

Robert Daly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at People's United Advisors, Inc. and People's Securities, Inc., where he worked for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Miguel Barbosa Machado is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2018, previously serving six years at J.P. Morgan Securities LLC. UBS Financial Services Inc. 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, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lawrence Johnson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, he worked at Citigroup Global Markets Inc. and Citigroup/Citibank from 2015 to 2024. 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 through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Richard Dupuis is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients’ specific goals and changing market conditions. He provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America to support comprehensive wealth management. Richard holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Bryant College. Committed to community involvement, he volunteers with local organizations in line with Merrill’s tradition of engagement in the communities they serve.

Mark Monteiro is a CFP® professional with seven years of industry experience, currently serving with MML Investors Services, LLC, a subsidiary of MassMutual. His work history includes roles at LPL Financial and Securities America Advisors, among others. Outside of his advisory role, he is also an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance products. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using advanced analytical tools and also features specialized programs including divorce planning and estate-settlement services.

Parker Dellaquila is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is active as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Sandra Rose is a financial advisor with LPL Financial based in New Canaan, CT, holding the ChFC®, Series 63, and Series 66 credentials. She has 26 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Aspire and Hamilton Cavanaugh, TIAA-CREF, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Anthony Salerno is a financial advisor with Ameriprise in Southport, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is president of AJS Corp, a consulting firm involved in operations and management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

David Almquist is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, City National Bank, and RBC Capital Markets during his career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailoring strategies based on each client’s Advisory Risk Profile.

Martin Maffei is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining UBS in 2018, he worked at Fidelity Investments for 10 years. He is also a partner in 3 Sibling LLC, an investment partnership focused on equities across various sectors. 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 to provide tailored investment solutions.

Dominika Lawecki is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 8 years of industry experience. She has been with RBC Capital Markets since 2011. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using a mix of in-house and third-party managers, with features such as rebalancing options, tax management, and responsible investing screens.

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.