Damian Prajer is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work history includes roles at Webster Bank, MML Investors Services, and Mass Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Dora Sung is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2015. She has 11 years of industry experience and is based in Greenwich, CT. Outside of her advisory role, she is involved with Calibre Capital LLC, a real estate-related business. Morgan Stanley Wealth Management offers a variety of advisory programs for individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored financial planning agreements.

Nicholas Byrnes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at UBS Financial Services and HSBC entities. He is also an owner and partner in Redding Golf & Country Club LLC. 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 their investment process.

Julia Strickland is currently a Branch Leader, leveraging her experience to guide clients in achieving financial stability and success. In her role, she collaborates closely with local individuals, families, and small businesses to develop and implement personalized financial strategies that align with their unique goals. Julia focuses on simplifying complex financial concepts to empower clients to make informed decisions about their financial futures. She has held various positions in the financial sector, including Financial Consultant at Fidelity Investments since 2023, Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023, and ADP Relationship Manager at Bank of America between 2019 and 2020. Outside of her professional career, Julia has interests in art, fitness, music, traveling, and volunteering.

Robert Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Ameriprise Financial Services and Ameriprise Financial Services, LLC for a combined 12 years before joining LPL Financial in 2026. 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 of advisors. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

Bernard Reidy Jr. is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Bank of America and Merrill since 2015. He serves as a trustee for the St. Patricks Day Parade Foundation NYC, where he is involved primarily in fundraising activities. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Eugenia Miceli is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a board member for a cooperative building in Tarrytown, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven, modern portfolio theory-based approach and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

John Steiger is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Instacart. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and various brokerage and insurance products.

Lisa Patton is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2003 to 2016 and at Wells Fargo Clearing since 2016. Outside of her advisory role, she is a notary public in Danbury. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Michael Tiefenthaler is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 license and six years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He has also worked in roles outside the financial industry, including at Augusta National Golf Club and Shore and Country Club. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Thomas Mc Candless is a financial advisor with Ameriprise in Eastchester, NY, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for The Miracle League of Westchester. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Laura Haynes is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at LPL Financial and Webster Bank since 2019 and has prior experience with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Mueller is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 63 designation and possessing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent time at Citigroup Global Markets beginning in 2003. Outside of his advisory role, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and the Global Investment Committee’s research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct agreements and employer-sponsored financial planning services.

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 designations. Prior to joining Merrill in 2019, she worked for five years at Centric Property Group. Merrill 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, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

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, where he focuses on providing comprehensive wealth management strategies and financial planning services. Since joining Merrill Lynch in 2020 through the Accelerated Growth Program, William brings extensive experience in managing the complex financial needs of affluent clients. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation, underpinning his commitment to acting in the best interests of his clients. William's expertise includes balance sheet analysis, cash flow management, retirement planning, portfolio construction, and investment management. He serves as a Senior Portfolio Advisor, helping clients pursue their objectives through customized investment strategies and discretionary portfolio management using Merrill Lynch's model portfolios and third-party investment options. His investment approach emphasizes short-term volatility reduction and long-term risk management, leveraging the resources of the Bank of America's Chief Investment Office. William also collaborates with clients' advisors on tax, liability, and estate considerations. William earned a bachelor's degree in Economics from New York University. He lives in Pound Ridge, New York, with his wife Jillian and their two sons. Outside of his professional work, William enjoys activities such as basketball, biking, cooking, golfing, hiking, music, skiing, traveling, writing, and spending time with his family.

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 at Raem Capital for nine years before joining Merrill in 2024. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers, supported by Bank of America’s broader corporate platform.

Thomas Dornan serves as the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2008. As part of the Anderson Dornan Group, he focuses on assisting multi-generational families in achieving their financial goals by creating customized plans tailored to the individual objectives of each family member. His areas of expertise include college education planning, executive compensation, legacy planning, tax minimization, retirement income, and personal retirement planning among others. Tom holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned a Bachelor's Degree from Fordham University and graduated from Fairfield College Preparatory School. His approach to wealth management emphasizes disciplined investment strategies aligned with clients' long-term goals and values. Outside of his professional life, Tom is committed to community involvement. He serves on the Board of Directors for the Darien YMCA and The Community Fund of Darien, and he has volunteered with Filling in the Blanks and Shatterproof. He enjoys activities such as skiing, golfing, paddle tennis, and tennis during his personal time.