Richard Jacoby is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at UBS Financial Services, Citigroup Global Markets, and Morgan Stanley Smith Barney. He has worked within Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 uses a structured planning process supported by proprietary tools and the Global Investment Committee’s analyses.

Caroline Bravo is a Financial Consultant currently working at Fidelity Investments since 2023. She has been involved in the financial services industry for over 12 years, holding positions including Investment Consultant at Fidelity Investments, Wealth Client Consultant at Citizens Investment Services, Premier Advisor at Citizens Wealth Management, Financial Advisor at M&T Securities, and Licensed Banker at M&T Bank. Her professional experience encompasses a range of roles focused on client financial education and strategy development. Caroline works collaboratively with clients to understand their unique financial situations and create tailored strategies aimed at achieving their financial goals. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Catherine Tanzilli is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2000, bringing extensive experience in trust services and wealth management. Prior to this role, she served as a vice president and executive account manager for BankBoston's Private Bank and spent 16 years as a trust officer with Chemical Bank in New York. Catherine holds a Bachelor of Science in Marketing and a Master of Business Administration in Finance, both from St. John's University. She holds several professional designations, including Accredited Estate Planner (AEP), Chartered Retirement Planning Counselor (CRPC), Certified Trust and Fiduciary Advisor (CTFA), and Personal Investment Advisor (PIA). She is a member of the Estate Planning Council of Westchester County, the Fairfield County Estate Planning Council, and the National Association of Estate Planners and Councils. Her planning approach involves working collaboratively with clients to develop personalized financial strategies aimed at pursuing their goals.

Vanessa La Via is a financial advisor at Merrill with Series 63 and Series 66 licenses. She has been in the industry since 2026 and has held roles at Merrill, Bank of America, and Northwestern Mutual. Vanessa completed her studies at the University of South Carolina and has professional experience across financial services and other sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Piersol is a financial advisor with Edward Jones in Darien, CT, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the sole owner of Big Red House LLC, a residential rental property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lea Garraffa is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Morgan Stanley, Edelman Financial Services, EF Legacy Securities, LLC, and Refried Tees. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Weiss Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lord Abbett from 2011 to 2017 before joining Morgan Stanley and its Private Bank division in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and modeling techniques, offering tailored solutions primarily in an advisory capacity.

Finn Hublitz is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior roles include positions at Bank of America, Seventy2 Capital Wealth Management, and educational experience at Bucknell University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abe Bluestein is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliates since 2026 and has prior experience with Atlas Copco and Jefferson County Public Schools. Outside of finance, he has worked at Camp Canadensis for several years. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars, with a focus on collaborative planning and goal analysis using firm-approved software.

Paul Freyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Stanley. He also operates PF741 Wealth Management LLC as an outside business activity. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Claire Diele is a financial advisor with Equitable Advisors in Peekskill, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked with Equitable Advisors since 2001 and was previously with AXA Advisors, LLC during the same period. Additionally, she has been involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party partnerships. The firm’s approach includes assessing client risk tolerance and utilizing multiple investment vehicles, with a focus on both proprietary and third-party solutions.

Michael Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Stamford, Connecticut. He leads Sullivan and Associates, where he assists affluent clients in developing long-term financial strategies tailored to their unique objectives. His approach centers on addressing complex challenges such as wealth accumulation, retirement income distribution, and planning for the next generation. Working collaboratively with clients and their tax and legal advisors, Michael provides goals-based and consolidated wealth management plans designed to adapt to evolving financial needs. Michael joined Merrill Lynch in 2000 and has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He holds a Bachelor of Arts degree from Lehigh University and is a graduate of Brunswick School in Greenwich, Connecticut. Outside of his professional work, Michael is active in one-design Ideal 18 racing on Long Island Sound and has served as Membership Director of the Old Greenwich Yacht Club from 2015 to 2023. He is also involved in mentoring students exploring the wealth management industry. Michael and his family reside in Old Greenwich, Connecticut.

Anna Day is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2018. In addition to her advisory role, she is a member of SKG Tax LLC, where she oversees operations, and a partner at Taxter Marketing, LLC, consulting on marketing and lead generation for advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements and educational seminars, with a range of investment and planning services tailored to clients’ diverse needs.

James Clarke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Clarke Group, providing customized, goals-based strategies tailored to the intricate needs of business owners, senior corporate executives, members of the LGBTQ community, and multi-generational families. James utilizes the resources within Merrill Lynch Wealth Management to deliver services including financial planning, portfolio management, life insurance, trust and estate planning, as well as access to banking and lending solutions through Bank of America. He works closely with clients' legal and tax advisors to align advice with tax minimization and estate planning strategies. James began his financial services career in 1994 as a client service associate at a premier investment bank and transitioned through roles including investment representative, vice president, and senior vice president. In 2008, he joined a global banking institution as a Director before joining Merrill Lynch Wealth Management in 2014. Throughout his career, he has advised high net worth individuals and families on retirement planning, insurance, banking solutions, and trust and estate matters. He holds the Certified Private Wealth Advisor® professional designation and Personal Investment Advisor credential. James earned a Bachelor's degree from Boston College. He and his wife, Susan, reside in Darien, Connecticut with their four daughters. Outside of his professional work, James is involved in the community as a member of the Bank of America New York Metro LGBTQ+ Business Council, a volunteer at New Covenant Center in Stamford, CT, and served on the Board of the Darien YMCA from 2017 to 2023. His personal interests include cooking, paddle tennis, fishing, skiing, boating, running, and spending time with his family.

David Wurf is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. He also maintains outside insurance business appointments. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and a variety of asset-management programs. The firm employs a model-based approach to match clients with suitable investment strategies, working with third-party asset managers and providing ERISA fiduciary services through credentialed representatives.

Daniel De Salva is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has worked with Cetera Wealth Services, Georgetown Financial Group, and other firms since 2016. De Salva serves as president of the Western Connecticut Estate & Tax Planning Council, a nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a nationwide network of over 10,000 advisors.

Michael Weiss Sr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Weiss serves on the finance committee of the National Ability Center, a charitable nonprofit in Park City, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Brian Belak is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Robert Peckham is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Infinex Investments, Inc. for 17 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nisha Chisena is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, following eight years at Merrill. Outside of her financial career, she is the lead singer and social media manager for Karma Klash, a performance rock band. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process to develop financial plans, while offering a broad range of retail and institutional investment services.