Matthew Heisler is the Senior Resident Director at Merrill’s New Canaan Wealth Management office. He joined Merrill in 2012, bringing over two decades of experience as a proprietary derivatives trader with professional histories at ING Financial Markets and The Galahad Group. In his leadership role, Matthew oversees a team dedicated to a collaborative and personalized approach to wealth management, focusing on client-centered planning across investment, retirement, legacy, and family wealth strategies. With 23 years of expertise in market structure, advanced hedging strategies, and alternative investments, Matthew emphasizes intellectual rigor and customized service to help affluent families manage complex financial matters. His team serves clients as Wealth Management Planners, Investment Advisors, Personal Bankers, and Trusted Advisors, offering a comprehensive approach to financial planning that includes investments, retirement income, insurance, and estate transfer techniques. Matthew holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Matthew earned his bachelor’s degree in Biology from Princeton University, where he also participated in football and rugby. He lives in Westport, Connecticut, with his wife and four children. Outside of work, he is involved in community activities including youth sports coaching and booster club membership, and enjoys skiing, mountain biking, reading, and music.

Patrick Wayland is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on planning and portfolio construction, particularly for executives and private businesses. His client services include corporate executive services, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. Patrick has 20 years of experience in financial services, including a background in capital markets and investment management. He holds a Bachelor of Science in Engineering and a Master of Science in Engineering in Electrical Engineering, both from Johns Hopkins University. He also holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He serves as a board member of the Nantucket Conservation Foundation and Snell Properties, a family-owned real estate company, and acts as a judge for the Johns Hopkins Business Plan Competition. His personal interests include cooking, music, reading, skiing, spending time with family, tennis, and traveling.

Frank Federici is a Senior Financial Advisor with Merrill Lynch Wealth Management, working within the Neuman Kolenberg Federici Iannone Group based in Stamford, Connecticut. In his role, he collaborates with high net worth families and executives to develop integrated solutions in wealth management, estate planning, and risk management. Frank also focuses on small business 401(k) plans and philanthropic planning for private banking clients and non-profit organizations. With over 25 years of experience in finance, institutional asset management, and wealth management, Frank offers customized strategies tailored to clients' unique ambitions. He leverages the relationship between Merrill Lynch Wealth Management and Bank of America to provide a range of services, including traditional banking as well as advanced investment and lending products. Frank holds a Bachelor of Science degree from Union College and a Master of Business Administration in finance from Fairfield University. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Frank is active in his community, serving as a Scout Master for his son's Boy Scout troop and participating in various sports activities for his children. He and his wife live in New Canaan, Connecticut, with their four children.

Maydenise Santiago is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she owns an e-commerce business focused on online retail sales and digital products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wanda Vasse Koerner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hillel Jaffe is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and having 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to support financial plans, while clients are responsible for plan implementation and updates.

Eric Dorfman is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as an Investment Consultant at Fidelity from 2022 to 2023. His earlier experience includes serving as a Portfolio Manager focused on U.S. and Canadian equities at First New York Securities from 2014 to 2021, and as a U.S. Equity Trader at AMR Capital Trading between 2004 and 2013. Throughout his career, Eric has specialized in investment management and financial planning. He holds an Arkansas Insurance License. Outside of his professional work, Eric's personal interests include spending time at the beach, enjoying comedy, football, music, and engaging in parenthood.

Brendan Rueli is a financial advisor at Merrill with 13 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2011, including a brief period at Bofa Securities, Inc. in 2019. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Meghan Carrasquillo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2020. Carrasquillo holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Thomas Thorndike is a CFA® charterholder affiliated with OSAIC, with 15 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. In addition to his advisory role, he is licensed to sell fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors and institutions, offering integrated brokerage and advisory services that utilize firm-provided asset-allocation tools and third-party money managers.

Nicole Lopez is a financial advisor at Fidelity with Series 66 credentials and has been in the industry since 2022. She previously worked at New York Life Insurance Company and has been involved with community organizations such as the Kips Bay Boys & Girls Club and Holy Spirit Roman Catholic Church. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement in fund advisory, including multi-manager and fund-of-funds structures, and its use of systematic methodologies and AI in portfolio management.

Neil Gargiulo is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he participates as an arbitrator in FINRA securities regulation panels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and provides a range of advisory programs and affiliated investment products under a fiduciary standard.

Steven Ortega is a financial advisor with Cambridge Investment Research Advisors in Norwalk, CT. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Ortega has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he is an independent insurance agent affiliated with Guidelight Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies across multiple platform arrangements.

Michael Mercuri is a financial advisor with Merrill in Darien, CT, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fairfield University and Deloitte prior to joining Merrill in 2021. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Sloane is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Ameriprise. He is also the owner of Spirit Capital Management, Inc., a management consulting business that is currently being wound down. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through unique affiliations.

Robert Cohen is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he operates an independent insurance agency specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. 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, and educational programs, using firm-approved software to analyze client goals and provide written recommendations.

Ari Lander is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held various roles including multiple engagements with Ridgefield Hardware and positions at Fairfield University and Dan Smick Painting. Outside of finance, he has been involved with Ridgefield Hardware as an ongoing activity since 2021. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frederick Faustini is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has one year of industry experience and has worked at several organizations, including Columbia Fireflies and the University of South Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and advise a range of portfolios and fund structures.

Diana Giraldo is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2009. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Huntington Simmons is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2012. Prior to his current role, he worked at Morgan Stanley Private Bank, National Association starting in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 analysis.