Stephanie Franchini is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009. Franchini serves as a general board member of the Fairfield County Hunt Club. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not provide individual security recommendations as part of its standalone planning services.

Michael Jones is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. His prior experience includes MSI Financial. He is also an independent insurance agent offering various insurance products, including disability, Medicare-related products, and life insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative client relationships and event-driven planning services.

Kenneth Handwerker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of his advisory role, he is the founder of Faithful Champions Global, Inc., a faith-based clothing and awards company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Eric Wylie is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Hillary Ambrose is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. She has held roles at ALPS Distributors, LoCorr Distributors, and currently serves as a Senior Relationship Manager at King Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to independent advisors nationwide, serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services.

Jennifer Hradek is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank since 2014 and 2017, respectively. Outside of her advisory role, she is involved in selling handmade goods and crafts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools to support its offerings.

Sean Kilbride is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering a range of financial planning and consulting services that are generally non-discretionary, supported by multiple portfolio management styles and affiliated research.

Garett Ceraso is a financial advisor with LPL Financial holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Fidelity Investments and People's United Advisors, spanning over a decade before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Michael Gill is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as National Securities Corp, United Advisors, and Cetera. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor-facing tools.

John Doscher is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on generating income, prudent growth, and tax efficiencies for his clients by utilizing Merrill model portfolios alongside selected independent managers for specialized investments. His client base includes corporate executives, attorneys, accountants, entrepreneurs, and multiple generations of families across more than 15 states, most of whom are focused on retirement planning and wealth preservation. With decades of experience in institutional and advisory roles, John has specialized expertise in employee stock option and executive compensation programs. He collaborates closely with clients’ CPAs and attorneys to integrate tax minimization and estate planning strategies and provides access to residential and securities-based lending through Bank of America. His background in sociology and anthropology supports his approach to understanding clients’ personal concerns and family dynamics, often involving both spouses and grown children in the financial planning process. John holds a Bachelor's Degree from the University of Denver and the Personal Investment Advisor (PIA) designation. He is an active member of the Greater Danbury Chamber of Commerce and the Greater Valley Chamber of Commerce and participates in community activities sponsored by Bank of America. Outside of work, John enjoys spinning, skiing, snowshoeing, tennis, and traveling to Spain and Puerto Rico.

Paul Susana is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a rental property owner. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Gregory Becker is a financial advisor with Ameriprise in Fairfield, CT, holding a Series 66 designation. He has over 27 years of prior experience at Johnson & Johnson before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice based on detailed analysis and collaboration between a centralized service team and the client’s financial advisor.

John Hirschauer is a financial advisor with LPL Financial in Danbury, CT, holding a Series 63 designation and bringing 39 years of industry experience. He worked at Crown Capital Securities, LP for 23 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing strategic and tactical allocation models alongside technology-driven research tools.

Timothy Tycz is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with various Cetera entities since 2006 and currently operates out of Southport, CT. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers across discretionary and non-discretionary program structures.

Albert Buatti III is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 1999 and at Fidelity Investments since 2025. He is also a partner in Rose Buatti Studio, LLC, a skincare business based in Fairfield, Connecticut, operated by his wife. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Linus Cooke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1987 at the Fifth Avenue Financial Center in New York City. After six years, he joined Smith Barney in Greenwich, Connecticut, before rejoining Merrill Lynch Wealth Management in 2003 at New Canaan Wealth Management. With over 35 years of industry experience, Linus specializes in working with high net worth families to develop family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. He emphasizes a values-based and socially responsible investing approach, tailoring strategies to clients' personal financial visions. Linus holds a Bachelor's degree from Bucknell University and has earned professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved in community organizations such as the RJH JR Foundation, Homes with Hope in Westport, Stamford Youth Hockey Association, and Trinity Alliance Partners. Outside of work, he enjoys boating, cooking, fishing, gardening, golfing, reading, and spending time with his family.

Michael Betancourt is a financial advisor with Wells Fargo Clearing in New Canaan, CT, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank NA dating back to 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and uses research and analytics to inform investment strategies, offering both non-discretionary and discretionary retirement plan services.

Charles Meade is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliate Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Nutmeg Investment Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance offerings.

Ketan Shah is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. and related entities since 2017, following a four-year tenure at Citizens Investment Services Corp. Shah is also associated with Liberty Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Ashley Noonan is a Financial Advisor at Merrill Lynch Wealth Management, providing customized financial services and strategies to individuals, families, and businesses. She integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address various aspects of clients' financial lives. Ashley works with clients to identify goals such as asset allocation, education funding, retirement income planning, tax minimization, alternative investments, and estate planning, crafting strategies to pursue desired outcomes, build, manage, and preserve wealth across generations. She holds a Bachelor's Degree from the University of San Francisco and is a Personal Investment Advisor (PIA) by designation. Ashley routinely reviews and adjusts financial plans to align with clients' evolving goals, prioritizing informed decision-making and client engagement in managing their financial future. Beyond her professional role, Ashley is involved in community service including long-term commitments to the Boy Scouts of America and firefighting roles at the Greenwich Fire Department (1991-2024) and Trumbull Volunteer Fire Company (2024-2025). She is also associated with Part Of The Solution (POTS) since 2012. Her personal interests include adventure sports such as fishing, hiking, hunting, ice hockey, scuba diving, skiing, and surfing.