Stephen Raccuia is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997, alongside 15 years at Bank of America. 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, offering model-based and discretionary investment strategies for individuals and institutional clients.

Robert Haskins is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. He also serves as an advisory board member for the Mercy Learning Center of Bridgeport, a nonprofit organization focused on literacy and life skills training for low-income women. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brendan Cannon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in various roles at companies including Pryon, Zimmer Biomet, Merit Medical, Gartner, and Stryker. He is a partner in a family partnership but has no active responsibilities in that venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Melody Voyak is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill for 15 years. Outside of her advisory role, she is an independent Mary Kay cosmetics consultant, owns a crochet business, and operates a family-run personal organizing service. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Susananne Bailey is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Securities before joining Merrill and its affiliate Bank of America. 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, pension plans, corporations, and charitable organizations.

Sabrina Gagliotta is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 23 years of industry experience. Her career includes prior roles at Morgan Stanley, Bloomberg Tradebook LLC, and Bloomberg LP. 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 offers both brokerage and advisory solutions.

Michael Devivo is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources. He serves on the Board of Directors for St. Joseph High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Philip Quagliariello is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 2000 to 2009. He is based in Westport, CT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Nancy Kiely is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Nancy leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to support her clients' comprehensive financial needs. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Quinnipiac University, as well as an Accredited Certificate from the University of Connecticut. Nancy is committed to building strong client relationships and applies her experience and knowledge to assist clients in making significant financial decisions. In addition to her professional responsibilities, Nancy participates in community service, volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Robert Disabato is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Vacheron DiSabato & Associates team based in Fairfield, CT. He joined Merrill Lynch in 1999 and has accumulated over 25 years of experience with the team. In his role, Robert oversees the team's asset management services and serves as the primary advisor for many individual and family clients, providing guidance on a range of client focus areas including college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. Robert is a qualified portfolio manager who develops and manages personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds professional designations as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). He earned his bachelor's degree in economics from Amherst College. Outside of his advisory role, Robert lives in Fairfield with his wife and three children. He enjoys outdoor activities such as skiing and boating, and he serves on the Board of Directors at The Southport School in Southport, Connecticut.

Todd Murphy is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Pruco Securities LLC, The Prudential Insurance Company of America, and AXA Advisors. Outside of his advisory role, Murphy is involved in educational services as a course facilitator at Yale University School of Management and provides coaching in interpersonal and group dynamics. He also serves on the boards of the Connecticut Mental Health Center Foundation, NHChILD, and the AK Rice Institute for the Study of Social Systems. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. Its advisory approach involves assessing client risk tolerance and matching clients to third-party investment programs, using a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Jeffrey Nelson is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Insurance Company of America, and MassMutual Life Insurance Co. Outside of his financial career, he works as a sports broadcaster with Post University and independently. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements and various programs including Divorce Planning, estate settlement, and employer-sponsored planning.

Gregory Wachter is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at MetLife Securities from 2011 to 2017 before joining Mass Mutual in 2017. Outside of advisory work, he founded the CJA Foundation, a charitable organization, and is involved in consulting for financial advisor software through Barnum Inforce Insights. 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 provides financial planning through collaborative, annual engagements using firm-approved tools and offers asset management and educational programs.

Nathan Collins is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. His background includes roles at Samuel French, Inc., River AI, and Ararat Capital. Outside of his advisory work, he is a silent partner in Tap Festivals LLC and volunteers at events. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a broad range of portfolio management styles and affiliated research.

Jennifer Merola is a financial advisor at Fidelity with a Series 66 designation. She has recent experience at Bridgewater Associates and Northwestern Mutual prior to joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including portfolio management, fund advisory, and model portfolio delivery, utilizing systematic methodologies and long-term asset allocation benchmarks.

Thomas Collins Jr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Stratford YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Costa is a Series 66 licensed financial advisor with Merrill in New Haven, CT, bringing three years of industry experience. He has previously worked at Bank of America for eleven years before joining Merrill in 2022. 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, and various institutional investors.

Robin Bratone is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at UBS Financial Services and Spark Business Academy, with a substantial career gap spent as a stay-at-home mother. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate a range of in-house and third-party managers, as well as options for tax management and responsible investing.

Mario Zapata is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Prior to and alongside his current role, he has worked at Bank of America since 2010. Merrill, in conjunction 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Aidan Zacchia is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he spent nine years working in the construction industry at Automatic Door of Trumbull, Inc., where he held bookkeeping and secretarial roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocation, and institutional trading capabilities to provide tailored financial planning and portfolio management.