Erin Malangone is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Cardinal Financial Company and Kern Mortgage Company. She has also held positions with the South Carolina House of Representatives and various educational institutions. 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, high-net-worth clients, and institutions.

Stuart Gollomp is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at Ameriprise Financial Services and Oppenheimer. He is the owner of Westport Private Wealth, LLC, his own securities practice. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and accommodates discretionary strategies as well as third-party money managers.

Brendan Duffy is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Palmucci is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, Merrill, Merrill Lynch Trust Company, and Waddell & Reed. He serves on the board of The Amity Club of New Haven and works as a reconciler for the City of Shelton. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, and institutions.

John Carroll is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various non-financial roles, including positions in education and retail. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and a range of affiliated services.

Timothy Beecher is a financial advisor at OSAIC with a Series 66 designation. He began his advisory career in 2024 and has prior experience in landscaping and design. He is currently based in Norwalk, CT. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization with a wide array of program options for individual investors, retirement plans, charities, and corporate clients.

Peter Cappiello is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked with Charles Schwab Bank Ssb and Charles Schwab & Co., Inc. since 2018, following prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Edward Naylor is a Wealth Management Advisor at Merrill Lynch Wealth Management, with an office located in Darien, Connecticut. He focuses on integrating all aspects of wealth management planning, placing particular emphasis on investment advice. Ed has developed a process supported by extensive technical skills and practical experience to address the financial and multi-generational issues faced by affluent families. With over 20 years of experience in the investment industry, Ed began his career in 1994 at Douglas C. Lane & Associates in New York, where he performed research, trading, and operations. He later served as an Assistant Portfolio Manager at Hutchinson Capital Management in San Francisco, specializing in trading equities and bonds and structuring tailored municipal bond portfolios. Since joining Merrill Lynch in 2003, Ed has worked as a First Vice President, Portfolio Manager, and Wealth Management Advisor. He is experienced in utilizing both third-party active asset managers and passive strategies to construct and manage portfolios aligned with client risk profiles and time horizons. Additionally, he has researched and implemented alternative asset class strategies, including hedge funds, private equity, and managed futures. Ed holds an M.B.A. in Finance from Vanderbilt University and a B.A. in English from Hobart College. He also has professional designation as a Personal Investment Advisor (PIA). Ed resides in Rowayton, Connecticut, with his family.

Jie Huang is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including E*TRADE Securities and several investment-related ventures. Outside of his advisory role, Huang is involved in multiple business activities as a sole proprietor and partner in retail and investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment committee insights.

Joao Gomes is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of advising, he operates an accounting and tax preparation practice. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with options for discretionary management and third-party strategies.

Michael Promis is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab. He has worked with Charles Schwab Bank and Charles Schwab and Co., Inc. since 2022, following a decade at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale and integrated operational structure, delivering multi-asset investment guidance alongside custody and brokerage services.

Todd Corbett is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates to support its advisory process.

Brian Suozzi is a financial advisor with Wells Fargo Clearing in Westport, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with UBS Financial Services from 2001 to 2008. 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 combines research-driven investment strategies and offers both brokerage and advisory solutions across a large platform.

John Foreman is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 66, and Series 65 credentials and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 2016 and 2011, respectively. Outside of his advisory role, Foreman serves as a town councilman in Trumbull, CT, and is a trustee for the William H. Foreman Trust. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual financial planning engagements and educational seminars, focusing on investment categories and strategies without discretionary management.

Steven Procaccini is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, he serves as a high school baseball umpire and works as a concert merchandise vendor. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David Casciari is a financial advisor at Equitable Advisors in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2012. Outside of his advisory work, he sells sports cards from his personal collection on platforms such as Whatnot and eBay. Equitable Advisors serves a broad range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a variety of advisory programs and third-party asset managers, focusing on tailoring solutions based on client information and risk tolerance.

Edward Swiderski is a financial advisor at Fidelity with 16 years of industry experience and holds Series 63 and Series 66 credentials. He has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and systematic portfolio construction methods.

Richard Streisfeld is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services primarily in an advisory capacity without providing individual security recommendations as part of standalone plans.

David Beeman is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Mass Mutual Investors Services and has worked at Massachusetts Mutual Life Insurance Company and METLIFE SECURITIES Inc. He is also an independent insurance agent specializing in various insurance products. 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, asset management, and educational seminars, working with clients through annual collaborative planning engagements.

Thomas O'Connor is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Merrill, RBC Capital Markets, and Bank of America. Prior to his advisory career, he had brief engagements at Automat Data Processing, Mayson Dixon Strategic Consulting, and George Washington University. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.