Arisleyda Riehl is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, she provides personalized financial guidance to clients, helping them plan for short-term and long-term goals such as education expenses and retirement income. Arisleyda specializes in working with clients navigating major life transitions and those seeking to make a positive impact in their communities, offering expertise in areas including managing new wealth, philanthropic planning, tax minimization, and socially responsible investing. She began her career with Merrill Lynch in 1994 after interning with the firm during graduate school. Over her career, Arisleyda has obtained several professional certifications including the Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and holds FINRA Series registrations as well as life, health, and long-term care insurance licenses. She holds a bachelor's degree in Finance from the State University of New York at Old Westbury and an M.B.A. in International Business from Hofstra University's Zarb School of Business. Born and raised in the Dominican Republic, Arisleyda is fluent in Spanish and lives in Norwalk, Connecticut with her husband. She enjoys golfing, skiing, cooking, and spending time with her family. Arisleyda is also actively involved in her community through organizations such as Building One Community, Ferguson Library, Rotary International, and Women in Leadership at Hofstra University.

Daniel Sburlati Rupp is a financial advisor at UBS Financial Services with 11 years of industry experience. He has held roles at Raymond James & Associates and multiple Wells Fargo entities prior to joining UBS in 2020. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Christopher Sherwood is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its advisory services.

Elena Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of her financial career, she works as a background actor with Central Casting. 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 non-discretionary advisory model.

Justin Larosa is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2016. Outside of his advisory role, Larosa is involved as an office manager and registered representative for related support companies. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Marie Green is a financial advisor with Edward Jones in Cortlandt Manor, NY, holding a Series 63 designation and over 21 years of industry experience. She has been with Edward Jones since 2004. Outside of financial advising, she is a part-owner of the New Jersey Pride professional outdoor lacrosse team, where she participates in budget, hiring, and marketing decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Victor Joseph is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His career includes multiple tenures at Joseph Brothers, LLC and roles at Bourgeon Capital Management and Wells Fargo Advisors LLC. He previously owned a landscaping business through Joseph Brothers LLC, which has been inactive since 2014. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Timothy Orr is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a wealth management advisory practice based in New Canaan, Connecticut. He serves affluent and ultra-affluent clients across the United States, focusing on delivering tailored wealth management solutions. With 35 years of experience in capital markets, Tim combines his background in derivative financial instruments with his advisory expertise to assist individuals and families in navigating the complexities of substantial wealth. Before joining Merrill Lynch, Tim held senior roles including Director of Precious Metals, Commodities, and Derivatives at Union Bank of Switzerland in New York, and Vice President of Sales and Trading for base and precious metals at Deutsche Bank and Kleinwort Benson. His client services encompass executive compensation, family wealth management strategies, philanthropic planning, socially responsible investing, and special needs planning among other areas. Tim holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Tim earned his Bachelor's degree from Ohio Wesleyan University. He has contributed to his community as a trustee of New Canaan Fire Company #1 and has been involved in various charitable organizations. Outside of work, he enjoys boating, gardening, scuba diving, skiing, and tennis. Tim and his wife live in New Canaan and have two grown children.

Imani Tate is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing two years of industry experience. Prior to joining J.P. Morgan, Tate held roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and American Eagle Outfitters. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Paul Lavelle is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with LPL Financial and M&T Bank, having worked previously at Edward Jones for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by both discretionary and non-discretionary management and utilizes a variety of research and model portfolio options.

Michael Brewi is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services, Inc. since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also offers specialized advisory programs and municipal finance services.

Thomas Kolenberg is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of investment experience to his role. He focuses on advising clients on wealth accumulation, preservation, and transfer through the development of customized wealth management strategies. His approach includes portfolio development, liability management, investment tax minimization, and asset preservation, with particular emphasis on retirement income preservation. Tom holds a Bachelor's Degree from the University of California Los Angeles (UCLA) and holds the designation of Personal Investment Advisor (PIA). He has been recognized with the 2002 Merrill Lynch Lifetime Achievement Award. In addition to his professional work, he serves the community through leadership roles including Vice Chairman of Good Counsel Homes Inc., Vice Chairman of the Monks of Norcia Foundation, Executive Committee member of the Diocese of Bridgeport We Stand With Christ Capital Campaign, Board Member for the Diocese of Bridgeport Foundations in Charity, and is a former President of the I Have a Dream Foundation of Stamford, Connecticut.

Kevin Chapin is Vice President and Financial Consultant at Fidelity Investments. In this role, he works with high-net-worth individuals, families, and business owners to provide clarity and structure to their financial lives. He has been with Fidelity Investments since 2013, progressing through roles as Financial Representative, Investment Consultant, and now Vice President. Kevin focuses on developing personalized financial plans and implementing tailored strategies to help clients grow, manage, and transfer their wealth efficiently.

George Viebrock Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Peter Hamilton is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has served since May 2021. He specializes in a range of client focus areas including education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, women and wealth, and retirement income. Peter draws on his extensive professional background and educational foundation to assist clients in developing personalized financial strategies aimed at pursuing their long-term goals. Peter’s prior experience includes roles as Managing Director for the Americas at International Solutions Network, Senior Vice President of Global Marketing at Shareholder Intelligence, and Portfolio Manager at Optimum Quantvest. He also held positions in capital markets at Bank of America/Merrill Lynch and served as a Vice President in taxable institutional sales. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. His academic credentials include a Bachelor's degree from Tulane University and an MBA from the University of Southern California. Peter is fluent in French, Swedish, Spanish, and English. Peter participates actively in community and conservation organizations such as the Farmington River Watershed Association, Trout Unlimited, Boys and Girls Club, and Valissima Institute. His personal interests include boating, camping, fishing, hiking, music, reading, scuba diving, skiing, surfing, and traveling. He is a member of the Camp Fire Club of America, Indian Harbor Yacht Club, Audubon Society, and Long Island Sound Conservation.

Michael Marrone is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at the Division of School Facilities, Primerica Financial Services, St. Johns University, and Iona Prep. Primerica Advisors is a large-scale firm that provides a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Rudolf is a financial advisor at Osaic with over 34 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Phoenix Mutual Life Insurance Co since 1989. Outside of his advisory role, he is president of Rudolf Associates Inc, a company that sells group benefits, Medicare plans, and various types of insurance, and owns a blue stone quarry on forestry property where lumber is sold periodically. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios tailored to client risk tolerance.

Jerome Williams is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Lexco Wealth Management, Inc. and LPL Financial since 2017, and previously at National Planning Corporation from 2014 to 2017. In addition to his advisory role, he provides financial planning and consulting through Lexco Wealth Management, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.

J. Shepard is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning utilizing structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Victor Cannistra is the sole advisor at Cannistra Financial Advisors Inc. in Mount Kisco, NY, holding a Series 65 credential with four years of industry experience. He has operated Victor J. Cannistra, CPA PC since 2002, serving as president and managing operations for his certified public accounting firm. Cannistra Financial Advisors Inc. provides portfolio management and financial planning services primarily to individual investors and corporate clients. The firm operates as a solo independent adviser, typically managing client relationships on a non-discretionary basis and coordinating investment advice with affiliated accounting services to integrate tax and financial planning.