Bryan Smith is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America, N.A. since 2017, with prior experience at Park Avenue Securities and Guardian Life Insurance. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management is delivered through multiple program strategies and an extensive roster of manager-constructed strategies, supported by the oversight of its CIO and platform team.

Davis Craw is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and previously worked at Advanced Structural Technologies, Mott MacDonald, and Black & Veatch. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andre Aflalo is a financial advisor with LPL Financial in Westport, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior career includes roles at Mass Mutual and Waddell & Reed, Inc., and he operates his own entity, Andre Aflalo, LLC. He is also involved with the Connecticut Institute for Refugees and Immigrants and serves within the 13 Elmood Rd. Special Taxing District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad offering of advisory and brokerage services, including financial planning and third-party asset management. The firm supports advisors with model portfolios, customized strategies, and operational tools, while also maintaining a diverse range of affiliated financial services.

Michael Liersch is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Brett Kellam is a financial advisor with Raymond James & Associates in Greenwich, CT. He holds a Series 63 designation and has 42 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and state and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Koushouris is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Arccos Golf LLC and Trovare Home, as well as positions within education and sports organizations. 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 across individuals, institutions, and public entities, offering financial planning and consulting services through various specialized programs and affiliated research resources.

Allison Mahar is a Series 66 licensed financial advisor with six years of industry experience, currently with Merrill since 2020. Her prior work includes roles at Wells Fargo Advisors and Bochanis, Rogan, Zoom, as well as a brief position at the CT Audubon Society. 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.

Jacob Ferraro is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has previously worked at Equity Services Inc and National Life Group and served at Virginia Military Institute. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Richard Krollman is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Summer Gigliotti is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 credential and has previously worked at Morgan Stanley and Wells Fargo Clearing. Outside of her advisory role, she is actively involved in youth lacrosse coaching, serving as head coach for several associations in Connecticut. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations tailored to clients who meet certain net-worth criteria.

Henry Boettger is a financial advisor with Cetera, holding a Series 63 designation and 17 years of industry experience. His previous roles include positions at Equity Services, Inc and National Life Group. He is also a partner at Hodgkins Boettger Agency LLC, where he is involved in insurance sales and management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform to provide customized investment solutions.

Christian Washington is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and previously spent 10 years at Cambridge Investment Research Advisors. Outside of his advisory role, he teaches at the City University of New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and oversight of substantial discretionary assets.

James Tomoda is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a senior wealth advisory practice dedicated to serving senior executives, business owners, and wealthy families through detailed planning and investment oversight. James holds a Bachelor's Degree from Indiana University and an MBA from the University of North Carolina. He has earned professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). His team's approach focuses on understanding client values, needs, and goals to develop customized wealth plans. They emphasize ongoing engagement and proactive reviews of wealth strategies to adapt to clients' changing priorities. James and his team prioritize prompt service as they oversee wealth planning, investment management, and private banking to help clients achieve their financial objectives.

Vincent Fiorentino is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020. Outside of his advisory role, he serves as president of The Green Jacket Club, a business networking organization in Canton, Georgia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Steiwer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He worked at A. G. Edwards & Sons, Inc. for 22 years before joining Wells Fargo in 2016. Outside of finance, he has a minority ownership interest in an indoor tennis court facility in Salem, New York. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 advisors.

Michael Coco is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Andre Aflalo LLC, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jordan Kerner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior experience includes roles at Waddell & Reed, Mass Mutual, and his own firm, Jordan Kerner Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, including third-party asset management and institutional platforms, supported by a network of over 22,800 advisors.

Peter Coleman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has held roles at LPL Financial since 2019 and has been involved in financial education as an adjunct professor at the College for Financial Planning/Kaplan and The American College. Outside of finance, he coaches seasonal sports and sailing and is the author of a book aimed at helping children realize their potential. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Peter Starrett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that address a balanced approach to life and wealth, focusing on multiple priorities including family, health, career, and philanthropy. Peter specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Fairfield University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, Peter volunteers with Habitat for Humanity - Fairfield County Coastal Chapter. Outside of his professional work, he enjoys antiquing, boating, fishing, football, golfing, interior decorating, skiing, spending time with his family, and tennis.

Gregory Carnes is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and John Hancock. His current role at Charles Schwab began in 2024. Charles Schwab 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.