Angela Mc Donnell is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank and JP Morgan Securities LLC, where she worked from 2015 to 2019. She is based in Fairfield, CT. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Christopher Richards is a financial advisor at Morgan Stanley in Westport, CT, with 30 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Richards holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Jarrod Slater is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a corporator for Milford Hospital, helping to organize charity events. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Bryan Duffy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Outside of his advisory work, he assists clients with Medicare coverage options through his side business focused on Medicare-related insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as employer-sponsored retirement plans and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and participating in wrap programs, while also facilitating insurance product sales through affiliated entities.

Victor Garra is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he works as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning with optional implementation of recommendations through brokerage or insurance arrangements.

Raymond Goskowski is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and 14 years of industry experience. His previous roles include positions at Guardian Life Insurance Company and Northwestern Mutual Wealth Management Company. He is based in Shelton, CT. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers event-driven planning programs such as estate settlement and employer-sponsored planning.

Elizabeth Crume is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has spent nine years at Bank of America in total, including her current tenure since 2017. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Sullivan III is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, he serves as executor of a family estate and is involved with the Connecticut Judicial Selection Commission, which evaluates candidates for judicial appointments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including financial planning, portfolio management, and capital markets solutions.

Heather Tiefenthaler is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Chelsea Piers CT. She holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Richard Wolf is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Infinex Investments, Newtown Savings Bank, Prudential Annuities Distributors, and Prudential Insurance Company of America. Wolf serves on several nonprofit boards in Trumbull, CT, including the Tashua Fathers Club and local soccer organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, leveraging a large network of investment adviser representatives and a range of investment strategies supported by technology and research tools.

Patrick Henehan is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He has worked at Ameriprise since 2020, and previously was with Pacer Financial, Inc. and AMG Funds LLC. He is based in Norwalk, CT. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm integrates proprietary investment research and third-party data to provide tailored recommendations, operating within a defined investment universe influenced by affiliated product relationships.

Marco Ventrella is a financial advisor with RBC Capital Markets in Westport, CT, holding a Series 66 designation and 23 years of industry experience. His career includes roles at City National Bank since 2022 and Morgan Stanley from 2012 to 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Sandra Bonilla is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2019, following four years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Abimelek Rodriguez is a Financial Consultant currently working with Fidelity Investments since 2022. He has held various roles in the financial services industry, including Financial Planning Director at Morgan Stanley from 2019 to 2022, Vice President of Investments at Revere Securities from 2018 to 2019, Financial Consultant at Maxim Group in 2018, and Private Wealth Consultant at Laidlaw Asset Management from 2017 to 2018. As a CERTIFIED FINANCIAL PLANNER™, Rodriguez partners with families at all stages of life to establish holistic financial plans that guide their financial decisions. His expertise encompasses retirement, college planning, estate and trusts planning considerations, insurance, tax-efficient investing, and portfolio analysis. Outside of his professional work, Rodriguez has interests in baseball, football, and golf.

Mark Stevens is a financial advisor with LPL Financial based in Hamden, CT. He holds the CFP® designation along with Series 63 and 65 licenses and has 29 years of industry experience. Stevens has operated multiple advisory businesses under his name since 2013 and has longstanding experience with Waddell & Reed since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions through a large network of advisors.

Jesse Wooten is an Investment Consultant currently working at Fidelity, a position he has held since 2025. Prior to this role, he was a Financial Consultant at Fidelity Investments from 2024 to 2025. Jesse has accumulated extensive experience in the financial services industry, including roles as a Financial Advisor at Wells Fargo Advisors from 2019 to 2024, a Registered Client Associate at Morgan Stanley from 2018 to 2019, and at RBC Wealth Management from 2015 to 2018. He began his career as a Financial Services Representative at Barnum Financial Group in 2013. Jesse employs a planning-based approach to client service, focusing on clarity, education, and collaboration to guide individuals and families in understanding how their financial decisions support their long-term goals. His work emphasizes helping clients take meaningful action to improve their financial wellbeing and achieve greater peace of mind. Outside of his professional life, Jesse engages in personal interests such as baseball, concerts, football, golf, and volunteering.

Nicholas Young is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006. Nick re-joined Merrill Lynch in 2018 after having initially joined the firm in 2011 and leaving in 2014. He specializes in assisting clients with retirement planning, college education funding, managing wealth transfers, and coordinating services such as investment management, credit and lending, insurance, and retirement planning. Nick holds a Bachelor's degree in Economics from Connecticut College and an MBA from Georgetown University. He earned the Chartered Financial Analyst (CFA) designation in 2015. Throughout his career, he has developed expertise in areas including college education planning, executive compensation, family wealth management strategies, managing new wealth, and tax minimization. Beyond his professional work, Nick has been involved with the Darien Nature Center as a past board member. He lives in Darien, Connecticut with his wife Tracy and two children.

Susan Marchese is a financial advisor at UBS Financial Services with 23 years at the firm and 19 years of industry experience. She holds the Series 66 designation and is based in Westport, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Luke Rassow Kantor is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Octagon prior to his current role. 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.

Adelio Gallucci is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.