Craig Foster Jr. is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has held positions at J.P. Morgan Securities since 2012, JPMorgan Chase Bank, N.A. since 2007, and previously worked at Fidelity from 2000 to 2006. Foster holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Christopher Sun is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2019, following roles at Celebration Restaurant Group and Scottland Inc. 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 various institutional investors.

Stephen Cohen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent offering life, disability, long-term care, fixed annuities, health, dental, and group disability income products, and is an attorney though not actively practicing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and recommend investment strategies without discretionary authority.

Ali Girardi is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. Outside of her advisory role, Girardi is involved with Outreach to Pets in Need, a charitable organization focused on pet homelessness prevention and related programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and incorporating both in-house and third-party investment managers.

Anisa Gjermeni is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. She has nine years of industry experience and previously worked at Citizens Securities, Inc. and Citizens Bank before joining Merrill and Bank of America in 2019. 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.

Sean Kilmurray is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Ameriprise Financial Services and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad platform of trading, underwriting, and wealth management services.

Emily Dreas is a financial advisor at Merrill with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill since 2019, following positions at Fiduciary Trust Company International, Wells Fargo Clearing, and Clearbridge Investments. Outside of her advisory role, she serves on the board of Sound Waters and is involved with the Young President's Organization. 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, pension plans, corporations, and charitable organizations.

Simon Tarvin is a financial advisor with Wells Fargo Clearing in Wilton, CT, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously at Wachovia Bank, N.A. since 2005. 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 from Wells Fargo Investment Institute and third-party sources.

Gene Borchetta is a financial advisor with Ameriprise in Trumbull, CT, holding a Series 66 designation and with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas Gilhuly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides clients with access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. He focuses on creating personalized wealth management strategies based on a thorough understanding of each client’s financial picture and long-term goals. With extensive experience serving clients in Fairfield County, where he is a lifelong resident, Thomas aims to be a lifetime and essential resource for those who entrust him with their financial well-being. He emphasizes developing objectives and strategies tailored to his clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. Thomas holds a Bachelor's degree in Economic Management from Ohio Wesleyan University and has earned the Personal Investment Advisor (PIA) designation. He is engaged in his community through volunteer work, reflecting the Merrill tradition of local participation.

Brian Zusi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services, LLC, Mass Mutual Life Insurance Company, and House of Sports / ASEC, LLC. He also serves as a consultant for GLG World Insight Network, providing expertise in sports coaching and organizational leadership. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various non-securities products and services.

Angelika Caulford is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets LLC since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party investment managers.

Gregory Satriale is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America Merrill Lynch and Bank of America prior to joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

John Wygal is a financial advisor at Cetera with over 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and his own company, John H. Wygal & Co., LLC. Outside of his advisory work, he serves as a church council member for the First Congregational Church of Darien. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individual investors, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing affiliated and third-party managers within discretionary and non-discretionary program structures.

Michael Derby is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup, Guardian Life Insurance, Opus Advisory Group, and Park Avenue Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative screens and qualitative research to support its recommendations, which include an ESG eligibility framework.

Christina Dejesus is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and Axa Advisors, LLC. Outside of advising, she is the owner of Part of the Change, a limited liability company that provides workshops on art, financial literacy, and life skills training to at-risk youth in detention and community centers. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Christopher Desantis is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has 18 years of industry experience, including 12 years with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Eric Beers serves as a Financial Advisor at Merrill Lynch Wealth Management. In his current role, he provides financial advisory services to clients, assisting them with investment planning and wealth management. He holds the designation of Personal Investment Advisor (PIA), underscoring his commitment to professional standards and client service in the investment advisory field.

Kenneth Sorrentino is a Series 66-licensed financial advisor with LPL Financial, based in Trumbull, CT, and has five years of industry experience. His background includes roles with Siorsky Credit Union, Retirement Planning Partners, and involvement with Yale University Athletics and the University of New Haven. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Frederick Hill is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Equitable Advisors LLC and in various roles including coaching and restaurant management. In addition to his advisory work, Hill is involved in life insurance sales and serves as a registered assistant and tax preparer at Pinnacle Taxx. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.