Ashley Noonan is a Financial Advisor at Merrill Lynch Wealth Management, providing customized financial services and strategies to individuals, families, and businesses. She integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address various aspects of clients' financial lives. Ashley works with clients to identify goals such as asset allocation, education funding, retirement income planning, tax minimization, alternative investments, and estate planning, crafting strategies to pursue desired outcomes, build, manage, and preserve wealth across generations. She holds a Bachelor's Degree from the University of San Francisco and is a Personal Investment Advisor (PIA) by designation. Ashley routinely reviews and adjusts financial plans to align with clients' evolving goals, prioritizing informed decision-making and client engagement in managing their financial future. Beyond her professional role, Ashley is involved in community service including long-term commitments to the Boy Scouts of America and firefighting roles at the Greenwich Fire Department (1991-2024) and Trumbull Volunteer Fire Company (2024-2025). She is also associated with Part Of The Solution (POTS) since 2012. Her personal interests include adventure sports such as fishing, hiking, hunting, ice hockey, scuba diving, skiing, and surfing.

Scott Linke is a Senior Financial Advisor based in Stamford, Connecticut, with Merrill Lynch Wealth Management. He has been advising clients since 1986 and leads The Linke-Pearson Group. Scott specializes in guiding high-net-worth individuals, retirees, and business owners through wealth management, focusing on strategic planning, investment management, portfolio construction, retirement strategies, and personal retirement planning. He advises clients on managing new wealth, divorce transition planning, and defined benefit and contribution plan services. Scott holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from the University of Maryland, College Park. Using advanced tools such as Personal Wealth Analysis and leveraging Merrill Lynch’s resources, Scott delivers data-driven, transparent, and thoughtful financial advice tailored to his clients’ goals. Outside his professional work, Scott is active in community organizations including Avon Old Farms School (Advisory), Ridgefield Academy K-8, and Ridgefield Operation for Animal Rescue (ROAR), where he has served in leadership roles. He resides in Ridgefield, Connecticut, with his wife and two children. His personal interests include boating, golfing, ice hockey, music, and spending time with his family. He has a long-standing involvement in ice hockey, including participation in the World Pond Hockey Championships and coaching youth hockey.

Richard Hutchins is a CFP® with 33 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Janney Montgomery Scott LLC, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Alessandro Marchetti is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2016. 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, pensions, corporations, and charitable organizations.

Timothy Romano Jr. is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney since 2012. Outside of finance, he owns Dependable Jeans and More, LLC, a retail and online clothing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Jeremy Hus is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual in 2016. He is also the CEO of Holistic Planning Support, a company that provides data entry services for financial planners. Mass Mutual 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, utilizing firm-approved software and collaborative annual planning engagements.

Thomas Kelly is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2008. LPL Enterprise serves a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and a model-driven investment approach, alongside affiliated trust custody, insurance services, and a collateralized lending program.

Jacqueline Steed is a financial advisor with Merrill in Fairfield, CT, holding a Series 66 designation and six years of industry experience. She has been with Merrill since 2014 and concurrently associated with Bank of America N.A. since 2019. Outside of her advisory role, she serves as a conservator in a fiduciary capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

G O'Neil IV is a Wealth Management Advisor based in Connecticut, affiliated with Merrill Lynch Wealth Management. He has over 36 years of industry experience in providing investment guidance to affluent individuals and successful corporations. G O'Neil IV specializes in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. He holds multiple professional designations such as Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Saint Lawrence University. Outside of his professional work, G O'Neil IV's personal interests include biking, boating, golfing, hiking, ice hockey, running, and skiing.

Giancarlo Manzone is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2015. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Man is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she owns a business called Fortunista, which involves administrative work, and holds an inactive California law license. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services with a notable inclusion of insurance-related investment options.

Thomas Oshea is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at Principal Financial Services and Northwestern Mutual Investment Management. Outside of advising, he contributes to a book on finances and operates as an independent insurance agent through Claddagh, LLC. Cambridge Investment Research Advisors serves a diverse clientele including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers various portfolio management options, proprietary and third-party strategies, and both discretionary and non-discretionary investment implementations tailored to client objectives.

Seamus Monschein is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2016, with a prior role at Neuberger Berman BD LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to multiple investment managers and services.

Jorge Quinto is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of Pirraglia Chiropractic, a healthcare business in New Rochelle, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients with a focus on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning process.

Steven Violette is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2019 before joining Wells Fargo in 2019. Outside of his advisory role, he serves as a committee member for the Westport Republican Town Committee and participates on the finance committee of St. Luke Catholic Church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Scott Cunningham is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Broadridge Financial Solutions and Flyaway Creative LLC. Outside of advisory work, he is involved with Julia Valler Event Staffing. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Roy Johansen Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Ast Investment Services, Inc. and American Skandia Advisory Services, Inc. Johansen is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a variety of strategies and operational tools.

Brian Bello is a financial advisor with Wells Fargo Clearing in Westport, CT, holding a Series 66 designation and 21 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Eric Johnson is a financial advisor with Ameriprise in Weston, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Oppenheimer & Co. Inc for ten years before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured service delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Abby Wolman Mcelroy is a Certified Financial Planner (CFP®) with 39 years of experience in the financial industry. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with RBC Capital Markets Corporation from 2008 to 2017. She is affiliated with Morgan Stanley Wealth Management, which provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and proprietary tools, serving a broad range of retail and institutional investors.