Forrest Close is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial industry, including 25 years on the floor of the New York Stock Exchange. Forrest is a member of the GC Group at Merrill Lynch, which focuses on assisting multigenerational families with maintaining their lifestyles and making informed decisions about the growth and preservation of their wealth. Forrest holds the Series 7, 63, and 65 FINRA registrations, as well as the Certified Divorce Financial Analyst® designation. He earned his B.A. in Economics from Columbia University. In his role, Forrest manages custom investment strategies and selects from a broad range of model portfolios and third-party investment strategies, often managing these strategies on a discretionary basis through the firm's Investment Advisory Program. Outside of his professional work, Forrest is active in his community. He has served as President of the Board at Trackside, the Wilton CT Teen Center, and is involved with the Wilton Presbyterian Church. In his free time, he enjoys spending time with his wife and two daughters, engaging in activities such as tennis, skiing, and spending time at the beach.

David Rabideau is a Private Wealth Manager with Merrill Private Wealth Management, serving as the primary advisor to families with significant wealth. He builds long-term personal relationships that often span multiple generations and focuses on tailored solutions based on deep listening and understanding of client needs. David is committed to providing a first-class client experience and acting as an engaged, accessible partner through every stage of a client's financial life. His expertise centers on helping families manage, grow, and preserve their wealth through integrated solutions such as wealth structuring and financial planning, investment management, liquidity management, and custom credit solutions. David addresses the complexities of substantial wealth and serves not only as an advisor but also as a trusted confidant and sounding board for important financial and strategic decisions. He is supported by an experienced team who share a commitment to putting clients' interests first. David joined Merrill Private Wealth Management in 2022 after a 25-year career at Citi Private Bank, where he was a Managing Director and Global Private Banker responsible for major client relationships. He began his financial services career in 1991 as a Bank Examiner with the Federal Deposit Insurance Corporation. He holds a Bachelor's degree in Finance from Ithaca College and holds the Personal Investment Advisor (PIA) designation. David is involved in the Black Rock Church community and enjoys baseball, boating, and golfing.

Ross Mannino is a financial advisor with Ameriprise in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Liam Gormley is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gregory Romatzick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop customized wealth planning strategies tailored to their individual circumstances. His focus includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, and retirement income. Gregory holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor of Science degree in Finance from the Charles F. Dolan School of Business at Fairfield University, where he was a member of the rowing team. He resides in Shelton, Connecticut, with his wife, Lizette, and their two children, Oliver and Elodie. Outside of work, Gregory enjoys a variety of activities including swimming, biking, football, racquetball, scuba diving, skiing, soccer, volleyball, and woodworking.

John Morrison V is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of his advisory role, he serves as Treasurer of the Junior Board for the Inner City Scholarship Fund in New York. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering 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 using firm-approved tools and modeling techniques.

Wesley January is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. His work history includes roles at Morgan Stanley since 2021 and prior employment at New York University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing advanced modeling tools.

Christopher Brockett is a Series 66-licensed advisor at Equitable Advisors with seven years of experience in the financial services industry. Prior to joining Equitable Advisors, he worked at the University of New Haven and Lowe's Home Improvement. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.

Janice Lorenzetti is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Radu Palasan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliate firms since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and modeling techniques.

Monica Guerra is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Fitch Ratings for four years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and access to various investment strategies.

Joseph Kemka is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering customized financial strategies to help clients pursue their short- and long-term goals. His approach includes addressing a wide range of client needs such as estate planning, investments, tax minimization, wealth transfer, and retirement income. Joseph leverages extensive experience in financial services to advise clients, including those who have recently undergone business sales or liquidity events. He emphasizes understanding clients’ priorities to develop strategies tailored to their unique financial circumstances. He also integrates access to banking services focused on strategic and personalized financial guidance. Joseph holds a Bachelor's Degree from Marist College and holds the designation of Personal Investment Advisor (PIA).

Andrew Alper is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ian Bass is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2016 following a nine-year tenure at Morgan Stanley. Prior to his career in financial advisory, Ian served as President and CEO of a wholly-owned subsidiary of Media General, Inc. He holds the Personal Investment Advisor (PIA) designation and is registered with Series 7, 31, and 66 FINRA licenses, as well as State Insurance licenses. Ian earned a Bachelor of Science degree in Business from the University of Bridgeport and completed an accredited certificate program at the University of Pennsylvania's Wharton School. His professional expertise includes wealth preservation, portfolio management, investment planning, and strategies tailored for high net worth and high profile clients. He collaborates with specialists at Merrill Lynch who focus on equities, fixed income, managed portfolios, and estate planning services. In addition to his professional role, Ian is actively involved in community and philanthropic organizations. His current and past roles include Board member of the Fair Acres Association, committee member of the Humane Society of the United States, Board member of the Pootatuck Yacht Club, Board member of RYASAP, and former Treasurer and Finance Chair of Temple Israel in Westport, Connecticut. Ian's personal interests include boating, golfing, spending time with his family, and traveling.

John Zuluaga Romero is a financial advisor with Raymond James & Associates in Greenwich, CT. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at UBS Financial Services, Goldman Sachs, PricewaterhouseCoopers, and multiple academic and development positions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Meghan Annunziato is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Woodbridge International and the University of Connecticut. She has been with Merrill since 2021 and concurrently associated with Bank of America since 2025. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Grillo Jr. is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering 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 modeling techniques as part of its advisory process.

Matthew Hurwitz is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior work includes positions at David Lerner Associates, Inc. and Ameriprise Financial Services Inc. He is based in Trumbull, CT. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeffrey Carroll is a financial advisor with Merrill in Greenwich, CT, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Merrill and Bank of America, N.A. He also spent four years at Sacred Heart University. 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, delivering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roland Wauthier is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving the financial needs of families and executives since joining the firm in 1997. His experience encompasses areas such as retirement planning, business transitions, legacy planning, liquidity management, and portfolio management services. Roland graduated from Western Connecticut State University’s Ancell School of Business with a major in finance and a minor in accounting. He has pursued advanced financial education, including programs at the University of Pennsylvania’s Wharton Executive Education and Fairfield University’s College for Financial Planning. He earned the Certified Financial Planner (CFP) certification in 2007 and the Certified Investment Management Analyst (CIMA) designation in 2009. He also holds the Personal Investment Advisor (PIA) credential. Outside of his professional activities, Roland participates in community volunteering and enjoys outdoor activities such as biking, cooking, hiking, music, and skiing.