William Lewis is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 66 licenses and 30 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Lucas Margenot is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Equity Services Inc, Schnitzler Law, and Richard J Margenot LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Hans Keden is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and over 20 years of industry experience. He has been with J.P. Morgan Securities since 2006 and has worked at JPMorgan Chase Bank, N.A. since 1998. Outside of his advisory role, he serves as Chairman of the Board for Studio Slew, a nonprofit art studio providing free art lessons and access to the arts for the local community. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm delivers asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors, combining institutional advisory operations with a range of brokerage and investment management capabilities.

Michael Occhiuto is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he is the owner of Ackside Down LLC, a vacation home holding entity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Eric Rwiliriza is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at firms including Fidelity Investments, HSBC, Bank of America, and Merrill. Charles Schwab & Co., Inc. 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’s client relationship model combines non-discretionary advisory guidance with access to discretionary separately managed accounts and integrates brokerage, custody, and advisory services across a large client base.

Adam Artiano is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Christopher Spahn is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2022. Prior to that, he spent ten years at UBS Financial Services. Spahn also serves as a trustee for an investment-related trust based in Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and wealth management services supported by firm-approved tools and investment research.

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 at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021. His prior experience includes roles at Mass Mutual and Waddell & Reed, as well as involvement with the Connecticut Institute for Refugees and Immigrants and the 13 Elmood Rd. Special Taxing District. He also operates Andre Aflalo, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management across its offerings.

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 financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Bochanis, Rogan, Zoom, as well as employment at the CT Audubon Society and Harry's Wine and Liquor Market. 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

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 with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. She has worked within various Wells Fargo entities since 2014. Outside of her advisory role, she is involved in youth sports coaching, serving as head coach for multiple lacrosse associations in Connecticut. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations.

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 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership stake in Vista Indoor Tennis Inc., an indoor tennis facility in Salem, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Sara Thorson is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 17 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2017 and previously at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.