Susan Christy is a financial advisor at Merrill with 37 years of industry experience. She has been with Merrill since 1990 and holds the Series 66 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Terence Markey Jr. is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Taylor Marron is a Financial Advisor currently associated with Merrill Lynch Wealth Management and a member of the Clarke Group. She began her career in 2001 on Morgan Stanley's corporate bond trading desk and later transitioned into sales roles at Lehman Brothers and Barclays. After taking time to raise her family, she returned to wealth management in 2022, combining her institutional fixed income experience with a passion for helping clients navigate complex financial decisions. Taylor's expertise spans areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. She holds a Bachelor's Degree from the University of Vermont and completed high school and postgraduate studies at Green Mountain Valley School. She also holds the Personal Investment Advisor (PIA) designation and speaks French, German, and English. Residing in Darien, Connecticut with her husband and their combined seven children, Taylor is actively involved in her community. She serves on the Darien Board of Finance and participates in organizations such as American Corporate Partners, Catch-A-Lift, Connecticut Republicans, Darien Junior Field Hockey, and the Town of Darien Representative Town Meeting. Taylor also supports local initiatives including youth sports and revitalization efforts for the local Veterans of Foreign Wars.

Anthony D'ambrosio is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2022. Outside of his advisory roles, he serves as treasurer for the John Calabra Lodge Order of Sons and Daughters of Italy and is involved in several investment-related business entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services such as business-owner transition and special-needs planning.

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.