David Rabideau is a Private Wealth Manager with Merrill Private Wealth Management. He serves as the primary and trusted advisor to families, building long-term personal relationships that often span multiple generations. David focuses on understanding his clients' needs and objectives through active listening and providing tailored financial solutions. With over 30 years of experience, David specializes in family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management, investment strategy, and tax minimization. His work emphasizes helping families efficiently manage, grow, and preserve their wealth by delivering integrated solutions such as wealth structuring, financial planning, public and private investments, liquidity management, and custom credit solutions. David is supported by a team committed to prioritizing clients' interests and serving as their primary financial advisor. David began his financial services career in 1991 as a Bank Examiner with the Federal Deposit Insurance Corporation. He spent 25 years at Citi Private Bank as a Managing Director and Global Private Banker before joining Merrill in 2022. He holds a Bachelor's Degree in Finance from Ithaca College and has earned the Personal Investment Advisor (PIA) designation. Outside of work, David is involved with Black Rock Church and enjoys baseball, boating, and golfing.

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.

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.

Kevin Maguire is a financial advisor with Edelman Financial Engines, holding Series 63, 65, and 66 licenses and possessing 38 years of industry experience. He has been with Edelman Financial Engines since 2025 and previously worked at related entities including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Rob Sabel is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he has ownership interests in residential rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending.

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.

Michael Lipani is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and has held ownership roles in GSXAWD Holdings, a personal holding company for automobiles, and SPQR Properties, a real estate business focused on rental income. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions.

Joseph Cohen is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and also at National Planning Corporation since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Brockett is a financial advisor with Equitable Advisors in North Haven, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at the University of New Haven and Lowe's Home Improvement. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers and LPL programs. The firm operates a hybrid referral and implementation model that offers both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizons.

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.

Michael Gorman is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been an advisor with Merrill since 1991 and holds a Bachelor's degree in Finance from Iona College. With over 30 years of investment management experience, Michael assists clients with financial, retirement, and estate planning needs. His expertise includes retirement income advice, investment asset allocation strategies, liability management, cash management, and working capital needs of corporations and small businesses. His client base includes high net-worth individuals, families, senior-level executives, business owners, corporations, non-profit institutions, endowments, and estates. Michael has earned several professional designations, such as Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2017 through 2024. Outside of his professional career, Michael enjoys golfing, reading, and skiing.

Andrew Alper is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model outcomes.

Joseph Obrien is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at Massachusetts Mutual Life Insurance Company and MSI Financial Services. In addition to his advisory role, Obrien operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software tools and offering programs such as money-manager options and educational seminars.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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 at Raymond James & Associates with a Series 66 designation. He began his advisory career in 2026 and has prior experience at UBS Financial Services and Goldman Sachs. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base including individuals, pension plans, corporations, and government entities, delivering recommendations on a non-discretionary basis supported by an extensive affiliate network and public finance capabilities.

Joseph Grillo Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Jeffrey Carroll is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and also has experience at Bank of America, where he has worked for seven years. Prior to his advisory roles, he was affiliated with Sacred Heart University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, enabling access to a wide set of products and services.