Craig Forbes is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Prudential Insurance Company of America since 2000 and was with Pruco Securities, LLC. from 2000 to 2024. Forbes is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a large network of investment adviser representatives.

Charles Dear is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Diastole Wealth Management, and has been with Cambridge since 2011. Outside of his advisory work, he serves as a board member for GreenStage Guilford, a performing arts organization. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms and custodians, proprietary model strategies, and third-party sub-advisors.

Peter Luppino is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995 and Bank of America, N.A. since 2009. He is based in Stamford, CT. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Christopher Ellis is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes positions at City National Bank and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and corporate clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles using both in-house and third-party managers and provides access to alternative investments and integrated financial solutions.

Eric Westerdale is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2020, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and he also has a long tenure with Brooks Brothers. He is based in Greenwich, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and affiliated research.

Christine Harsaghy is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2005. Outside of her advisory role, she is involved as a proprietor in a fitness gym, assisting her husband. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Debra Stokes is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Morgan Stanley affiliates since 2010, including Morgan Stanley Private Bank since 2015. Stokes serves on the advisory board of the Dubin Breast Center at Mount Sinai, which focuses on breast cancer screening, treatment, and survivorship. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and operates a variety of retail and institutional investment services.

Bo Zhang is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he has worked as an independent contractor for Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Michael Petrizzo is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a CFP® designation as well as Series 63 and 65 licenses. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory services and brokerage through a broad range of programs for individuals and institutional clients, offering structured financial planning and wealth management solutions.

Carissa Marz is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works alongside her team to provide personalized financial strategies tailored to meet the goals and aspirations of their clients. Carissa’s approach emphasizes thorough attention to detail and professional handling of all aspects of the client relationship. She collaborates with her team to leverage Merrill Lynch's resources in delivering comprehensive wealth management services, including college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. Carissa resides in Washington, DC with her husband Ronald Charles Senegal and their children. Together, they enjoy traveling and exploring new experiences.

Oluwaferanmi Adewunmi is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and no prior industry experience. Before joining Morgan Stanley in 2025, Adewunmi held positions outside the financial industry, including roles at SAS Institute and Chapel Hill Country Club, and spent four years attending the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.

Melinda Cloobeck is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Citigroup Global Markets. She is also employed by JPMorgan Bank, where she can offer a range of banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Saphora Afkhami is a Series 66-licensed financial advisor with J.P. Morgan Securities in Greenwich, CT, with one year of industry experience. Prior to joining J.P. Morgan, she held roles at UBS, MUFG, and Fiera Capital. Outside of her advisory role, she is a co-founder of CRAIIVE, a web application that inventories groceries using photos or receipts. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research, offering recommendations with ESG considerations and broader derivatives and commodities capabilities.

Kenneth Bernheim is a Financial Advisor at Merrill Lynch Wealth Management. With more than 25 years of experience, he advises families, entrepreneurs, financial professionals, and senior corporate executives on comprehensive wealth management, financial planning, and customized lending solutions. He focuses on integrating banking, investment management, and fiduciary capabilities to bring clarity to important financial decisions. Ken structures and implements strategies across liquidity management, fixed income and equity markets, and alternative investments. In his role, he coordinates access to Merrill Lynch Wealth Management's commercial and investment banking teams as well as the firm's global markets platform. His areas of expertise include investment management, wealth transfer planning, and credit solutions. He holds a Bachelor's Degree from Ithaca College and the Personal Investment Advisor (PIA) designation. Ken lives in Wilton, Connecticut, with his wife and their two college-aged children. He is actively involved in his community and serves as Vice Chairman of the Norwalk Community College Foundation. Outside of work, he enjoys traveling, skiing, and spending time on Cape Cod.

Alex West is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Alex served as an Investments Consultant at Fidelity Investments from 2022 to 2024. Alex also has experience as a Private Client Advisor and Private Client Banker at J.P. Morgan Securities, LLC between 2016 and 2022. With 10 years in the financial services industry, Alex collaborates closely with individuals and families to understand their circumstances, values, and aspirations. This approach aids clients in navigating complex financial decisions and developing plans aligned with their priorities. Alex's personal interests include comedy, fitness, football, social events with friends, pets, and traveling.

Lora Robertson is a Financial Advisor with Merrill Lynch Wealth Management. She transitioned into wealth management after over two decades of experience covering institutional clients. Most notably, she spent 17 years at Goldman Sachs, where she was a Partner overseeing the Global Foreign Exchange Sales business, with assignments in New York City and London. Lora's expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, sports and entertainment, and tax minimization. She holds the FINRA Series 7 and 66 registrations and has earned professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Princeton University, where she also captained the cross country and track teams. Lora is actively involved in her community, serving as Co-President of Friends of Princeton Track and Field and as a board member of Student Sponsor Partners from 2009 to 2024. She lives in Riverside, Connecticut with her family and enjoys reading, running, and traveling.

Christopher Capalbo is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans aimed at strengthening and securing their financial futures. He utilizes Fidelity's process to create, implement, and monitor strategies tailored to each client's needs, helping them build confidence and security in their financial wellbeing. Prior to joining Fidelity in 2023, Christopher held the role of Registered Representative at LPL Financial, LLC from 2019 to 2023. His experience also includes analyst positions at Arcim Advisors and Alphastrat in 2019, as well as Lanx Advisors from 2017 to 2019. Earlier in his career, he worked in business development at Goldfinch Capital Advisors, LLC from 2012 to 2016 and served as Vice President at Titan Advisors, LLC from 2003 to 2011. Outside of his professional work, Christopher's personal interests include football, gardening, and golf.

Sam Giliberti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2007 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

Cooper Milledge is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following an 11-year tenure at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics grounded in diversification principles and modern portfolio theory.