Susan Kaupie is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Centric Property Group for five years. Kaupie is based in New Canaan, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colleen Cawley is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for five years. Outside of finance, she has experience in the hospitality industry and small business management. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Jill Scalisi is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She previously worked at firms including Kopentech LLC, Academy Securities Inc, and Tigress Financial Partner. Outside of finance, she is the founder and CEO of Scalisi Cosmetics LLC, a cosmetics manufacturing and distribution business she has operated since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lissette Figueroa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at UBS Financial Services for five years before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Santiago is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent 21 years with Prudential Insurance Company of America and PRUCO Securities, LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Robert Valdivieso is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he is involved in managing a rental property in Miami, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Steven Gwon is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

William Robins is a financial advisor at Merrill Lynch Wealth Management, where he focuses on providing comprehensive wealth management strategies and financial planning services. Since joining Merrill Lynch in 2020 through the Accelerated Growth Program, William brings extensive experience in managing the complex financial needs of affluent clients. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation, underpinning his commitment to acting in the best interests of his clients. William's expertise includes balance sheet analysis, cash flow management, retirement planning, portfolio construction, and investment management. He serves as a Senior Portfolio Advisor, helping clients pursue their objectives through customized investment strategies and discretionary portfolio management using Merrill Lynch's model portfolios and third-party investment options. His investment approach emphasizes short-term volatility reduction and long-term risk management, leveraging the resources of the Bank of America's Chief Investment Office. William also collaborates with clients' advisors on tax, liability, and estate considerations. William earned a bachelor's degree in Economics from New York University. He lives in Pound Ridge, New York, with his wife Jillian and their two sons. Outside of his professional work, William enjoys activities such as basketball, biking, cooking, golfing, hiking, music, skiing, traveling, writing, and spending time with his family.

Mark Ellis is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Citi. Outside of his advisory role, Ellis serves as an arbitrator in investment and finance matters. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process leverages structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.

Melanie Powell is the Resident Director and Wealth Management Advisor at Merrill Lynch, overseeing advisory services and risk management in the West Nyack, New York office. In her role as a producing director and Vice President, she works closely with clients to understand their concerns and priorities and supports financial advisors in delivering client-centered services. Her expertise focuses on implementing wealth management strategies that emphasize portfolio construction aimed at reducing risk and minimizing taxes. Melanie holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor of Science degree in Economics with a concentration in Finance from the State University of New York at Oneonta. She participates in community activities, having been past president of the Broadacres Women's Golf League, and volunteers with local organizations such as the Center for Food Action and Habitat for Humanity. Melanie also engages with the community by offering investment education classes geared towards women investors. She resides in Bardonia, New York.

Mario Tripicchio is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 and financial planning services supported by structured planning tools and investment research.

Tyler Kay is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and three years of industry experience. His background includes positions at Ameriprise and DoorDash, as well as roles related to sports organizations such as USA Hockey and the Metropolitan Golf Association. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Alexandra Allen is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Raem Capital for nine years before joining Merrill. 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 offers model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Dornan is the Resident Director and a Wealth Management Advisor at Merrill Lynch, where he leads the firm's Darien, Connecticut office. He is a partner of the Anderson Dornan Group and has been with Merrill Lynch since 2008. Thomas focuses on working with multi-generational families to design customized financial plans that align with the individual goals of each client and family member. His expertise encompasses areas such as college education planning, executive compensation, legacy planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Thomas holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned a Bachelor of Science degree from Fordham University and graduated from Fairfield College Preparatory School. Outside of his professional role, Thomas enjoys skiing, golfing, paddle, and tennis. He is also involved in community service, serving on the board of directors for the Darien YMCA and the Community Fund of Darien. Previously, he has volunteered with Filling in the Blanks and Shatterproof.

Casey Smyth is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. Smyth has worked with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacqueline Cicale is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1985 and has partnered with Judith for over 37 years. Jacqueline specializes in portfolio strategy, focusing on creating wealth for both business clients and individuals. Her expertise includes designing strategies to manage cash flow, lending, corporate retirement plans, and stock option plans for business clients. For individual and family clients, she constructs investment portfolios aligned with their specific goals and regularly reviews and adjusts these portfolios in response to changes in global markets. Jacqueline holds a Bachelor's Degree from Mercy College of Health Sciences and holds the Professional Investment Advisor (PIA) designation. Over the years, she has been recognized multiple times by Forbes, including listings on the "Best-in-State Wealth Advisors," "Top Women Wealth Advisors Best-in-State," and "Best-in-State Wealth Management Teams" for several consecutive years. These recognitions reflect her sustained experience, client retention, and adherence to industry best practices.

Marc Goldstein is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate-sponsored financial planning solutions.

Ann Miller is a financial advisor at Morgan Stanley Wealth Management with 23 years of industry experience. She has worked at Morgan Stanley since 2016 and spent one year at Citigroup Global Markets prior to that. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support its financial advisors.

Andrew Pinto is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lacrosse Unlimited and Northwestern Mutual. Outside of his advisory roles, he has teaching experience at Pace University and earlier worked with Cozy Noses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies to support its clients’ financial goals.

Forrest Close is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing close to 40 years of experience in the financial industry, including 25 years on the floor of the New York Stock Exchange. At Merrill Lynch, he is a member of the GC Group, which focuses on helping multigenerational families maintain their lifestyles and make informed decisions about their wealth through comprehensive strategies encompassing lending, insurance, and banking solutions. Forrest holds a B.A. in Economics from Columbia University and maintains several professional designations, including Certified Divorce Financial Analyst®, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). As a Senior Portfolio Advisor, he offers clients personalized financial strategies by managing custom investment portfolios, utilizing Merrill Lynch Wealth Management models, and selecting third-party investment strategies on a discretionary basis. In his personal life, Forrest enjoys spending time with his wife and two daughters, engaging in activities such as beach outings in summer and skiing in winter. He has been actively involved in his community, serving as President of the Board at Trackside Teen Center in Wilton, CT, and participating in his local church, Wilton Presbyterian Church.