Simon Tarvin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, alongside over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Gilhuly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides clients with access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. He focuses on creating personalized wealth management strategies based on a thorough understanding of each client’s financial picture and long-term goals. With extensive experience serving clients in Fairfield County, where he is a lifelong resident, Thomas aims to be a lifetime and essential resource for those who entrust him with their financial well-being. He emphasizes developing objectives and strategies tailored to his clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. Thomas holds a Bachelor's degree in Economic Management from Ohio Wesleyan University and has earned the Personal Investment Advisor (PIA) designation. He is engaged in his community through volunteer work, reflecting the Merrill tradition of local participation.

Brian Zusi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His background includes roles at Prudential Insurance Company of America, Pruco Securities, MML Investors Services, Mass Mutual Life Insurance Company, and House of Sports / ASEC, LLC. He also serves as a consultant with GLG World Insight Network, focusing on sports-related coaching, organizational leadership, and management structure. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines model portfolios, third-party management, and a range of financial products.

Elena Ferrante is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019, including time at UBS Financial Services and William Raveis Real Estate. 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 using model-based and discretionary investment strategies.

Andrew Florio is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2005. He holds Series 63 and Series 65 licenses. 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 that utilizes structured discovery processes and firm-approved planning tools.

Angelika Caulford is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets LLC since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party investment managers.

Maria Papanicolaou is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. Her prior experience includes roles at International Seaways Inc and Mixology Clothing Co. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary, research-driven process that integrates quantitative asset-allocation modeling and centralized due diligence.

Gregory Satriale is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America Merrill Lynch and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

John Wygal is a financial advisor at Cetera with over 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and his own company, John H. Wygal & Co., LLC. Outside of his advisory work, he serves as a church council member for the First Congregational Church of Darien. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individual investors, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing affiliated and third-party managers within discretionary and non-discretionary program structures.

Michael Derby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Citigroup, Guardian Life Insurance, Opus Advisory Group, and Park Avenue Securities. He is based in Fairfield, CT. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Christina Dejesus is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and AXA Advisors. Outside of her advisory work, she is the owner and founder of PART OF THE CHANGE, an LLC that provides workshops on art, financial literacy, and life skills training to at-risk youth in detention and community centers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Christopher Desantis is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has 18 years of industry experience, including 12 years with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Eric Beers is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services within the firm, assisting clients with wealth management strategies. Details about his prior experience, areas of expertise, education, or personal interests are not provided.

Kenneth Sorrentino is a financial advisor with LPL Financial in Trumbull, CT, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Retirement Planning Partners since 2021, and previously was involved with Yale University Athletics and the University of New Haven. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a wide range of management options and model portfolios supported by LPL Research and third-party subadvisors.

John Malarney is a Series 66 licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior roles include positions at Private Wealth Management BlockFi, UBS Financial Services, and Morgan Stanley. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Philip Baity is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2009 and at JPMorgan Chase Bank, N.A. since 2016. In addition to his advisory role, he is the owner and president of Flywheel Seeds LLC, a pooled investment vehicle for his family’s portfolio management, and is a private equity investor in Glassbeam, Inc. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Frederick Hill is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. His prior roles include positions at Equitable Advisors LLC and Coerver Coaching. Outside of advising, he is involved in life insurance sales and works as a registered assistant and tax preparer at Pinnacle Taxx. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

Richard Granger is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a general partner at The Land of Nod Winery LLC, involved in grape growing, winemaking, and sales. Morgan Stanley Wealth Management provides advisory programs and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and modeling tools and offers a range of investment and advisory services.

David Spiecher is a Certified Financial Planner (CFP®) and holds a Series 66 license with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013, based in Westport, CT. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Christopher Curcio is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Stamford, CT. He has 17 years of industry experience, including prior roles at PIMCO Investments LLC and New York Life Investments. J.P. Morgan Securities 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.