Thomas Fagan is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked over three decades at Reed Exhibitions before transitioning to the financial sector. His prior roles also include a consulting position at Executive Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Karl Molwitz is a CFP® professional affiliated with LPL Financial, with 26 years of experience in personal financial planning. His prior roles include positions at Woodbury Financial Services and H. Beck, Inc. Molwitz is also involved in tax preparation and accounting services as part of his broader financial planning activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research support.

Elizabeth Foti is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 license and has worked at RBC since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she is also employed as a server and bartender at Prime Pub in Danbury, Connecticut. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and utilizes both in-house and third-party managers, providing access to diverse investment options and integrated capital markets capabilities.

Bob Malitsky is a financial advisor with Mass Mutual Investors Services in Easton, CT, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and Metlife Securities Inc. from 2015 to 2017. He also works as an insurance agent specializing in individual life, health, group life, group health, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Dennis Murphy is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Merrill for a total of 17 years, with a brief one-year tenure at BOFA Securities, Inc. in 2019. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s platform integrates with Bank of America’s broader corporate services, enabling access to a diverse set of products and services.

Luigi Veltri is a Senior Financial Advisor at Merrill Lynch Wealth Management, with over 18 years of experience in the financial services industry. He joined Merrill Lynch in 2006 and focuses on managing new wealth, personal retirement planning, and portfolio management services. Luigi holds an MBA from Sacred Heart University and a Bachelor's degree in Business Administration from Western Connecticut State University's Ancell School of Business. He is also a Personal Investment Advisor (PIA) and is fluent in Italian and English. Luigi has been recognized as a member of the 2024 Forbes "Best-in-State Wealth Management Teams." He is known for his dedication to helping clients pursue their financial goals with reliable and caring service, earning strong rapport with both clients and colleagues. He is affiliated with Merrill Lynch Wealth Management professional organizations. Beyond his professional role, Luigi is committed to his community and participates in several charitable and community organizations, including the Read Aloud Program, the Trumbull Father’s Club, and Closer for Free. He enjoys spending time with his family and engaging in activities such as baseball, fishing, gardening, pickleball, skiing, soccer, softball, tennis, and traveling.

Jake Finnucan is a financial advisor with Merrill and holds the Series 66 designation. He has five years of industry experience and has worked at Bank of America, Merrill Lynch, and Webster Bank Financial Corporation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Kory is a financial advisor with J.P. Morgan Securities in Darien, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank since 2009. Outside of his advisory role, he works as a ski instructor at Vail Resorts (formerly Okemo Mountain Resort). 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 and investment management capabilities.

Marcus Hebeler is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been affiliated with Cetera and its affiliates since 2016. Outside of advisory work, he is also licensed as an insurance agent selling life, health, and annuity products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting a wide range of investment strategies and program structures.

Stephen Krizek is a financial advisor with Edward Jones in Fairfield, CT, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Third Bridge and EII Capital Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Richard Porco is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of financial planning services, including college education planning, family wealth management strategies, personal retirement planning, and portfolio management. His areas of expertise also encompass socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income planning. Richard holds the Personal Investment Advisor (PIA) designation. His educational background includes a high school diploma from Lakeland High School and coursework completed at Mercy College, though no degree was conferred. Outside of his professional responsibilities, Richard enjoys biking, football, golfing, ice hockey, racquetball, table tennis, and spending time with his family.

Sean Lenahan is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Outside of his advisory role, he serves as a board member on the finance and fundraising committees for the Family & Children's Agency in Norwalk, CT. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Lauren Morales is a financial advisor at Merrill with 11 years of experience at the firm and holds a Series 66 designation. She has worked at Merrill since 2015 and is based in Westport, CT. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

Timothy Palmer is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans tailored to their specific needs and goals. He emphasizes the importance of understanding each client's unique situation to provide a comprehensive financial planning experience. Timothy's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a position as an Insurance Agent with New York Life Insurance Company. His background reflects a progression within the financial services industry, focusing on client relationship management and financial planning. Outside of his professional work, Timothy enjoys family activities, fitness, exploring culinary interests, golf, kayaking, and skiing.

Mackenson Notus is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations. He has prior experience at Citibank and Wells Fargo Bank, nA. 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.

Edward Piacente is a financial advisor with Merrill based in Stamford, CT, holding Series 63 and Series 66 licenses and having 25 years of industry experience. Prior to joining Merrill and Bank of America in 2024, he worked at firms including Gfi Securities and Hallahan, McGuinness & Lorys. Outside of his advisory role, he is an independent real estate salesperson with Coldwell Banker and serves as a trustee and executor for family trusts and estates. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates model-based and discretionary investment strategies within the Bank of America platform, offering access to a wide range of products and services.

Edward Soderberg is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience, including 12 years at Invest Financial Corporation before joining LPL Financial in 2018. Outside of his advisory work, he serves as an instructor at the YMCA and works as a photographer. 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 range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Edward Ragonnet is a financial advisor with Merrill in Ridgefield, CT, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked with Bank of America and Merrill since 2017, following prior roles at BRC Investment Management and Unified Financial Securities. Outside of his advisory work, he acts as a power of attorney for a family member. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Mark Fitzgerald is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He worked at Commonfund Securities, Inc. for 15 years before joining Merrill in 2019. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Marc Zanghi is a CFP® with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates his own public accounting firm, Zanghi Tax & Business Services, specializing in tax preparation, accounting, bookkeeping, and business consultation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management strategies across multiple platforms.