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® with 26 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Woodbury Financial Services and H. Beck, Inc. His professional activities also include tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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 licenses and 25 years of industry experience. He has worked at Merrill since 2009, including a brief period at BOFA Securities, Inc. in 2019. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Luigi Veltri is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2006. He has over 18 years of experience in the financial services industry, focusing on areas such as managing new wealth, personal retirement planning, and portfolio management services. Luigi holds a Master's degree 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 communicates in both Italian and English. Luigi has been recognized as a member of the 2023-2026 Forbes "Best-in-State Wealth Management Teams" lists, reflecting his commitment to professional excellence and client service. In addition to his role at Merrill Lynch Wealth Management, Luigi actively participates in community initiatives including the Read Aloud Program and the Trumbull Father’s Club. He is dedicated to balancing his professional responsibilities with family time and personal interests such as baseball, fishing, gardening, pickleball, skiing, soccer, softball, tennis, and traveling.

Jake Finnucan is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America and Webster Bank Financial Corporation. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 credentials and 26 years of industry experience. His prior work includes roles at LPL Financial, UBS Financial Services, and several independent firms. Hebeler also operates as an insurance agent selling life, health, and annuities products. Cetera Investment Advisers LLC serves a diverse client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm provides access to a multi-manager platform with various discretionary and non-discretionary program options.

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 in Westport, CT, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Merrill and Bank of America since 2016. Lenahan serves on the finance and fundraising committees of the Family & Children's Agency in Norwalk, CT. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Morales is a Series 66-licensed financial advisor with Merrill, where she has worked since 2015. She has 11 years of industry experience, primarily serving clients from Westport, CT. 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 investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His objective is to provide clients with knowledge and tools to take control of their financial lives and select the platform that suits their needs. Edward holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from the State University of New York at Oneonta. He also attended Iona University without obtaining a degree and completed his high school education at Rye Neck High School. His approach focuses on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Edward Soderberg is a financial advisor with LPL Financial in Easton, CT, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, having previously worked at Invest Financial Corporation and Osaic FA, Inc. Outside of his advisory role, he has served as a YMCA instructor since 2001 and is also active as a photographer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edward Ragonnet is a financial advisor with Merrill in Ridgefield, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Fitzgerald is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill in 2019, Fitzgerald worked for 15 years at Commonfund Securities, Inc. 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.

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.