James Steele is a financial advisor with Merrill in New Canaan, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he serves as a power of attorney in several fiduciary capacities. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dominick Derosa is a Wealth Management Advisor with Merrill Lynch Wealth Management in Stamford, CT, where he has been serving clients since 2001. He focuses on providing personalized wealth management strategies to individuals, families, and businesses, leveraging the investment resources of Merrill Lynch and the banking services of Bank of America, N.A. Dominick works closely with clients to identify their primary financial goals and develop customized strategies to build, manage, and preserve wealth for current and future generations. His areas of expertise include college education planning, retirement planning, portfolio management, socially responsible investing, tax minimization, and employee financial health, among others. Dominick holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Iona College. His mission is to work one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals. In addition to his professional work, Dominick participates in community activities and volunteers with local organizations. His personal interests include baseball, bowling, football, golfing, photography, soccer, and traveling.

Filiz Hoops is a financial advisor with Ameriprise in Redding, CT, holding Series 63 and Series 66 credentials and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Zadlo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include positions at Oppenheimer, Scottrade Investment Management, and TD Ameritrade. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and provides both brokerage and advisory solutions.

Love Malhotra is a financial advisor with Wells Fargo Clearing in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Ceccherelli is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2024, following prior roles at E*TRADE Securities LLC/Morgan Stanley Smith Barney, Morgan Stanley, and Dillon Hill Capital LLC. He also has a background in management at Fairview Country Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investment due diligence in its investment approach.

Andrew Starks is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2013 as part of The Hetherington Group. His responsibilities include financial planning, relationship management, investment screening, manager due diligence, and risk analysis. The team focuses on affluent and ultra-affluent clients across the United States, providing tailored strategies in areas such as college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, sports and entertainment, and tax minimization. Andrew earned a Bachelor of Arts degree in Political Science with a minor in African American Studies from Princeton University. He holds the Chartered Financial Analyst (CFA) designation since 2018 and became a CERTIFIED FINANCIAL PLANNER (CFP) in 2024, along with the Personal Investment Advisor (PIA) designation. Prior to his financial advisory career, Andrew pursued a brief professional football career with the Chicago Bears. Based in Stamford, Connecticut, Andrew lives with his wife Morgan and son Wesley. His personal interests include golf, football, softball, traveling, spending time with family, and baking. He is a member of professional organizations such as the Princeton Football Association and the Princeton Varsity Club.

Donald Larson Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm‑approved methodologies in its financial planning process.

John Eng is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials and totaling 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, following a 14-year tenure at Citigroup Global Markets. Outside of his advisory role, he serves as an executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market simulations.

Michael Lavalley is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds a Series 63 designation and has worked with firms including Metlife Securities Inc. and New England Securities. Lavalley is also president and 100% shareholder of Park Avenue Benefit Planning Inc., focusing on life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and offers a range of programs including educational seminars and event-driven planning services.

Matthew Beninati is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2019. Outside of his advisory role, he operates Matthew Beninati LLC, a business entity for tax and investment purposes. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary account management.

Bryce Johnstone is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, including a one-year tenure at BOFA Securities, Inc. in 2019. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Edward Zapson is a CFP®-certified financial advisor with Edward Jones in Mt Kisco, NY, where he has worked since 2002. He has 23 years of industry experience. Outside of his advisory role, he volunteers approximately 12 hours per month as an emergency medical technician with the Hopewell Junction Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Alexander Gunn is a Series 66-credentialed financial advisor at Merrill with six years of industry experience. His prior roles include positions at UBS Financial and Fidelity Investments. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Lawrence is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 27 years before joining Morgan Stanley in 2020. Outside of his advisory role, he serves as an assistant coach for the Weston High School football team in Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment and planning capabilities.

Maria Mcardle is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and having 8 years of industry experience. Prior to joining UBS in 2019, she worked at Northwestern Mutual Wealth Management Company, Mitchell Janoff, Northern Trust, and other firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Daniel Dodderidge is a Series 66 licensed financial advisor with Wells Fargo Advisors, bringing 26 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he is involved in managing cash flow and expenses for a separate investment-related practice through business entities he owns. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, providing comprehensive planning options that include specialized areas such as business-owner transition and special-needs analysis.

Eric Drake is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Alana Lombardi is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Maxim Management for BMW of North America and Bank of America Merrill Lynch. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Carolina Reynolds is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously held positions at Aquarion Water Company and Southern Connecticut State University. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.