Adam Stevko is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving as a member of Vacheron DiSabato & Associates since 2007. In his role, he provides advice and guidance tailored to help clients meet their financial goals through comprehensive planning, with a focus on multi-generational relationships and family wealth management strategies. Adam holds a Bachelor of Science degree in Political Science from Fairfield University. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His areas of expertise include college education planning, divorce transition planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Originally from Long Island, New York, Adam resides in Trumbull, Connecticut with his wife Andrea and their sons Anderson and Asher. He actively volunteers and supports local causes such as Great Hill Fish & Game, The Dream Ride Experience-Hometown Foundation, and The Kennedy Collective.

Cristina Condulescu is a Financial Advisor at Merrill Lynch Wealth Management. She was promoted to the Team Financial Advisor role in 2024 after joining Craig Rosenberg’s team in 2017 as a Registered Senior Wealth Management Client Associate. Previously, Cristina had been with Merrill's Greenwich, CT office since 2006. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as Personal Investment Advisor (PIA) certification. Cristina earned her MBA in Finance from the University of Connecticut and holds a Bachelor's degree in Commerce from the Academy of Economic Studies in Bucharest, Romania. She also completed an Accredited Certificate Program from the College for Financial Planning. Her expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Cristina provides personalized, tax-efficient strategies through a full suite of investment, lending, and banking solutions offered by Bank of America. Outside of her professional role, Cristina is involved with USA Swimming and enjoys biking, cooking, dancing, reading, singing, spending time with her family, traveling, and yoga. She and her husband, Iancu, have lived in Fairfield County for over two decades with their two sons.

Felix Serrano is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2013. He is based in Norwalk, CT, and holds the Series 66 designation. Serrano also serves as a board member of the Greater Norwalk Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using multiple portfolio management and platform options.

Ingrid Dikmen is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Prudential Equity Group. Outside of her advisory work, she serves as a guardian for her son. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its large network of more than 22,800 advisors and managing over $819 billion in discretionary assets.

Aaron Francis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked within various Fidelity entities since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Daniel Wright is a Series 66-licensed financial advisor with Morgan Stanley in Westport, CT, and has 21 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Wright serves on the finance committee of the Union Cemetery Association of Easton, Connecticut, a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes without making individual security recommendations.

Denise Corsetti is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley for seven years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Benjamin Lodewick is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Workplace Financial Consultant at the same company from 2022 to 2023. He is a Certified Financial Planner™ professional committed to providing a high standard of care to individuals and families as they work towards their lifetime financial goals. In his practice, Benjamin collaborates with clients to explore and navigate Fidelity's range of services and offerings, aiming to build trust and co-create lifelong relationships. His approach emphasizes confidence and comfort as clients progress towards their financial objectives. Outside of his professional work, Benjamin has personal interests that include baseball, cooking and baking, fitness, food, and hiking.

Justin Horvath is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of experience in the industry and has previously worked at Woodway Country Club and Roger Williams University. In addition to his advisory role, he is involved in outside insurance sales focused on health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, annual financial planning engagements using firm-approved analytical tools, with optional implementation services delivered through brokerage or insurance arrangements.

Catherine Tanzilli is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2000, bringing extensive experience in trust services and wealth management. Prior to this role, she served as a vice president and executive account manager for BankBoston's Private Bank and spent 16 years as a trust officer with Chemical Bank in New York. Catherine holds a Bachelor of Science in Marketing and a Master of Business Administration in Finance, both from St. John's University. She holds several professional designations, including Accredited Estate Planner (AEP), Chartered Retirement Planning Counselor (CRPC), Certified Trust and Fiduciary Advisor (CTFA), and Personal Investment Advisor (PIA). She is a member of the Estate Planning Council of Westchester County, the Fairfield County Estate Planning Council, and the National Association of Estate Planners and Councils. Her planning approach involves working collaboratively with clients to develop personalized financial strategies aimed at pursuing their goals.

David Piersol is a financial advisor with Edward Jones in Darien, CT, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the sole owner of Big Red House LLC, a residential rental property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deborah Briskin is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing customized financial strategies for high net worth professionals and owners of closely held businesses. Deborah collaborates with specialists to provide clients with services in Estate Planning, Asset Management, and Business Financial Services. Deborah began her career as a Financial Advisor at Merrill in 1984. After spending seven years at UBS, she rejoined Merrill Lynch Wealth Management in 2015. She holds a Bachelor of Science in Business Administration in Accounting from Boston University and a Master of Business Administration in Financial Management from Pace University. Deborah has earned several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Westport, Connecticut, Deborah enjoys traveling with her two children. She is actively involved in community initiatives, including Mary's Fund, a memorial fund established to support mental health services for children and teens throughout Fairfield County, Connecticut.

Michael Weiss Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lord Abbett from 2011 to 2017 before joining Morgan Stanley and its Private Bank division in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and modeling techniques, offering tailored solutions primarily in an advisory capacity.

Finn Hublitz is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior roles include positions at Bank of America, Seventy2 Capital Wealth Management, and educational experience at Bucknell University. Merrill 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.

Dennis Berardi is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial career, he was involved with The Edge Fitness Club and the University of Bridgeport. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Justin Hallas is a financial advisor with Charles Schwab in Fairfield, CT, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Goldman Sachs and Union Savings Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory services with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

Michael Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Stamford, Connecticut. He leads Sullivan and Associates, where he assists affluent clients in developing long-term financial strategies tailored to their unique objectives. His approach centers on addressing complex challenges such as wealth accumulation, retirement income distribution, and planning for the next generation. Working collaboratively with clients and their tax and legal advisors, Michael provides goals-based and consolidated wealth management plans designed to adapt to evolving financial needs. Michael joined Merrill Lynch in 2000 and has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He holds a Bachelor of Arts degree from Lehigh University and is a graduate of Brunswick School in Greenwich, Connecticut. Outside of his professional work, Michael is active in one-design Ideal 18 racing on Long Island Sound and has served as Membership Director of the Old Greenwich Yacht Club from 2015 to 2023. He is also involved in mentoring students exploring the wealth management industry. Michael and his family reside in Old Greenwich, Connecticut.

Victor Chiarelli III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the Financial Services industry in 2001 and joined Merrill Lynch Wealth Management in 2009. Victor earned his bachelor's degree in Finance from Bryant College. He concentrates on developing investment strategies for high net worth individuals and business owners. As a qualified Portfolio Manager and Personal Investment Advisor (PIA), he provides traditional advice and guidance and manages his own personalized or defined strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Victor's client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. In his personal time, he enjoys boating, reading, spending time with his family, and traveling.

Marcello De Pascale is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a Series 66 designation and 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities from 2009 to 2017. Outside of his advisory role, he serves as a trustee for family accounts and manages an LLC focused on administrative business operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by technology tools and offers specialized programs such as divorce planning, estate settlement, and employer-sponsored plans.

James Clarke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Clarke Group, providing customized, goals-based strategies tailored to the intricate needs of business owners, senior corporate executives, members of the LGBTQ community, and multi-generational families. James utilizes the resources within Merrill Lynch Wealth Management to deliver services including financial planning, portfolio management, life insurance, trust and estate planning, as well as access to banking and lending solutions through Bank of America. He works closely with clients' legal and tax advisors to align advice with tax minimization and estate planning strategies. James began his financial services career in 1994 as a client service associate at a premier investment bank and transitioned through roles including investment representative, vice president, and senior vice president. In 2008, he joined a global banking institution as a Director before joining Merrill Lynch Wealth Management in 2014. Throughout his career, he has advised high net worth individuals and families on retirement planning, insurance, banking solutions, and trust and estate matters. He holds the Certified Private Wealth Advisor® professional designation and Personal Investment Advisor credential. James earned a Bachelor's degree from Boston College. He and his wife, Susan, reside in Darien, Connecticut with their four daughters. Outside of his professional work, James is involved in the community as a member of the Bank of America New York Metro LGBTQ+ Business Council, a volunteer at New Covenant Center in Stamford, CT, and served on the Board of the Darien YMCA from 2017 to 2023. His personal interests include cooking, paddle tennis, fishing, skiing, boating, running, and spending time with his family.