Caroline Delaurentis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Landing Point Advisors and has held roles at the University of Connecticut, Bryant University, and Aspetuck Valley Country Club. 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, and institutional investors.

Graham Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience as a financial advisor. Since joining Merrill Lynch in 2007, he has focused primarily on working with employers and plan participants to develop and manage successful retirement plans. In 2015, he was designated a Retirement Benefits Consultant, and he actively assists over 100 corporate clients with implementing and overseeing their retirement plans. He holds several professional designations including Certified Plan Fiduciary Advisor™ (CPFA™) earned in 2018 from the National Association of Plan Advisors and Certified 401(k) Professional (C(k)P®) through the Trusted Retirement Advisor University at The Anderson School of Business at UCLA. Graham engages directly with clients to understand their financial concerns and goals, developing tailored recommendations with the support of a network of specialists within Merrill Lynch Wealth Management and Bank of America, N.A. Graham earned a Bachelor's Degree from Manhattanville College and also attended Hobart & William Smith Colleges. He resides in Stamford, CT with his wife Susie, Vice President at Blythedale Children’s Hospital, and their two children. They spend time during the summer and fall at their home on Martha's Vineyard.

James Dunn is a CFP® and ChFC® with 16 years of industry experience. He is currently a financial advisor at Edward Jones and has previously worked at Northwestern Mutual Investment Services LLC, Wells Fargo Advisors, and Fidelity Brokerage Services LLC. Outside of his advisory role, Dunn is the owner and CEO of iReFramify, Inc., a coaching and consulting business focused on conflict resolution for couples and marketing strategies for small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Edward Hynes III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies with a focus on legacy planning, personal retirement planning, portfolio management services, and retirement income. Edward emphasizes Goals Based Wealth Management, tailoring investment recommendations to his clients' individual goals rather than market predictions. With over 40 years of experience on Wall Street, he has served in roles ranging from Research Analyst to Manager at firms including Lehman Brothers, First Boston, Swiss Bank, and UBS, working internationally in New York, Tokyo, London, Chicago, and San Francisco. He holds a Bachelor's Degree from George Washington University and earned the Chartered Financial Analyst (CFA) designation in 2001. Edward also maintains multiple FINRA registrations including Series 3, 4, 7, 8, 24, 63, and 65. His professional affiliations include membership in the Western CT Estate & Tax Planning Council, where he is a past board director. In addition to his professional responsibilities, Edward is active in community organizations. He serves on the boards of the Buglisi Dance Theatre and the National Dance Institute (NDI), and has formerly served on the City of Norwalk CT Pension Board and the advisory board for the Westport Historical Society. Outside of work, he enjoys cooking, traveling, and spending time with his family.

Maria Jesus Fraile Alonso is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2017 and has prior experience at Tapas Box and Westfair Communications. She was also involved with the Westport Woman's Club for three years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and a nationwide adviser network.

Joseph Bogardus is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at MetLife Securities Inc. from 2009 to 2017. Outside of his advisory role, he serves as president of Harbor Oak Professional Services LLC, a company focused on shared operational infrastructure and expense management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, utilizing firm-approved software and a collaborative annual engagement model.

Mark Nastri is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working as a financial advisor since graduating from Trinity College in May 2008, and joined Merrill Lynch Wealth Management in 2010. Mark holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). Mark's expertise lies in developing wealth management strategies for clients and their families to help pursue both short and long-term financial goals. His focus areas include college education planning, executive compensation, family wealth management strategies, liquidity management, retirement income, personal retirement planning, portfolio management services, tax minimization, and services for endowments, foundations, and non-profits. He works closely with clients experiencing life transitions such as marriage, divorce, birth of a child, retirement, inheritance, sale of a business, or other situations that impact their lifestyle. Mark has been recognized in Forbes' Best-in-State Next-Generation Wealth Advisors list multiple times as well as in the Best-in-State Wealth Advisors list. Mark earned a Bachelor of Science degree in Economics with a minor in Law from Trinity College. A lifelong Connecticut resident, he currently resides in Fairfield, CT, with his wife Caitlin and two sons. He is active in supporting Trinity College through alumni associations. In his free time, Mark enjoys fishing, boating, hiking, fitness, and is a fan of New York sports teams including the Giants and Yankees.

Connor Post is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He previously worked at Equitable Advisors and has held various roles outside the financial sector, including positions at Pennings Cidery and Feast @ Round Hill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Danielle Johnson is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 63 designation and 29 years of industry experience. She previously worked at Wells Fargo Clearing Services and has been with Morgan Stanley since 2014, aside from a brief period at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jennifer Evans is a financial advisor at Merrill with Series 63 and Series 66 credentials and 29 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1999. Outside of her advisory role, she is a limited partner in Bubbletastik LLC, a business that sells bath and body products online and at markets, and works as an affiliate marketer. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Hecker is a financial advisor with MassMutual Investors Services in Shelton, CT. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to his current role, he worked at General Nutrition Company and Central Connecticut State University. Hecker is also an independent insurance agent, selling life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to deliver written recommendations through annual, collaborative financial planning engagements.

Brian Nerreau is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a commissioner for the Town of Fairfield Parks and Recreation Commission. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include both retail and institutional solutions.

Mark Reitman is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he owns and operates Rudy Q BBQ, a retail and online business based in Newport, Rhode Island. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and advanced modeling tools.

Jeremy Stewart is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Machrotech LLC for nine years and worked as a self-employed professional for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Ben Zeisler is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with individuals, families, and business owners, providing personalized planning and tailored wealth management strategies. His services include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Ben holds a Bachelor's Degree in Economics and Finance from Bentley University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also a member of the professional organization Kappa Pi Alpha. Raised in Fairfield, Connecticut, Ben now serves clients in the community where he grew up. He enjoys golfing, fishing, and skiing in Vermont during the winter. His professional philosophy centers on helping clients uncover what matters to them and their families to create strategies for pursuing their financial goals.

Sam Zamet is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he provides a holistic perspective on clients' financial situations and assists multi-generational families with their wealth goals. Sam focuses on building trusting relationships to serve as the primary advisor for family wealth decisions. Prior to his current role, Sam worked as a Financial Consultant at Fidelity Investments from 2020 to 2025. His professional experience centers on financial planning and wealth management. Outside of work, Sam enjoys biking, golf, skiing, soccer, tennis, and traveling.

Gregory Coghlan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he co-owns Christie Coghlan Investment Management LLC with his spouse and serves as a trustee for the associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes niche services such as business-owner transition planning and special-needs analysis, with advisors delivering tailored recommendations supported by Wells Fargo research and tools.

Santo Borsellino is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. Borsellino receives renewal commissions on long-term care policies from Crump Life Insurance and West Coast Life Insurance. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Harris Halloran is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes positions at Northwestern Mutual and Zinnia, as well as educational roles at several schools. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Katherine Condy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 strategies based on clients’ Advisory Risk Profiles and utilizes a combination of in-house and third-party investment managers, with options for tax management and responsible investing.