Robert Valdivieso is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley since 2016, with previous positions at UBS Financial Services, UBS International Inc., and Merrill. Outside of his advisory role, he is a sole proprietor of a rental property business in Miami, Florida. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning, with approximately $2.74 trillion in client assets under management. The firm employs a structured financial planning process supported by firm-approved tools and utilizes proprietary modeling techniques to support client decision-making.

Steven Gwon is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

William Robins is a Client Experience Advisor at Merrill Lynch Wealth Management, specializing in holistic strategic planning and client relations. He provides clients with a comprehensive understanding of financial solutions available through Merrill and Bank of America, serving as a singular point of contact across the enterprise. His role involves maintaining close contact with clients to deliver efficient, best-in-class service and leveraging resources such as the Chief Investment Office to guide investment decisions. Robins' expertise encompasses a broad range of financial planning areas, including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, special needs planning strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation, underscoring his commitment to acting in his clients' best interests. He earned a Bachelor's Degree from New York University. Outside of his professional life, Robins engages in activities such as basketball, biking, cooking, golfing, hiking, music, skiing, spending time with family, traveling, and writing. His personal philosophy centers on helping clients uncover what matters to them and their families to create strategies for their financial goals.

Mark Ellis is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Citi. Outside of his advisory role, Ellis serves as an arbitrator in investment and finance matters. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process leverages structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.

Emma Leibell is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services since 2019 and previously worked at the University of Connecticut from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Mario Tripicchio is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 and financial planning services supported by structured planning tools and investment research.

Alexandra Allen is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Raem Capital for nine years before joining Merrill. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Dornan serves as the Resident Director and Wealth Management Advisor at Merrill Lynch's Darien, Connecticut office. He has been with Merrill Lynch since 2008 and is a partner of the Anderson Dornan Kennedy Group. In his role, he works with successful individuals, families, and business owners, focusing on helping multi-generational families navigate investment management, retirement planning, wealth transfer, and legacy planning. His approach centers on tailoring strategies that align with clients’ financial goals, values, and long-term aspirations. Mr. Dornan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned a Bachelor of Science degree from Fordham University and graduated from Fairfield College Preparatory School. His credentials support his expertise in personalized financial planning and retirement planning. Outside of his professional work, Thomas Dornan lives with his wife and two children in Darien, Connecticut. He contributes to the community by serving on the Board of Directors of the Darien YMCA and The Community Fund of Darien. His past volunteer activities include involvement with Filling in the Blanks and Shatterproof. In his personal time, he enjoys skiing, paddle sports, golf, and tennis.

Casey Smyth is a financial advisor at J.P. Morgan Securities in Greenwich, CT, with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Jacqueline Cicale is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1985 and has partnered with Judith for over 37 years. Jacqueline specializes in portfolio strategy, focusing on creating wealth for both business clients and individuals. Her expertise includes designing strategies to manage cash flow, lending, corporate retirement plans, and stock option plans for business clients. For individual and family clients, she constructs investment portfolios aligned with their specific goals and regularly reviews and adjusts these portfolios in response to changes in global markets. Jacqueline holds a Bachelor's Degree from Mercy College of Health Sciences and holds the Professional Investment Advisor (PIA) designation. Over the years, she has been recognized multiple times by Forbes, including listings on the "Best-in-State Wealth Advisors," "Top Women Wealth Advisors Best-in-State," and "Best-in-State Wealth Management Teams" for several consecutive years. These recognitions reflect her sustained experience, client retention, and adherence to industry best practices.

Marc Goldstein is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 63 designation and 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Betty Basilone is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she serves as a power of attorney for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Ann Miller is a financial advisor at Morgan Stanley Wealth Management with 23 years of industry experience. She has worked at Morgan Stanley since 2016 and spent one year at Citigroup Global Markets prior to that. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support its financial advisors.

William Nolan is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Deloitte and Greysteel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop customized recommendations.

Andrew Pinto is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lacrosse Unlimited and Northwestern Mutual. Outside of his advisory roles, he has teaching experience at Pace University and earlier worked with Cozy Noses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies to support its clients’ financial goals.

Forrest Close is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial industry, including 25 years on the floor of the New York Stock Exchange. Forrest is a member of the GC Group at Merrill Lynch, which focuses on assisting multigenerational families with maintaining their lifestyles and making informed decisions about the growth and preservation of their wealth. Forrest holds the Series 7, 63, and 65 FINRA registrations, as well as the Certified Divorce Financial Analyst® designation. He earned his B.A. in Economics from Columbia University. In his role, Forrest manages custom investment strategies and selects from a broad range of model portfolios and third-party investment strategies, often managing these strategies on a discretionary basis through the firm's Investment Advisory Program. Outside of his professional work, Forrest is active in his community. He has served as President of the Board at Trackside, the Wilton CT Teen Center, and is involved with the Wilton Presbyterian Church. In his free time, he enjoys spending time with his wife and two daughters, engaging in activities such as tennis, skiing, and spending time at the beach.

David Rabideau is a Private Wealth Manager with Merrill Private Wealth Management, serving as the primary advisor to families with significant wealth. He builds long-term personal relationships that often span multiple generations and focuses on tailored solutions based on deep listening and understanding of client needs. David is committed to providing a first-class client experience and acting as an engaged, accessible partner through every stage of a client's financial life. His expertise centers on helping families manage, grow, and preserve their wealth through integrated solutions such as wealth structuring and financial planning, investment management, liquidity management, and custom credit solutions. David addresses the complexities of substantial wealth and serves not only as an advisor but also as a trusted confidant and sounding board for important financial and strategic decisions. He is supported by an experienced team who share a commitment to putting clients' interests first. David joined Merrill Private Wealth Management in 2022 after a 25-year career at Citi Private Bank, where he was a Managing Director and Global Private Banker responsible for major client relationships. He began his financial services career in 1991 as a Bank Examiner with the Federal Deposit Insurance Corporation. He holds a Bachelor's degree in Finance from Ithaca College and holds the Personal Investment Advisor (PIA) designation. David is involved in the Black Rock Church community and enjoys baseball, boating, and golfing.

Ross Mannino is a financial advisor with Ameriprise in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

John Morrison V is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of his advisory role, he serves as Treasurer of the Junior Board for the Inner City Scholarship Fund in New York. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, 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 modeling techniques.

Kevin Maguire is a financial advisor at Edelman Financial Engines with 39 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at several firms, including Chase Investment Services Corp. and multiple entities affiliated with Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a diversified range of investment offerings.