Daniel Anderson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Merrill since 1992 and also serves Bank of America, N.A. clients. Outside of his advisory role, he is president of the Darien Volunteer Fire Department, overseeing non-firefighting functions. 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, retirement plans, corporations, and charitable organizations.

Jonathan Di Pietro is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Michael Mildrum is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management, Northwestern Mutual Life Insurance, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Donald Rich is a financial advisor at Wells Fargo Advisors with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2013. Outside of his advisory role, he is involved as a trustee and holds ownership interests in investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lee Povinelli is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He was previously with Royal Alliance Associates, Inc. for 21 years before joining Osaic in 2023. Outside of advising, he operates a sole proprietorship as a tax preparer. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs sophisticated asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

Zachary Bass is a financial advisor with LPL Enterprise, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones, SagePoint Financial, Inc., and OSAIC. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm utilizes model-driven investment implementation with access to third-party asset managers and insurance products.

Robert Mcbride is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with capital market assumptions to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of wealth management and institutional trading services.

Keith Butler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Janney Montgomery Scott for eight years and currently manages client investment portfolios as the managing partner of Lodestar Capital Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal finance and specialized retirement plan consulting.

Robert Duffus is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at People's United Advisors, People's Securities, and People's United Bank. Duffus also serves as a public notary and has experience as a branch manager at M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with a range of investment options and operational tools while maintaining a broad platform that includes affiliated insurance and banking services.

Anthony Rocco Jr. is a financial advisor with Raymond James Financial in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2008. Outside of his advisory role, he works as a high school lacrosse and football referee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through a broad network of advisors and utilizes analytical tools and risk profiling to support client goals.

Jerrett Weltens is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at People's United Advisors, Inc. and People's Securities, Inc. from 2013 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Julie Sterling is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and was previously with Capitol Securities Management for 11 years. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Nelson is a financial advisor with Wells Fargo Clearing in Fairfield, CT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. for a combined total of over 27 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm serves institutional clients with a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Susan Wilson is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley in various roles since 2009. Outside of her advisory work, she serves as a committee member for the Bird Key Yacht Club Foundation, a nonprofit organization in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, providing a range of advisory programs supported by structured planning tools and modeling techniques.

Brian Potok is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at VOYA Financial Advisors, Inc., AssetMark Brokerage, LLC, and Centurion Capital Group, Inc. He is also involved with Retirement Income Resources, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets through various program structures and custodial relationships.

Timothy Smith is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role at Cetera, he has been associated with Cetera Wealth Services, LLC and Georgetown Financial Group, Inc. outside of advisory work, he serves as an independent insurance agent specializing in life, accident, health, and long-term care insurance and is involved in product education and underwriting support for Amicor Enterprise Insurance Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment models and program structures.

Matthew Heisler is the Senior Resident Director at Merrill's New Canaan Wealth Management office. He leads a team dedicated to putting clients first by focusing on their most important financial needs. The team performs multiple roles including Wealth Management Planner, Investment Advisor, Personal Banker, and Trusted Advisor, providing comprehensive financial services supported by Bank of America, N.A. With over two decades of experience as a proprietary derivatives trader in New York, London, and Chicago, Mr. Heisler applies intellectual rigor and in-depth customization to his client strategies. His expertise covers portfolio management, personal retirement planning, legacy and family wealth management strategies, college education planning, and divorce transition planning. He holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Mr. Heisler earned a bachelor's degree from Princeton University. He resides in Westport, Connecticut, with his wife and four children. He is an avid cyclist, skier, reader, and music lover.

Patrick Wayland is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career spanning two decades in financial services. He specializes in planning and portfolio construction, focusing on executives and private business owners. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Patrick earned both a Bachelor of Science and a Master of Science in Electrical Engineering from Johns Hopkins University. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He also serves on the boards of the Nantucket Conservation Foundation and Snell Properties, a family-owned real estate company. In addition to his professional pursuits, Patrick contributes to the community as a judge for the Johns Hopkins Business Plan Competition. His personal interests include cooking, music, reading, skiing, spending time with family, tennis, and traveling.

Jeffrey Sharpe is a CFP®-certified financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with optional implementation through various brokerage or advisory programs.

Jeffrey Spiewak is a financial advisor at Ameriprise in Monroe, CT, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Ameriprise, he worked at Dibico Construction, Inc. and Rockit Solutions, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing investment research, third-party data, and algorithmic tools to deliver tailored recommendations.