Kyle Christiansen is a Series 66 licensed financial advisor with Merrill in Fairfield, CT, where he has worked since 2014. He has eight years of industry experience and is also affiliated with Bank of America, N.A. No additional outside activities are noted. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kerry Zavory is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Advisors in 2023. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with implementation options available through brokerage or advisory programs.

William Grover is a financial advisor at Morgan Stanley based in Stamford, CT, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client planning and corporate financial planning agreements.

Kimberly Ciccarello is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley, 740 Park Ave LLC, and the Law Office of Marcia Kusnetz. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Bisland is a financial advisor with Morgan Stanley who holds the Series 66 designation and has 16 years of industry experience. He has worked with Morgan Stanley since 2010 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on 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 various analytical tools and models.

Thomas Higbie is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch and Webster Bank N.A. Outside of finance, he has been involved with a business initially named Sarah Inc, now Lumibility. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mareyam Sattarpour is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 credential and has been with various J.P. Morgan entities since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Louis Alfero is a financial advisor with LPL Financial in Norwalk, CT, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Advanced Resources, LLP, and H. Beck, Inc. He is involved in the Wilton Little League Softball Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Thomas Fagan is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked over three decades at Reed Exhibitions before transitioning to the financial sector. His prior roles also include a consulting position at Executive Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Joel Gray is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Envision Capital, Citizens Financial Group, and Wells Fargo. Prior to his financial services career, he was involved with The Pantry Restaurant of Edina Inc for over a decade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Karl Molwitz is a CFP® professional affiliated with LPL Financial, with 26 years of experience in personal financial planning. His prior roles include positions at Woodbury Financial Services and H. Beck, Inc. Molwitz is also involved in tax preparation and accounting services as part of his broader financial planning activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research support.

Stacy Bone is a financial advisor with Merrill in Greenwich, CT, holding Series 63 and Series 66 licenses. She has 22 years of industry experience, including 11 years with Merrill and Bank of America. 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 institutions.

Matthew Maimone is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, he worked at Columbia University and held various roles related to the performing arts, including founding Metropolitan Concert Artists, Incorporated, a platform for music teachers and students. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broader market-facing registrations and offers non-discretionary investment recommendations supported by an in-house manager solutions team.

Elizabeth Foti is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 license and has worked at RBC since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she is also employed as a server and bartender at Prime Pub in Danbury, Connecticut. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and utilizes both in-house and third-party managers, providing access to diverse investment options and integrated capital markets capabilities.

Ashley Angelo is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2017, she worked for RBC Capital Markets from 2014 to 2017. 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, managing approximately $2.74 trillion in client assets.

Dennis Murphy is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Merrill since 2009, including a brief period at BOFA Securities, Inc. in 2019. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Luigi Veltri is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2006. He brings over 18 years of experience in the financial service industry, specializing in managing new wealth, personal retirement planning, and portfolio management services. Luigi holds a Personal Investment Advisor (PIA) designation and is a member of Merrill Lynch Wealth Management. He earned his MBA from Sacred Heart University and a Bachelor's degree in Business Administration from Western Connecticut State University's Ancell School of Business. Luigi is recognized as a member of Wathier & Associates on the 2023-2026 Forbes "Best-in-State Wealth Management Teams" lists. His approach focuses on building trust and dependable relationships with clients, reflecting his dedication to helping clients pursue their financial goals. Beyond his professional role, Luigi is committed to his community, participating in activities such as the Read Aloud Program, the Trumbull Father's Club, and Closer for Free. He also enjoys spending time with his family and engages in various personal interests including baseball, fishing, gardening, pickleball, skiing, soccer, softball, tennis, and traveling.

Jake Finnucan is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America and Webster Bank Financial Corporation. 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, pension plans, corporations, and charitable organizations.

Christopher Kory is a financial advisor with J.P. Morgan Securities in Darien, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank since 2009. Outside of his advisory role, he works as a ski instructor at Vail Resorts (formerly Okemo Mountain Resort). J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Marcus Hebeler is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at LPL Financial, UBS Financial Services, and several independent firms. Hebeler also operates as an insurance agent selling life, health, and annuities products. Cetera Investment Advisers LLC serves a diverse client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm provides access to a multi-manager platform with various discretionary and non-discretionary program options.