Linus Cooke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1987 at the Fifth Avenue Financial Center in New York City. After six years, he joined Smith Barney in Greenwich, Connecticut, before rejoining Merrill Lynch Wealth Management in 2003 at New Canaan Wealth Management. With over 35 years of industry experience, Linus specializes in working with high net worth families to develop family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. He emphasizes a values-based and socially responsible investing approach, tailoring strategies to clients' personal financial visions. Linus holds a Bachelor's degree from Bucknell University and has earned professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved in community organizations such as the RJH JR Foundation, Homes with Hope in Westport, Stamford Youth Hockey Association, and Trinity Alliance Partners. Outside of work, he enjoys boating, cooking, fishing, gardening, golfing, reading, and spending time with his family.

Steven Horowitz is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has been with various J.P. Morgan entities since 2014. His current roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice combined with investment manager searches and customized performance reporting, supported by a centralized due diligence team that integrates quantitative and qualitative research.

Michael Betancourt is a financial advisor with Wells Fargo Clearing in New Canaan, CT, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank NA dating back to 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and uses research and analytics to inform investment strategies, offering both non-discretionary and discretionary retirement plan services.

Susan Howard is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining UBS in 2021, she worked at State Street Global Advisors and related entities from 2016 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocation to tailor strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of financial planning and capital markets services.

Christopher Fahey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2025. He previously worked at Edward Jones for 10 years. Fahey serves on the Board of Trustees for Ave Maria University. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Scott Linke is a Senior Financial Advisor and Senior Vice President based in Stamford, Connecticut, affiliated with Merrill Lynch Wealth Management. He has been a financial advisor since 1986 and currently leads efforts focusing on high-net-worth individuals, retirees, and business owners. Scott specializes in strategic planning, investment management, and portfolio construction, delivering personalized solutions that align with clients' goals and values. He holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA®), Certified 401(k) Professional (C(k)P®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Scott earned his bachelor's degree from the University of Maryland, College Park. His expertise encompasses areas such as divorce transition planning, managing new wealth, personal retirement planning, and services for defined benefit and contribution plans. Scott is actively involved in community organizations including Avon Old Farms School (Advisory), Ridgefield Academy K-8, and Ridgefield Operation for Animal Rescue (ROAR). He also participates in the Olde Crabs Ice Hockey Travel Club. In his personal time, he enjoys boating, golfing, ice hockey, music, and spending time with his family.

Richard Hutchins is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Wells Fargo Clearing, Janney Montgomery Scott LLC, and A. G. Edwards & Sons, Inc. during his career. He is based in Westport, CT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Dieguez is a financial advisor with Ameriprise in White Plains, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he was a full-time student for 18 years. He is also involved in independent insurance brokering related to fixed annuities. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines proprietary research, modeling techniques, and algorithmic tools to deliver these services through a centralized retirement-income consulting team.

Alessandro Marchetti is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2016. 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 investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Timothy Romano Jr. is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney since 2012. Outside of finance, he owns Dependable Jeans and More, LLC, a retail and online clothing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Michael Beamon is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at Primerica Financial Services since 2006 and owns Michael Beamon Inc, an IT consulting business. Outside of his advisory work, he is involved in non-investment-related business activities including IT consulting. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of approximately 3,700 advisors, using model-driven strategies created by third-party asset managers and supported by custodial and execution services from BNY Mellon Advisors and Pershing.

Connor Conforto is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2021 and previously was associated with Notch 8 and Nomads. Outside of his advisory role, he is also licensed as an insurance broker, focusing on life insurance and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and offering specialized event-driven services such as divorce and estate planning.

G O'Neil IV is a Wealth Management Advisor based in Connecticut, affiliated with Merrill Lynch Wealth Management. He has over 36 years of industry experience in providing investment guidance to affluent individuals and successful corporations. G O'Neil IV specializes in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. He holds multiple professional designations such as Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Saint Lawrence University. Outside of his professional work, G O'Neil IV's personal interests include biking, boating, golfing, hiking, ice hockey, running, and skiing.

Devon Anderson is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm employs a third-party due-diligence consultant for manager evaluation and delegates trading to BNY Mellon Advisors, operating with a tiered wrap-fee structure and curated third-party asset managers.

James Raymond is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Cantor Fitzgerald & Co., and Maxim Group LLC. Outside of his advisory role, he is a lacrosse coach at the Long Island Lacrosse Club North. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and a multi-asset model portfolio approach.

Sarah Man is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she owns a business called Fortunista, which involves administrative work, and holds an inactive California law license. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services with a notable inclusion of insurance-related investment options.

Seamus Monschein is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2016, with a prior role at Neuberger Berman BD LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to multiple investment managers and services.

Augustine Donofrio is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including MassMutual Life Insurance Co. and Taxter Advisory. In addition to his advisory role, he is also licensed as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to clients' goals.

Jorge Quinto is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of Pirraglia Chiropractic, a healthcare business in New Rochelle, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients with a focus on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning process.

Steven Violette is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Violette serves as a committee member of the Westport Republican Town Committee and is on the finance committee for St. Luke Catholic Church in Westport, CT. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.