Sonyalis Marrone is a financial advisor at Primerica Advisors with 27 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1994. Her credentials include the Series 63 designation. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Tahoe Peck is a financial advisor at Morgan Stanley with 18 years of industry experience. He has previously worked at Axa Advisors LLC from 2014 to 2018 and has been with Morgan Stanley since 2019. Tahoe holds Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

Robert Blosio Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to the comprehensive financial situations of his clients. Robert focuses on assisting entrepreneurs, executives of public and private companies, trained professionals, private equity and venture capital partners, athletes, and ultra-affluent families. With expertise in areas including corporate executive services, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization, Robert and his team work to develop customized wealth strategies that align with both short-term and long-term financial goals. His approach centers on enabling clients to manage their finances effectively while focusing on other important aspects of their lives. Robert holds a Bachelor's Degree from the University of Richmond and is a Personal Investment Advisor (PIA). He speaks English and Spanish and participates in various professional and community organizations such as AmeriCares, Cycle For Survival, Friends of New Canaan Hockey, New Canaan Lacrosse Association, New Canaan Winter Club, and Shorehaven Golf Club. He is also involved in community activities including AmeriCares, Cycle For Survival, Lone Pine Foundation, and New Canaan High School Boys Ice Hockey.

Raymond Perez Astwood is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs, TD Bank, Macy’s, and Fairleigh Dickinson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Daria Burns is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes positions at UBS Securities and Merrill prior to joining J.P. Morgan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves as a council member for the borough of Oradell, New Jersey. 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 strategies supported by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Xin Xie is a financial advisor at Morgan Stanley with a Series 66 designation and four years of experience. Prior to joining Morgan Stanley in 2022, Xin worked at Baylor University for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Ryan Clay is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Magis Capital Partners LLC, and Hennion & Walsh. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its broad retail and institutional platform.

Johnny Exantus is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. His career includes roles at Citigroup Global Markets and Merrill prior to joining Morgan Stanley in 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Maya Gallagher is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses. She began her career at Morgan Stanley Smith Barney LLC in 2026 and previously held positions at Hackensack Meridian Health and the International Tennis Hall of Fame. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Steven Schneider is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2016. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Robert Goughary is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. He works closely with clients to develop personalized financial strategies that address their long-term objectives. Mr. Goughary has experience in a range of areas including corporate benefits, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and speaks both English and Italian. He earned a Bachelor's Degree from Lehigh University and a Master's Degree from Domus Academy. Outside of his professional work, Robert spends time volunteering in the community and pursues personal interests such as antiquing, biking, painting, photography, reading, rock climbing, skiing, and spending time with his family.

David Ares III is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at SkyPath Private Wealth, Baltusrol Golf Club, and UBS. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment analysis frameworks. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based agreements.

David Carraturo is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Citigroup, Prudential Insurance Company of America, Pruco Securities, and IRC Securities. Outside of his advisory role, Carraturo is involved in artistic and entrepreneurial pursuits, including authoring, music, acting, and co-owning a media company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Andrew Pillarella is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. Outside of his advisory role, he serves as a volunteer firefighter, desk office assistant, and chaplain for the Southard Fire Department in Howell, New Jersey. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels to serve clients with varied financial needs.

Joanna Rrezja is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, she held positions at SL Green Realty, Hudson's Bay Company, Pace University, and Alice + Olivia. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process supported by firm-approved tools and a variety of advisory programs.

Joel Urena is a financial advisor at Morgan Stanley with four years of industry experience. He has previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley Private Bank, N.A., among others. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its financial planning approach.

George Lombardi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he assists his wife with financial matters under a power of attorney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jennefer Figuereo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dijana Stanisic is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2018 and is currently affiliated with Bank of America, N.A. since 2025. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.