Michael Devivo is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources. He serves on the Board of Directors for St. Joseph High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Philip Quagliariello is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 2000 to 2009. He is based in Westport, CT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Nancy Kiely is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Nancy leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to support her clients' comprehensive financial needs. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Quinnipiac University, as well as an Accredited Certificate from the University of Connecticut. Nancy is committed to building strong client relationships and applies her experience and knowledge to assist clients in making significant financial decisions. In addition to her professional responsibilities, Nancy participates in community service, volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Robert Disabato is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Vacheron DiSabato & Associates team based in Fairfield, CT. He joined Merrill Lynch in 1999 and has accumulated over 25 years of experience with the team. In his role, Robert oversees the team's asset management services and serves as the primary advisor for many individual and family clients, providing guidance on a range of client focus areas including college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. Robert is a qualified portfolio manager who develops and manages personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds professional designations as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). He earned his bachelor's degree in economics from Amherst College. Outside of his advisory role, Robert lives in Fairfield with his wife and three children. He enjoys outdoor activities such as skiing and boating, and he serves on the Board of Directors at The Southport School in Southport, Connecticut.

Bridget Wyatt is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience on Wall Street. She delivers an institutional level of service to individuals and families, focusing on collaborative and personalized financial planning that helps clients make confident decisions aligned with their goals. Bridget partners with colleague Lindsay Sabel to provide a goals-based, transparent, and tailored approach to wealth management. Her areas of expertise include college education planning, equity compensation services, family wealth management strategies, institutional consulting, employee financial health, managing new wealth, personal retirement planning, and supporting women and wealth. Bridget holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Pennsylvania State University. Outside of her professional work, Bridget enjoys reading, spending time with her family, and traveling. She emphasizes understanding clients’ values and long-term objectives through one-on-one conversations to assist them in pursuing their life goals and planning their legacy.

Todd Murphy is a financial advisor at Equitable Advisors with 11 years of industry experience. His prior roles include positions at Pruco Securities, The Prudential Insurance Company of America, Hornor, Townsend & Kent, Penn Mutual Life Insurance, Axa Advisors, and Heirloom Financial. Outside of his advisory work, he serves as a board member for several nonprofit organizations, including the Connecticut Mental Health Center Foundation and NHChILD, and facilitates courses on interpersonal and group dynamics at Yale University School of Management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and firm-offered models to tailor investment solutions.

Jeffrey Nelson is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked previously at Merrill Lynch and Prudential Annuities Distributors, among other firms. Outside of his advisory role, he is involved in sports broadcasting and serves as a broadcaster and host for college sports seasons. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative annual planning approach using firm-approved analytical tools and provides event-driven planning programs such as divorce and estate-settlement planning.

Gregory Wachter is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at MetLife Securities from 2011 to 2017 before joining Mass Mutual in 2017. Outside of advisory work, he founded the CJA Foundation, a charitable organization, and is involved in consulting for financial advisor software through Barnum Inforce Insights. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning through collaborative, annual engagements using firm-approved tools and offers asset management and educational programs.

Christopher Aguele is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, following a four-year tenure at People's Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nathan Collins is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Samuel French, Inc., River AI, and Ararat Capital. Outside of advising, he is a silent partner and volunteer with Tap Festivals LLC. Raymond James & Associates is a 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, and municipal entities, offering financial planning and non-discretionary consulting supported by a wide range of portfolio management styles and affiliated research.

Jennifer Merola is a financial advisor at Fidelity with a Series 66 designation. She has recent experience at Bridgewater Associates and Northwestern Mutual prior to joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including portfolio management, fund advisory, and model portfolio delivery, utilizing systematic methodologies and long-term asset allocation benchmarks.

Thomas Collins Jr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he serves on the Board of Directors for the Stratford YMCA. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Robin Bratone is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at UBS Financial Services and Spark Business Academy, with a substantial career gap spent as a stay-at-home mother. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate a range of in-house and third-party managers, as well as options for tax management and responsible investing.

Arisleyda Riehl is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with clients who are navigating major life transitions and those seeking to make a positive impact in their community, providing financial guidance that goes beyond investment advice to include strategic planning and personalized wealth strategies. Arisleyda assists clients in areas such as education planning, retirement income, philanthropic planning, and managing new wealth, with an emphasis on building trusting relationships based on transparency and shared goals. She began her career with Merrill Lynch Wealth Management in 1994 following an internship during graduate school and has developed expertise in helping clients manage complex financial landscapes through thoughtful guidance. Arisleyda holds an MBA in International Business from Hofstra University's Zarb School of Business and a bachelor's degree in Finance from the State University of New York at Old Westbury. Her professional credentials include the Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and other financial and insurance licenses. Born and raised in the Dominican Republic, Arisleyda is fluent in Spanish and is actively involved in her community through organizations such as Building One Community, Ferguson Library, Rotary International, and Women in Leadership at Hofstra University. She resides in Norwalk, Connecticut with her husband and enjoys golfing, skiing, cooking, and spending time with her family.

Mario Zapata is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Prior to and alongside his current role, he has worked at Bank of America since 2010. Merrill, in conjunction 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Aidan Zacchia is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he spent nine years working in the construction industry at Automatic Door of Trumbull, Inc., where he held bookkeeping and secretarial roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocation, and institutional trading capabilities to provide tailored financial planning and portfolio management.

Elena Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of her financial career, she works as a background actor with Central Casting. 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 non-discretionary advisory model.

Brian Fink is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Merrill and Bank of America N.A. since 2014. Based in Westport, CT, he holds the Series 66 license. 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, pension plans, corporations, and charitable organizations.

Timothy Orr is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a wealth management advisory practice based in New Canaan, Connecticut. He serves affluent and ultra-affluent clients across the United States, focusing on delivering tailored wealth management solutions. With 35 years of experience in capital markets, Tim combines his background in derivative financial instruments with his advisory expertise to assist individuals and families in navigating the complexities of substantial wealth. Before joining Merrill Lynch, Tim held senior roles including Director of Precious Metals, Commodities, and Derivatives at Union Bank of Switzerland in New York, and Vice President of Sales and Trading for base and precious metals at Deutsche Bank and Kleinwort Benson. His client services encompass executive compensation, family wealth management strategies, philanthropic planning, socially responsible investing, and special needs planning among other areas. Tim holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Tim earned his Bachelor's degree from Ohio Wesleyan University. He has contributed to his community as a trustee of New Canaan Fire Company #1 and has been involved in various charitable organizations. Outside of work, he enjoys boating, gardening, scuba diving, skiing, and tennis. Tim and his wife live in New Canaan and have two grown children.

Isabella Pilato is a financial advisor with LPL Financial, holding the Series 66 designation. She joined LPL Financial in 2024 and has previous experience working at Oak Beach Bar & Grill. Isabella is currently based in Milford, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various advisor-facing tools.