Stephen Krizek is a financial advisor with Edward Jones in Fairfield, CT, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Third Bridge and EII Capital Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sean Lenahan is a financial advisor with Merrill in Westport, CT, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Merrill and Bank of America since 2016. Lenahan serves on the finance and fundraising committees of the Family & Children's Agency in Norwalk, CT. 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, pension plans, corporations, and charitable organizations.

Lauren Morales is a Series 66-licensed financial advisor with Merrill, where she has worked since 2015. She has 11 years of industry experience, primarily serving clients from Westport, CT. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Merrill is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Morgan Stanley and its Private Bank since 2020. Merrill serves as a board member for the Greenwich YWCA, a nonprofit focused on children, youth, and community welfare. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad spectrum of investment services.

Eric Gies is a financial advisor at Merrill with 28 years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at firms including Paritas Capital and Bessemer Investor Services. He is also the managing member of several single-member LLCs focused on real estate investments. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diana Botero is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and United American Title Agency, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses developed by its Global Investment Committee.

Timothy Palmer is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans tailored to their specific needs and goals. He emphasizes the importance of understanding each client's unique situation to provide a comprehensive financial planning experience. Timothy's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a position as an Insurance Agent with New York Life Insurance Company. His background reflects a progression within the financial services industry, focusing on client relationship management and financial planning. Outside of his professional work, Timothy enjoys family activities, fitness, exploring culinary interests, golf, kayaking, and skiing.

Robert Franchini is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Mackenson Notus is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations. He has prior experience at Citibank and Wells Fargo Bank, nA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Edward Piacente is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Gfi Securities LLC, and Hallahan, McGuinness & Lorys. Outside of his advisory role, he is an independent real estate salesperson with Coldwell Banker and serves as a trustee and executor for his family’s trust and estate matters. 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 and profit-sharing plans, corporations, and charitable organizations.

Mark Fitzgerald is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill in 2019, Fitzgerald worked for 15 years at Commonfund Securities, Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Matthew Castaldi is a financial advisor with Osaic Wealth, Inc. in Wilton, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at SagePoint Financial, Inc. He is also the owner of Castaldi Financial and Insurance, an S-Corp offering life, health, Medicare, and property casualty insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses advanced asset-allocation tools and supports various account management approaches, including discretionary and non-discretionary portfolios.

Louis Osso is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James since 2016. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

David Janny is a financial advisor at Ameriprise with 41 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2022. He serves on the Board of Directors for The Peggy Cahill Pioli Right To Life Foundation. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mariah Sawyer is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2005. 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.

Anjian Zhu is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, Zhu worked for American Journey Advisors, Inc. for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Mark Beaven is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he was involved in entrepreneurial ventures with A Life Reflected, LLC and Stories.Life LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Theodore Youngling is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as treasurer for the Mercedes Benz Club of America in Norwalk, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services using proprietary research and planning tools, with tailored recommendations delivered through meetings and client summary letters.

Rhonda Sihpol is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she is a part owner of Renaissance Partners, LLC, a family-run general contracting business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and nonprofit organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while employing a range of portfolio management styles supported by in-house research and model managers.

Michael Zazuri is a financial advisor at UBS Financial Services in Stamford, CT, holding a Series 66 license with two years of industry experience. His prior work includes positions at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as roles outside finance at Elite Sampling & Media Group and Tractor Supply Company. He has also been involved with Kids On The Moon and Sacred Heart University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.