Michael Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over two decades of experience helping corporate professionals, lawyers, doctors, and other individuals simplify their wealth management through tailored strategies. Michael works closely with clients to develop personalized financial plans that address liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He also assists small business owners with managing 401(k) plans and optimizing employee benefits. Michael holds a Master's Degree from Fordham University and a Bachelor's Degree from Syracuse University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He integrates the resources of Merrill Lynch and banking services from Bank of America to provide a comprehensive approach to wealth management. Michael emphasizes a long-term, disciplined financial strategy to help clients pursue their unique goals through changing market conditions. Outside of his professional role, Michael volunteers within the communities he serves. His personal interests include billiards, golfing, hiking, and reading.

Jeannine Barlotta is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 designation and has previously worked at RBC Capital Markets, LLC and Morgan Stanley. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Gregg Rosh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent time at Prudential Equity Group. He serves as a co-trustee for a family trust. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to a wide range of individual, corporate, and institutional clients, utilizing research-driven approaches and offering both brokerage and advisory solutions.

Jelmena Hudson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and with Wells Fargo Advisors Financial Network since 2026, following a brief tenure at Morgan Stanley in 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs analysis, and divorce planning.

Jose Sanchez Kinghorn is a financial advisor at UBS Financial Services with 21 years of industry experience and a Series 66 designation. He has been with UBS since 2013. Outside of his advisory work, he serves on the fundraising board for the foundation at Hostos Community College in New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Earl Wheway Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and was previously with UBS Financial Services for 10 years. Outside of his advisory role, he serves as a board member of the Catherine Violet Hubbard Animal Sanctuary, a private foundation in Newtown, Connecticut. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs, including estate planning and corporate financial planning solutions.

Olivia Mooney is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Jpmorgan Chase Bank, N.A. Olivia has been involved with several businesses outside finance, including Long Island Raw Bar LLC, Shultzy's Restaurant, and Wall's Wharf. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities uncommon among institutional advisory programs.

Kevin Condon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Stamford, CT. He specializes in providing personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and small businesses, focusing on areas such as personal retirement planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Mount Saint Mary's University and maintains professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin applies his expertise through consistent communication and personalized financial planning to help clients meet their long-term goals. Kevin resides in Wilton, CT with his family. Outside of his financial advisory role, he teaches cycling at Equinox Fitness and enjoys running, cycling, golf, and skiing. He has also participated in community events such as the Autism Speaks NYC Marathon in 2011 and has been involved with Smilow Cancer Hospital.

John Arceri is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Merrill in 2026, he worked at Citigroup Global Markets for 19 years. 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 model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, and institutions.

Melissa Spohn is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Swedish Ski Club, which supports skiing activities and manages a common lodging facility for its members. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Lauren Matthiesen is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She has been with JPMorgan Securities LLC since 2001 and JPMorgan Chase Bank NA since 2016. Outside of her advisory role, she holds a partial ownership interest in a student apartment investment entity at Brigham Young University. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program emphasizes due diligence with quantitative and qualitative research and may incorporate ESG considerations.

Amber Okin is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she collaborates with clients to develop and implement financial plans tailored to their individual goals and concerns. She emphasizes building relationships based on trust and respect by understanding what is important to her clients and their families. Amber's approach focuses on providing clients with peace of mind for various life moments through thoughtful financial planning. Her expertise lies in creating strategies that address clients' specific needs and objectives. Outside of her professional work, Amber has interests in bowling, comedy, military service, theater, traveling, and writing.

Victor Mizzaro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Harvey Cavalier Camp and work related to St. John’s University. 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 to manage discretionary and non-discretionary portfolios, including funds and model portfolios.

Li Cao is a financial advisor at Morgan Stanley with 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2017, and previously worked at Transamerica Financial Advisors for three years. She holds the Series 66 and Series 63 designations. 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, and employs structured planning processes supported by firm-approved tools and modeling techniques.

Frank Defrancesco is a financial advisor at Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Equitable Advisors since 2000, including its predecessor firm Axa Advisors. Outside of advising, he is co-owner of Seminar Ed Solutions LLC, where he serves as a presenter and co-content creator for literacy presentations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes evaluating client risk tolerance to match them with investment program models or discretionary managers, utilizing both proprietary and third-party solutions.

Angie Charles is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022. Prior to that, she was with JPMorgan Chase and JPMorgan Securities for 10 years. Outside of finance, she is a partial owner of George Street Interiors, an interior design business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with customized financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Brij Jairath is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he occasionally acts as a referral agent for a real estate network for licensed brokers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad platform of capital markets and banking solutions.

Christopher Di Muria is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Joshua Carter is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of his advisory role, he is the sole owner of a business called 4 Turtle Bay in Branford, Connecticut. 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.

Jason Andrews is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Old Greenwich, CT, and has 23 years of industry experience. He previously worked at Wells Fargo Clearing and UBS Financial Services. Andrews has ownership interests in several investment-related entities, including Cutler Andrews Capital Management, LLC, and JMJB Capital Partners. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels to serve its clients.