Richard Anton is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Mario Forlini is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm for 27 years, bringing extensive experience in assisting clients with various aspects of financial planning, including portfolio management, retirement income, tax minimization, education planning, and family wealth management strategies. Mario collaborates closely with clients’ families, attorneys, and tax advisors to address complex financial needs. Mario earned a Bachelor's Degree from Fairfield University’s Business School. He holds the Personal Investment Advisor (PIA) designation and is multilingual, speaking English, Italian, and Spanish. He is involved with the Greenwich United Way, reflecting his commitment to community engagement. Mario resides in Greenwich, Connecticut with his wife and two daughters. Outside of work, he enjoys spending time with his family, as well as participating in sports such as baseball, basketball, football, golf, running, skiing, and traveling.

Christopher Greco is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Merrill in 2021, he worked at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and JPMorgan Chase. Merrill 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, and institutional investors.

Hans Olrik is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and has experience in both financial services and other business ventures, including roles in electronics and audio-visual workshops. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Richard Mastropietro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience working at Lenox Advisors, MassMutual Life Insurance Company, and MML Investors Services since 2026. Prior to his financial advisory roles, he worked in the biotechnology and travel industries. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management programs and educational seminars while structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Bryan Harmon is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ari Greenman is a financial advisor with Mass Mutual Investors Services in Westport, CT. He holds the ChFC® designation and Series 66 license, with 22 years of industry experience. Greenman has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside his advisory role, he is also active as a sales agent for individual and group life and health insurance through Lenox Advisors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations without investment discretion.

Gery Brownholtz is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Equitable Advisors and DBRS, Inc., as well as employment as a tutor through the Wyzant, Inc. platform. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

Graham Ross is a financial advisor affiliated with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses with 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Ross Medicare Group LLC, United Healthcare, Transamerica Financial Advisors, and World Financial Group. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Brenner Anderson is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and two years of industry experience. His background includes roles at Nephila Capital, Arbol Inc., Willis Securities, and Trillium Trading, as well as a previous position at Dedham Health and Athletic Club. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Christopher Faruol is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.

Theodore Roman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on working with high net worth and ultra-high net worth individuals and families. He provides access to the investment products of Merrill and the banking products of Bank of America, along with support from product specialists within Bank of America Corporation. Prior to joining Merrill in March 2016, Theodore held senior positions at Bear Stearns as Senior Managing Director and JPMorgan as Managing Director. Between his undergraduate and graduate studies, he served as an officer in the U.S. Navy, achieving the rank of Lieutenant. Theodore holds a Bachelor of Arts degree, cum laude with distinction in Economics from the University of Pennsylvania, where he was elected to national academic honor societies in economics, mathematics, and social sciences. He earned an MBA from Harvard Business School, receiving Second-Year academic honors. He holds the Series 7, 63, and 65 FINRA registrations, is a Certified Public Accountant and member of the American Institute of Certified Public Accountants, and has insurance licenses in Connecticut and other states, as well as an NMLS license. He also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Theodore has a long-standing interest in running as a means of raising funds for charity. He was a founding member of Team in Training and ran the New York City Marathon in 1988 to support research into blood cancers. He is also involved in community organizations including The Celiac Disease Center at Columbia University and The Rye Arts Center. His personal interests include golfing, reading, and running.

Caroline Delaurentis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Landing Point Advisors and has held roles at the University of Connecticut, Bryant University, and Aspetuck Valley Country Club. 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, and institutional investors.

Graham Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience as a financial advisor. Since joining Merrill Lynch in 2007, he has focused primarily on working with employers and plan participants to develop and manage successful retirement plans. In 2015, he was designated a Retirement Benefits Consultant, and he actively assists over 100 corporate clients with implementing and overseeing their retirement plans. He holds several professional designations including Certified Plan Fiduciary Advisor™ (CPFA™) earned in 2018 from the National Association of Plan Advisors and Certified 401(k) Professional (C(k)P®) through the Trusted Retirement Advisor University at The Anderson School of Business at UCLA. Graham engages directly with clients to understand their financial concerns and goals, developing tailored recommendations with the support of a network of specialists within Merrill Lynch Wealth Management and Bank of America, N.A. Graham earned a Bachelor's Degree from Manhattanville College and also attended Hobart & William Smith Colleges. He resides in Stamford, CT with his wife Susie, Vice President at Blythedale Children’s Hospital, and their two children. They spend time during the summer and fall at their home on Martha's Vineyard.

James Dunn is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors among other firms. Outside of his advisory role, Dunn is the owner and CEO of iReFramify, Inc., a coaching and consulting business that focuses on conflict resolution communication frameworks for couples and marketing strategies for small business owners. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Edward Hynes III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies with a focus on legacy planning, personal retirement planning, portfolio management services, and retirement income. Edward emphasizes Goals Based Wealth Management, tailoring investment recommendations to his clients' individual goals rather than market predictions. With over 40 years of experience on Wall Street, he has served in roles ranging from Research Analyst to Manager at firms including Lehman Brothers, First Boston, Swiss Bank, and UBS, working internationally in New York, Tokyo, London, Chicago, and San Francisco. He holds a Bachelor's Degree from George Washington University and earned the Chartered Financial Analyst (CFA) designation in 2001. Edward also maintains multiple FINRA registrations including Series 3, 4, 7, 8, 24, 63, and 65. His professional affiliations include membership in the Western CT Estate & Tax Planning Council, where he is a past board director. In addition to his professional responsibilities, Edward is active in community organizations. He serves on the boards of the Buglisi Dance Theatre and the National Dance Institute (NDI), and has formerly served on the City of Norwalk CT Pension Board and the advisory board for the Westport Historical Society. Outside of work, he enjoys cooking, traveling, and spending time with his family.

Maria Jesus Fraile Alonso is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2017 and has prior experience at Tapas Box and Westfair Communications. She was also involved with the Westport Woman's Club for three years. 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 individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and a nationwide adviser network.

Mark Nastri is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working as a financial advisor since graduating from Trinity College in May 2008, and joined Merrill Lynch Wealth Management in 2010. Mark holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). Mark's expertise lies in developing wealth management strategies for clients and their families to help pursue both short and long-term financial goals. His focus areas include college education planning, executive compensation, family wealth management strategies, liquidity management, retirement income, personal retirement planning, portfolio management services, tax minimization, and services for endowments, foundations, and non-profits. He works closely with clients experiencing life transitions such as marriage, divorce, birth of a child, retirement, inheritance, sale of a business, or other situations that impact their lifestyle. Mark has been recognized in Forbes' Best-in-State Next-Generation Wealth Advisors list multiple times as well as in the Best-in-State Wealth Advisors list. Mark earned a Bachelor of Science degree in Economics with a minor in Law from Trinity College. A lifelong Connecticut resident, he currently resides in Fairfield, CT, with his wife Caitlin and two sons. He is active in supporting Trinity College through alumni associations. In his free time, Mark enjoys fishing, boating, hiking, fitness, and is a fan of New York sports teams including the Giants and Yankees.

Kristin Alit is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley in various capacities since 2009. Her current role includes work with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial plans.

Katherine Elliott Moskwa is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at GAMCO Investors Inc. and Sotheby's and has been affiliated with JPMorgan Chase Bank, N.A. alongside her current role. She also has experience at Columbia University. J.P. Morgan Securities LLC 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.