Matthew Smith is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Dorlon Marina Association in Norwalk, CT. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Joseph Scappatura is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2010, following a prior affiliation with Axa Advisors. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a combination of proprietary and third-party advisory models.

Gerard Spiegel Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Kostantina Livesay is a Series 66-credentialed financial advisor with Morgan Stanley in Westport, CT, where she has worked since 2014. She has eight years of industry experience. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Danny Yee is a Wealth Management Advisor with over 41 years of experience in the financial services industry. He is part of a financial advisory team at Merrill Lynch Wealth Management that provides customized strategies to address clients' most critical financial needs and objectives. Danny's work focuses on helping individuals, families, and companies navigate complex financial markets and achieve their financial and life goals. His areas of expertise include education planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. Danny earned a bachelor's degree in Finance from The Ohio State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations. He is also a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). Danny is active in several community organizations, including The American Revolutionary War Museum, The Ohio State University Foundation, and Wing's Charitable Foundation. Outside of his professional life, Danny resides with his wife in Columbus, Ohio, and West Simsbury, Connecticut. They have two adult children. Danny enjoys biking, cooking, golfing, traveling, and spending time with his family.

Victoria Mathews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2014, with a brief tenure at Goldman Sachs. She serves as a trustee for a non-investment-related family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Nathaniel Foote is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and has been associated with Morgan Stanley entities since 2009. Outside of his advisory role, he serves on the investment committee of the Country Club of Fairfield Sulik Assistance Fund for Employees. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Diane Timpany is a Wealth Management Advisor at Merrill Lynch Wealth Management with extensive experience in financial services dating back to 1980. She joined Merrill Lynch in March 2014 and became a partner with the GKH Group in New Haven, CT, under the team name of Timpany GKH Group in 2025. Diane's background includes work in accounting, financial consulting, auditing, and advising individual, institutional, and fiduciary clients. Diane holds a Bachelor's degree from Sacred Heart University and is a CERTIFIED FINANCIAL PLANNER®. She is licensed to offer life and health insurance through Merrill Lynch Life Agency, Inc., and serves as a Personal Investment Advisor. Her expertise encompasses wealth management, retirement and college planning, portfolio management, estate planning in coordination with clients' estate attorneys, and working closely with clients' trusted advisors. Diane also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., to provide clients with home financing guidance aligned with their financial objectives. Outside of her professional career, Diane enjoys bicycling, cooking, golfing, hiking, horseback riding, knitting, and spending time with her family.

Shan Diao is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory work, he is a board member of Overton Development Corporation. Equitable Advisors serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party program sponsors to deliver investment solutions covering mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Steven Pawlowski is a Financial Advisor based in Stamford, Connecticut, serving corporate executives, business owners, and families across Fairfield County and the broader New York metropolitan area. He specializes in helping clients navigate complex financial situations such as equity compensation—including restricted stock units (RSUs) and stock options—concentrated stock positions, business liquidity events, and retirement income planning. Steven works collaboratively with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial strategies. With more than a decade of experience in the financial services industry, Steven draws on his background in tax accounting and his prior role as a Corporate Stock Plan Benefit Consultant at UBS for Fortune 500 companies. His expertise includes equity compensation planning, tax-aware investment strategies, retirement tax planning, business exit planning, and long-term wealth structuring. He focuses on assisting business owners preparing for company transitions as well as individuals navigating divorce, offering guidance on asset division and long-term financial structuring. Steven holds a Bachelor's Degree from Pace University and has earned professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys boating, fishing, golfing, reading, running, swimming, and spending time with his family.

Melanie Weintraub is a financial advisor at Morgan Stanley in Westport, CT, with 14 years of industry experience. She holds Series 63 and Series 66 registrations and has worked previously at Bernstein Institutional Services LLC, Sanford C Bernstein & Co LLC, and Deutsche Bank Securities Inc. Outside of her advisory role, she is a partner in a janitorial services business and serves as a trustee or co-trustee in an investment-related capacity. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Frank Metrusky is a CFP® with 32 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America, Inc. and National Planning Corporation. He is also the president of the Trumbull Business Network, a local referral group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with access to various third-party managers and utilizes firm-provided tools to construct diversified portfolios.

Allan Linke is a financial advisor at Merrill with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill and its predecessor firms since 1983. Linke is involved in charitable organizations, serving on the golf committees for the Silver Spring Country Club and the Ridgefield Boys and Girls 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 strategies designed for individuals, high-net-worth clients, and institutional investors.

Steven Tuchband is a CFP® certificant with 32 years of industry experience, currently affiliated with LPL Financial since 1995. He has operated as a self-employed advisor since 1994 and has maintained a role at Demapac, Inc. since 1986. 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 financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies across diverse asset classes.

Richard Zins is a financial advisor at UBS Financial Services with 33 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining UBS in 2023. He serves as trustee and power of attorney for family trusts, overseeing investments and administration. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

James Brown is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. As situations evolve, he provides ongoing advice and adjusts investment plans accordingly. Brown's expertise centers on helping clients navigate various financial priorities, including buying a home, saving for college, managing elder care, and preparing for healthcare needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama. He is a member of the professional organization Phi Kappa Psi. In his personal time, Brown enjoys biking, cooking, football, golfing, hiking, music, spending time with his family, and playing tennis.

Hugh O'Driscoll is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized financial strategies that align with their unique goals. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Raised on Manhattan's Upper West Side and educated by the Jesuits at Fordham Prep and the College of the Holy Cross, Hugh holds a Bachelor's Degree from the College of the Holy Cross. He carries the Personal Investment Advisor (PIA) designation and is a member of the Friendly Sons of St. Patrick. Outside of his professional work, Hugh is involved with the Old Cove Youth Sailing Foundation. His personal interests include basketball, boating, football, golfing, music, running, spending time with family, swimming, and traveling.

Jonathan Borrajo is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he helps clients develop tailored strategies to manage their wealth and advance toward their financial goals. Jonathan's expertise includes college education planning, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, sports and entertainment, and tax minimization. Jonathan holds a Bachelor's degree in Accounting from George Mason University and has earned the CERTIFIED FINANCIAL PLANNER™ certification, reflecting his fulfillment of extensive training, experience, and ethical standards. He is also recognized as a Personal Investment Advisor. Prior to his financial career, Jonathan played professional soccer both domestically and abroad for over a decade and was inducted into the George Mason Men's Soccer Hall of Fame. Outside of his professional work, Jonathan is actively involved in various organizations including the Boys & Girls Clubs of America, George Mason University School of Business Alumni Chapter where he serves on the Executive Board, the Merrill Lynch Wealth Management Hispanic Latino Advisory Council, and the U.S. Soccer Federation. He resides in Stamford with his wife Stephanie and their two daughters and enjoys spending time with his family, music, food, wine, soccer, and travel.

Camiel Franklyn Levy is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to understand their financial priorities and develop strategies aligned with their short-, mid-, and long-term goals. Her areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Camiel provides clients access to a wide range of services, including banking, credit, home financing, and small business solutions through Bank of America specialists. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Camiel earned a Bachelor's Degree from Nova Southeastern University and an MBA from Florida International University. She is involved with Connecticut Housing Partners and has personal interests such as cooking, gardening, interior decorating, music, pickleball, spending time with family, watching movies, and yoga.

Brian Moles is a CFP® professional with 13 years of experience at Edward Jones, where he has practiced since 2013. He holds the Series 66 designation and is based in Milford, CT. Outside his advisory role, he is involved with Black Hog Brewing LLC, a craft beer brewery in Oxford, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.