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 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a board member and officer of Overton Development Corporation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Steven Pawlowski is a Financial Advisor at Merrill Lynch Wealth Management with over a decade of experience serving corporate executives, business owners, and families across Fairfield County, Connecticut, as well as Westchester County, New York, and New York City. He assists clients with financial matters including equity compensation, concentrated stock positions, business liquidity events, retirement income planning, and tax-aware wealth strategies. Steven holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Pace University. His professional focus includes providing structured, tax-aware investment and retirement planning, business exit strategies, and long-term wealth management. Outside of his professional work, Steven 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® professional with over 31 years of experience in the financial industry. He has been with LPL Financial since 1995 and has also been self-employed since 1994. In addition to his advisory work, he has involvement with Demapac, Inc. since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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. In his role, he works directly with clients to define their financial goals and develop tailored portfolio strategies aimed at reaching those objectives. James provides ongoing advice and adjusts portfolios as clients' situations evolve to ensure alignment with their priorities. He brings a focus on managing diverse financial needs, including retirement planning, college funding, eldercare, and healthcare preparation. His professional designation as a Personal Investment Advisor (PIA) supports his expertise in guiding clients through complex financial decisions. James holds a Bachelor's Degree from the University of Alabama System and is a member of Phi Kappa Psi. Outside of his professional work, he enjoys 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. He specializes in providing individuals and families with coordinated strategies that integrate investments, estate planning, legacy, lending, and personal goals, aiming to help clients make confident decisions and plan for their financial futures. Jonathan holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor designation. He earned a Bachelor's degree in Accounting from George Mason University, where he was also captain of the Division I men's soccer team. He was inducted into the George Mason Men's Soccer Hall of Fame and has over a decade of professional soccer experience domestically and abroad. Jonathan is involved in professional and community organizations including the George Mason University School of Business Alumni Chapter and the Boys & Girls Clubs of America. Residing in Stamford with his wife Stephanie and their two daughters, Jonathan is a dual citizen of Spain and the United States. He is fluent in English and Spanish and has interests in soccer, music, cooking, dancing, reading, travel, and spending time with his family.

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 financial advisor at Edward Jones in Stratford, CT, holding the CFP® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones for his entire advisory career since 2013. Outside of 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, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of financial advisors and branch offices.

Viviana Coelho is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 license and bringing 20 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she assists in the management of rental properties held in a family trust without deriving income from these activities. 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 and uses proprietary research and model-based asset allocations to tailor investment strategies.

Alec Frione is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Steven Zirolli. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

James Goetz is a financial advisor with Charles Schwab holding a Series 66 designation. He has been with the firm since 2025 and has prior experience at Morgan Stanley and in various roles outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and alternative investments.

Maribeth Patterson is a financial advisor at Merrill with 36 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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 range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Thomas Nolan is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo in various capacities since 2014. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet a net-worth threshold. The firm combines advisory services with other financial products and referral channels to deliver personalized recommendations and implementation choices.

Levar Brown serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he brings nearly 20 years of experience in the financial services industry. In his current role, he provides investment and retirement planning, cash management, insurance analysis, educational planning, and business lending services. Levar works closely with successful families who have complex financial lives, helping to simplify and organize their wealth management strategies. Additionally, as Resident Director of the Merrill Ridgefield, CT office, he is involved in training both new and experienced Financial Advisors to expand their practices and deliver comprehensive services. Levar holds a Bachelor’s degree in Finance with a minor in Economics from the College of Mount Saint Vincent and earned an MBA from New York University’s Stern School of Business, focusing on Global Business, Marketing, and Finance. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning Counselor™ designation, among other professional credentials. Outside of his professional commitments, Levar enjoys basketball, horseback riding, music, painting, traveling, watching movies, and spending time with his family. He is a member of Free Arts NYC and resides in White Plains, New York.