Connor Post is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He previously worked at Equitable Advisors and has held various roles outside the financial sector, including positions at Pennings Cidery and Feast @ Round Hill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Jennifer Evans is a financial advisor at Merrill with Series 63 and Series 66 credentials and 29 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1999. Outside of her advisory role, she is a limited partner in Bubbletastik LLC, a business that sells bath and body products online and at markets, and works as an affiliate marketer. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Payan is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Quent Capital, LLC, Wilmington Trust, and People's United Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining specialized services such as municipal advisory and SIMPLE IRA plan consulting.

Frank Rogers III is a Senior Financial Advisor with Merrill Lynch Wealth Management in Greenwich, Connecticut. He has been serving individuals, families, foundations, and corporate executives for over 28 years. Frank's approach includes providing Retirement and Estate Planning strategies and portfolio management services. He works closely with clients to develop personalized financial strategies designed to pursue their long-term goals, leveraging the resources of Bank of America Private Bank and access to traditional and customized banking, lending, and investment banking services. Frank began his career as a Financial Advisor in 1994 with Dean Witter Reynolds. He holds the Personal Investment Advisor (PIA) designation and graduated from Greenwich High School. His family has a long-standing connection to the investment industry, with both his grandfather and great grandfather having held seats on the New York Stock Exchange until the 1950s. Born and raised in Greenwich, Connecticut, Frank has a family of three, including a daughter working in the Greenwich School System. Outside of his professional work, he is a professional musician and enjoys outdoor activities such as skiing, fishing, boating, golfing, hiking, and biking. He is involved in community service through organizations including Covenant House Stamford, Feeding Westchester, the Leukemia and Lymphoma Society, and the Red Cross.

Lilly Araque is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2020. In this role, she partners with clients to develop disciplined financial plans aimed at guiding them towards financial wellbeing across all phases of life. Her work involves creating strategies for wealth growth, risk management, tax-efficient investing, and the stewardship of assets through proper wealth transfer. Prior to her current role, Lilly served as Vice President, Private Client Financial Advisor at J.P. Morgan Chase from 2020 to 2021. Before that, she was Vice President, Financial Consultant at SunTrust Private Wealth Management from 2014 to 2020. Her professional experience spans multiple leadership roles in wealth management and financial advising. Outside of her professional life, Lilly has interests in beach activities, boating, cooking and baking, music, soccer, and traveling.

Brian Nerreau is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a commissioner for the Town of Fairfield Parks and Recreation Commission. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include both retail and institutional solutions.

Francisco Cabral is a financial advisor at Ameriprise Financial Services LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for David Lerner Associates, Inc. for 15 years before joining Ameriprise in 2021. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating investment research, algorithmic tools, and tax-aware strategies.

Jeremy Stewart is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Machrotech LLC for nine years and worked as a self-employed professional for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Ben Zeisler is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with individuals, families, and business owners, providing personalized planning and tailored wealth management strategies. His services include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Ben holds a Bachelor's Degree in Economics and Finance from Bentley University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also a member of the professional organization Kappa Pi Alpha. Raised in Fairfield, Connecticut, Ben now serves clients in the community where he grew up. He enjoys golfing, fishing, and skiing in Vermont during the winter. His professional philosophy centers on helping clients uncover what matters to them and their families to create strategies for pursuing their financial goals.

Peg Davidson is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. In this role, she works with individuals and families to develop tailored financial strategies that align with their specific goals, risk tolerance, and time horizons. Her approach emphasizes understanding client priorities, providing clear education, and promoting a collaborative planning process. Davidson brings extensive experience to her practice, having previously served as an Assistant Vice President Financial Consultant at Merrill Lynch from 1992 to 1997 and as a Financial Consultant at Shearson Lehman from 1987 to 1992. Over her career, she has focused on empowering clients to make informed financial decisions by offering guidance, perspective, and accountability, aiming to build strategies that evolve with clients' changing lives. Outside of her professional work, Peg Davidson enjoys engaging in activities such as hiking, running, traveling, attending social events with friends, reading, and exploring culinary interests.

Peter Mccabe is a financial advisor at Morgan Stanley with 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Gregory Coghlan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he co-owns Christie Coghlan Investment Management LLC with his spouse and serves as a trustee for the associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes niche services such as business-owner transition planning and special-needs analysis, with advisors delivering tailored recommendations supported by Wells Fargo research and tools.

Sally Gilman is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at the Fashion Institute of Technology and Westlake High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process utilizing firm-approved tools and modeling techniques.

Robert Giannetti is a Private Wealth Advisor and managing partner of The Erdmann Group within Merrill Private Wealth Management. He has been a partner with the group since 2001, overseeing portfolio strategy and advising families of significant wealth with a focus on family wealth management strategies, personal retirement planning, and portfolio management services. Rob’s career began on Wall Street, where he spent over six years in research and portfolio management at the Bank of New York, shaping his approach to capital preservation and risk management. Throughout his tenure, he has received national recognition, appearing on Barron’s Top 1,200 Financial Advisors list since 2017, including a Top 10 placement in Connecticut in 2022, and featuring on Forbes’ Best-in-State Wealth Advisors list since 2018. He holds a Bachelor’s degree in Finance with a minor in Economics from Fordham University and has earned the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments and Wealth Institute at the Wharton School. Outside of his professional commitments, Rob enjoys baseball, basketball, football, and spending time with his family.

Santo Borsellino is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. Borsellino receives renewal commissions on long-term care policies from Crump Life Insurance and West Coast Life Insurance. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Katherine Condy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and utilizes a combination of in-house and third-party investment managers, with options for tax management and responsible investing.

John Harrington is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has one year of industry experience, including prior roles at UBS and JPMorgan Chase Bank. Outside of finance, he has been involved with the Sacconnesset Golf Club. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Gillian Hannon is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, Barings, and the University of South Carolina. She also has experience as an insurance broker, selling individual life, disability, long-term care insurance, fixed annuities, and health products. 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 and profit-sharing plans, corporations, and charitable organizations.

Lisa Feld is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1985. Feld also serves as an arbitrator for FINRA, participating in arbitration panels. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Heidy Villarroel is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and bringing 15 years of industry experience. Her prior work includes six years at Ameriprise and nine years at Ameriprise Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.