Bob Malitsky is a financial advisor with Mass Mutual Investors Services in Easton, CT, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and Metlife Securities Inc. from 2015 to 2017. He also works as an insurance agent specializing in individual life, health, group life, group health, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Dennis Murphy is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Merrill since 2009, including a brief period at BOFA Securities, Inc. in 2019. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Luigi Veltri is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2006. He brings over 18 years of experience in the financial service industry, specializing in managing new wealth, personal retirement planning, and portfolio management services. Luigi holds a Personal Investment Advisor (PIA) designation and is a member of Merrill Lynch Wealth Management. He earned his MBA from Sacred Heart University and a Bachelor's degree in Business Administration from Western Connecticut State University's Ancell School of Business. Luigi is recognized as a member of Wathier & Associates on the 2023-2026 Forbes "Best-in-State Wealth Management Teams" lists. His approach focuses on building trust and dependable relationships with clients, reflecting his dedication to helping clients pursue their financial goals. Beyond his professional role, Luigi is committed to his community, participating in activities such as the Read Aloud Program, the Trumbull Father's Club, and Closer for Free. He also enjoys spending time with his family and engages in various personal interests including baseball, fishing, gardening, pickleball, skiing, soccer, softball, tennis, and traveling.

Jake Finnucan is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America and Webster Bank Financial Corporation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Kory is a financial advisor with J.P. Morgan Securities in Darien, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank since 2009. Outside of his advisory role, he works as a ski instructor at Vail Resorts (formerly Okemo Mountain Resort). 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Marcus Hebeler is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at LPL Financial, UBS Financial Services, and several independent firms. Hebeler also operates as an insurance agent selling life, health, and annuities products. Cetera Investment Advisers LLC serves a diverse client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm provides access to a multi-manager platform with various discretionary and non-discretionary program options.

Stephen Krizek is a financial advisor with Edward Jones in Fairfield, CT, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Third Bridge and EII Capital Management. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sean Lenahan is a financial advisor with Merrill in Westport, CT, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Merrill and Bank of America since 2016. Lenahan serves on the finance and fundraising committees of the Family & Children's Agency in Norwalk, CT. 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 plans, corporations, and charitable organizations.

Lauren Morales is a Series 66-licensed financial advisor with Merrill, where she has worked since 2015. She has 11 years of industry experience, primarily serving clients from Westport, CT. 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 model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Merrill is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Morgan Stanley and its Private Bank since 2020. Merrill serves as a board member for the Greenwich YWCA, a nonprofit focused on children, youth, and community welfare. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad spectrum of investment services.

Eric Gies is a financial advisor at Merrill with 28 years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at firms including Paritas Capital and Bessemer Investor Services. He is also the managing member of several single-member LLCs focused on real estate investments. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diana Botero is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and United American Title Agency, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses developed by its Global Investment Committee.

Timothy Palmer is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans tailored to their specific needs and goals. He emphasizes the importance of understanding each client's unique situation to provide a comprehensive financial planning experience. Timothy's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a position as an Insurance Agent with New York Life Insurance Company. His background reflects a progression within the financial services industry, focusing on client relationship management and financial planning. Outside of his professional work, Timothy enjoys family activities, fitness, exploring culinary interests, golf, kayaking, and skiing.

Robert Franchini is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Mackenson Notus is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations. He has prior experience at Citibank and Wells Fargo Bank, nA. 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.

Edward Piacente is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Gfi Securities LLC, and Hallahan, McGuinness & Lorys. Outside of his advisory role, he is an independent real estate salesperson with Coldwell Banker and serves as a trustee and executor for his family’s trust and estate matters. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Soderberg is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience, including 12 years at Invest Financial Corporation before joining LPL Financial in 2018. Outside of his advisory work, he serves as an instructor at the YMCA and works as a photographer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Mark Fitzgerald is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill in 2019, Fitzgerald worked for 15 years at Commonfund Securities, Inc. 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.

Matthew Castaldi is a financial advisor with Osaic Wealth, Inc. in Wilton, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at SagePoint Financial, Inc. He is also the owner of Castaldi Financial and Insurance, an S-Corp offering life, health, Medicare, and property casualty insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses advanced asset-allocation tools and supports various account management approaches, including discretionary and non-discretionary portfolios.

Louis Osso is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.