Susan Fast is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has prior work experience at The Children's Place and the University of Bridgeport. Outside of advising, she works as a personal shopper for Instacart. 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 for a range of clients including individuals, high-net-worth clients, and institutions.

Jason Windfield is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of advisors using proprietary research and model-based asset allocations.

Nicholas Esposito is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Securities since 2014, also serving at JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Brianna Fedro is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads, coaches, and develops a team of financial professionals dedicated to helping clients work towards achieving their goals with confidence and peace of mind. Brianna has a progressive career at Fidelity Investments, beginning as a Financial Representative in 2021 and advancing through roles including Relationship Manager, Planning Consultant, Financial Consultant, before assuming her current leadership position. Her experience encompasses various aspects of financial consulting and client relationship management. Outside of her professional responsibilities, Brianna has interests in barre, cooking and baking, fitness, pets, reading, and traveling.

Ryan Vowinkle currently serves as Vice President and Branch Leader at Fidelity Investments. In this role, he leads and coaches a team of associates to deliver exceptional experiences for clients. Prior to this, he held several positions at Fidelity Investments, including Assistant Branch Leader from 2021 to 2023, Chapter Member for Service Design and Delivery between 2020 and 2021, Team Leader for Workplace Planning & Advice from 2018 to 2020, and Onboarding Manager from 2016 to 2018. Earlier roles include Senior Investment Specialist, Senior Financial Specialist, and Financial Representative, all within Fidelity Investments. Ryan's professional experience spans various aspects of financial services, focusing on team leadership and client service delivery. Outside of work, he enjoys family activities, fitness, running, and soccer.

Timothy Indiveri is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Professional Investment Advisor (PIA) designation and provides financial advisory services within the firm. Timothy earned a Bachelor's Degree from Roger Williams University. His professional role focuses on advising clients in wealth management and investment strategies. Outside of his professional work, Timothy has personal interests that include cooking, football, golfing, ice hockey, music, and tennis.

Genevieve Deinard is a financial advisor at Morgan Stanley with one year of industry experience. She previously worked at Gage Wealth Advisors for two years and has held various roles dating back to 2006. Genevieve holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Anthony Lehman is a financial advisor at Morgan Stanley with four years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at Investment Metrics and Informa Investment Solutions. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Stephen Ryan is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Zachary Niklaus serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is a partner at Davies, Niklaus & Associates. In his role, he engages in investment management, financial planning, and client relations, focusing on high net worth individuals, families, and businesses. His advisory practice centers on clients with complex financial situations, including those experiencing liquidity events, managing concentrated equity, business transitions, or addressing multigenerational planning. He collaborates closely with clients' attorneys and CPAs to align investment strategies with estate, tax, and legacy goals. Zachary holds a Bachelor of Arts in Economics and a Bachelor of Science in Energy & Environmental Policy from the University of Delaware Alfred Lerner College of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several licenses, including Senior Portfolio Advisor (Merrill), Insurance Producer License, Series 66, and Series 7. His client focus encompasses areas such as college education planning, corporate executive services, family wealth management strategies, liquidity management, and socially responsible investing. Born and raised in Greenwich, Connecticut, Zachary is a dual citizen of the United States and Switzerland. His personal interests include cooking, golfing, hiking, music, spending time with family, tennis, traveling, and watching movies. He is involved with the B+ Foundation in his community.

Jacob Berkowitz is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 designations and six years of industry experience. His career includes roles at multiple JPMorgan entities since 2017. Outside of finance, he is an owner and partner at Figure.AI, an AI autonomous robotics company based in Sunnyvale, California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Sandrea Brooks is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Brookfield Asset Management, SS&C Technologies, and Hollis Cobb Associate. Outside of her advisory role, she serves as a board member for the US-Africa Children's Fellowship, a nonprofit focused on hardship assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer partnerships.

Brianna Perez is a Series 66 credentialed financial advisor with Morgan Stanley, where she has worked since 2018. She has six years of industry experience, including prior work at Baruch College. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and planning services.

Joseph De Gregoris is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The Vanguard Group, National Debt Relief, and NextJump. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and modeling techniques.

Scott Panza is a financial advisor with Morgan Stanley who holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley, he spent seven years at Contrarian Capital Management. He is based in Westport, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Tahoe Peck is a financial advisor at Morgan Stanley with 18 years of industry experience. He has previously worked at Axa Advisors LLC from 2014 to 2018 and has been with Morgan Stanley since 2019. Tahoe holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Robert Blosio Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to the comprehensive financial situations of his clients. Robert focuses on assisting entrepreneurs, executives of public and private companies, trained professionals, private equity and venture capital partners, athletes, and ultra-affluent families. With expertise in areas including corporate executive services, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization, Robert and his team work to develop customized wealth strategies that align with both short-term and long-term financial goals. His approach centers on enabling clients to manage their finances effectively while focusing on other important aspects of their lives. Robert holds a Bachelor's Degree from the University of Richmond and is a Personal Investment Advisor (PIA). He speaks English and Spanish and participates in various professional and community organizations such as AmeriCares, Cycle For Survival, Friends of New Canaan Hockey, New Canaan Lacrosse Association, New Canaan Winter Club, and Shorehaven Golf Club. He is also involved in community activities including AmeriCares, Cycle For Survival, Lone Pine Foundation, and New Canaan High School Boys Ice Hockey.

Raymond Perez Astwood is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs, TD Bank, Macy’s, and Fairleigh Dickinson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Daria Burns is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes positions at UBS Securities and Merrill prior to joining J.P. Morgan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Stephen Black is a financial advisor with Ameriprise in Ridgefield, CT, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, he participates in the Ridgefield Business Management Council, where he prepares and runs meeting agendas for a local networking group. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.