David Janny is a financial advisor at Ameriprise with 41 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2022. He serves on the Board of Directors for The Peggy Cahill Pioli Right To Life Foundation. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mariah Sawyer is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Anjian Zhu is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, Zhu worked for American Journey Advisors, Inc. for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Mark Beaven is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he was involved in entrepreneurial ventures with A Life Reflected, LLC and Stories.Life LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Theodore Youngling is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as treasurer for the Mercedes Benz Club of America in Norwalk, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services using proprietary research and planning tools, with tailored recommendations delivered through meetings and client summary letters.

Rhonda Sihpol is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she is a part owner of Renaissance Partners, LLC, a family-run general contracting business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and nonprofit organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while employing a range of portfolio management styles supported by in-house research and model managers.

Michael Zazuri is a financial advisor at UBS Financial Services in Stamford, CT, holding a Series 66 license with two years of industry experience. His prior work includes positions at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as roles outside finance at Elite Sampling & Media Group and Tractor Supply Company. He has also been involved with Kids On The Moon and Sacred Heart University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Richard Anton is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Mario Forlini is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm for 27 years, bringing extensive experience in assisting clients with various aspects of financial planning, including portfolio management, retirement income, tax minimization, education planning, and family wealth management strategies. Mario collaborates closely with clients’ families, attorneys, and tax advisors to address complex financial needs. Mario earned a Bachelor's Degree from Fairfield University’s Business School. He holds the Personal Investment Advisor (PIA) designation and is multilingual, speaking English, Italian, and Spanish. He is involved with the Greenwich United Way, reflecting his commitment to community engagement. Mario resides in Greenwich, Connecticut with his wife and two daughters. Outside of work, he enjoys spending time with his family, as well as participating in sports such as baseball, basketball, football, golf, running, skiing, and traveling.

Christopher Greco is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Merrill in 2021, he worked at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and JPMorgan Chase. Merrill 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, and institutional investors.

Hans Olrik is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and has experience in both financial services and other business ventures, including roles in electronics and audio-visual workshops. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Richard Mastropietro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience working at Lenox Advisors, MassMutual Life Insurance Company, and MML Investors Services since 2026. Prior to his financial advisory roles, he worked in the biotechnology and travel industries. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management programs and educational seminars while structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Bryan Harmon is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ari Greenman is a financial advisor with Mass Mutual Investors Services in Westport, CT. He holds the ChFC® designation and Series 66 license, with 22 years of industry experience. Greenman has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside his advisory role, he is also active as a sales agent for individual and group life and health insurance through Lenox Advisors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations without investment discretion.

Gery Brownholtz is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Equitable Advisors and DBRS, Inc., as well as employment as a tutor through the Wyzant, Inc. platform. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

Graham Ross is a financial advisor affiliated with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses with 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Ross Medicare Group LLC, United Healthcare, Transamerica Financial Advisors, and World Financial Group. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Brenner Anderson is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and two years of industry experience. His background includes roles at Nephila Capital, Arbol Inc., Willis Securities, and Trillium Trading, as well as a previous position at Dedham Health and Athletic Club. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Christopher Faruol is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.

Theodore Roman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on working with high net worth and ultra-high net worth individuals and families. He provides access to the investment products of Merrill and the banking products of Bank of America, along with support from product specialists within Bank of America Corporation. Prior to joining Merrill in March 2016, Theodore held senior positions at Bear Stearns as Senior Managing Director and JPMorgan as Managing Director. Between his undergraduate and graduate studies, he served as an officer in the U.S. Navy, achieving the rank of Lieutenant. Theodore holds a Bachelor of Arts degree, cum laude with distinction in Economics from the University of Pennsylvania, where he was elected to national academic honor societies in economics, mathematics, and social sciences. He earned an MBA from Harvard Business School, receiving Second-Year academic honors. He holds the Series 7, 63, and 65 FINRA registrations, is a Certified Public Accountant and member of the American Institute of Certified Public Accountants, and has insurance licenses in Connecticut and other states, as well as an NMLS license. He also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Theodore has a long-standing interest in running as a means of raising funds for charity. He was a founding member of Team in Training and ran the New York City Marathon in 1988 to support research into blood cancers. He is also involved in community organizations including The Celiac Disease Center at Columbia University and The Rye Arts Center. His personal interests include golfing, reading, and running.

Caroline Delaurentis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Landing Point Advisors and has held roles at the University of Connecticut, Bryant University, and Aspetuck Valley Country 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 investment strategies for individuals, high-net-worth clients, and institutional investors.