Graham Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience as a financial advisor. Since joining Merrill Lynch in 2007, he has focused primarily on working with employers and plan participants to develop and manage successful retirement plans. In 2015, he was designated a Retirement Benefits Consultant, and he actively assists over 100 corporate clients with implementing and overseeing their retirement plans. He holds several professional designations including Certified Plan Fiduciary Advisor™ (CPFA™) earned in 2018 from the National Association of Plan Advisors and Certified 401(k) Professional (C(k)P®) through the Trusted Retirement Advisor University at The Anderson School of Business at UCLA. Graham engages directly with clients to understand their financial concerns and goals, developing tailored recommendations with the support of a network of specialists within Merrill Lynch Wealth Management and Bank of America, N.A. Graham earned a Bachelor's Degree from Manhattanville College and also attended Hobart & William Smith Colleges. He resides in Stamford, CT with his wife Susie, Vice President at Blythedale Children’s Hospital, and their two children. They spend time during the summer and fall at their home on Martha's Vineyard.

James Dunn is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors among other firms. Outside of his advisory role, Dunn is the owner and CEO of iReFramify, Inc., a coaching and consulting business that focuses on conflict resolution communication frameworks for couples and marketing strategies for small business owners. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Edward Hynes III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies with a focus on legacy planning, personal retirement planning, portfolio management services, and retirement income. Edward emphasizes Goals Based Wealth Management, tailoring investment recommendations to his clients' individual goals rather than market predictions. With over 40 years of experience on Wall Street, he has served in roles ranging from Research Analyst to Manager at firms including Lehman Brothers, First Boston, Swiss Bank, and UBS, working internationally in New York, Tokyo, London, Chicago, and San Francisco. He holds a Bachelor's Degree from George Washington University and earned the Chartered Financial Analyst (CFA) designation in 2001. Edward also maintains multiple FINRA registrations including Series 3, 4, 7, 8, 24, 63, and 65. His professional affiliations include membership in the Western CT Estate & Tax Planning Council, where he is a past board director. In addition to his professional responsibilities, Edward is active in community organizations. He serves on the boards of the Buglisi Dance Theatre and the National Dance Institute (NDI), and has formerly served on the City of Norwalk CT Pension Board and the advisory board for the Westport Historical Society. Outside of work, he enjoys cooking, traveling, and spending time with his family.

Maria Jesus Fraile Alonso is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2017 and has prior experience at Tapas Box and Westfair Communications. She was also involved with the Westport Woman's Club for three years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and a nationwide adviser network.

Mark Nastri is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working as a financial advisor since graduating from Trinity College in May 2008, and joined Merrill Lynch Wealth Management in 2010. Mark holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). Mark's expertise lies in developing wealth management strategies for clients and their families to help pursue both short and long-term financial goals. His focus areas include college education planning, executive compensation, family wealth management strategies, liquidity management, retirement income, personal retirement planning, portfolio management services, tax minimization, and services for endowments, foundations, and non-profits. He works closely with clients experiencing life transitions such as marriage, divorce, birth of a child, retirement, inheritance, sale of a business, or other situations that impact their lifestyle. Mark has been recognized in Forbes' Best-in-State Next-Generation Wealth Advisors list multiple times as well as in the Best-in-State Wealth Advisors list. Mark earned a Bachelor of Science degree in Economics with a minor in Law from Trinity College. A lifelong Connecticut resident, he currently resides in Fairfield, CT, with his wife Caitlin and two sons. He is active in supporting Trinity College through alumni associations. In his free time, Mark enjoys fishing, boating, hiking, fitness, and is a fan of New York sports teams including the Giants and Yankees.

Kristin Alit is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley in various capacities since 2009. Her current role includes work with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial plans.

George Gargiulo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, concurrently serving at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Katherine Elliott Moskwa is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at GAMCO Investors Inc. and Sotheby's and has been affiliated with JPMorgan Chase Bank, N.A. alongside her current role. She also has experience at Columbia University. J.P. Morgan Securities LLC 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.

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.

Danielle Johnson is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 63 designation and 29 years of industry experience. She previously worked at Wells Fargo Clearing Services and has been with Morgan Stanley since 2014, aside from a brief period at Wells Fargo. 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 planning process supported by firm-approved tools and modeling techniques.

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.

Mark Reitman is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he owns and operates Rudy Q BBQ, a retail and online business based in Newport, Rhode Island. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and advanced modeling tools.

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.