Jennifer Hradek is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank since 2014 and 2017, respectively. Outside of her advisory role, she is involved in selling handmade goods and crafts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools to support its offerings.

Sean Kilbride is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2012. 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, pension plans, and charitable organizations, offering a range of financial planning and consulting services that are generally non-discretionary, supported by multiple portfolio management styles and affiliated research.

Prescott Romeyn is a financial advisor with UBS Financial Services in Stamford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves on the Tokeneke Tax District board in Darien, CT, where he helps oversee the neighborhood's annual budget and tax rate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services.

John Doscher is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on generating income, prudent growth, and tax efficiencies for his clients by utilizing Merrill model portfolios alongside selected independent managers for specialized investments. His client base includes corporate executives, attorneys, accountants, entrepreneurs, and multiple generations of families across more than 15 states, most of whom are focused on retirement planning and wealth preservation. With decades of experience in institutional and advisory roles, John has specialized expertise in employee stock option and executive compensation programs. He collaborates closely with clients’ CPAs and attorneys to integrate tax minimization and estate planning strategies and provides access to residential and securities-based lending through Bank of America. His background in sociology and anthropology supports his approach to understanding clients’ personal concerns and family dynamics, often involving both spouses and grown children in the financial planning process. John holds a Bachelor's Degree from the University of Denver and the Personal Investment Advisor (PIA) designation. He is an active member of the Greater Danbury Chamber of Commerce and the Greater Valley Chamber of Commerce and participates in community activities sponsored by Bank of America. Outside of work, John enjoys spinning, skiing, snowshoeing, tennis, and traveling to Spain and Puerto Rico.

Paul Susana is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. 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 large team of wealth advisors. The firm combines institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis.

Gregory Becker is a financial advisor with Ameriprise in Fairfield, CT, holding a Series 66 designation. He has over 27 years of prior experience at Johnson & Johnson before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice based on detailed analysis and collaboration between a centralized service team and the client’s financial advisor.

Timothy Tycz is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with various Cetera entities since 2006 and currently operates out of Southport, CT. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers across discretionary and non-discretionary program structures.

Albert Buatti III is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 1999 and at Fidelity Investments since 2025. He is also a partner in Rose Buatti Studio, LLC, a skincare business based in Fairfield, Connecticut, operated by his wife. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Linus Cooke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1987 at the Fifth Avenue Financial Center in New York City. After six years, he joined Smith Barney in Greenwich, Connecticut, before rejoining Merrill Lynch Wealth Management in 2003 at New Canaan Wealth Management. With over 35 years of industry experience, Linus specializes in working with high net worth families to develop family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. He emphasizes a values-based and socially responsible investing approach, tailoring strategies to clients' personal financial visions. Linus holds a Bachelor's degree from Bucknell University and has earned professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved in community organizations such as the RJH JR Foundation, Homes with Hope in Westport, Stamford Youth Hockey Association, and Trinity Alliance Partners. Outside of work, he enjoys boating, cooking, fishing, gardening, golfing, reading, and spending time with his family.

Michael Betancourt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with various Wells Fargo entities since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when providing investment advice.

Susan Howard is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining UBS in 2021, she worked at State Street Global Advisors and related entities from 2016 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocation to tailor strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of financial planning and capital markets services.

Ashley Noonan is a Financial Advisor at Merrill Lynch Wealth Management, providing customized financial services and strategies to individuals, families, and businesses. She integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address various aspects of clients' financial lives. Ashley works with clients to identify goals such as asset allocation, education funding, retirement income planning, tax minimization, alternative investments, and estate planning, crafting strategies to pursue desired outcomes, build, manage, and preserve wealth across generations. She holds a Bachelor's Degree from the University of San Francisco and is a Personal Investment Advisor (PIA) by designation. Ashley routinely reviews and adjusts financial plans to align with clients' evolving goals, prioritizing informed decision-making and client engagement in managing their financial future. Beyond her professional role, Ashley is involved in community service including long-term commitments to the Boy Scouts of America and firefighting roles at the Greenwich Fire Department (1991-2024) and Trumbull Volunteer Fire Company (2024-2025). She is also associated with Part Of The Solution (POTS) since 2012. Her personal interests include adventure sports such as fishing, hiking, hunting, ice hockey, scuba diving, skiing, and surfing.

Scott Linke is a Senior Financial Advisor based in Stamford, Connecticut, with Merrill Lynch Wealth Management. He has been advising clients since 1986 and leads The Linke-Pearson Group. Scott specializes in guiding high-net-worth individuals, retirees, and business owners through wealth management, focusing on strategic planning, investment management, portfolio construction, retirement strategies, and personal retirement planning. He advises clients on managing new wealth, divorce transition planning, and defined benefit and contribution plan services. Scott holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from the University of Maryland, College Park. Using advanced tools such as Personal Wealth Analysis and leveraging Merrill Lynch’s resources, Scott delivers data-driven, transparent, and thoughtful financial advice tailored to his clients’ goals. Outside his professional work, Scott is active in community organizations including Avon Old Farms School (Advisory), Ridgefield Academy K-8, and Ridgefield Operation for Animal Rescue (ROAR), where he has served in leadership roles. He resides in Ridgefield, Connecticut, with his wife and two children. His personal interests include boating, golfing, ice hockey, music, and spending time with his family. He has a long-standing involvement in ice hockey, including participation in the World Pond Hockey Championships and coaching youth hockey.

Richard Hutchins is a CFP® with 33 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Janney Montgomery Scott LLC, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Alessandro Marchetti is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2016. 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, pensions, corporations, and charitable organizations.

Timothy Romano Jr. is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney since 2012. Outside of finance, he owns Dependable Jeans and More, LLC, a retail and online clothing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Jeremy Hus is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual in 2016. He is also the CEO of Holistic Planning Support, a company that provides data entry services for financial planners. 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, utilizing firm-approved software and collaborative annual planning engagements.

Thomas Kelly is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2008. LPL Enterprise serves a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and a model-driven investment approach, alongside affiliated trust custody, insurance services, and a collateralized lending program.

Jacqueline Steed is a financial advisor with Merrill in Fairfield, CT, holding a Series 66 designation and six years of industry experience. She has been with Merrill since 2014 and concurrently associated with Bank of America N.A. since 2019. Outside of her advisory role, she serves as a conservator in a fiduciary capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

G O'Neil IV is a Wealth Management Advisor based in Connecticut, affiliated with Merrill Lynch Wealth Management. He has over 36 years of industry experience in providing investment guidance to affluent individuals and successful corporations. G O'Neil IV specializes in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. He holds multiple professional designations such as Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Saint Lawrence University. Outside of his professional work, G O'Neil IV's personal interests include biking, boating, golfing, hiking, ice hockey, running, and skiing.