Huw Rose is a financial advisor at Merrill in Greenwich, CT, holding a Series 66 designation with 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 2000. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erik Gemma is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Professional Designation of Personal Investment Advisor (PIA), demonstrating his commitment to providing tailored investment strategies and financial guidance. Erik earned his Bachelor's Degree from the State University of New York System. His educational background supports his expertise in wealth management and investment advisory services. No additional information about personal interests or community involvement has been provided.

Leiland Stevens is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with individuals and families to develop personalized financial strategies utilizing Fidelity's resources and planning tools. His approach focuses on understanding clients' unique goals, challenges, and aspirations to help them make informed decisions and achieve financial confidence. Prior to joining Fidelity Investments, Stevens held leadership and sales positions in the financial sector. From 2020 to 2023, he served as Head of DeepWell Americas at Tradition Financial Services. Before that, he was Director of FX Sales at ED&F Man from 2018 to 2020. Outside of his professional career, Stevens has interests in outdoor adventures, parenthood, pets, and traveling.

David Schulman is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at First Republic Investment Management, Wells Fargo Clearing, and Wells Fargo Advisors. 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 combination of advisory and brokerage capabilities.

Thomas Votano is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop tailored strategies to pursue those objectives, including general investing, retirement planning, and preparation for unforeseen events. He also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Thomas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hofstra University. His expertise lies in helping clients manage competing financial priorities such as purchasing a home, saving for college, caregiving for elderly parents, and addressing healthcare needs. He provides ongoing advice and adapts portfolio strategies to align with clients' evolving circumstances.

Sarah Camp is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized financial plans that address goals such as funding education, preparing for retirement and health care expenses, and achieving long-term family objectives. She emphasizes connecting all aspects of a client’s financial life to prioritize and pursue their most important ambitions. Sarah holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). She earned her bachelor's degree from Washington University in Saint Louis. Her approach focuses on bringing simplicity and transparency to wealth planning, aiming to make the process accessible and aligned with each client’s unique perspectives and priorities.

Ryan Mc Grath is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014, also serving at JPMorgan Chase Bank, N.A. since 2016. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

George Ameer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ameer serves as a member of the United States Army Reserve. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Matthew Seitz is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner and officer of GPSS Ventures LLC, an investment entity focused on private companies. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Roger Fox is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has worked at Merrill since 1978 and has been with Bank of America since 2009. 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 a range of individual and institutional clients.

Jena Grace Kole is a financial advisor with UBS Financial Services in Stamford, CT, holding a Series 66 designation and 16 years of industry experience. She has worked at UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

James Kivlehan is a financial advisor with Wells Fargo Advisors in New City, NY. He holds a Series 66 designation and has 14 years of industry experience, including 14 years at Edward Jones before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with client engagements typically structured as discrete planning projects.

Erin Cleary is a financial advisor with Merrill in Greenwich, CT, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Koch Communications and My Wine and Spirits, as well as positions in education at Bucknell University and Convent of the Sacred Heart. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

William Quentin is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2017 and previously held positions at Lord and Taylor and King Kone. 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 plans, corporations, and charitable organizations.

Douglas Henderson is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior roles include positions at Weeden & Co., Lp, Thomson Horstmann & Bryant, Inc., and Foreside Fund Services, LLC. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies based on clients’ risk profiles and utilizing both in-house and third-party investment resources.

Louis Ferriello is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and manufacturing consultant at Slider Sports Seats, Inc., a consulting business focused on product vision. J.P. Morgan Securities 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 adviser registrations to deliver non-discretionary wealth management and related services.

Susana Vidan is a Planning Consultant at Fidelity Investments, where she focuses on supporting clients in achieving their financial well-being. She emphasizes building strong and lasting relationships based on trust and mutual understanding to effectively identify clients' goals and develop aligned financial strategies. Prior to her current role, Susana worked as a Client Service Associate at Edelman Financial Engines from 2014 to 2023. This experience has contributed to her expertise in client service and financial planning support. Outside of her professional work, Susana has interests in concerts, museums, reading, theater, and traveling.

Nicholas Fiore is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and the Series 66 license. He has three years of industry experience, with prior roles at GAMCO Investors and a background that includes teaching positions at Sacred Heart University and Somers High School. Outside of his advisory work, he is involved in life settlement assistance and outside insurance sales focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services operates as 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 software and collaborative, annual planning engagements.

Joseph Masiello is a financial advisor with LPL Financial in Stamford, CT, holding CFP® and ChFC® designations and carrying 42 years of industry experience. He has worked at LPL Financial since 2009 and previously spent four years with UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Larry Deutsch is a financial advisor with Edward Jones, holding CFP® and Series 66 designations and bringing six years of industry experience. Before joining Edward Jones in 2019, he worked at Milgo Bufkin and spent over three decades at Linear Lighting. Outside of his advisory role, he is a partial owner of several businesses, including a sales agency and two real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.