Peter Mccabe is a financial advisor at Morgan Stanley with 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 methodologies.

Gregory Coghlan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he co-owns Christie Coghlan Investment Management LLC with his spouse and serves as a trustee for the associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes niche services such as business-owner transition planning and special-needs analysis, with advisors delivering tailored recommendations supported by Wells Fargo research and tools.

Sally Gilman is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at the Fashion Institute of Technology and Westlake High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process utilizing firm-approved tools and modeling techniques.

Robert Giannetti is a Private Wealth Advisor and managing partner of The Erdmann Group within Merrill Private Wealth Management. He has been a partner with the group since 2001, overseeing portfolio strategy and advising families of significant wealth with a focus on family wealth management strategies, personal retirement planning, and portfolio management services. Rob’s career began on Wall Street, where he spent over six years in research and portfolio management at the Bank of New York, shaping his approach to capital preservation and risk management. Throughout his tenure, he has received national recognition, appearing on Barron’s Top 1,200 Financial Advisors list since 2017, including a Top 10 placement in Connecticut in 2022, and featuring on Forbes’ Best-in-State Wealth Advisors list since 2018. He holds a Bachelor’s degree in Finance with a minor in Economics from Fordham University and has earned the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments and Wealth Institute at the Wharton School. Outside of his professional commitments, Rob enjoys baseball, basketball, football, and spending time with his family.

Santo Borsellino is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. Borsellino receives renewal commissions on long-term care policies from Crump Life Insurance and West Coast Life Insurance. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Katherine Condy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and utilizes a combination of in-house and third-party investment managers, with options for tax management and responsible investing.

John Harrington is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has one year of industry experience, including prior roles at UBS and JPMorgan Chase Bank. Outside of finance, he has been involved with the Sacconnesset Golf Club. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Gillian Hannon is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, Barings, and the University of South Carolina. She also has experience as an insurance broker, selling individual life, disability, long-term care insurance, fixed annuities, and health products. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Feld is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1985. Feld also serves as an arbitrator for FINRA, participating in arbitration panels. 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, pension plans, corporations, and charitable organizations.

Heidy Villarroel is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and bringing 15 years of industry experience. Her prior work includes six years at Ameriprise and nine years at Ameriprise Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Olgena Guzhuna is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas such as executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and tax minimization. She holds the designation of Personal Investment Advisor (PIA). Olgena earned her High School Diploma/GED from Athens Lykeio and attended Webber International University without obtaining a degree. She is involved with community organizations including the American Breast Cancer Foundation and serves as a United Nations International Volunteer. Beyond her professional work, Olgena enjoys cooking, drawing and sketching, golfing, interior decorating, music, and traveling. She approaches financial advising with the philosophy: "I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals."

Elizabeth Mahr is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and capital market assumptions to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Charles Gay is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Fairfield, Connecticut office. He serves families and individuals, including multigenerational families, business owners, and clients preparing for or living in retirement. Charles focuses on developing personalized wealth management strategies that align with his clients' long-term goals, with an emphasis on family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. Charles joined Merrill Lynch in 2007 and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his undergraduate degree from Harvard University and holds a master's degree from Cornell University. Charles lives in Ridgefield, Connecticut, with his wife and three children. In his personal time, he enjoys golfing, skiing, and practicing yoga.

John Wood Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Matthew Cosco is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS in 2024, he worked at Trinity College and New Canaan High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and 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 solutions to clients’ goals and risk tolerances.

Sarah Battista is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals in Fairfield County. She is responsible for overseeing the branch's operations and ensuring the delivery of financial planning, guidance, and support services to clients. Sarah has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Relationship Manager, Financial Consultant, and Assistant Branch Leader before assuming her current position in 2024. Her experience encompasses comprehensive financial planning and client relationship management, focusing on understanding clients' goals and collaborating to prepare financial plans tailored to enrich various stages of their lives.

Kassandra Petrocelli is a Financial Consultant at Fidelity Investments, where she has been employed since 2017. In her current role, she works closely with a Wealth Management Team to assist clients in pursuing their financial goals through personalized financial planning. Her experience at Fidelity includes various positions such as Planning Consultant, Relationship Manager, Financial Representative, Investment Sales Associate, and Brokerage Operations Representative, reflecting a comprehensive understanding of financial services and client relationship management. This progression within the firm highlights her commitment to developing tailored strategies that align with each client's unique needs and priorities. Outside of her professional responsibilities, Kassandra engages in activities such as cooking and baking, photography, tennis, traveling, and attending social events with friends.

David Boudreau is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is involved with an estate business in Mashpee, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies.

Charles Valenzuela is a CFP® professional with 49 years of experience in the financial industry. He is currently with Cetera and has previously worked with Cetera Wealth Services, Walnut Street Securities, and PDI Financial Group. In addition to his advisory role, he is an insurance agent specializing in life, accident, health, and disability insurance. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to both affiliated and third-party managers and a variety of program structures.

Augustin Djerdjaj is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked as a self-employed advisor and with Ameriprise Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a structured, research-driven process and tax-aware strategies.