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.

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.

Mark Compton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at J.P. Morgan Securities and long-term involvement with Turbodog/Calamity Jane. Outside of his advisory work, he plays guitar in a band. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven investment process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

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.

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.

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.