Jose Vivero

As the Founder of Brennan Capital Management, I bring over 17+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Anthony Carpentieri is a Private Wealth Advisor with Merrill Private Wealth Management and a managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group. He specializes in providing customized wealth management strategies and advice to senior executives, entrepreneurs, and families facing significant life events or transitions. His approach integrates multiple disciplines, including investment management, wealth transfer, credit, philanthropy, and family office services. He is recognized for his expertise in helping clients with concentrated wealth implement investment advisory and estate planning strategies to preserve wealth across generations while enhancing diversification. Anthony began his career at Merrill in 2007. He earned both a Bachelor of Business Administration in Finance, Business Economics, and Legal Studies, as well as a Master of Business Administration in Management, from Iona College. He holds the Chartered Retirement Planning Counselor (CRPC™) designation, the Certified Divorce Financial Analyst (CDFA®) certification, and the Personal Investment Advisor (PIA) credential. Anthony has been recognized on Forbes’ “America’s Top Next Generation Wealth Advisors” list from 2017 to 2023 and was part of the Erdmann, Giannetti, Brookfield, Carpentieri Group ranked among Barron’s “Top 50 Private Wealth Management Teams.” In addition to his professional pursuits, Anthony serves on the Board of Trustees for the Iona University Alumni Association. He also participates as a leading member of the Knights of Columbus and volunteers at the Community Cooperative Nursery School. His personal interests include basketball, boating, reading, writing, and spending time with his family.

Michael Cappiello is an Investment Consultant who focuses on helping clients plan their financial futures based on their specific goals. He provides personalized guidance tailored to each client's unique financial background. Michael combines his professional role with his experience as a father, emphasizing the pursuit of financial peace of mind and the protection of clients' legacies. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2025. Michael's personal interests include art, golf, kayaking, parenthood, skiing, and swimming.

John Horner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 35 years of experience in the securities, investment management, and banking industries, with a background that includes extensive executive and relationship management roles both domestically and internationally. His expertise encompasses corporate executive services, executive compensation, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, special needs planning strategies, as well as sports and entertainment and retirement income planning. John holds a Bachelor of Science in Foreign Service with a focus on International Economics from the Georgetown University School of Foreign Service. He is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. In addition to his professional responsibilities, John serves his community as Commissioner of the New Canaan Fire Department and participates in various organizations such as the New Canaan Fire Company No. 1, Trout Unlimited, and the National Sporting Clays Association. He is also involved with the Darien Chamber of Commerce and the Fairfield County Fish & Game Protective Association. Outside of his professional and community commitments, John has personal interests in baseball, fishing, golfing, hunting, soccer, and traveling.

Greg Giandalone is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He adopts a goals-based approach to financial planning, focusing on understanding clients' priorities to guide their financial strategies. Greg is a CERTIFIED FINANCIAL PLANNER® professional and a U.S. Army Veteran, which informs his disciplined and client-focused methodology. Greg's professional experience spans several prominent financial institutions. Prior to his current role, he worked as a Senior Financial Consultant at TD Ameritrade from 2016 to 2020. He also held positions as a Wealth Management Client Associate at Ameriprise Financial and Merrill Lynch, as well as a Financial Advisor at Merrill Lynch, and a Stockbroker at John Thomas Financial and E-1 Asset Management. Outside of his professional work, Greg engages in activities related to family, fitness, military service, pets, tennis, and volunteering.