Financial Advisors - Merging Finances in Second Marriages & Later Life

I’m working on an article about how couples approach merging finances—especially in second marriages, later-in-life partnerships, and long-term cohabiting relationships. Much of the conventional advice is based on younger, first-time marriages. I’m interested in how that holds up when people bring more financial history into a relationship. If you’ve navigated this personally or advise others who have, I’d welcome your perspective. I'm particularly interested in hearing from investment advisors who can speak on the record and introduce me to clients who are willing to do the same. Feel free to DM me or email me directly.