Trey Hogsten is a Financial Consultant at Fidelity Investments, where he partners with families to develop tailored, comprehensive strategies focused on accumulation, preservation, and the seamless transfer of their wealth across generations. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2024. Throughout his career at Fidelity, Trey has gained experience in financial planning and client relationship management. His work centers on helping clients address their financial goals through personalized strategies. Outside of his professional role, Trey has interests in the beach, food, golf, museums, traveling, and volunteering.

Lindsay Pereguda is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Janney Montgomery Scott and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and modeling techniques.

David Dellacato is a Financial Consultant at Fidelity Investments, where he assists clients in enhancing their financial wellbeing through the Fidelity platform and comprehensive financial planning processes. He is a member of a Wealth Management Team focused on understanding clients' priorities and helping design and implement strategies aligned with their goals. Before his current role beginning in 2026, David held various positions at Fidelity, including Investment Consultant, Investment Solutions Representative II, and High Net Worth Associate. Prior to joining Fidelity, he served as Director of Institutional Sales at MKM Partners from 2011 to 2018. Outside of his professional responsibilities, David enjoys baseball, beach activities, comedy, concerts, football, and movies.

William Trond is a Series 66-licensed financial advisor with Ameriprise, based in Wallingford, CT, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Linda Roman is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is the president and business owner of Cat Rescue Inc., a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Alexandra Brinkerhoff is a Series 66-credentialed financial advisor with 16 years of industry experience, all of which she has spent at Merrill in New Haven, CT. 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 and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Zimmerman is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 26 years of industry experience. His prior firms include Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of his advisory work, he is involved in local sports as a soccer referee and coach and serves as a ticket seller and timekeeper for high school sports events. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, with a range of portfolio management options supported by asset-allocation tools and third-party platforms.

Matthew Cole is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to their needs. He provides ongoing advice and adjusts strategies as clients' circumstances evolve. Matthew's expertise encompasses general investing, retirement planning, and preparing for unforeseen life events. He emphasizes understanding what is important to each client and collaborates with them to create personalized financial plans. He holds a Bachelor's Degree from Fairfield University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Matthew has interests in basketball, golfing, and soccer.

Irwin Maisner is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to each client's risk profile and utilizing a mix of in-house and third-party investment managers.

Shane Henderson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previous experience working at hospitality and recreation-related businesses, including Fresh Salt: Saybrook Point Inn Resort & Marina and Waters Edge Resort and Spa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Victor Pena is a financial advisor with Morgan Stanley in Westport, CT, holding CFP® and Series 66 credentials and possessing 11 years of industry experience. His prior work history includes roles at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Steven Baklas is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to understand their unique financial objectives and develop personalized strategies to pursue these goals. His approach focuses on building long-lasting relationships and providing guidance on various areas including family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and tax minimization. Steven holds a Master's of Business Administration (MBA) and a Bachelor's Degree, both from the University of Connecticut. He also holds the designation of Personal Investment Advisor (PIA). He communicates fluently in Greek, Spanish, and English. Outside of his professional work, Steven has interests that include adventure sports, baseball, basketball, chess, cooking, football, gardening, pickleball, traveling, and watching movies.

Celeste Barham is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Christopher Farrell is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is president of Grace Consultants LLC, a real estate investment company. 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, providing a broad range of capital markets and research resources.

Charlotte Stevenson is a financial advisor at RBC Capital Markets with a Series 66 designation. She has recently started her career, joining RBC in 2025 after roles in various industries including media and sports. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party managers to tailor investment strategies according to each client's risk profile.

Danielle La Riviere is a financial advisor at Merrill with 17 years of experience at the firm and seven years in the industry. She holds a Series 66 designation. Outside of her advisory work, she is a member of DEUX ELLES, LLC, an inactive management consulting LLC. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Daniel Freddino is a financial advisor with Ameriprise in Oxford, CT, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Ameriprise since 2009, including his current role at the firm since 2020. Outside of his advisory work, he serves as president of the Naugatuck Exchange Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Wayne Card is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Steven Silverman is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC and the State of Connecticut/Central Connecticut State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, consulting, and access to model portfolios and third‑party asset management, combining advisory services with brokerage and insurance products through its integrated platform.

David Castle is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as a sole proprietor of a personal rental property. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment modeling.