Heather Tiefenthaler is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Chelsea Piers CT. She holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Richard Wolf is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Infinex Investments, Newtown Savings Bank, Prudential Annuities Distributors, and Prudential Insurance Company of America. Wolf serves on several nonprofit boards in Trumbull, CT, including the Tashua Fathers Club and local soccer organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, leveraging a large network of investment adviser representatives and a range of investment strategies supported by technology and research tools.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.

Riley Ward is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he worked at Manzi Insurance and has experience in both the hospitality and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers a range of advisory services, including managing funds and delivering model portfolios.

Sandra Bonilla is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2019, following four years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Abimelek Rodriguez is a Financial Consultant currently working with Fidelity Investments since 2022. He has held various roles in the financial services industry, including Financial Planning Director at Morgan Stanley from 2019 to 2022, Vice President of Investments at Revere Securities from 2018 to 2019, Financial Consultant at Maxim Group in 2018, and Private Wealth Consultant at Laidlaw Asset Management from 2017 to 2018. As a CERTIFIED FINANCIAL PLANNER™, Rodriguez partners with families at all stages of life to establish holistic financial plans that guide their financial decisions. His expertise encompasses retirement, college planning, estate and trusts planning considerations, insurance, tax-efficient investing, and portfolio analysis. Outside of his professional work, Rodriguez has interests in baseball, football, and golf.

Nicole Marron is a financial advisor at Morgan Stanley in Ridgefield, CT, holding a Series 66 designation with four years of industry experience. Before joining Morgan Stanley in 2022, she worked at Hope Evangelical Free Church and The Plumbing Artisans. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support clients’ financial goals.

Steven Mattson Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His career includes tenures at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to his advisory work, he is the author of a book about hiking and the history of Putnam County, NY, and maintains a website promoting the book. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, with tailored recommendations based on Wells Fargo research and planning tools.

Brian Pisacich is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial advising with Merrill Lynch in 1991. After a nine-year tenure at Morgan Stanley/Smith Barney from 2003 to 2012, he returned to Merrill Lynch to establish the Kazcka – Pisacich Group. His advisory approach emphasizes planning to assist clients in allocating their financial assets. Brian's expertise includes college education planning, managing new wealth, personal retirement planning, and retirement income strategies. He holds a Bachelor's Degree from Boston College, where he graduated in 1986 and served as President of the BC Investment Club. He also earned the Personal Investment Advisor (PIA) designation. He resides in Newtown, Connecticut with his wife Cathi and their two daughters. Outside of his professional work, Brian enjoys activities such as baseball, biking, gardening, golfing, hiking, surfing, and yoga.

Jesse Wooten is an Investment Consultant currently working at Fidelity, a position he has held since 2025. Prior to this role, he was a Financial Consultant at Fidelity Investments from 2024 to 2025. Jesse has accumulated extensive experience in the financial services industry, including roles as a Financial Advisor at Wells Fargo Advisors from 2019 to 2024, a Registered Client Associate at Morgan Stanley from 2018 to 2019, and at RBC Wealth Management from 2015 to 2018. He began his career as a Financial Services Representative at Barnum Financial Group in 2013. Jesse employs a planning-based approach to client service, focusing on clarity, education, and collaboration to guide individuals and families in understanding how their financial decisions support their long-term goals. His work emphasizes helping clients take meaningful action to improve their financial wellbeing and achieve greater peace of mind. Outside of his professional life, Jesse engages in personal interests such as baseball, concerts, football, golf, and volunteering.

Thomas Verdeschi is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes various roles unrelated to finance, including time spent in full-time education and positions at Glen Arbor Country Club and Katonah Memorial Park Pool Snack Bar. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management via multi-asset model portfolios and alternative investment options. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Nicholas Young is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006. Nick re-joined Merrill Lynch in 2018 after having initially joined the firm in 2011 and leaving in 2014. He specializes in assisting clients with retirement planning, college education funding, managing wealth transfers, and coordinating services such as investment management, credit and lending, insurance, and retirement planning. Nick holds a Bachelor's degree in Economics from Connecticut College and an MBA from Georgetown University. He earned the Chartered Financial Analyst (CFA) designation in 2015. Throughout his career, he has developed expertise in areas including college education planning, executive compensation, family wealth management strategies, managing new wealth, and tax minimization. Beyond his professional work, Nick has been involved with the Darien Nature Center as a past board member. He lives in Darien, Connecticut with his wife Tracy and two children.

Susan Marchese is a financial advisor at UBS Financial Services with 23 years at the firm and 19 years of industry experience. She holds the Series 66 designation and is based in Westport, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 plans to clients’ goals and risk tolerances.

Swapna Patra is a financial advisor at Fidelity with Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Symbridge LLC, MML Investor Services, Bank of America, and Merrill Lynch. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and acts as an advisor to multiple registered investment companies and fund-of-funds.

Ronaldo Medalla is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and its affiliates since 2002. Outside of his advisory role, he has self-published a book that he wrote and designed. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios constructed from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Mickey Fitzpatrick is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served in various positions at Fidelity Investments, including Investment Consultant (2023-2024), Workplace Planning Consultant (2022-2023), and High Net Worth Associate (2021-2022). He also worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. Mickey's professional experience spans multiple aspects of financial consulting and investment advising. He focuses on understanding clients' unique financial goals and developing customized financial plans to meet those objectives. Outside of his professional work, Mickey has interests in baseball, football, music, reading, running, and skiing.

Joseph Swain is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes multiple roles at Charles Schwab and Charles Schwab Bank, as well as a one-year tenure at Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains a large, integrated structure supporting hundreds of thousands of clients.

Laura Maguire is a financial advisor with LPL Financial based in Southbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and CETERA Advisor Networks LLC. Maguire serves as secretary on the board of the Winding Brook Condominium Association and volunteers assisting elders with money management through New Opportunities RSVP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research tools and a broad non-advisory financial services platform.

Dimitar Timnev is a financial advisor with J.P. Morgan Securities based in Wilton, CT, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career has been primarily with J.P. Morgan entities since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines systematic quantitative screens and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks where applicable.

Brian Lavigne is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.