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.

Luke Rassow Kantor is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Octagon prior to his current role. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adelio Gallucci is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. He holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured tools and modeling techniques.

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.

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.

Craig Dellarocco Jr. is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His work history includes roles across various industries such as hospitality, education, and electrical services. He is also involved with Farms Country Club. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to a range of financial planning and asset management services.

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.

Brian Scanlon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Citigroup Global Markets, and MSI Financial Services. He has ownership in SCANFAM, LLC, a non-investment related business he co-owns with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

Patrick Donovan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2007, bringing prior experience in trading and selling bonds to institutional clients, with a specialization in fixed income and municipal bond research. Patrick holds a Bachelor of Arts degree in Economics and History from Hillsdale College in Michigan and a Master of Arts degree in Politics from The Catholic University of America. He holds the professional designations of CERTIFIED FINANCIAL PLANNER™ and Personal Investment Advisor. Patrick resides in New Canaan, Connecticut, with his wife and three children.

Stephen Collins is a financial advisor at UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has previously worked at Raymond James & Associates, Citigroup Global Markets, Merrill, and Banc of America Investment Services. UBS Financial Services serves individual, corporate, and institutional clients by providing 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 capital markets services and proprietary research to tailor investment strategies.

Scott Drever is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery and firm-approved tools but does not typically provide individual security recommendations within its standalone planning services.

Kirk Knudsen is a CFP®-credentialed financial advisor with 38 years of industry experience. He is currently with Morgan Stanley in New Haven, CT, having joined the firm in 2026 following a 21-year tenure at UBS Financial Services. Outside of his advisory work, Knudsen serves on the finance committee of the New Haven Rowing Club, contributing to the organization’s community rowing initiatives. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of investment offerings, serving clients through various advisory and brokerage services.

Christopher Calabrese is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He is also involved in an investment-related financial practice under Cara4BoysFinancial LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering comprehensive investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning solutions across various financial needs using proprietary research and tools, with clients able to decide on implementation through brokerage or advisory programs.

Dean Gaugler is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior experience includes roles at Merrill, Wells Fargo Clearing, and Prudential Equity Group. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Abel Ramos is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1999. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports advisory programs with a wide network of advisors.

Mark Phillips is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes positions at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo Clearing and then Wells Fargo Advisors. Outside of his advisory work, he is involved in merchant partnerships and investment-related ventures through entities he partly owns. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations using proprietary research and planning tools, with discretionary implementation available through various brokerage and advisory programs.

Jonathan Baron is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he serves as Chair of Finance and Audit for the Masonic Club of Darien, preparing year-end audit and budget reports. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Shubina Mathur is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been a part of the Bank of America organization since 1989. She specializes in areas such as Education Planning, Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Women and Wealth, and Retirement Income. Throughout her career, Shubina has collaborated with multiple teams and internal partners to develop customized financial strategies and has established strong client relationships. Shubina holds a Bachelor's Degree from Vanita College and has pursued continuing education in economics and sociology. She has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from India, Shubina is fluent in Hindi and has been a resident of Connecticut for the past 35 years. She lives with her husband, an engineer, and has two children and two grandchildren. Both of her children are Finance graduates working in hedge funds and private equity in New York and Toronto, respectively.

Amanda Castellano is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has previously worked at Moors & Cabot Inc, Sanford C. Bernstein & Co., LLC, Bank of America, and Merrill Lynch. Outside of her advisory role, she mentors students at the UConn School of Business and serves on the board and finance committee of the nonprofit Homes with Hope. 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, offering a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of integrated brokerage, custody, and cash management solutions.

Charles Kaywood is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Finance and Investment Committee of Trinity Church, where he assists with operational and financial matters. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers a broad range of financial products and services.