Robert De Waele is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he operates Step Up Coaching, a consulting service focused on helping young people in Fairfield County overcome personal challenges in life and business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers various investment and advisory solutions through its broad platform.

John Vacheron is a Wealth Management Advisor with Vacheron DiSabato & Associates at Merrill Private Wealth Management in Fairfield, Connecticut. He works with families, executives, entrepreneurs, and business owners to simplify complex financial decisions and provide clarity through personalized wealth management solutions. His expertise includes investment strategy, concentrated stock management, liquidity events, tax-aware planning, estate planning services, lending, and multigenerational wealth transfer. John and his team combine the personal attention of a boutique, family-office style practice with the depth and resources of Merrill Private Wealth Management to help clients steward wealth and plan with confidence across generations. John holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned a bachelor's degree from Fairfield University. In his personal time, he enjoys baseball, basketball, cooking, golfing, skiing, and spending time with his family.

Alexander Santacroce is a financial advisor at Merrill in New Haven, CT, holding a Series 66 designation with 14 years of industry experience. He has worked at both Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. 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 and profit-sharing plans, corporations, and charitable organizations.

Matthew Robey is a financial advisor with Equitable Advisors in Westport, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 21 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Robey serves as a co-trustee of The Robey Charitable Trust, a family-operated 501(c)(3) that awards scholarships and engages with recipients and school boards. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor financial solutions based on clients’ goals, risk tolerance, and time horizon.

Matthew Streif is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. He is the founder and owner of Westport Wealth Partners, an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs non-discretionary, goal-oriented planning supported by analytical tools and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Richard Hager Jr. is an advisor at LPL Enterprise with Series 63 and Series 65 credentials and 38 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America since 1988 and held a role at Pruco Securities, LLC. for 36 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via its integrated platform.

Robyn Barger is a financial advisor at UBS Financial Services with 14 years of industry experience. She has held the Series 63 and Series 66 designations and worked as an independent consultant for 12 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jared Miller is a Series 66-licensed financial advisor with Edward Jones in Southport, CT, bringing 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Westport Capital Markets LLC, Peter R Mack & Co Inc, and David Kleinberg Design Associates Inc. Outside of his advisory work, Miller is involved in interior design through Om In The Home, LLC and operates a photography business under Jared Miller LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and features one of the largest retail advisor and branch networks in the industry.

Thomas Scanlon is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He collaborates with high net worth individuals, families, and small businesses to develop and manage financial plans aimed at providing fulfillment and peace of mind. Thomas has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as an Investor Service Representative at Putnam Investments from 2014 to 2015.

Amarjit Singh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes nine years at MetLife Securities and he has been with Mass Mutual since 2016. Outside of his advisory role, he serves as a presenter for the Department of Justice on faith-based discussions and consults for a nonprofit foundation focused on scholarship programs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various programs including educational seminars and event-driven planning services.

Makenna Prete is a Planning Consultant at Fidelity Investments, where she works collaboratively with a team of professionals to provide personalized financial services to clients. In her role, she partners with clients to develop and maintain strong financial plans, offering one-on-one support aimed at helping clients pursue and execute their financial goals. Makenna has held multiple roles within Fidelity Investments since 2023, including Relationship Manager, Financial Representative, and Financial Services Representative. Prior to joining Fidelity, she completed a Wealth Management internship at TrinityPoint Wealth from 2021 to 2023. Outside of her professional endeavors, Makenna enjoys activities such as spending time at the beach, engaging in family activities, caring for pets, skiing, playing softball, and practicing yoga.

Stacy Thomson is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. Prior to joining Stifel in 2023, Stacy worked at Ameriprise Financial Services LLC and Scrum50. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Stephen Mcguirk is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years and has been with Massachusetts Mutual Life Insurance Company since 2016. He also operates as an independent insurance agent focusing on dental, group disability income, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations within collaborative, annual planning engagements.

Gerald Hollmann is a financial advisor with LPL Enterprise in Shelton, CT, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he operates Hollmann Manufacturing Technologies, LLC, a business focused on engineering, design, and sales of medical devices and components. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Matthew Lubanko is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and investment services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Arthur Garofalo is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 credential and has worked previously at infinex Investments, Inc. for 15 years. Outside of his advisory role, Garofalo serves as president of two sales agent commission businesses in the information technology sector and works as a consultant for a grocery automation company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include planning but generally do not extend to individual security recommendations in standalone programs.

Colin Wilhelmy is a financial advisor with Ameriprise in Stratford, CT, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entity since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Amer Abdel Hack is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at Barnum Financial Group and MassMutual Life Insurance Company. Outside of finance, he has worked in the hospitality sector at Spotted Horse Tavern and has an academic background with the University of Connecticut. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop client recommendations while maintaining limited investment discretion.

Megan Kelly Luginsland is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Northeast Wealth Solutions, and Austin McGuire Company. She also has academic experience from Sacred Heart University and Albertus Magnus College. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Jonathan Papp is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds powers of attorney for his parents related to investment matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.