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.

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 credentials and seven years of industry experience. Her prior roles include positions at Symbridge LLC, MML Investor Services, Bank of America, and Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Ronaldo Medalla is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked with Fidelity Investments since 2025 and has been associated with Strategic Advisers and Fidelity Brokerage Services since 2002. Outside of his advisory work, he has published a book that he wrote and designed. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment companies.

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.

Dimitar Timnev is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of J.P. Morgan since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

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 24 years of industry experience. He previously worked at Morgan Stanley Private Bank and Citigroup Global Markets. Scanlon has an ownership interest in SCANFAM, LLC, a non-investment-related business he co-owns with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

Brian Ceglarski is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Darien, Connecticut. He works with a select group of families and individuals, assisting them in growing, preserving, and transferring their wealth across multiple generations. Brian provides access to the investment insights of Merrill Lynch Wealth Management and the banking services of Bank of America, helping clients address various aspects of their financial lives, including education funding, tax minimization, retirement planning, and lending strategies. Brian began his career in the financial services industry in 2007 and joined Merrill Lynch Wealth Management in October 2015. He is a Personal Investment Advisor and holds Series 7, 55, 63, and 65 FINRA registrations. Brian is a 2006 graduate of Fairfield University. He works alongside his team, originally started by his father Paul, who has been with Merrill since 1982. In addition to his professional work, Brian is involved in several community organizations. He serves on the Stamford Hospital Foundation Board and participates actively in Hackers for Hope, which raises awareness and funds for cancer research. Previously, he participated in the Wall Street Decathlon benefiting Memorial Sloan Kettering Cancer Center. Brian resides in Darien with his wife, Ali, and their three sons, Gus, Charlie, and Hudson. In his spare time, he enjoys playing hockey and golf.

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.

Christopher Calabrese is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services complemented by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels across a large network of financial advisors.

Norman De Angelis is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 25 years of industry experience. He has worked at firms including Ameriprise, Mass Mutual, and Merrill. Outside of his advisory role, he operates as an independent insurance agent and owns Guidelight Financial in Norwalk, CT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Anthony Leonardi is a CFP® with 31 years of industry experience and is currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 25 years at Lincoln Financial Advisors Corp. Outside of his financial advisory role, Leonardi owns Muscle Up Bars LLC, a business focused on producing and selling protein bars, and he is also an author. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

David Ornstein is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1991. Based in the Darien office since its opening in 2000, David works with high-net-worth families, business owners, and corporate executives to develop strategies for managing their personal and business finances. His expertise includes technical investment management strategies such as hedging and diversifying concentrated single stock positions. Additionally, his team addresses sophisticated wealth transfer strategies and philanthropic planning, leveraging comprehensive resources across Merrill Lynch Wealth Management. David holds a Bachelor's degree from Eckerd College and a Personal Investment Advisor (PIA) designation. He resides in Greenwich, where he served over 14 years on the Representative Town Meeting. A lifelong sailor, David is a former board member of the Indian Harbor Yacht Club and is involved with US Sailing. His practice emphasizes understanding clients' life priorities to create personalized plans tailored to their goals and aspirations.

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.

Colton De Leo is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he held roles at LL Bean, J & H Pool and Patio, and worked at the University of Southern Maine and Fairfield Comedy Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.