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.

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 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.

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.

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.

Norman De Angelis is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise, Mass Mutual Life Insurance Company, and Merrill. In addition to his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Anthony Leonardi is a CFP® professional at OSAIC with 31 years of industry experience. He previously spent 25 years with Lincoln Financial Advisors Corp. Outside of his advisory role, he owns Muscle Up Bars LLC, a business that produces and sells protein bars, and he has authored a book. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

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.

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.

Vincent Camarota Jr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also works with Wealth Group Financial Advisors in Danbury, CT, providing financial services in conjunction with Raymond James guidelines. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling to support client goals.

Jason Hsu is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in providing wealth management advice and services. Since joining Merrill Lynch in July 2007 from Morgan Stanley, he has developed expertise in retirement income planning and wealth preservation. Jason focuses on assisting clients with family wealth management strategies, legacy planning, liquidity management, philanthropic planning, socially responsible investing, tax minimization, and special needs planning, among other areas. He holds multiple professional designations including Chartered Financial Consultant (ChFC), Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jason earned a doctorate from SUNY Stony Brook and is proficient in both Chinese and English. Committed to the principle of "clients come first," Jason and his team provide prompt service tailored to clients' unique financial goals. Outside of his advisory role, Jason participates in community activities through organizations such as the Newtown Lions Club and Western Connecticut State University. His personal interests include reading, spending time with his family, and traveling.

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.