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.

Jackson Fredericks is a financial advisor with Ameriprise in Southbury, CT, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Dental Associates of Connecticut and Jackson, Grant Investment Advisors Inc., among others. He also worked at Eastern Connecticut State University and Brookfield Public Schools. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Stephen Collins is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 registrations and possessing 30 years of industry experience. He has previously worked at Raymond James & Associates and Citi before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances.

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 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.

Michael Taguiam is a Series 66-licensed financial advisor with Equitable Advisors in Brookfield, CT, where he has worked since 1999. He has 47 years of industry experience, including prior work with Axa Advisors, LLC. He also holds non-Equitable network appointments with United Health Care, Reliance Standard, and Sun Life. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

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.

Dean Gaugler is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad service platform.

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 with Raymond James Financial in Monroe, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Raymond James Financial and its affiliate firms since 1999. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm provides non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and risk profiling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Leclair is a financial advisor with Stifel in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mark Phillips is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked within Wells Fargo-affiliated firms since 2014. Outside of his advisory role, he has ownership interests in investment-related entities, including Rockee Point, LLC, and Phillips GP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and combines advisory recommendations with other financial products and referral channels.

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.

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.

Daniel Calarco is a financial advisor with Wells Fargo Clearing in Hamden, CT, holding a Series 66 designation and 24 years of industry experience. He previously worked at Citizens Securities, Inc. for eight years before joining Wells Fargo in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.

George Schott is a financial advisor with Primerica Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Clearbridge Investments and Legg Mason, where he was employed for 14 years. Outside of his advisory role, he is employed by Stamford Public Schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.