Vincent Barbetta is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory work, he serves on the board and executive committee of the Connecticut Cancer Partnership and participates on the American Cancer Society’s National Board Nominating Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored platforms, to match clients with investment solutions suitable to their risk profiles.

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 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.

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.

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.

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.

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.

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.

Robert Somma is a CFP®-certified financial advisor with Ameriprise, based in Fairfield, CT, and has 34 years of industry experience. He has been with Ameriprise in various capacities since 2005. Outside of his advisory role, he is a partner in SKP Consulting Group LLC, a business managing shared lease and office expenses. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in investable assets, offering retirement-income planning that includes income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of investment, brokerage, and insurance solutions.

Patrick Shanley is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2008 to 2017. Outside of his advisory role, Shanley serves as a member of the Board of Selectmen for the town of Orange, Connecticut. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars, wrap accounts, and money-manager solutions.

Brian Hetherington is the Managing Director and Private Wealth Advisor at Merrill Private Wealth Management. He leads a team of seven financial professionals dedicated to serving affluent and ultra-affluent clients across the United States. Brian works closely with ultra-affluent families, particularly those who have accumulated wealth through business ownership or leadership roles in large companies, to assist with the transition from high earned income to living off financial assets. His advisory focus includes corporate executive services, family wealth management, legacy planning, personal retirement planning, individual and corporate investment strategies, and tax minimization. With over 30 years of experience, Brian's team employs a deliberate investment process centered on preserving and growing client assets over the long term. This approach utilizes a value-oriented, contrarian investment discipline that emphasizes maintaining a margin of safety. Brian and his team draw insight from a strong network of clients, friends, and advisors, which serves as an important resource for their investment decisions. His expertise and work with successful business leaders have led to recognition in industry publications such as Forbes and Barron's. Brian earned his bachelor's degree from Princeton University, where he also participated in football. He holds the Personal Investment Advisor (PIA) designation. Beyond his professional responsibilities, Brian is active in several community and educational organizations, including St. Mark's Episcopal Church, where he serves on the vestry and as capital campaign co-chair, Xavier High School, the New Canaan YMCA, and the Friends of Princeton University Football. He also participates in charitable events such as the Closer to Free Cancer Ride. Brian enjoys biking, football, golfing, hiking, music, reading, skiing, and spending time with his family.

Divya Rajan is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Eileen Tiefenthaler is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she serves as an executor or co-executor in estate matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools.

Patrick Luckart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2010. From 2012 to 2020, he was a passive member of the Connecticut Asian Pacific American Bar Association, engaging primarily to develop relationships within the legal community. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary consulting supported by a broad range of portfolio management styles and affiliated research.

Adam Stevko is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving as a member of Vacheron DiSabato & Associates since 2007. In his role, he provides advice and guidance tailored to help clients meet their financial goals through comprehensive planning, with a focus on multi-generational relationships and family wealth management strategies. Adam holds a Bachelor of Science degree in Political Science from Fairfield University. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His areas of expertise include college education planning, divorce transition planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Originally from Long Island, New York, Adam resides in Trumbull, Connecticut with his wife Andrea and their sons Anderson and Asher. He actively volunteers and supports local causes such as Great Hill Fish & Game, The Dream Ride Experience-Hometown Foundation, and The Kennedy Collective.