Aidan Medvecky is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Guilford Savings Bank and held various roles in education and local recreation. Morgan Stanley Wealth Management serves individual and institutional clients offering comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and does not provide individual security recommendations as part of its standalone planning service.

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.

Celeste Hamler is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm employs a structured planning process using approved tools and models to help clients develop tailored financial plans.

Adam Stevko is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of Vacheron DiSabato & Associates. Since joining the team in 2007, he has focused on providing a Family Office style experience by helping clients and their families simplify complex financial situations. Adam's approach centers on understanding his clients' goals to offer comprehensive planning strategies. Adam holds a Bachelor of Science degree from Fairfield University and has earned the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) designations. His client focus includes areas such as college education planning, divorce transition planning, executive compensation, family wealth management, legacy planning, philanthropic planning, and tax minimization. Originally from Long Island, NY, Adam currently lives in Trumbull, CT with his family. He is actively involved in community organizations including Great Hill Fish & Game, The Dream Ride Experience - Hometown Foundation, and The Kennedy Collective. His personal interests include adventure sports, boating, cooking, fishing, hiking, photography, traveling, and spending time with his family.

Cristina Condulescu is a Financial Advisor at Merrill Lynch Wealth Management. She was promoted to the Team Financial Advisor role in 2024 after joining Craig Rosenberg's team in 2017 as a Registered Senior Wealth Management Client Associate. Prior to that, she worked at the Merrill Greenwich CT office beginning in 2006. Cristina specializes in education planning, family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Cristina holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) credential. She earned her MBA in Finance from the University of Connecticut and a Bachelor's degree in Commerce from the Academy of Economic Studies in Bucharest, Romania. Additionally, she completed an Accredited Certificate Program from the College for Financial Planning. Cristina provides personalized, tax-efficient strategies utilizing investment, lending, and banking solutions through Bank of America. Outside of her professional career, Cristina and her husband Iancu have resided in Fairfield County for over two decades with their two sons. She is involved with USA Swimming and enjoys biking, cooking, dancing, reading, singing, spending time with her family, traveling, and practicing yoga.

Jonathan Worobow is a financial advisor with MassMutual Investors Services in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with MassMutual and its affiliated entities since 2015. Worobow is also involved in managing ClearWorld Financial LLC, where he oversees staff and client financial planning. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, and charitable organizations, among others, using firm-approved tools to deliver written recommendations as part of annual planning engagements.

Patrick Duff is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Ingrid Dikmen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Outside of her advisory role, she serves as guardian for her son. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Aaron Francis is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Daniel Wright is a Series 66-licensed financial advisor with Morgan Stanley in Westport, CT, and has 21 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Wright serves on the finance committee of the Union Cemetery Association of Easton, Connecticut, a nonprofit organization. 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 utilizes structured discovery conversations and firm-approved tools to model outcomes without making individual security recommendations.

Denise Corsetti is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley for seven years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 strategies to client goals and risk tolerances.

Benjamin Lodewick is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Workplace Financial Consultant at the same company from 2022 to 2023. He is a Certified Financial Planner™ professional committed to providing a high standard of care to individuals and families as they work towards their lifetime financial goals. In his practice, Benjamin collaborates with clients to explore and navigate Fidelity's range of services and offerings, aiming to build trust and co-create lifelong relationships. His approach emphasizes confidence and comfort as clients progress towards their financial objectives. Outside of his professional work, Benjamin has personal interests that include baseball, cooking and baking, fitness, food, and hiking.

Justin Horvath is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of experience in the industry and has previously worked at Woodway Country Club and Roger Williams University. In addition to his advisory role, he is involved in outside insurance sales focused on health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, annual financial planning engagements using firm-approved analytical tools, with optional implementation services delivered through brokerage or insurance arrangements.

Sandi Forman is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors since 2019 and was previously employed at Nexvue/Bio Analytics Corp. Forman serves as co-executor of her mother’s estate, managing multiple condominiums. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure for its services.

Amish Jhaveri is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He previously worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Citigroup, accumulating extensive experience across major financial institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Deborah Briskin is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing customized financial strategies for high net worth professionals and owners of closely held businesses. Deborah collaborates with specialists to provide clients with services in Estate Planning, Asset Management, and Business Financial Services. Deborah began her career as a Financial Advisor at Merrill in 1984. After spending seven years at UBS, she rejoined Merrill Lynch Wealth Management in 2015. She holds a Bachelor of Science in Business Administration in Accounting from Boston University and a Master of Business Administration in Financial Management from Pace University. Deborah has earned several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Westport, Connecticut, Deborah enjoys traveling with her two children. She is actively involved in community initiatives, including Mary's Fund, a memorial fund established to support mental health services for children and teens throughout Fairfield County, Connecticut.

Dennis Berardi 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 since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial career, he was involved with The Edge Fitness Club and the University of Bridgeport. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Justin Hallas is a financial advisor with Charles Schwab in Fairfield, CT, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Goldman Sachs and Union Savings Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory services with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

John Difederico Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns and manages a local bowling alley. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing integrated brokerage, advisory, and financial planning services through a broad network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios spanning multiple asset classes and offers both discretionary and non-discretionary account management.