Owen Horne is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley and Fidelity Investments, as well as prior experience in education at Fairfield University and St. Joseph High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Betzag is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010. Outside of his advisory role, he teaches undergraduate and graduate business and economic courses at Molloy College. Merrill, along 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.

Keith Hagerty is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients' goals and risk tolerances.

Charles Taylor is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and DAVID LERNER ASSOCIATES INC. Taylor has an ownership interest in a short-term rental business in Southern Vermont. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, consulting, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Brittney Robinson is a Series 66-licensed financial advisor affiliated with J.P. Morgan Securities, with three years of industry experience. She previously worked at Stifel Financial Corp for four years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Liebson is a financial advisor with LPL Financial in Greenwich, CT, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include a decade at UBS Financial Services and several positions at investment and banking firms since 2024. Outside of his advisory work, he occasionally performs as a drummer in a blues and jazz band on weekends. 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 representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Alfonso Giudici is a financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at Equitable Advisors and Abeille Bravure. Outside of his advisory role, he is the owner of Vox Trend Media LLC, where he plans the vision and direction of the company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm emphasizes tailored financial planning and consulting, supported by a range of portfolio management styles and affiliated research.

Peter Swansen Jr. is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services Inc., National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a partner at Corporate Plans Retirement Strategies, LLC, where he oversees staff and provides ongoing client service and employee benefit reviews. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and clients ranging from individuals to institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management.

Joseph Ausanio is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2004. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Deividas Vilys is a Series 66-licensed financial advisor with Morgan Stanley in Greenwich, CT, possessing two years of industry experience. Prior to joining Morgan Stanley, he held positions at Middlebury College and Gulf Coast High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Lindsay Sabel is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over twenty years of experience in the financial services industry. Before transitioning to wealth management, Lindsay worked at a Connecticut-based multi-strategy hedge fund and spent 14 years in various trading, sales, and leadership roles at UBS Investment Bank. She also held an institutional strategy position at Wells Fargo Investment Bank, where she managed client strategy for the equities division. Lindsay earned a Bachelor's Degree in Psychology and English from Yale University. She holds the FINRA Series 7, 24, 63, and 66 registrations, as well as professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and sports and entertainment. She lives in New Fairfield, CT with her husband, son, and three dogs. Her personal interests include cooking, golfing, pickleball, running, and soccer.

Sophie Small is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Morgan Stanley, she was involved in various roles including managing the Eno Vino Wine Bar and Bistro and participating in university governance and nonprofit organizations. She has served on boards and committees related to community and religious groups. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Hudson Stedman is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fetch Pet Insurance and Aequatic, as well as involvement with the Trustees of Princeton University and The Pharo Foundation. He has been engaged with Shred Kids' Cancer for over a decade. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

Kevin Sincavage is a financial advisor with LPL Financial in Paramus, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked for Private Portfolio Partners, LLC, where he spent 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Luigi Cicconi is a Planning Consultant at Fidelity Investments, where he works as a co-advisor alongside clients and their wealth management teams. In this role, he focuses on ensuring that financial plans serve as clear roadmaps for clients' milestones and supports informed financial decision-making. Luigi began his role at Fidelity Investments in 2026. Further details regarding his education, credentials, areas of expertise, or personal interests have not been provided.

Paul Curtis is a financial advisor with Wells Fargo Clearing in Stamford, CT, holding Series 63 and Series 66 credentials and 30 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Seersite LLC. Outside of his advisory work, he serves as co-treasurer for the Staples High School Cross Country Team in Westport, CT. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Vivian Spyropoulos is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2012. Spyropoulos holds Series 63 and Series 65 licenses. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations through a select group of Wealth Advisors on a non-discretionary basis.

John Briganti is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and operates his own CPA firm, John K Briganti CPA PC, providing tax preparation and accounting services since 1985. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, with a range of discretionary and non-discretionary implementation options.

Easton Sayre Mc Gill is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Morgan Stanley, his experience includes roles in education and seasonal work at Harvey Cavalier camp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Estefania Munguia is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and two years of industry experience. She previously worked at CBSI Services Inc, Digitech Computers LLC, and Bonnie Briar Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.