ADVISOR BIO

Aileen Nicole Dugan is a registered representative and investment advisor representative. Aileen has been in the financial services industry since August 3, 2004. Aileen currently works for State Farm Investment Management Corp. and is registered with the state of Maine and New Hampshire. Aileen previously worked for State Farm VP Management Corp. in Bloomington, Illinois. Aileen is also a licensed insurance agent and is the owner of Aileen Dugan's Insurance Agency.

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ADVISOR BIO

Anthony Randazzo is an active Investment Advisor Representative associated with Newday, a firm based in Tiburon, CA. Anthony holds licenses in New Hampshire, Maine and California. Anthony is licensed to advise clients across various asset classes including individuals, investment companies and corporations.

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ADVISOR BIO

Arik Schechet is an investment advisor representative with Wellesley Asset Management, Inc. He is registered with the following states: Colorado, Connecticut, Massachusetts, New Hampshire, and Washington. Arik has been in the industry since 2003 and holds Series 7, 63, and 66 licenses. Arik works with a variety of client types, including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. He offers a range of advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Arik has previously worked for various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc., AXA Advisors, LLC, American Express Financial Advisors Inc., IDS Life Insurance Company, and PHD Capital.

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ADVISOR BIO

Briana Romano is a financial advisor with Morgan Stanley. Briana holds Series 7, 63, and SIE licenses. Briana began her career in the financial services industry on December 22, 2010, and joined Morgan Stanley in April 2011. Before Morgan Stanley, Briana worked at Ameriprise Financial Services, Inc. Briana is registered in 32 states and 1 SRO. Briana's practice focuses on individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, insurance companies, investment companies, banking or thrift institutions, and state or municipal government entities. Briana is licensed to provide investment advice in various areas, including portfolio management for individuals, businesses, and investment companies. Briana also provides financial planning services.

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ADVISOR BIO

Bruce Addison is a financial advisor with Morgan Stanley and has been in the industry since 1991. Bruce is registered with FINRA and holds Series 3, 7, 8, 31, 63, and 65 licenses. He has previously worked with RBC Capital Markets, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc.. Bruce Addison is a well-rounded financial professional with experience in various areas of financial services. He has a strong understanding of the financial markets and a proven track record of success.

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ADVISOR BIO

Catherine L. Smith is a financial advisor with over 20 years of experience in the financial services industry. Catherine is a registered representative with Morgan Stanley, previously worked for UBS Financial Services Inc. Catherine holds several licenses and designations including Series 7, 9, 10, 66 and SIE. Catherine specializes in providing investment advice to high-net-worth individuals, corporations, and other institutions. Catherine has a strong track record of success in helping her clients achieve their financial goals.

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ADVISOR BIO

Christopher Levin is a financial advisor with Morgan Stanley. Christopher has been in the financial services industry since 1998. Christopher is registered with FINRA as a Registered Representative and with the state of Texas as an Investment Advisor Representative. Christopher is also a Series 65 and Series 63 licensed professional. Christopher has experience working at Citigroup Global Markets Inc., CCO Investment Services Corp., Essex Securities LLC, Citizens Investment Services Corp., Franklin Financial Services Corporation, and Fidelity Brokerage Services, Inc. Christopher provides asset allocation advice, financial planning, pension consulting, and educational seminars. Christopher also selects other advisors and manages portfolios for businesses, individuals, and investment companies.

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ADVISOR BIO

Christopher Hadley Brown is a registered investment advisor representative with Impax Asset Management LLC. Christopher is also registered with the state of New Hampshire. Christopher has been in the industry since 1987 and holds the Series 7, Series 63, and Series 65 licenses. Previously, Christopher worked at H. G. WELLINGTON & CO., INC. and Fahnestock & Co., Inc.. Christopher specializes in Portfolio Management for Individuals and Portfolio Management for Investment Companies.

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ADVISOR BIO

Daniel Lyons is a financial advisor at Morgan Stanley, providing investment advice for individuals and businesses. Daniel has experience in financial planning, pension consulting, and asset allocation advice. Daniel Lyons is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7 and the SIE licenses.

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ADVISOR BIO

David Jacques Moret is an investment advisor representative of Wellesley Asset Management, Inc., located in Portsmouth, NH. David has been in the financial services industry since 1986. David holds the Series 3, 7, 24, 63, and 65 licenses. David has specialized in financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for investment companies. David was previously registered with Principal Funds Distributor, Inc. and Princor Financial Services Corporation.

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