Individual Focus,
Team Support
Andrew J. Wigzell
AIF®, ChFC®, CASL®
Financial Planner,
Financial Services Executive,
Investment Advisor Representative
Andrew J. Wigzell
AIF®, ChFC®, CASL®
203-513-6044
[email protected]
Financial Planner
Financial Services Executive
Investment Advisor Representative
Andy joined Barnum in 2001. Andy is responsible for supporting and meeting with clients as well as the team’s daily operations.
Andy holds his Series 7, General Securities Representative Exam, Series 66, Uniform Combined State Law Exam, and Life and Health licenses. He also holds the AIF®, Accredited Investment Fiduciary designation issued by the Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company, Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL) both issued by The American College of Financial Services.
As a Transition Solutions Specialist*, when employees experience a change in their group life insurance benefits, Andy helps them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, we provide informed advice to employees regarding health insurance coverage and comprehensive financial advice such as when to begin taking social security and how to optimize retirement plan distributions. We specialize in working with families and individuals who are going through a financial transition and are seeking sound guidance.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT AR Insurance License #3647888 CA Insurance License #0J03866
Check the background of this registered representative on FINRA’s BrokerCheck
MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421
Patrick Kenny
AIF®, BFA™
860-701-2300
[email protected]
Financial Planner
Special Care Planner
Investment Advisor Representative
Patrick joined Barnum in 2012. Patrick is responsible for supporting and meeting with clients as well as the team’s daily operations.
Patrick holds his Series 6, Series 7, Series 63, Series 65, and Life and Health licenses. He also holds the AIF®, Accredited Investment Fiduciary designation issued by the Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company, and is a Behavioral Financial Advisor, BFA™ issued by Kaplan Financial Education.
As a Transition Solutions Specialist*, when employees experience a change in their group life insurance benefits, Patrick helps them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, we provide informed advice to employees regarding health insurance coverage and comprehensive financial advice such as when to begin taking social security and how to optimize retirement plan distributions. We specialize in working with families and individuals who are going through a financial transition and are seeking sound guidance.
I am licensed and registered to offer products and services in FL. Licenses and registrations will vary. Domiciled in FL.
AR Insurance License #16598701 CA Insurance License #4060344
Check the background of this registered representative on FINRA’s BrokerCheck
MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421
Martin Ferraro
AIF®, CFP®
203-513-6108
[email protected]
Financial Planner
Investment Advisor Representative
Martin joined Barnum in 2018. Martin is responsible for supporting and meeting with clients as well as the team’s daily operations.
Martin holds his Series 7, General Securities Representative Exam, Series 66, Uniform Combined State Law Exam, and Life and Health licenses. Martin is a Certified Financial Planner (CFP®) and also holds the AIF®, Accredited Investment Fiduciary designation issued by the Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company
As a Transition Solutions Specialist*, when employees experience a change in their group life insurance benefits, Martin helps them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, we provide informed advice to employees regarding health insurance coverage and comprehensive financial advice such as when to begin taking social security and how to optimize retirement plan distributions. We specialize in working with families and individuals who are going through a financial transition and are seeking sound guidance.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
AR Insurance license #18860893 CA Insurance license #4054996
Check the background of this registered representative on FINRA’s BrokerCheck
MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421
Kristofer joined Barnum in 2020. Kristofer is responsible for supporting and meeting with clients as well as the team’s daily operations.
Kristofer holds his Series 7, General Securities Representative Exam, Series 66, Uniform Combined State Law Exam, and Life and Health licenses. He also holds the AIF®, Accredited Investment Fiduciary designation issued by the Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company, Chartered Financial Consultant (ChFC®), issued by The American College of Financial Services.
As a Transition Solutions Specialist*, when employees experience a change in their group life insurance benefits, Kristofer helps them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, we provide informed advice to employees regarding health insurance coverage and comprehensive financial advice such as when to begin taking social security and how to optimize retirement plan distributions. We specialize in working with families and individuals who are going through a financial transition and are seeking sound guidance.
I am licensed and registered to offer products and services in CO. Licenses and registrations will vary. Domiciled in CO.
AR Insurance License #19567071 CA Insurance License #4131964
Check the background of this registered representative on FINRA’s BrokerCheck
MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421
Alex joined Barnum in 2021. Alex is responsible for supporting and meeting with clients as well as the team’s daily operations.
The Operations team primary goal is to support and improve services for our clients and the team. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. Data analysis and reporting and investigating account issues. The Operations team works closely with our partners to ensure superior service for our clients.
As a Transition Solutions Specialist*, when employees experience a change in their group life insurance benefits, Alex helps them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, we provide informed guidance to employees regarding health insurance coverage and retirement planning solutions.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
AR Insurance License #20036579 CA Insurance License #4310287
MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. Third party financial professionals provide securities offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. www.sipc.org 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC. is not affiliated with MetLife. MMLIS is not affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421
Julia joined Barnum in 2025. Julia is responsible for supporting and meeting with clients as well as the team’s daily operations.
Julia holds her Series 7, General Securities Representative Exam, and Life and Health licenses.
As a Transition Solutions Specialist*, when employees experience a change in their group life insurance benefits, Julia helps them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, we provide informed advice to employees regarding health insurance coverage and comprehensive financial advice such as when to begin taking social security and how to optimize retirement plan distributions. We specialize in working with families and individuals who are going through a financial transition and are seeking sound guidance.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. CA Insurance License # 4452049
Check the background of this investment professional on FINRA’s BrokerCheck.
MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421
Kalyna joined Barnum in 2025. Kalyna is responsible for supporting and meeting with clients as well as the team’s daily operations.
Kalyna holds her Series 7, General Securities Representative Exam, and Life and Health licenses.
As a Transition Solutions Specialist*, when employees experience a change in their group life insurance benefits, Kalyna helps them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, we provide informed advice to employees regarding health insurance coverage and comprehensive financial advice such as when to begin taking social security and how to optimize retirement plan distributions. We specialize in working with families and individuals who are going through a financial transition and are seeking sound guidance.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck.
MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421
Mark joined Barnum in 2025. Mark is responsible for supporting and meeting with clients as well as the team’s daily operations.
Mark holds his Series 7, General Securities Representative Exam, and Life and Health licenses. Mark is a Certified Financial Planner (CFP®)
As a Transition Solutions Specialist*, when employees experience a change in their group life insurance benefits, Mark helps them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, we provide informed advice to employees regarding health insurance coverage and comprehensive financial advice such as when to begin taking social security and how to optimize retirement plan distributions. We specialize in working with families and individuals who are going through a financial transition and are seeking sound guidance.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck.
MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421
Stephanie Buehler
Client Services Manager
Stephanie joined Barnum in 2008. Stephanie is responsible for supporting clients and the team’s daily operations.
The Operations team primary goal is to support and improve services for our clients and the team. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. Data analysis and reporting and investigating account issues. The Operations team works closely with our partners to ensure superior service for our clients.
Stephanie Douton
Investment Operations Manager
Stephanie joined Barnum in 2015. Stephanie is responsible for supporting clients and the team’s daily operations.
The Operations team primary goal is to support and improve services for our clients and the team. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. Data analysis and reporting and investigating account issues. The Operations team works closely with our partners to ensure superior service for our clients.
Christina Reilly
Insurance Operations Manager
Christina joined Barnum in 2003. Christina is responsible for supporting clients and the team’s daily operations.
The Operations team primary goal is to support and improve services for our clients and the team. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. Data analysis and reporting and investigating account issues. The Operations team works closely with our partners to ensure superior service for our clients.
Rob Dow
Client Relationship Manager
Rob joined Barnum in 2020. Rob is responsible for supporting clients and the team’s daily operations.
The Operations team primary goal is to support and improve services for our clients and the team. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. Data analysis and reporting and investigating account issues. The Operations team works closely with our partners to ensure superior service for our clients.
Alyssa Buffone
Client Service Associate
Alyssa joined Barnum in 2024. Alyssa is responsible for supporting clients and the team’s daily operations.
The Operations team primary goal is to support and improve services for our clients and the team. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. Data analysis and reporting and investigating account issues. The Operations team works closely with our partners to ensure superior service for our clients.
Grace Belport
Insurance Operations Coordinator
Grace joined Barnum in 2025. Grace is responsible for supporting clients and the team’s daily operations.
The Operations team primary goal is to support and improve services for our clients and the team. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. Data analysis and reporting and investigating account issues. The Operations team works closely with our partners to ensure superior service for our clients.
Nico joined Barnum in 2025. Nico is responsible for supporting clients and the team’s daily operations.
The Operations team primary goal is to support and improve services for our clients and the team. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. Data analysis and reporting and investigating account issues. The Operations team works closely with our partners to ensure superior service for our clients.
Niko Vamvakas
Vice President, Retirement Planning Solutions
As the Vice President of Retirement Planning Solutions, Niko serves as a resource to Barnum advisors and clients by analyzing client’s unique financial data and designing optimal retirement recommendations, inforce contract analysis, case design, and retirement income solutions that help put the client on the right path to meet their financial goals and objectives. Niko earned a bachelors degree from Southern Connecticut State University.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Alison Novak
Financial Planning Consultant
The Operations team primary goal is to support and improve services for our clients and the team. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. Data analysis and reporting and investigating account issues. The Operations team works closely with our partners to ensure superior service for our clients.
Natalie DeMeis
Vice President, Business Development
With extensive experience in employee benefits, Natalie offers comprehensive benefits consulting for organizations ranging from sole proprietors to those employing over 100,000 employees. She also has a deep understanding of the Medicare rules and provisions and is a noted speaker and consultant on the topic.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. CA Insurance License #2098897
Brian Parmelee
CFP®
Vice President, Risk Management
Brian partners with Barnum advisors to provide in depth analysis on both current insurance holdings, as well as prospective opportunities. Using his vast knowledge of the current life insurance landscape and tax environment, Brian is able to provide both simple and complex solutions to assist in achieving a wide array of client goals and needs. Brian completed his MBA in Finance from the University of New Haven.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT
AR Insurance License #17304893 CA Insurance License #4238804