Brett Rivera is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2023. His prior experience includes roles at Allocation Resource Group and John Herbert Company, as well as four years at The Pennsylvania State University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Jennifer Tunnell is a financial advisor at Merrill with 12 years at the firm and 8 years of industry experience. She holds the Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rajesh Malhotra is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Mass Mutual since 2019 and previously worked as a self-employed consultant and trading mentor, providing educational seminars on financial market dynamics. Additionally, he serves as an independent insurance agent focusing on life, disability, long-term care insurance, fixed annuities, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and provides various event-driven planning services, including estate and divorce planning.

Andrew Basu is a Series 66-licensed advisor with six years of industry experience, currently working at J.P. Morgan Securities in Greenwich, CT. He has previously been affiliated with Northwestern Mutual and several smaller firms. 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.

Peri Butterworth is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she held positions at That's Nice LLC, Fordham University, BioLabs, Proctor Academy, and Dunkin Donuts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Isaiah Massa is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked at Garnet Health Medical Center and has also been involved with City Winery since 2020. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools but does not include individual security recommendations as part of its standalone planning offerings.

Alissa Crawford is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning tools and a range of retail and institutional investment options.

Daryl Helsing is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Lewis Mc Gill is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Tarkenton Financial and has experience in education from his time at Auburn University and The Westminster Schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Norma Montalvo is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a diverse set of capital markets services.

Joseph Centra is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He previously worked at H. Beck, Inc. for 26 years and co-founded Grove Point Investments, LLC and Grove Point Advisors, LLC. Outside of his advisory work, he is involved with Allocation Resource Group, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and extensive research resources.

Raquel Torres is a financial advisor at Merrill with Series 66 and Series 63 credentials and eight years of industry experience. Her prior experience includes roles at Bank of America, Wells Fargo Clearing, J.P. Morgan Securities, and Santander Securities. Outside of her advisory work, she operates a consulting business as a full-service shopper. Merrill, together 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Hyman is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 designations and 15 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2020 before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on each client’s risk profile and utilizes a combination of in-house and third-party investment managers.

Robert Guere is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has spent his entire career in financial services, focusing on helping clients solve complex financial issues and achieve their goals. Robert works closely with clients to develop personalized financial strategies that align with their long-term objectives. Robert's expertise includes college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, and retirement income. His approach emphasizes understanding each client's unique financial situation and creating tailored plans to help manage investment risk and pursue financial goals. He holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). Robert is also active in his community as a member of the Rotary Club of Monroe. In his personal time, Robert enjoys baseball, golfing, music, reading, soccer, and spending time with his family.

Michael Tutino is a financial advisor with Wells Fargo Clearing in Greenwich, CT, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo firms since 2016. Outside of advising, he holds a minority ownership in a restaurant business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Anastasija Majauskas is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 63 and Series 66 licenses. Her prior experience includes work at Cognizant Softvision and iMG Development LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools and modeling techniques to support its clients’ financial plans.

Scott Lanz is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Kyle Brandstetter is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Asterion Wealth Advisory Group and LPL Financial. Outside of finance, his background includes work in hospitality and athletic club management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Frank Calderone is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a bass player for the band HeadFirst and also owns Calderone Financial Services, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs alongside specialized municipal and employer advisory services.

Lester Dean Jr. is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, GYL Financial Synergies, Resnick Advisors, and Northcoast Asset Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.