Shraga Goldhirsch is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his advisory career in 2026. He has been associated with Massachusetts Mutual Life Insurance Company since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Michael Wares is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing tailored strategies to help professionals, non-profit organizations, and companies achieve their financial goals. He integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address a broad range of client needs including asset allocation, retirement income planning, education funding, risk management, estate planning, cash management, and endowment and employee benefit plan strategies. Since beginning his career in financial services in 2013, Michael has concentrated on providing personalized wealth management solutions that adapt to changing market conditions and client circumstances. His expertise extends to family wealth management, liquidity management, small business strategies, and tax minimization. Michael emphasizes working collaboratively with clients to create and maintain financial strategies designed to pursue their goals over time. Michael holds a Bachelor of Science degree from the School of Management at Binghamton University and has completed accredited certificate programs at Georgetown University and Yale University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. He is also involved in his local community through support of the Orange County Firefighters Museum. In his personal time, Michael enjoys cooking, golfing, spending time with his family, traveling, and watching movies.

Klea Pula is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She has experience working at J.P. Morgan entities since 2021 and previously held roles at Bank of America, Flight Services & Systems, and Mangia Bene. J.P. Morgan Securities LLC 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Peg Davidson is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. In this role, she works with individuals and families to develop tailored financial strategies that align with their specific goals, risk tolerance, and time horizons. Her approach emphasizes understanding client priorities, providing clear education, and promoting a collaborative planning process. Davidson brings extensive experience to her practice, having previously served as an Assistant Vice President Financial Consultant at Merrill Lynch from 1992 to 1997 and as a Financial Consultant at Shearson Lehman from 1987 to 1992. Over her career, she has focused on empowering clients to make informed financial decisions by offering guidance, perspective, and accountability, aiming to build strategies that evolve with clients' changing lives. Outside of her professional work, Peg Davidson enjoys engaging in activities such as hiking, running, traveling, attending social events with friends, reading, and exploring culinary interests.

Peter Mccabe is a financial advisor at Morgan Stanley with 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 methodologies.

James Bennett is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Bennett worked at Equitable Financial and Equitable Advisors, and he has a background in construction and education. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Charles Camilleri is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Ameriprise Financial Services, LLC for 20 years before joining Raymond James Financial Services Advisors, Inc. in 2025. He is also the owner of Camilleri Wealth Management, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm uses analytical tools and tailored strategies to support client goals and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Michael Cooperman is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to that, he was with Bank of America and Merrill from 2010 to 2018. Outside of finance, he is a drummer in a performing band based in Manalapan, New Jersey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop plans, serving clients through both direct and corporate financial planning agreements.

Debra Weiner is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Outside of her advisory role, she serves on the Executive Committee of the Westchester Jewish Council and is a committee member of the UJA Federation of New York Westchester Division, both organizations focused on community and philanthropic activities. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nicholas Campion is a financial advisor at Morgan Stanley in Purchase, NY, with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Alto Pharmacy, Pace University, Target, and Snipes Golf. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and provides services that include corporate financial planning agreements with employers.

Tristan Odell is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes a role at Votto Vines Importing Inc and positions in education at the University of Connecticut, Greenwich High School, and Eastern Middle School. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools, supported by investment modeling techniques such as Monte Carlo simulations.

Sally Bedus is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney since 2021 and previously was employed at the Fashion Institute of Technology and Westlake 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and market simulations.

Robert Giannetti is a Private Wealth Advisor and managing partner of The Erdmann Group within Merrill Private Wealth Management. He has been a partner with the group since 2001, overseeing portfolio strategy and advising families of significant wealth with a focus on family wealth management strategies, personal retirement planning, and portfolio management services. Rob’s career began on Wall Street, where he spent over six years in research and portfolio management at the Bank of New York, shaping his approach to capital preservation and risk management. Throughout his tenure, he has received national recognition, appearing on Barron’s Top 1,200 Financial Advisors list since 2017, including a Top 10 placement in Connecticut in 2022, and featuring on Forbes’ Best-in-State Wealth Advisors list since 2018. He holds a Bachelor’s degree in Finance with a minor in Economics from Fordham University and has earned the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments and Wealth Institute at the Wharton School. Outside of his professional commitments, Rob enjoys baseball, basketball, football, and spending time with his family.

Katherine Chapin is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation and previously worked at J.Crew Group and JPMorgan Chase Bank, N.A. Katherine’s background includes roles in both financial services and retail sectors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and structured product activities.

Liang Wang is a financial advisor at Edward Jones with four years of industry experience. He has held his current role since 2022 and previously worked at Fast Communication from 2004 to 2022. Wang holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Robert Matluck is a financial advisor with Morgan Stanley who holds Series 63, Series 65, and Series 66 licenses and has 39 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley’s Private Bank and Smith Barney affiliates. He serves as a trustee for multiple trust organizations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and return estimates from the Global Investment Committee.

Dylan Nelson is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has eight years of industry experience. He has been with JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

John Harrington is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has one year of industry experience, including prior roles at UBS and JPMorgan Chase Bank. Outside of finance, he has been involved with the Sacconnesset Golf Club. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Laura Morris is a financial advisor at Morgan Stanley with 38 years of industry experience. She has worked at Morgan Stanley Distribution, Inc. since 2007. Outside of her advisory role, she serves on the advisory boards of Newark Venture Partners and The 1921 Institute, and is a board member and part of the finance committee for 100 Women in Finance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a variety of investment strategies.

Patrick Gallagher is a Series 66-licensed financial advisor at Morgan Stanley with five years of industry experience. He worked at PricewaterhouseCoopers prior to joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.