Santo Briganti is a CFP® with 48 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in real estate ownership in Hartsdale, New York. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income and tax-aware withdrawal strategies.

Miguel Barbosa Machado is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2018, previously serving six years at J.P. Morgan Securities LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Alexander Lefkowitz is a financial advisor at Morgan Stanley with three years of industry experience. He has been employed by Morgan Stanley since 2021 and previously worked at the University of Wisconsin-Madison from 2018 to 2022. Lefkowitz holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Richard Dupuis is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients’ specific goals and changing market conditions. He provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America to support comprehensive wealth management. Richard holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Bryant College. Committed to community involvement, he volunteers with local organizations in line with Merrill’s tradition of engagement in the communities they serve.

Patrick Gallagher is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has worked previously at Knopman Marks and Skidmore College. Gallagher is also an independent insurance agent providing life, disability, long-term care, fixed annuities, and health insurance services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as collaborative relationships using firm-approved analytical tools.

Christina Tikkanen is a financial advisor with Ameriprise in Rye Brook, NY, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Tikkanen serves as Co-Vice President on the Board of Directors for the St. Margaret School Home School Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement recommendations and ongoing tax-aware planning focused on dependable income sources.

Caroline Calder is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with Morgan Stanley and its Private Bank since 2019, following five years at Bank of America and Merrill. Outside of her advisory role, Calder serves as Vice Chair of the Board at the Pequot Library in Southport, Connecticut. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-partnered financial planning services.

Spencer De Vito is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at UBS Financial Services for several years and holds Series 63 and Series 66 designations. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Joseph Graffeo is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following three years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-based modeling techniques.

Catherine Fellows is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated and Bank of America since 2010. Outside of her advisory role, she assists with a family business specializing in indoor plants, including terrariums and bonsai, helping at local markets and craft fairs. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base that includes individuals, pension plans, and charitable organizations.

Vincent Delrosso is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following three years at MetLife Securities. Outside of his advisory role, he is involved in independent insurance sales covering life, fixed annuities, disability, long-term care, health, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing collaborative relationships focused on detailed client analysis and strategy recommendations.

Judin Pierre Louis is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he focuses on building strong financial plans tailored to the goals of his clients and their families, utilizing the resources and wealth planning services available at Fidelity. He has held several positions in the financial advisory field, including Financial Consultant at E*TRADE from Morgan Stanley (2019-2023), Financial Advisor at Citi Gold Personal Wealth Management (2015-2019), Vice President Financial Advisor at Capital One Investing (2014-2015), Relationship Banker at JPMorgan Chase (2013-2014), and Financial Advisor Associate at Morgan Stanley (2012-2013). This experience has provided him with a diverse background in wealth management and client relationship development. Outside of his professional work, Judin Pierre Louis engages in activities such as family activities, fitness, football, social events with friends, golf, and parenthood.

Michael Shipman is a financial advisor at J.P. Morgan Securities in Greenwich, CT, holding Series 65 and Series 63 credentials with 10 years of industry experience. He previously worked at Citigroup for a decade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Shiv Kathrotiya is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley & Co., LLC and Morgan Stanley Smith Barney LLC since 2017, as well as Heritage Financial Consultants LLC and Towson University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning through direct individual engagements and Corporate Financial Planning agreements.

John Dunn is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 26 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, UBS Financial Services, and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios for intermediary platforms and serves as an adviser to multiple registered investment companies and fund-of-funds.

Nick Dematteis is a financial advisor with Ameriprise in New Rochelle, NY, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill. Outside of his advisory work, he is the owner of ZPD Holding LLC, a holding company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored retirement income advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Jill Marino is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 12 years. Outside of her advisory role, she is a notary public in Buchanan, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Jennie Wright is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has previously worked at Citigroup and Webster Bank. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jose Morales is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Daniel Stan is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 30 years. In addition to advisory work, he sells property and casualty insurance policies in Brookfield, CT. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal and third-party research teams, and offers integrated financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.