Thomas La Macchia is a financial advisor at Morgan Stanley with four years of industry experience and a Series 66 designation. His prior roles include positions at Securian Financial Services and Allied Wealth Partners. Outside of his advisory work, he is involved in community activities as a hockey coach for youth and is affiliated with Arcola Country Club. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Christian Desfosses is a Wealth Management Advisor at Merrill Lynch Wealth Management. He partners with clients to develop personalized financial plans aimed at achieving their family’s long-term goals. Christian focuses on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Christian holds a Master’s Degree from Fairleigh Dickinson University and a Bachelor’s Degree from Fairfield University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With his team, he brings nearly a century of combined experience to guide clients through the complexities and challenges of wealth management. Outside of his professional role, Christian enjoys antiquing, golfing, music, spending time with his family, and watching movies. He emphasizes simplicity and transparency in his client relationships and values a collaborative approach, describing his group as a family that works with other families.

Robert Feighan is a CFP® with 34 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, Feighan serves as an expert witness on financial planning in divorce cases and owns several business entities related to his practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

David Heller is a financial advisor with Cetera who holds a Series 63 designation and has 38 years of industry experience. He has served in leadership roles at DC Heller & Company, Inc. since 1990 and currently acts as president of both DC Heller & Company, Inc. and Highstreet Insurance Services Northeast LLC, where he focuses on employee benefits and risk management. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a nationwide network of over 10,000 advisors.

Ivanhoe Ffriend is a Series 63 licensed financial advisor with 44 years of industry experience. He is currently with Cetera, having joined the firm in 2023, and has an extensive background working with multiple insurance companies and financial services firms since 1979. He is the owner and president of Ffriend Enterprises, Ltd., a business focused on marketing and sales of insurance products, and also serves as a guardian for incapacitated persons. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting a mix of discretionary and non-discretionary strategies.

Amy Herrera is currently a Planning Consultant at Fidelity Investments, where she assists clients using comprehensive planning tools to support them through various life events. She focuses on understanding what is important to her clients and their families to provide tailored support. Her professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as serving as a Relationship Banker and Brokerage Associate, and previously as a Personal Banker at Wells Fargo Bank. These positions have contributed to her expertise in financial planning and client relationship management. Outside of her professional work, Amy enjoys family activities, exploring food, social events with friends, movies, spending time with pets, and reading.

Thomas Burke is a CFP® with 39 years of industry experience currently advising at Cetera since 2018. His prior work includes over a decade at Genco Holdings and earlier roles within Cetera. Outside financial advising, he is involved in diverse business activities including managing a certified public accounting firm, a local trucking company, and bookkeeping services for a bakery. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with varied portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Andrew Abbattista is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Fidelity Investments and Equitable Advisors. Outside of his advisory work, he has experience in the catering industry through his involvement with Powell Catering Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jessica Wuerz is a financial advisor with Cetera, holding a Series 63 designation and 23 years of industry experience. She has worked at Cetera Investment Services LLC since 2019 and previously spent 17 years with Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Cyril Wyse is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2020. Prior to joining LPL, he spent 31 years with Ameriprise Financial Services, Inc. He is based in White Plains, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Steven Dipaola is a financial advisor with LPL Enterprise in Paramus, NJ, holding the Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Bankers Life Advisory Services, Humana, United Health Care, Aetna, and Northeast Securities. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management programs, and a broad range of brokerage and insurance products supported by a platform that integrates advisory services with insurance sales and lending programs.

Nicholas Koenig is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Cetera Investment Services and Foresters Financial Services. Outside of finance, Koenig is involved in a construction business, Around The House LLC, which he operates on weekends. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework in its investment recommendations.

Joseph Dailey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Merrill and Bank of America before joining J.P. Morgan in 2021. Outside of his advisory role, Dailey owns a small woodworking business called CJD Designs LLC, where he creates commissioned pieces. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates ESG criteria in its recommendations and operates within the broader J.P. Morgan financial organization.

Cristian Sierra is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and HSBC Securities. 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 for individuals, high-net-worth clients, and institutional investors.

John Mapes is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Diego Chalco is a Planning Consultant at Fidelity Investments, where he provides holistic planning and guidance to clients. He collaborates closely with clients and their families to develop financial plans tailored to their unique goals, needs, and visions. Diego has held various roles at Fidelity Investments since 2022, including Investment Consultant and Relationship Manager, and previously worked as an Investment Specialist at Vanguard Brokerage Services from 2020 to 2022. He holds a California Insurance License, supporting his capacity to serve clients comprehensively in financial planning. Outside of his professional work, Diego enjoys activities such as fitness, hiking, running, soccer, tennis, and exploring culinary interests.

Mitchell Baum is a financial advisor with Raymond James Financial in Rochelle Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Raymond James Financial Services since 2004 and concurrently owns Axia Financial, where he is involved in financial services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Aidan Dervisevic is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance such as work at Think Mortgage, a restaurant, and various educational positions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a broad range of financial products supported by an integrated platform.

John Fiore III is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience, with prior roles including positions at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of finance, he has experience working with Hercules Hauling and has a background that includes teaching roles at Trinity College and secondary schools. Mass Mutual Investors Services, LLC 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 programs, utilizing firm-approved tools and collaborative planning approaches.

Vanessa Bustamante is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of her advisory role, she is involved in sales of home security and automation products through affiliated companies and owns Bam Financial Services, LLC, a legal entity formed for business purposes related to Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.