Steven Dipaola is a financial advisor at LPL Enterprise with 36 years of industry experience. His prior work includes roles at Bankers Life Advisory Services, Inc., Humana, United Health Care, Aetna, and Northeast Securities, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers and insurance products through affiliated entities.

Elizabeth Harrigan is a financial advisor at Morgan Stanley with four years of industry experience. She has been with Morgan Stanley since 2019 and previously operated a small business, Velocity Group LLC, which did business as Bitsy's Bikinis, from 2014 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a range of advisory programs.

Henry Boettger is a financial advisor with Cetera, holding a Series 63 designation and 17 years of industry experience. His previous roles include positions at Equity Services, Inc and National Life Group. He is also a partner at Hodgkins Boettger Agency LLC, where he is involved in insurance sales and management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform to provide customized investment solutions.

Lisa D'alessandro is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2022, she worked at Foresters Financial Services and Foresters Life Insurance and Annuity Company from 2018 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates.

Christian Washington is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and previously spent 10 years at Cambridge Investment Research Advisors. Outside of his advisory role, he teaches at the City University of New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and oversight of substantial discretionary assets.

William Krabbe is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 credential. His prior roles include positions at Equitable Advisors, Modern Woodmen, and Rare Species Conservatory. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Nicholas Koenig is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Cetera Investment Services LLC and Foresters Financial Services, Inc. Outside of his advisory role, he is involved with Around The House LLC, a construction business where he works as a contractor on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

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 has worked at Merrill and Bank of America, as well as multiple roles within J.P. Morgan Securities since 2011. Outside of his advisory work, he owns a small woodworking business that creates commissioned pieces. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screening and qualitative research to develop model asset allocations and offers capabilities in derivatives and commodities.

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.

Patrick McMahon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has one year of industry experience and previously worked with the Binghamton Athletics Department and Binghamton University. Outside of his financial career, he was involved with the Red Jug Pub for two years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning using firm-approved software and delivers written recommendations without discretionary investment authority.

Aidan Dervisevic is an advisor at LPL Enterprise with a Series 66 credential and under one year of industry experience. His prior work includes roles at Think Mortgage, University of South Carolina, and positions in education and hospitality. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

John Brenkovich is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 37 years of industry experience. He has been with OSAIC since 2012 and also operates Brenkovich Financial Management, Inc. since 2011. Brenkovich serves as a FINRA/NYSE arbitrator and teaches financial courses at several adult education programs and a community college. He is involved in local community activities as a permit coordinator for the Larchmont Mamaroneck Little League. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple financial programs. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and various managed account strategies supported by risk assessments and rebalancing tools.

Roger Matles is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for UBS Financial Services Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm integrates in-house and third-party managers and provides access to alternative investments and a range of capital-markets capabilities.

James Rankowitz is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He is a member of the US SIF Financial Advisory Committee, promoting the use of sustainable investments. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and analytics and a broad range of financial products.

Anthony Meola is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Morgan Stanley since 2022, following positions at ADP LLC and Foresters Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulations.

Brianna Brown is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America, Pruco Securities LLC, and roles in academia at Wilmington University and Cecil College. Outside of finance, she worked for five years at The Blue Crab Grill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Samuel Bowles is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at InSight Crime, the Office of Congressman Himes, the Department of State, National Journal, and The Borgen Project. He completed his education at Yale University. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and quantitative tools such as Monte Carlo simulations.

Richard Nolan is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Morgan Stanley, having joined the firm in 2025 after nine years with Russell Implementation Services Inc., part of Russell Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 services that incorporate scenario modeling and broader investment strategies.

Peter Mc Cormack is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Guardian Life, where he worked for over two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation through portfolios developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.