Linda J. Hoffman is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2000. In her role, she works closely with high net worth clients and their families to develop and maintain comprehensive financial plans. Her expertise includes wealth accumulation, cash flow generation, estate planning considerations, and tax efficient investing. She maintains ongoing dialogues with clients to address current or future life events that may impact their financial situations. Outside of her professional work, Linda has interests in biking, camping, fitness, hiking, kayaking, and traveling.

Valerie Scimia is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she holds several community leadership positions in Bronxville, NY, including board member and vice-president roles with local tenant and neighborhood associations. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ayden Zuber is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His work history includes roles at Wells Fargo Clearing, InFocus Financial Advisors, Stratosphere Social, and JLK Insurance Group, as well as time spent as a full-time student. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Anna Slaski is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following nine years at UBS Financial Services. Outside of her advisory role, she is a silent partner in a professional weather forecasting services business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Evelyn Payamps Marte is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and with 10 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Peter Debrino is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning and utilizes firm-approved tools and modeling techniques to support its services.

Michael Montaldo is a financial advisor with Charles Schwab in Mt Kisco, NY, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at TD Ameritrade, Morgan Stanley, and E*TRADE Capital Management. Outside of his advisory work, he serves as a board member and minors division director for Sherman Park Little League. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Amelie Tsao is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. She has been with Morgan Stanley since 2025 and previously worked at USAID. Her background includes academic experience at Brown University and teaching roles at international schools in Malaysia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored financial plans through its broad advisory platform.

Daniel Giuntini is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 12 years at TD Ameritrade Inc. and current roles at Charles Schwab Bank and Charles Schwab and Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Elizabeth Adams is a Series 66 licensed advisor at Merrill with 19 years at the firm and 13 years of industry experience. She is based in White Plains, NY. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adrian Mohorovich is a CFP® professional with 16 years of experience in the financial services industry. He has been with Ameriprise in various capacities since 2014 and is currently based in Waldwick, NJ. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Robert Barbuto is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at several firms including Charles Schwab, Fidelity, and Merrill. Barbuto has been with Edelman Financial Engines and its predecessor entities since 2022. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s approach includes diversified model portfolios, periodic rebalancing, and a combination of discretionary and non-discretionary advisory services, managing approximately $326 billion for nearly 477,000 clients.

Mark Wolfson is a financial advisor with UBS Financial Services in Mamaroneck, NY, holding a Series 63 designation and over 50 years of industry experience. He has been with UBS Financial Services since 1975. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Carol Ungar is a financial advisor with Cetera, holding a Series 63 designation and 42 years of industry experience. She has worked at Cetera and its related entities since 2005 and has been associated with Ungar & Mullin Financial Associates, Inc. since 1986. In addition to her advisory work, she is involved in tax preparation through her firm Ungar & Mullin Financial Associates and works part-time as a receptionist at Weight Watchers. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies and program structures, supporting both discretionary and non-discretionary authorities.

Todd Hubley is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 17 years. Hubley receives royalties from book sales. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Vincent Rosario is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Chime Realty and educational institutions including Queens College and Adelphi University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Simone Cahill is a financial advisor with Fidelity, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Fidelity, she worked at KPMG, LLP for five years and State Street Corp. for eleven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Richard Cantwell is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to his current role, his career includes positions at Moody's Analytics, William Peace University, Great Generations, the Carolina Hurricanes, and Cenveo. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.