Harold Reinstein is a CFP® with 32 years of industry experience, currently affiliated with J.P. Morgan Securities in White Plains, NY. His prior experience includes roles at First Republic Investment Management and Bank of America, with over two decades at Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Frank Powers III is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 63 designation and 30 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide a broad range of investment solutions.

Gregg Rosh is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jesus Lopez is a financial advisor with LPL Financial in White Plains, NY, holding a Series 66 designation and 25 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a broad range of advisory and non-advisory financial services.

Fredric Greenstein is a financial advisor at Stifel with 42 years of industry experience. He has held his current position since 2007 and previously worked at Ryan Beck & Co. in 2007. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Scott Lowman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. 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 access to various investment products and strategies.

Geoff Van Scotter is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and approved planning tools, serving clients with tailored financial plans and managing approximately $2.74 trillion in client assets.

Marianne Murphy is a financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, and previously spent two years at BNB Bank. Murphy holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by a structured discovery process and utilizes tools such as Monte Carlo simulations and Secular Return Estimates to model outcomes.

Olivia Mooney is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Jpmorgan Chase Bank, N.A. Prior to her financial career, she was involved in the hospitality sector, including roles at Long Island Raw Bar LLC, Shultzy's Restaurant, and Wall's Wharf. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

John Arceri is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Merrill in 2026, he worked at Citigroup Global Markets for 19 years. 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 a diverse client base, including individuals, high-net-worth clients, and institutions.

Luther Stuhlman is a CFA® charterholder with 20 years of industry experience, currently affiliated with J.P. Morgan Securities in New Canaan, CT. He has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. He was also involved with the estates of Linda N. Stuhlman and James L. Stuhlman from 2022 to 2023. 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 its wealth advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Rocco Degregorio is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Thrivent, he worked for Glass Gardens and ShopRite of Paramus. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach integrates detailed planning with managed-account programs, offering flexible options for clients under its WealthPlan service.

Jake Ciancio is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Tempus Advisors, and several other firms. Outside of his advisory role, he is involved with Tempus Advisors in a non-investment support capacity. 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 using proprietary tools and resources to assist clients in developing financial strategies.

Mikheil Gorelashvili is a financial advisor at Morgan Stanley with the Series 66 credential and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021, and prior to that was employed at Rockit Solutions and SUNY Plattsburgh. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Arthur Vicente is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank, Key Investment Services LLC, and Sterling National Bank. He is currently based in Westwood, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Lauren Matthiesen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and totaling 27 years of industry experience. She has been with JPMorgan Securities LLC since 2001 and JPMorgan Chase Bank NA since 2016. Outside of her advisory role, she is a partial owner of an investment entity involved in student apartments near BYU in Provo, Utah. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Elena Stoddard is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 63 and Series 66 licenses and has prior experience working in transportation at Fordham University, as well as a background that includes roles in education and the restaurant business. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, utilizing structured financial planning tools and investment modeling to support tailored client solutions.

Orazio Maddalena is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He serves as a board member of Copland House. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning and comprehensive asset management.

Raymond Cotto is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and four years of industry experience. His work history includes multiple roles at Morgan Stanley and previous positions at Cornell, Bucknell, and John Jay High School. Morgan Stanley Wealth Management provides a wide 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 offers both direct and employer-based financial planning services.

Victor Mizzaro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Harvey Cavalier Camp and work related to St. John’s University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds and model portfolios.