Rhonda Viapiano is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory work, she is also an artist involved in the art and culture sector. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs structured planning tools and modeling techniques to assist clients, managing approximately $2.74 trillion in client assets.

Joseph Vidarte is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Vidarte was also involved with Mountainman Outdoor Supply Co. from 2016 to 2019. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

William Scotti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Axa Advisors LLC, and Phoenicians Mediterranean Palace, as well as experience in the restaurant business at 15 Church Restaurant. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers various advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Mark Pierre is a Series 66-credentialed financial advisor with Morgan Stanley in Saratoga Springs, NY, and has 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is involved with Mark Pierre Music, a private company based in Waterford, NY. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Daniel Genevick is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual Wealth Management Company and related Northwestern Mutual entities. Before entering the financial industry, he worked in information technology and agricultural sectors. Mass Mutual Investors Services, LLC operates as 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, utilizing firm-approved tools and structured planning engagements.