Eugene Peysakh is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and 13 years of industry experience. He previously worked at Northwestern Mutual in a variety of roles from 2014 to 2018 before joining Mass Mutual in 2018. In addition to his advisory work, he serves as a Certified Exit Planning Advisor, consulting with entrepreneurs on business value creation and post-exit financial planning. Mass Mutual Investors Services 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 structured, collaborative financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through brokerage or insurance arrangements.

Anh Parisi is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Morgan Stanley in 2021, Anh worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for nearly two decades. Outside of advisory work, Anh is involved with retail and online store ventures through ownership and partnership roles in Le Vu LLC and Highflier Investment Group LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and planning tools, with an emphasis on advisory services rather than individual security recommendations.

Patrick Mccarthy is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with MassMutual and its affiliated entities since 2016. In addition to his advisory role, he is an independent insurance agent offering dental, disability, life, annuity, and related insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Liam Mccabe Moran is a financial advisor with UBS Financial Services, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and market-making activities to support its clients.

Nicolas Luxama Jr. is a financial advisor with LPL Financial holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining LPL Financial, he worked at Primerica Advisors and Primerica Financial Services. He is also employed by the City University of New York (CUNY) in a non-investment role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Brian Sable is a financial advisor with UBS Financial Services in Purchase, NY, holding a Series 66 license and 21 years of industry experience. He has been with UBS since 2012. Outside of his advisory work, he is a partner in Greene County Properties LLC, investing in residential construction projects in the Catskill region for resale. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor client plans.

Deanna Zulauf is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Joseph Cullen is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 16 years of industry experience, including concurrent roles at J.P. Morgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Kiel Camken is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities since 2015. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Andrew Grayson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator while advising multiple registered investment companies.

George Kanas is a CFP®-designated financial advisor with 43 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously spent 13 years at UBS Financial Services. Kanas serves as a trustee and financial advisor for several family trusts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide customized portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Daniel Mannion is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held his current role at Morgan Stanley Smith Barney LLC since 2012 and holds a Series 63 designation. 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 financial planning services supported by structured discovery processes and firm-approved tools.

Timothy Nervegna is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cetera since 2023 and also maintains advisory roles with Debany Financial Group, LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he is an insurance agent licensed to sell life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers multiple investment management and financial planning services through a multi-manager platform with access to various model portfolios and third-party managers.

Barbara Napolitano is a Branch Leader at Fidelity Investments, a position she has held since 2024. In her role, she partners with associates to grow and develop their skills with the goal of delivering an exceptional client experience through building strong client relationships and co-creating personalized financial plans. Barbara has been with Fidelity Investments since 2019, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Client Experience Associate. Her experience spans client relationship management and financial planning within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Peter Zagrobelny is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Webster Bank, Sterling National Bank, and Citigroup Global Markets Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kenneth Patterson is a financial advisor with Primerica Advisors, holding a Series 63 registration and having 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and has a long tenure with New York City Transit. Outside of his advisory role, he receives compensation for selling home-related products through affiliated companies, including loan products and home security services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through model-based investment strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Stanley Wong is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 50 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and Investors Capital Corporation from 2006 to 2016. Wong is also involved as a trustee with the Parish of Sacred Heart - St. Patrick, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program options and investment strategies.

Josh Haber is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 14-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Philip Settembrino is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Cadaret, Grant & Co., Inc. for 24 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Roman Adrianowycz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he operates a part-time business called Adrian Sports, which involves retail sports equipment and administration. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages substantial client assets and offers various investment and planning services through its Financial Advisors and specialized groups.