Jonathan Borrajo is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management and a Partner of The Cooke Group. He works with successful individuals, families, executives, and business owners to help them navigate complex financial decisions and develop strategies aligned with their goals and priorities. Jonathan's approach integrates investment management with broader wealth planning, including retirement, estate and legacy planning, education, lending and liquidity needs, tax-sensitive strategies, and planning for business owners. Jonathan holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned a Bachelor's Degree from George Mason University, where he was also inducted into the Men's Soccer Hall of Fame. He has a background as a professional soccer player, an experience that informs his disciplined, collaborative, and long-term approach to financial advising. Jonathan resides in Westchester County, New York, with his wife and three daughters. He is involved in several professional and community organizations, including the George Mason University School of Business Alumni Chapter Executive Board, the Merrill Lynch Wealth Management Hispanic Latino Advisory Council, and the U.S. Soccer Federation. Outside of work, he enjoys spending time with family and friends, traveling, live music, and exploring food and wine.

Christopher Dursi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 39 years of industry experience. He has worked with multiple firms, including People's United Advisors, Inc., People's Securities, Inc., and Capital One Financial Advisors LLC. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gary Munowitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2008 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

Vivian Rentas is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently has experience at JPMorgan Chase Bank since 2010. She serves as a board member for her condominium community. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility criteria.

Viviana Coelho is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has 20 years of industry experience, including previous roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Outside of her advisory work, she assists in managing a family trust that holds rental properties, without receiving income for this role. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a range of capital markets and advisory solutions.

Thomas Nolan is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Morgan Stanley, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse planning needs including retirement, education, and business-owner transition.

Levar Brown serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he brings nearly 20 years of experience in the financial services industry. In his current role, he provides investment and retirement planning, cash management, insurance analysis, educational planning, and business lending services. Levar works closely with successful families who have complex financial lives, helping to simplify and organize their wealth management strategies. Additionally, as Resident Director of the Merrill Ridgefield, CT office, he is involved in training both new and experienced Financial Advisors to expand their practices and deliver comprehensive services. Levar holds a Bachelor’s degree in Finance with a minor in Economics from the College of Mount Saint Vincent and earned an MBA from New York University’s Stern School of Business, focusing on Global Business, Marketing, and Finance. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning Counselor™ designation, among other professional credentials. Outside of his professional commitments, Levar enjoys basketball, horseback riding, music, painting, traveling, watching movies, and spending time with his family. He is a member of Free Arts NYC and resides in White Plains, New York.

Lydia Shaw is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Deloitte, Groove, Teneo Holdings, and Credit Suisse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Tyler Reschke is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in developing financial plans aimed at supporting their financial goals and enhancing their confidence in decision making. Prior to this position, Tyler held several roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. He began his financial career as a Financial Professional at Equitable Advisors from 2021 to 2022. Tyler's professional experience encompasses a range of client-focused financial services, highlighting his expertise in relationship management and financial planning. His career progression reflects his commitment to supporting clients through various stages of their financial journeys.

Lynn Dilley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Primerica Advisors since 1998 and Primerica Financial Services since 1996, alongside a 24-year tenure at ASML. Outside of her advisory role, she serves as a power of attorney and executor for an estate. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Robert Wood is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Cambridge in 2016, he worked at Commonwealth Financial Network for 10 years and Merrill for 5 years. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Norena Howard is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked at Wells Fargo Advisors since 2023 and previously spent 14 years at UBS. In addition to her advisory role, she is a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to a broad range of needs, including retirement, education, risk management, and specialized areas such as business-owner transition planning and special-needs analysis.

Mariann Cheung Lee is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in client planning.

John Dezzutti is a financial advisor with Ameriprise in Lakeside, CT, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameriprise and its affiliates since 1986. Outside of his advisory role, he teaches weekly yoga classes in Litchfield, CT. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with expert oversight to deliver tailored retirement income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Jeffrey Florio is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. He is also the owner of Florio Financial Advisors, managing his Ameriprise business part-time. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dennis Lavin is a financial advisor with Cetera, holding a Series 63 designation and over 27 years of industry experience. He has been with Cetera since 2006 and also operates Lavin & Associates, a tax and accounting services firm serving clients in the New York tri-state area, where he is a partner and CPA. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Dylan Roy is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2026, he held positions at UBS and JJE Capital Holdings. Outside of his advisory roles, he was involved with the Scarsdale Golf Club from 2023 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools like Monte Carlo simulations to model financial outcomes.

Jacob Lynne is a financial advisor at Ameriprise in Pleasantville, NY, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he worked at the University of Miami and has experience with Lacrosse Unlimited and the Ridgefield School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation and tax-aware withdrawal strategies within a defined investment universe.

Timothy O'Connell is a CFP® with 29 years of industry experience and currently advises at Cetera. His prior roles include positions with Mass Mutual Investors Services and MassMutual Life Insurance Company, where he worked for 15 years. He is co-owner of Financial Guide Solutions, LLC, an entity used for pass-through compensation. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Philip Adriani is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. 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 financial planning and estate strategies, leveraging structured planning processes and advanced modeling tools.