Peter Desnoyers is a CFP® with over 40 years of industry experience, currently advising clients at Morgan Stanley in Amelia Island, FL. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2014. His other professional activities include serving as a trustee and successor trustee for multiple trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial advisors.

Andrew Dreisiger is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2015. Outside of his advisory role, he owns and operates MAXPENN, an S corporation for financial practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning offerings covering areas such as retirement, education, risk management, and specialized services like business-owner transition and sports and entertainment planning.

Alysse Greenberg is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Her prior work experience includes roles at JPMorgan Chase and several non-financial businesses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, manager-driven approach that incorporates ESG criteria and centralized due diligence.

Gustavo Martinez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as an Advisory Consultant at TIAA from 2020 to 2023, Supervision Principal at Merrill Lynch between 2018 and 2020, Trust Team Manager at Merrill Lynch - Bank of America from 2017 to 2018, and Vice President Financial Solutions Advisor at Merrill Lynch - Bank of America from 2015 to 2017. Martinez holds a California Insurance License. He focuses on understanding clients' financial goals to develop customized plans that prioritize those objectives, creating tailored roadmaps based on individual preferences. Outside of his professional work, he has personal interests in soccer and traveling.

Eric Pressman is a Series 66-licensed financial advisor with Morgan Stanley in Warren, New Jersey, with 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates a golf lesson business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Kris Baran is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Best Buy for five years and TopGolf for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Luis Zamora is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management and personalized financial planning. Since joining Merrill Lynch in 2019, he has worked closely with clients to identify and pursue their financial goals through disciplined, long-term strategies. Luis and his advisory team focus on areas including retirement readiness, college education planning, tax-efficient strategies, and wealth preservation. He holds a Bachelor's Degree from Rutgers University and maintains Securities Industry Essentials (SIE), Series 7, and Series 66 FINRA registrations. Luis is also a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. His approach emphasizes thoughtful listening, transparency, and tailored guidance to help clients manage wealth across generations. Luis is actively involved in his community through organizations such as American Legion Jersey Boys State and Special Olympics New Jersey. In his personal time, he enjoys hiking, playing pickleball and soccer, and spending time with his family.

Christina Zoppi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has been with the firm since 2025 and has prior experience in real estate and engineering roles. Outside of her advisory work, she owns and manages an eBay storefront and is an active real estate agent with Keller Williams Realty Metropolitan. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships utilizing firm-approved analytical tools and offers various specialized planning programs.

Michael Gallina is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of home-related products, including mortgage loan products and home security and automation services, through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, employing BNY Mellon Advisors for model implementation and Pershing and Primerica Brokerage Services for custody and trade execution.

Madeline Cedeno is a Series 66 credentialed advisor with 18 years of industry experience, currently with Merrill since 2019 and previously at Morgan Stanley Smith Barney LLC. She has a background primarily spanning two firms, including over a decade at Merrill prior to 2018. Outside of finance, she operates Mad Hearts Photography as a sole proprietor. Merrill provides managed account services to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers various investment strategies through its integration with Bank of America’s platform, combining model-based and discretionary management approaches.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Wells Fargo Advisors LLC, alongside a tenure at Wachovia Bank, N.A. dating back to 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lamar Robinson is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his role, he serves as the primary point of contact for clients, assisting multiple generations of families by facilitating conversations about wealth and investment planning. He is dedicated to providing personalized service tailored to individual client needs and preferences, and coordinates with Wealth Management Advisors when deeper planning support is required. Robinson has been with Fidelity Investments since 2006, progressing through roles from Relationship Manager to Senior Relationship Manager, and currently serving as a Senior Relationship Manager since 2019. His experience encompasses wealth management and client relationship management. Outside of his professional career, Lamar Robinson has interests in baseball, fishing, fitness, food, outdoor adventures, and running.

Jonathan Schlenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Wells Fargo entities since 2014, including Wells Fargo Bank and Wells Fargo Advisors, and has worked at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Charles Scott is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior experience includes a decade at TIAA-CREF and Tiaa from 2009 to 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a range of discretionary and non-discretionary advisory programs to a large client base.

Jeffrey Winston is a Financial Consultant at Fidelity Brokerage Services, LLC, where he has been providing personalized financial planning and guidance since 2020. He works with clients to understand their unique goals and builds tailored strategies to bring clarity and confidence to their financial lives. Before joining Fidelity, Jeffrey held various roles in the financial services industry, including Financial Advisor at Merrill Lynch from 2015 to 2020, Field Region Director at Ameriprise Financial from 2007 to 2008, Vice President at Merrill Lynch from 2002 to 2006, First Vice President at Prudential Securities from 1999 to 2002, and First Vice President at Morgan Stanley Dean Witter from 1993 to 1999. He holds a California Insurance License. Outside of his professional work, Jeffrey has interests in art, playing musical instruments, parenthood, volunteering, and writing.

Liet Han is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes five years at J.P. Morgan Securities. Outside of his advisory role, he owns and manages a business, LCH LLC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brunilda Fullowan is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Matthew Goetz is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to his current role, he worked at Marquis Wealth Management Group and has a varied background including positions at Advocate Radiation Oncology and entrepreneurial ventures such as Three Resch Kids LLC and Tacos and Tequila Cantina. 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 applying an ESG eligibility framework in its investment recommendations.

David Iwabuchi is a financial advisor with MassMutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at MassMutual, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Co, and The Prudential Insurance Company of America. Outside of advisory work, he is also an insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Anisha Mahajan is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Allianz Global Investors and MetLife Investment Management. Outside of her advisory role, she is involved with early-stage healthcare and women's health venture capital firms as well as a South Asian movie production company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, maintaining a large nationwide network of advisors and branch offices alongside affiliated capabilities such as a trust company and securities-based lending.