Dawn Parrino is a financial advisor at Fidelity with over 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she is a certified Holistic Health Coach and is involved in essential oils distribution as a member of Young Living. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often employing affiliated or unaffiliated sub-advisers and maintaining oversight controls to address conflicts of interest.

Barbara Silberman is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory role, she is involved with Princeton Harriman Insurance Solutions as a financial advisor. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored recommendations.

Kevin Mahoney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in an LLC that manages rental real estate. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and investment consulting through a variety of strategies, supported by extensive research and an affiliated advisory network.

Daniela Silver is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior experience includes positions at Clinton Group, Arel Capital, and McGill University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Julie Henry is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2013. She has 19 years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Scott Turner is a financial advisor with MassMutual Investors Services in Elmsford, NY, holding CFP® and Series 63 credentials and 19 years of industry experience. He previously worked at Kestra Advisory Services and Kestra Investment Services from 2011 to 2023. In addition to his advisory role, Turner is an insurance agent who sells life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm employs collaborative, annual planning relationships using advanced tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Michael Macieira is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include long-term positions with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Roman Insurance Agency Inc., where he sells and services property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance services through affiliated entities.

Phillip Shetsen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his advisory role, he operates Bona Vita Benefits Group, providing consultative solutions for individuals and business owners. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Charlene Sasso is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 12 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment strategies.

Gary Peters is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and approved planning tools to support its financial planning services.

Steven Klimaszewski is a CFP® with 34 years of experience in financial services. He is affiliated with MassMutual Investors Services and has worked with J. Matrik Wealth Management since 2003, where he is also principal and founder. His background includes 20 years with Kestra Advisory Services and Kestra Investment Services. Outside of advisory work, he is licensed to sell life, disability, long-term care, fixed annuities, and health insurance products. 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, and educational programs, emphasizing structured, collaborative planning engagements tailored to client goals.

Christopher Andrews is a financial advisor with Mass Mutual Investors Services in Armonk, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of advisory work, Andrews is involved in retail book production through True Gentlemen Holdings, LLC, and operates Compass Point Capital LLC, providing recruiting and management services for financial firms. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved tools and provides specialized programs such as divorce planning and employer-sponsored planning services.

Natalya Muravchik is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Merrill and various J.P. Morgan entities since 2009. Muravchik serves as a board member for She's The First, a nonprofit focused on funding educational programs and scholarships for young girls globally. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Jessica Valente is a financial advisor at Morgan Stanley with a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Anthony Falco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Wells Fargo, he held roles at Raymond Opticians and was engaged in full-time education. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jackson Kuwata is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2024. Prior to his advisory role, he has experience at Amazon and Bridge Street Premium Ice, and he has a background that includes studying at the University of Delaware. Kuwata also works as an insurance broker in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual 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, and educational seminars, focusing on collaborative, annual planning engagements with a broad range of client types.

Emma Paul is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2025, she was involved with various organizations including the University of Florida and the Saugatuck Rowing Club. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling to support clients’ financial decisions.

Dylan Koproski is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and one year of industry experience. His background includes roles at Columbia University Irving Medical Center and Hamilton College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Endrit Rraci is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2019. Outside of his advisory role, he works as a waiter on Saturday nights at Rraci's Restaurant, a business he has been involved with since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

David Colin is a CFP®-credentialed financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously spent 10 years at UBS Financial Services. Outside of his advisory role, Colin serves on the Emerson Shade Tree Commission. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through non-discretionary relationships supported by comprehensive research and multiple portfolio management approaches.