Lilly Heller is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at End Point Corp. and attended the University of Wisconsin-Madison. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. He worked at NFP Securities, Inc. for five years before joining LPL Financial in 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Richard Cossa is an Investment Consultant currently working at Fidelity Investments since 2023. He has accumulated over 17 years of experience in the financial industry, having held various financial advisory roles at firms such as Mahoney Asset Management, Lincoln Financial, Chase Investments, Oppenheimer & Co., Wells Fargo Advisors, and Morgan Stanley. Throughout his career, Richard has developed expertise in navigating different market cycles with a focus on asset allocation and delivering customer service aimed at guiding clients through their retirement planning. His professional journey reflects a consistent commitment to supporting clients in achieving their financial goals. Outside of his professional work, Richard has interests in baseball, fitness, football, golf, and yoga.

Sevdi Dauti is a CFP® professional with 26 years of industry experience, currently serving at Morgan Stanley. Prior to joining Morgan Stanley in 2025, she spent 15 years at UBS Financial Services. Outside of her advisory role, she is a partner in SD Consulting LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured discovery and firm-approved planning tools in its financial planning process.

Lukasz Skowronski is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a prior role at JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Michael Cortina is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Neuberger Berman from 2015 to 2022 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2022. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage, distribution, and investment management capabilities.

Walker Brady is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 licenses and having eight years of industry experience. Before joining Raymond James in 2022, he spent six years at Fieldpoint Private. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Jim Akasala is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Citigroup Global Markets and CITI Private Advisory. Outside of his advisory role, he is a silent partial owner of a gas station and convenience store business. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Vitacco is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at JP Morgan Securities and Morgan Stanley Private Bank. 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 tailored financial planning using a structured process supported by proprietary tools and analysis from its Global Investment Committee.

Jason Said is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with Mass Mutual Investors Services since 2023 and has experience working with several businesses outside of finance, including Torcello Ristorante and Greentree Country Club. 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 collaborative, goal-based financial planning using firm-approved analytical tools and a variety of investment programs.

Katie Hudson is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Foresters Financial for 11 years before joining Mass Mutual in 2019. Outside of her advisory role, she also acts as an agent for life insurance and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a collaborative, goal-oriented approach.

Makenzie Martin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2024. Prior to this, she held positions at 220 Merrill/Elia Group and has been a full-time student at multiple institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Charles Slater is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as co-trustee and trustee for several family trusts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a wide range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc. in Valhalla, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial planning and advisory support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to tailor recommendations while allowing clients to retain final decision authority.

Allison Andrews is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 13 years of industry experience. She previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley in various capacities. Outside of her advisory role, Andrews is involved with the Big Brothers Big Sisters organization in Hartford, Connecticut, supporting their Board of Advisors through event planning. She also owns a non-medical home care business for senior citizens, Andrews & Austin LLC, which is currently not in operation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Cooper Ficarra is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Stockton University and was involved with Tucker's Tavern. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process to assist clients, with a broad range of retail and institutional offerings.

Abraham Mizrahi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Capital One Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.

John Salina is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at NYLife Securities and NYLife Insurance from 2014 to 2019. Salina is also involved in insurance brokerage, serving as president of Fortis Brokerage Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, goal-oriented planning engagements.

Stanley Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at RBC Capital Markets, LLC for six years and Morgan Stanley for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Robert Rosenberg is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.