Gary Troy is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates, Inc. Gary is based in Tarrytown, NY. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

David Elias is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 10 years of industry experience. He has worked at Morgan Stanley during two separate periods, from 2013 to 2019 and again since 2021, with a two-year tenure at UBS Financial Services in between. Outside of his advisory role, he operates a condominium rental business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Jared Levy is a financial advisor with MassMutual Investors Services in Boca Raton, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously with Metlife Securities Inc. Levy serves on the board of the 501(c)(3) organization Heroes to Heroes and is the owner of LM Startup LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and event-driven planning services.

Johan Gomez Hernandez is a financial advisor with LPL Financial based in Stamford, CT. He holds the Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to his advisory role, he has experience working in portfolio services, education, and entrepreneurial ventures including operating an escape room business and involvement with a local public education foundation. 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 offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Hedayatullah Nabiel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is an owner and partner at Liberty Rental Properties LLC, involved in buying, selling, and renting residential real estate. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Thomas Interlicchio is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and with 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner and board member of Predators Lacrosse LLC, a recreational organization based in Eastchester, New York. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved methodologies and managing approximately $2.74 trillion in client assets.

Randy Bernstein is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the CFP® and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Roberta Anderson is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2024. Her prior experience includes roles at People's United Advisors, Inc., People's Securities, Inc., and People's United Bank. Outside of her advisory work, she serves as secretary for Candlewood Knolls Community Inc. and is a board trustee for the New Fairfield Free Public Library. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad menu of financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop individualized recommendations.

Scott Rainaud is a CFP® professional with 10 years of industry experience, currently with Wells Fargo Advisors in Greenwich, CT. He previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank, N.A. for nine years. Rainaud holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs analysis, using Wells Fargo research and planning tools.

Benjamin Brevetti is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Morgan Stanley, alongside earlier experience at Union College and local government. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and research. The firm manages a broad range of assets and delivers tailored planning through its network of advisors and specialized groups.

Ralph Rogers Jr. is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following seven years at Wells Fargo Advisors and four years at Wells Fargo Clearing. Outside of advising, he serves as president of the Networking Professionals of Westchester, a local networking organization. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

Ashley Weinstein is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple terms at Morgan Stanley interspersed with periods outside the financial sector, including roles at Crestwood Country Day Camp and Max and Gino's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research in its process.

Andrew Bresnahan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Terry Webb is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Edward Jones, Onyx Bridge Wealth Group, and LPL Financial. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

William Tassinaro serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies that reflect each client's unique financial situation and life priorities. William collaborates with clients to create flexible plans that align with their goals, drawing on investment insights from Merrill and banking solutions from Bank of America. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. William follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. His approach emphasizes understanding what matters most to clients beyond markets and returns, aiming to build strategies tailored to their families and aspirations.

Omar Barreda is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and bringing six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as involvement with Delmar Remodels and Amore Pizza. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

John Keane is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2018 and previously worked at UBS Financial Services and UBS Bank USA from 2001 to 2018. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive approach without making individual security recommendations as part of its standalone planning service.

Allen Stewart is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wells Fargo and educational positions at Tulane University, Episcopal High School, and McKinley Middle Academic Magnet School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Donald Amoruso Sr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in educational consulting and writing, and serves as a trustee on the boards of Cabrini Housing Development Corporation and Cabrini of Westchester Nursing Home. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Edward Heller is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He has worked with Avantax Advisory Services and National Tax Service Inc., among other firms, and serves as managing partner at Heller & Filippone LLP, an accounting services firm. Heller is also involved in mortgage consulting and insurance planning through HF Financial Group LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management solutions, combining access to affiliated and third-party managers and various program structures.