Kenneth Weinstein is a financial advisor with LPL Financial, holding a Series 66 designation and over 33 years of industry experience. His prior firms include Key Investment Services LLC, Cetera, CUNA Brokerage Services, and M&T Securities. Outside of his advisory role, he is involved with events and entertainment at MetLife Stadium in East Rutherford, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and advanced technologies.

Camille David is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2020, Camille held roles at New York Life, Northwestern Mutual, and worked in educational institutions including Baruch College and Farmingdale State College. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a range of investment offerings.

John Decorso is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Advisors since 2020 and has prior experience at JC Ehrlich and Haven Line Industries. In addition to advising, he has engaged in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and relies mainly on model-delivery strategies created by unaffiliated asset managers.

Andrew Redhead is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, UBS Financial Services, and Northwestern Mutual. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Sabrina Zavarelli is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Fordham University, Prince's Trust USA, and the Pratt Nature Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Hansel Almanzar is a financial advisor with Morgan Stanley in Purchase, NY. He holds Series 63 and Series 66 licenses and has experience working at Morgan Stanley since 2025, with prior roles at PNC Bank and DriveWealth. Outside of financial services, he operated Almanzar Collectibles, a sole proprietorship, from 2020 to 2023. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone planning.

Stacie Weber is a Financial Consultant currently working at Fidelity Investments since 2019. She has previously held positions as a Private Client Advisor at J.P. Morgan Securities from 2013 to 2015 and again from 2016 to 2019, as well as a Financial Consultant at E*TRADE Securities from 2015 to 2016. Throughout her career, Stacie has focused on partnering with clients and their families to understand their financial goals and develop customized financial plans tailored to their unique needs. She emphasizes building strong relationships based on trust, reliability, and competence. Outside of her professional work, Stacie enjoys golf, hiking, running, and traveling.

Jeremy Guerrido is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, Raymond James & Associates, and Capital One Financial Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Jonathan Gallashaw is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Teachers Insurance and Annuity Association (TIAA). Outside of his advisory role, he serves as President of the board of managers for Colonial Towne Homes Condominium, a self-managed community association. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Christopher Brenner is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2019, he spent 22 years at Mercer Allied Company, L.P. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and diverse investment strategies.

Kjersten Lazar is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2007. She is a trustee of Player'e Eye Football Club, where she serves as secretary and takes notes during board meetings. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and investment recommendations through its Wealth Advisory Services Program.

Maxine Hyrkas is a CFP® with 45 years of industry experience, currently affiliated with OSAIC since 2023. She has a long history in financial services, having founded Maxine Hyrkas & Associates in 1988 and previously worked with FSC Securities Corporation. She manages her investment advisory business through her S Corporation and services client accounts owning variable annuities through a sole proprietorship. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services, employing asset-allocation tools and third-party managers to tailor portfolios across various asset classes for discretionary and non-discretionary accounts.

Matthew Mcandrew is a financial advisor at Morgan Stanley in Purchase, NY, with 20 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and Morgan Stanley & Co. LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Anthony Maiuolo is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc. Maiuolo is also involved in several business ventures including managing a tax preparation service and consulting on marketing and lead generation for other advisors. 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, using detailed client data and firm-approved tools to deliver tailored financial recommendations.

Alexandar Nikolic is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial sector, including Investment Associate at JP Morgan Securities in 2022, Investment Consultant at Fidelity Investments from 2020 to 2022, Private Client Banker at JP Morgan Chase, NA from 2019 to 2020, and Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Alexandar has developed experience in financial consulting, investment association, and private client banking. He focuses on partnering with clients to understand their long and short-term financial needs and goals. By building strong relationships and delivering customized planning, he aims to create strategies that support families in working toward their financial objectives.

Jacob Greene is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and joined Morgan Stanley in 2024. Prior to his current role, he spent time at the University of Chicago and Cornell University in non-advisory capacities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and modeling tools to support client planning.

Donna Binda is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Bank of America, and Regions Bank. Outside of her advisory role, she serves as a board member of The Women's Small Business Accelerator and works as an independent beauty consultant for Mary Kay. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and Secular Return Estimates.

Mark Wagner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 2013, bringing two years of personal banking experience focused on assisting clients with their financial needs and retirement planning. His expertise includes college education planning, employee financial health, socially responsible and values-based investing, ESG investing, and retirement income strategies. Mark holds a Bachelor of Science degree in Finance from Susquehanna University and holds the Personal Investment Advisor (PIA) designation. Outside of work, he volunteers at the Ossining Food Pantry and engages in various recreational activities including biking, boating, football, golfing, ice hockey, music, skiing, and soccer.

Craig Forbes is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. He is also involved in a Prudential-sponsored non-variable insurance business related to investment activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, and insurance products through an integrated platform, utilizing model portfolios and third-party asset managers for investment advice and discretionary account management.

Nick Kouletas is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity in 2023 and has progressed through several positions including Planning Consultant, Investment Consultant, and serving in Wealth Management Services. Prior to joining Fidelity, Nick worked in wealth management and client advisory roles at Wells Fargo Advisors and PNC Investments. His experience spans various aspects of financial planning and wealth management, focusing on helping clients establish clear and personalized strategies for retirement and other financial goals. Nick and his team aim to provide tailored guidance backed by Fidelity's trusted industry presence. Outside of his professional work, Nick enjoys spending time at the beach, cooking and baking, engaging in family activities, attending social events with friends, visiting museums, and traveling.