Jonathan Lewandowski is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and JPMorgan Securities. Outside of his advisory work, he serves as a soccer trainer for the River Dell Blackhawks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Osmar Hernandez is a Financial Consultant currently working at Fidelity Investments since 2024. He has built his career in financial advisory roles, previously serving as a Private Client Financial Advisor at Citizens Bank from 2023 to 2024 and as a Financial Consultant at E*Trade from 2019 to 2023. He focuses on empowering clients to achieve their financial goals through personalized planning and strategic guidance. In his role, Hernandez collaborates with clients and wealth management teams to develop tailored financial strategies, emphasizing transparency and education to help clients make confident decisions. His experience spans various aspects of financial consulting, aiming to meet the unique aspirations of each individual client. Outside of his professional work, Hernandez engages in activities such as attending concerts, spending time with family, fitness, parenthood, and volunteering.

Paul Veteri is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he has business ownership related to real estate management. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alfred Thomas is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at OMD USA and Manhattan Youth. 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 supported by proprietary tools and scenario modeling.

Marinos Mihalatos is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Mission Real Estate Funding and Hirshleifer's Inc., and he has held teaching positions at Fordham University and Temple University. Outside of his advisory role, Mihalatos is the sole proprietor of MDM45 Inc., a wholesale and distribution business based in Greenvale, NY. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advice is supported by structured planning tools and methodologies such as Monte Carlo simulations and Secular Return Estimates, with a broad range of advisory programs and affiliated financial services.

Marc Porco is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked briefly at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Matthew Pentimone is a financial advisor at OSAIC with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Pinnacle Tax of Mt Kisco, Pearl River Saloon, and Ameritas. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a large multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing strategies.

Christian Graff is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with UBS Financial Services since 2016 across various roles. Graff has a dormant affiliation with the Family YMCA in McKinney, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

David Toapanta is a financial advisor with J.P. Morgan Securities holding a Series 66 license and two years of industry experience. His prior roles include positions at Prudential Insurance Company of America and various consulting and insurance agencies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. Their advisory process integrates quantitative and qualitative research to build model asset allocations and incorporates ESG considerations where applicable.

Linda Le is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2017. Prior to her current role, she worked at New England Survey Systems. 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 and financial planning services supported by structured discovery conversations and firm-approved planning tools.

David Prushan is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated firms since 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Victor Schwartz is a Series 66-licensed financial advisor with Morgan Stanley, based in Purchase, NY. He has been with Morgan Stanley since 2026 and has prior experience at UBS Financial Services and Equinox, among other roles. He attended the University of Miami from 2021 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and provides a broad range of advisory programs.

Joseph De Pompeo is a financial advisor with Morgan Stanley, holding a Series 66 designation and having six years of industry experience. He has worked with Morgan Stanley and its services group since 2019 and previously was employed by Fire Island Ferries, Inc. Outside of his advisory role, he worked as a parking attendant and conducted customer transactions for Fire Island Ferries after business hours. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Christopher Viggiano is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2025, previously holding positions at Bank of America and Merrill. 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 and financial planning services that utilize structured discovery processes and firm-approved tools to assist clients in developing tailored financial plans.

Joseph Lombardi is a Series 66-registered financial advisor with eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and previously worked at UBS Financial Services from 2017 to 2019. Prior to his financial services career, he held a position at Design Within Reach from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Kautzmann is a CFP® professional with 29 years of industry experience, currently with Osaic Wealth since 2023. He previously spent 14 years at Sagepoint Financial, Inc. In addition to his advisory role, he is involved in independent insurance sales through EBNY Financial LLC and EBNY Insurance Services, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management.

Nicole Mazzei is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America, Merrill, Morgan Stanley, JPMorgan, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Martin Mc Ginley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior work includes roles at Summit Financial, LLP and Massachusetts Mutual Life Insurance Co. He has been with J.P. Morgan Securities since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, and incorporates a broad range of investment strategies including ESG considerations.

Megan Wolf is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, she worked briefly at Austin Private Wealth and SFMG Wealth Advisors. She attended the University of Texas at Austin from 2021 to 2025. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Michael Turner is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2022, his work history includes roles at PaveLogic and Aflac, along with various positions during his educational years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, utilizing structured planning tools and modeling techniques such as Monte Carlo simulations.