Gregory Moore is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Segal Rogerscasey from 2012 to 2017. He holds a Series 63 license and is based in Westport, CT. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Marisa Di Vietro is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at IEQ Capital, LLC and St. James's Place Wealth Management. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools without offering individual security recommendations as part of standalone planning.

Christopher Baxter is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 63 designation and has spent the majority of his career at Morgan Stanley and its affiliated entities. 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 utilizes structured planning tools and scenario modeling in its financial planning process.

John Marinelli is a Financial Advisor with The Erdmann Group at Merrill Lynch Wealth Management. He works closely with partners Andrew Billinghurst and Craig Andrzejewski to provide tailored financial guidance to senior executives, business owners, athletes, entrepreneurs, and ultra-affluent families. Their approach involves comprehensive analysis of clients' financial situations, addressing everything from daily cash flow needs to long-term aspirations. The team has expertise in business sales, concentrated stock positions, generational wealth transfer, and liquidity events, emphasizing customization and ongoing engagement to help clients achieve their goals. Before transitioning to financial advising, John was a football coach at various levels, including roles at The University of Arizona, Illinois, Connecticut, and as a high school head coach. He draws parallels between coaching and advising, applying leadership, communication, strategic planning, assessment, adaptability, risk management, and long-term vision skills cultivated through his coaching career. John also has background experience in Corporate Real Estate and Financial Services. He holds a Bachelor's Degree from Trinity College and a Master's Degree from Manhattanville College. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, John enjoys a range of sports such as baseball, football, golfing, ice hockey, pickleball, running, and skiing, as well as cooking, watching movies, and spending time with his family.

Justin Launer is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 20 years of industry experience, including a decade at First Republic Private Wealth Management prior to joining J.P. Morgan. Launer’s current roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Roger Trimble is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2014 and serves on the advisory board of the Baruch College Fund. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Francis Spina is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2009. He is involved in several investment-related business ventures, including ownership interests in SPINA Financial Planning LLC and partnerships based in Bethesda, MD. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm uses its proprietary research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.

Michael Mezzacappa is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has four years of industry experience, including prior roles at Stifel Financial Corp. and Barnum Wealth Management. Outside of finance, he has worked briefly in hospitality, including at East Hampton Grill and Whippoorwill Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Justin Sammartano is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017. Prior to that, he spent time at North American Pharmacal and FanDuel. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling in its financial planning process.

Anna Farber is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America Merrill Lynch and the Rotman Family Office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s Institutional Consulting Services program delivers tailored advice on a non-discretionary basis, incorporating an ESG eligibility framework when recommending investment strategies.

Dylan Givner is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at UBS Financial Services Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Sergio Forlini is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he serves on the Admissions Committee for Burning Tree Country Club in Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and draws on proprietary research and model-based strategies to tailor client solutions.

Eric Schod is a financial advisor at LPL Financial in Bridgeport, CT, holding a Series 66 credential with two years of industry experience. He previously worked at Cadaret, Grant & Co. Inc. and is a partner at Corporate Benefit Enterprises LLC. Outside of his advisory role, Schod is also a bassist and booking artist with RemSept LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers using various portfolio strategies and operational tools.

Allen Morton is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at BNY Mellon, Wells Fargo Investment Institute, and Global Alternative Investment Services. Outside of his advisory work, he volunteers with the United Way of Western Connecticut, where he reviews and approves grant proposals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Charles Mcmanus III is a CFP® professional with 28 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2023 and previously worked within other Wells Fargo entities beginning in 2013. 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 range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

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.

Gary Parese is a financial advisor with Wells Fargo Advisors in Westport, CT, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Advisors since 2014, including roles at Wells Fargo Clearing. He serves as a trustee for a family trust and is the owner of Parese Family LLC and Parese Wealth Management, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters, with optional implementation through the firm’s brokerage or advisory programs.

Marc Porco is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm employs structured planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

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.