Megan Cooney is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill for the past 10 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Alex West is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Alex served as an Investments Consultant at Fidelity Investments from 2022 to 2024. Alex also has experience as a Private Client Advisor and Private Client Banker at J.P. Morgan Securities, LLC between 2016 and 2022. With 10 years in the financial services industry, Alex collaborates closely with individuals and families to understand their circumstances, values, and aspirations. This approach aids clients in navigating complex financial decisions and developing plans aligned with their priorities. Alex's personal interests include comedy, fitness, football, social events with friends, pets, and traveling.

Lora Robertson is a Financial Advisor at Merrill Lynch Wealth Management. She transitioned into wealth management after a career spanning more than two decades covering institutional clients, most notably as a Partner at Goldman Sachs where she oversaw the Global Foreign Exchange Sales business. Lora holds a Bachelor's Degree from Princeton University, where she also captained the Cross Country and Track teams. She maintains involvement with her alma mater as Co-President of Friends of Princeton Track. She is a Certified Divorce Financial Analyst (CDFA) and a Personal Investment Advisor (PIA), and holds FINRA Series 7 and 66 registrations. Her client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, sports and entertainment, and tax minimization. Beyond her professional work, Lora serves on the Student Sponsor Partners Board and enjoys reading, running, and traveling.

Christopher Capalbo is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans aimed at strengthening and securing their financial futures. He utilizes Fidelity's process to create, implement, and monitor strategies tailored to each client's needs, helping them build confidence and security in their financial wellbeing. Prior to joining Fidelity in 2023, Christopher held the role of Registered Representative at LPL Financial, LLC from 2019 to 2023. His experience also includes analyst positions at Arcim Advisors and Alphastrat in 2019, as well as Lanx Advisors from 2017 to 2019. Earlier in his career, he worked in business development at Goldfinch Capital Advisors, LLC from 2012 to 2016 and served as Vice President at Titan Advisors, LLC from 2003 to 2011. Outside of his professional work, Christopher's personal interests include football, gardening, and golf.

Sam Giliberti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2007 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Sander is a financial advisor with LPL Financial in Tarrytown, NY, holding a Series 63 designation and 21 years of industry experience. He previously worked at National Planning Corporation for 13 years and has been associated with The Creative Planners Group, Ltd. for over two decades. Outside of his advisory role, he is involved with The Creative Planners Group, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Cooper Milledge is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Michael Pinho is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at HSBC Securities, HSBC Bank USA, Citizens Bank, and Citizens Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Marc Rienas is a financial advisor at Ameriprise in Danbury, CT, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PricewaterhouseCoopers, Northeastern, and John Hancock Financial. Outside of his advisory duties, he works as an Uber driver. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Di Nardo is a financial advisor with J.P. Morgan Securities in Hartsdale, NY. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2021, he worked at Iron Birch Advisors and Ameriprise Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, utilizing a process that combines quantitative modeling with centralized due diligence and integrates ESG criteria in its recommendations.

Jehan Muhi Aldain is a financial advisor at Morgan Stanley with Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley, he held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector and at Syracuse University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process utilizing firm-approved tools and models outcomes with inputs from the Global Investment Committee.

Aashi Tailor is a financial advisor at Morgan Stanley with Series 66 credentials and is in the early stage of their career, having joined the firm in 2024 after graduating from the University of Southern California. Prior to Morgan Stanley, their experience includes teaching roles at Morris County School of Technology and Jefferson Township Middle School. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Daniel Mcmahon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has worked at UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Donald Freeman III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as treasurer and president of Carlson & Carlson, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management approaches with a range of discretionary and non-discretionary strategies and maintains proprietary and third-party model solutions.

Gary Stenson is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and a methodology developed by its Investment Strategy Group.

Kyle Hanselman is a CFP® with 15 years of industry experience, currently serving as an associate at Raymond James Financial in Saddle River, NJ. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of financial services, he works part-time in wedding sales and operations at Crossed Keys Estate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs tailored, non-discretionary planning and risk profiling, supported by analytical tools, and is notable for its municipal advisor affiliation and innovative plan-level advisory services.

David Aiello is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sei, Florida Financial Advisors, and held roles in education at Ithaca College and John F Kennedy Highschool. Morgan Stanley Wealth Management delivers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through multiple channels, including Corporate Financial Planning agreements.

Scott Aber is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He is also the owner of Scott M. Aber CPA PC, providing accounting and tax services since 1998, and serves as president of Bookkeeping Chef Inc., an online bookkeeping business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Michael Jabara is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63 designation. Outside of his advisory role, he is a partner in ownership of a commercial building in Ridgefield, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Ebakoliane Obiomon is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Obiomon served in various roles at the Department of Defense and attended the United States Military Academy. Outside of advisory work, Obiomon is a sole proprietor involved in real estate investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including 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 such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.