Alejandro Doble is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2025 and previously spent several years with Grove Point Investments, Grove Point Advisors, Allocation Resource Group, and H. Beck, Inc. He serves as Director of Tax at Allocation Resource Group, engaging in tax preparation and accounting. 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 institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Brian Sable is a financial advisor with UBS Financial Services in Purchase, NY, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Merrill for six years before joining UBS in 2012. Outside of his advisory role, he is involved as a partner in Greene County Properties LLC, investing in home construction projects in the Catskill region. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings and supports its advisors with proprietary research and model-based asset allocation tools.

Anne Orr is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and previously worked in various roles at companies including Serena & Lily, Vineyard Vines, Ivory Ella, and Centric Brands Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Cullen is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kiel Camken is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has 13 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously spent two years with Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dalia El Bettadini is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. She has worked at UBS since 2023 and previously held positions at TD Bank, Western Connecticut State University, and Brookfield High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Jeffrey Ferraro is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, he worked at TD Bank NA and TD Private Client Wealth LLC from 2017 to 2024, among other firms. Outside of his advisory role, Ferraro is a National Rifle Association Certified Firearm Instructor, teaching firearm safety for individuals seeking Connecticut pistol permits. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence supported by a manager solutions team, and utilizes a broader derivatives and commodities capability than many institutional programs.

Andrew Grayson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator while advising multiple registered investment companies.

George Kanas is a CFP®-designated financial advisor with 43 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously spent 13 years at UBS Financial Services. Kanas serves as a trustee and financial advisor for several family trusts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide customized portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Ashley Kaiser is a Series 66-registered financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers additional services including custody, underwriting, and securities-backed lending.

Joseph Chwe is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he worked at TD Bank from 2022 to 2026 and held various roles in education and retail. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Anthony Tringali is a financial advisor with LPL Financial, holding the Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies across various asset classes.

Ryan Kelly is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Allen J. Reyen, Inc., Metrix Marketing, Inc., and Argus Investor's Counsel, Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Timothy Nervegna is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cetera since 2023 and also maintains advisory roles with Debany Financial Group, LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he is an insurance agent licensed to sell life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers multiple investment management and financial planning services through a multi-manager platform with access to various model portfolios and third-party managers.

Barbara Napolitano is a Branch Leader at Fidelity Investments, a position she has held since 2024. In her role, she partners with associates to grow and develop their skills with the goal of delivering an exceptional client experience through building strong client relationships and co-creating personalized financial plans. Barbara has been with Fidelity Investments since 2019, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Client Experience Associate. Her experience spans client relationship management and financial planning within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Michael Gorman is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Morgan Stanley in Stamford, CT. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2012 and 2018, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome modeling.

Donna Colucci is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she serves as a board member of the Rotary Club of Lake Mahopac. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kenneth Patterson is a financial advisor with Primerica Advisors, holding a Series 63 registration and having 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and has a long tenure with New York City Transit. Outside of his advisory role, he receives compensation for selling home-related products through affiliated companies, including loan products and home security services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through model-based investment strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Philip Settembrino is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Cadaret, Grant & Co., Inc. for 24 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Richard Nappi Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 through a non-discretionary advisory program.