John Friedman is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved with a GoFundMe initiative supporting the Kuna Indian Tribe by helping to replace their basketball court and provide sneakers for local children. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

Nicholas Margiotta is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and one year of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Co and Truvium Capital Partners. Outside of finance, he has worked at recreational clubs including Bedford Golf and Tennis Club and Putnam County Golf Course. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a forward-looking investment approach.

Joseph Sack is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He previously worked at The Sack Law Firm PLLC for 12 years before joining Morgan Stanley Smith Barney LLC, where he has been employed since 2017. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models in its financial planning process.

David Elias is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 10 years of industry experience. He has worked at Morgan Stanley during two separate periods, from 2013 to 2019 and again since 2021, with a two-year tenure at UBS Financial Services in between. Outside of his advisory role, he operates a condominium rental business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Bruce Manasevit is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial advising in 1998 and joined Merrill Lynch in 2007. Bruce leads The Manasevit Group, focusing on providing tailored wealth management strategies that address clients' financial concerns, opportunities, and goals. His expertise includes education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and small business strategies. Prior to entering wealth management, Bruce was President and CEO of his family's third-generation business. He holds an MBA from Columbia University Business School and a bachelor's degree from Washington University in St. Louis. His professional designations include Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Bruce is involved in community initiatives related to bone marrow transplantation. He serves as an Emeritus Board Member of the National Marrow Donor Program (NMDP) Foundation and founded the Amy Strelzer Manasevit Research Program in 1998 to support research for patient outcomes following bone marrow transplantation. He lives in Fairfield, Connecticut, and enjoys activities such as tennis, biking, cooking, gardening, traveling, and spending time with his family.

Johan Gomez Hernandez is a financial advisor at LPL Financial with credentials including Series 63 and Series 65 licenses. He has been in the industry since 2026. Before joining LPL Financial, he worked with American Strategic Advisors and Cavalry Portfolio Services, and he has experience in education and local business ventures, including roles at the University of Connecticut and involvement with the Stamford Public Education Foundation and small businesses such as Ralph's Italian Ices and trap't Escape Room Adventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various operational and research tools.

Hedayatullah Nabiel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience at Morgan Stanley. Outside of his advisory role, he is involved in residential real estate through ownership and management of Liberty Rental Properties LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screening and qualitative research in its advisory process and incorporates ESG criteria within a framework of diversified investment options.

Thomas Interlicchio is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a board member and partner of Predators Lacrosse LLC, a recreational business based in Eastchester, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various financial planning and investment channels.

Randy Bernstein is a financial advisor with J.P. Morgan Securities and holds the CFP® and Series 66 designations. He has 18 years of industry experience, including roles at Edward Jones and JPMorgan Chase Bank. He has been with J.P. Morgan Securities since 2012. 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 program. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG considerations in its recommendations.

Galen Miller is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in White Plains, NY. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendation reports. The firm operates as a large institutional advisor offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Roberta Anderson is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2024. Her prior experience includes roles at People's United Advisors, Inc., People's Securities, Inc., and People's United Bank. Outside of her advisory work, she serves as secretary for Candlewood Knolls Community Inc. and is a board trustee for the New Fairfield Free Public Library. 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 menu of financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop individualized recommendations.

Scott Rainaud is a CFP® professional with 10 years of industry experience, currently with Wells Fargo Advisors in Greenwich, CT. He previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank, N.A. for nine years. Rainaud holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs analysis, using Wells Fargo research and planning tools.

Benjamin Brevetti is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Morgan Stanley, alongside earlier experience at Union College and local government. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and research. The firm manages a broad range of assets and delivers tailored planning through its network of advisors and specialized groups.

Ralph Rogers Jr. is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he serves as president of Networking Professionals of Westchester, a local networking organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, utilizing a structured financial planning process supported by firm-approved tools and extensive asset management capabilities.

Eric Picard is a financial advisor with J.P. Morgan Securities in Westport, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously with MFS Fund Distributors, Inc. for 19 years. 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 integrates systematic quantitative screens and qualitative research, with a particular emphasis on eligible strategies and ESG criteria.

Ashley Weinstein is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple terms at Morgan Stanley interspersed with periods outside the financial sector, including roles at Crestwood Country Day Camp and Max and Gino's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research in its process.

Andrew Bresnahan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan and its affiliated entities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

William Tassinaro serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies that reflect each client's unique financial situation and life priorities. William collaborates with clients to create flexible plans that align with their goals, drawing on investment insights from Merrill and banking solutions from Bank of America. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. William follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. His approach emphasizes understanding what matters most to clients beyond markets and returns, aiming to build strategies tailored to their families and aspirations.

John Rosito is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses, and has one year of industry experience. Prior to joining Fidelity, he worked at Forrester Research and A+E Networks. Outside of his advisory role, he assists with wedding videography for a family business and operates a small bowtie-making enterprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios and advisory mandates.

Thomas Vacheron is a Private Wealth Advisor who leads Vacheron DiSabato & Associates at Merrill Private Wealth Management. He has been with Merrill Lynch Wealth Management since 1983 and founded his team, which specializes in creating comprehensive strategies for high net worth clients that encompass family wealth management, new wealth management, and portfolio management services. His team often addresses traditional wealth accumulation as well as executive stock options, philanthropic initiatives, and intergenerational wealth transfer. Vacheron has received recognition on Barron's "Top 1,200 Financial Advisors" list annually from 2009 through 2025 and on Forbes' "America's Top Wealth Advisors" list from 2016 through 2026. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a graduate of the College of the Holy Cross, class of 1983. Earlier in his career, Vacheron managed the Merrill Lynch office in Fairfield, Connecticut from 1989 to 1993. In terms of community involvement, Thomas Vacheron serves on the board of First Tee of Connecticut. His personal interests include biking, golfing, tennis, traveling, and yoga.