Monica Guerra is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Fitch Ratings for four years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and access to various investment strategies.

Michael Gorman is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been an advisor with Merrill since 1991 and holds a Bachelor's degree in Finance from Iona College. With over 30 years of investment management experience, Michael specializes in addressing clients' financial, retirement, and estate planning needs through customized financial strategies and investment planning. His expertise includes retirement income advice, investment asset allocation strategies, liability management, cash management, and working capital needs of corporations and small businesses. Michael serves a diverse client base that includes high net-worth individuals, families, senior-level executives, business owners, corporations, non-profit institutions, endowments, and estates. He is recognized for his commitment to understanding his clients' individual circumstances and objectives. Michael holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2017 to 2024. His personal interests include golfing, reading, and skiing.

Andrew Alper is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2023 to 2025, and also spent time at TZP Group. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs and tailored financial planning using firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services including Corporate Financial Planning agreements with employers.

Joseph Obrien is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at Massachusetts Mutual Life Insurance Company and MSI Financial Services. In addition to his advisory role, Obrien operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software tools and offering programs such as money-manager options and educational seminars.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Ian Bass is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2016 following a nine-year tenure at Morgan Stanley. Prior to his career in financial advisory, Ian served as President and CEO of a wholly-owned subsidiary of Media General, Inc. He holds the Personal Investment Advisor (PIA) designation and is registered with Series 7, 31, and 66 FINRA licenses, as well as State Insurance licenses. Ian earned a Bachelor of Science degree in Business from the University of Bridgeport and completed an accredited certificate program at the University of Pennsylvania's Wharton School. His professional expertise includes wealth preservation, portfolio management, investment planning, and strategies tailored for high net worth and high profile clients. He collaborates with specialists at Merrill Lynch who focus on equities, fixed income, managed portfolios, and estate planning services. In addition to his professional role, Ian is actively involved in community and philanthropic organizations. His current and past roles include Board member of the Fair Acres Association, committee member of the Humane Society of the United States, Board member of the Pootatuck Yacht Club, Board member of RYASAP, and former Treasurer and Finance Chair of Temple Israel in Westport, Connecticut. Ian's personal interests include boating, golfing, spending time with his family, and traveling.

John Zuluaga Romero is a financial advisor with Raymond James & Associates in Greenwich, CT. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at UBS Financial Services, Goldman Sachs, PricewaterhouseCoopers, and multiple academic and development positions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Joseph Grillo Jr. is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves 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 uses structured planning tools and modeling techniques as part of its advisory process.

Jeffrey Carroll is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, as well as at Bank of America, N.A. since 2019. He also has a background connected to Sacred Heart University from 2013 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Danielle Renzo is a Series 66-licensed financial advisor with Morgan Stanley, based in Greenwich, CT, and has 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2004. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

John Mackenzie Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior roles include positions at Sterling National Bank, Keybank, HSBC Securities, Chase Investment Services, and M&T Securities. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Feliz is a financial advisor with Edward Jones in Irvington, NY, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Commonfund Securities Inc and Barclays Services Corporation. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ryan Golde is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2021, currently serving at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a partner in The Boys Do Breaks, an art and culture business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery and firm-approved tools, and it offers multiple investment and advisory services alongside broader institutional capabilities.

Noah Robinson is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has one year of industry experience, including prior roles at Edward Jones and HV Hammers. Outside of finance, he is involved in youth soccer coaching through Coerver New York LLC and HV Hammers. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael McGee is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002, totaling 24 years at both firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Andrew Miller is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 license and has worked in roles including senior analyst and vice president at multiple firms providing pension actuarial consulting, insurance sales, and administrative services. Miller is also involved in insurance wholesaling, focusing on variable life insurance sales and management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and financial planning through a multi-manager platform that includes affiliated and third-party managers, covering a range of program structures and custodial relationships.

Ronald Pompei Jr. is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Crown Capital Securities for 22 years. Outside of his advisory work, he is involved in tax preparation and pursues interests as a musician. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ashleigh Barr is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 63 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm uses proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management aligned with clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management offerings.

John Guarnieri is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, leveraging his expertise to assist with investment strategies and wealth management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to personalized investment guidance. Mr. Guarnieri earned a Bachelor's Degree from Iona College.

Leonard Sander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He previously worked at National Planning Corporation for 19 years before joining LPL Financial in 2017. He is also involved in tax preparation and accounting services through The Creative Planners Group, Ltd. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.