Dominika Lawecki is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 8 years of industry experience. She has been with RBC Capital Markets since 2011. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using a mix of in-house and third-party managers, with features such as rebalancing options, tax management, and responsible investing screens.

Erica Westfall is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates as part of Bank of America’s broader platform, providing access to various financial products and services.

Susan Daly is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2011. Outside of her advisory role, she is a notary public in Yonkers, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Steven Kleiner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent nine years with Unified Financial Securities, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gerald Santoro is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized supervision and custody services.

Audrey Flamio is a financial advisor with Osaic Wealth, Inc. in Mount Kisco, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Osaic since 2013. Outside of her advisory role, she is involved with Senior Services North America as an agent selling Medicare Advantage, Medicare Supplement, Part D, and Final Expense insurance plans. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and a variety of investment products to construct client portfolios.

James Sbarra is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014, and previously operated his own advisory practice from 2006 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Ever Onofre Gonzalez is a financial advisor with Fidelity in White Plains, NY, holding Series 65, Series 63, and Series 66 licenses and eight years of industry experience. His prior roles include positions at ThinkEquity LLC, Aegis Capital Corp, and Paulson Investment Co., LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Michael Von Essen is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research, capital markets services, and affiliated banking programs.

Kevin Vesey is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Daniel Purpura is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022. His prior experience includes roles at Bank of America, Citizens Securities, Inc., and Citizens Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Tanuja Katre is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2021. Prior to that, she was employed at Wells Fargo Clearing and Wells Fargo Bank, N.A. Katre is a co-owner of a rental property in Bengaluru, India, alongside family members. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brandon Troiano is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and was previously with UBS Financial Services from 2015 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services covering various specialized areas and uses proprietary research and planning tools to develop tailored recommendations for clients.

Bradley Silverman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been associated with The Silverman Group and C & B Wealth Management since 2013, where he is a co-owner of the latter. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, frequently working in an advisory and implementation-support role rather than as a delegated manager.

Lisa Simmons is a Series 66-licensed financial advisor with Morgan Stanley in Stamford, CT, with 17 years of industry experience. She has been with Morgan Stanley and its predecessor firm since 2010. Outside of her advisory role, Simmons is an owner of a real estate business in Bridgeport, CT. 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 that utilize firm-approved tools and models to support client strategies.

Samantha Belport is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Wells Fargo Clearing and Cooperative Educational Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services across a wide range of areas including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.

Teresa Berishaj is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, with prior experience at Forte Capital Group and Bank of America N.A. Additionally, she has held academic roles at Manhattan College and Sacred Heart. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Eric Kreuter is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory work, he serves as the Vice Commodore and is on the Board of Directors of the Storm Trysail Club, a sailing club in Larchmont, NY. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, customized advice through its network of Financial Advisors.

Dodd Koeckert is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at both RBC Capital Markets and City National Bank since 2015 and 2016, respectively. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through both in-house and third-party investment managers.