Marisa Di Vietro is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at IEQ Capital, LLC, St. James's Place Wealth Management, and Cool Insuring Agency. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Baxter is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 63 designation and has spent the majority of his career at Morgan Stanley and its affiliated entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

John Marinelli is a Financial Advisor with The Erdmann Group at Merrill Lynch Wealth Management. He works closely with partners Andrew Billinghurst and Craig Andrzejewski to provide tailored financial guidance to senior executives, business owners, athletes, entrepreneurs, and ultra-affluent families. Their approach involves comprehensive analysis of clients' financial situations, addressing everything from daily cash flow needs to long-term aspirations. The team has expertise in business sales, concentrated stock positions, generational wealth transfer, and liquidity events, emphasizing customization and ongoing engagement to help clients achieve their goals. Before transitioning to financial advising, John was a football coach at various levels, including roles at The University of Arizona, Illinois, Connecticut, and as a high school head coach. He draws parallels between coaching and advising, applying leadership, communication, strategic planning, assessment, adaptability, risk management, and long-term vision skills cultivated through his coaching career. John also has background experience in Corporate Real Estate and Financial Services. He holds a Bachelor's Degree from Trinity College and a Master's Degree from Manhattanville College. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, John enjoys a range of sports such as baseball, football, golfing, ice hockey, pickleball, running, and skiing, as well as cooking, watching movies, and spending time with his family.

Brian Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2005. Walsh also owns and operates a tax services business providing tax resolution for small businesses, and he serves as president of a tax and accounting firm where he oversees a staff of accountants and tax preparers. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and unaffiliated model portfolios and third-party managers.

Christopher Martino is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. His prior roles include positions at Petito Wealth Management, Hightower Advisors Capital Management Group New York, and several engagements related to Quinnipiac University. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to registered investment companies and fund-of-funds.

Justin Launer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. His career includes roles at First Republic Private Wealth Management and Bear Stearns Asset Management. He is based in Greenwich, CT. 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 and fund searches, and customized performance reporting. Their approach combines quantitative and qualitative research to build model asset allocations, and the program incorporates broader derivatives and commodities capabilities through affiliated entities.

Allie Lehman is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, she worked at JP Morgan Chase and Utica National Insurance Group. She has a background in full-time education spanning over a decade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment options alongside integrated brokerage, custody, and advisory services.

Ryan Rozniakowski is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2017, including his tenure at UBS Bank USA. Prior to that, he worked at Lakeview Loan Servicing, LLC for one year. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes custody, underwriting, and capital markets services.

Roger Trimble is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2014 and serves on the advisory board of the Baruch College Fund. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Michael Mezzacappa is a Series 66 licensed advisor with J.P. Morgan Securities, based in Greenwich, CT, and has four years of industry experience. His prior roles include positions at Stifel Financial Corp. and Barnum Wealth Management, as well as various other short-term engagements. 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 advisory framework.

Jazzmin Jakubas Kaynak is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her prior work includes roles at loanDepot.com, Citizens Bank, and other financial and service industry positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm’s distinctive features include roles as a commodity pool operator and advisor to multiple registered investment companies, as well as the use of algorithmic methods and AI in research.

Marisa Mc Callum is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at Merrill, First Republic Investment Management, and J.P. Morgan Chase Bank prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and leverages broader derivatives and commodities capabilities.

Justin Sammartano is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2017, he worked at North American Pharmacal for one year. Morgan Stanley Wealth Management offers a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize proprietary modeling techniques without offering individual security recommendations.

Anna Farber is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America Merrill Lynch, Rotman Family Office, and Profitledge. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Dylan Givner is a CFP®-certified financial advisor at J.P. Morgan Securities with eight years of industry experience. His prior work includes roles at UBS Financial Services Inc. and JPMorgan Chase Bank, N.A. He is based in Greenwich, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory program delivers non-discretionary written asset allocation advice, investment manager search, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Sergio Forlini is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he serves on the Admissions Committee for Burning Tree Country Club in Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and draws on proprietary research and model-based strategies to tailor client solutions.

Belinda Boden is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and eight years of industry experience. She previously worked at Hightower Advisors for 13 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Sharon Cartotto is a financial advisor at Fidelity with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity-affiliated entities, including Strategic Advisers since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jonathan Lewandowski is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and JPMorgan Securities. Outside of his advisory work, he serves as a soccer trainer for the River Dell Blackhawks. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Allen Morton is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon, Wells Fargo Investment Institute, and Oppenheimer. Outside of his advisory role, he volunteers with the United Way of Western Connecticut, where he reviews and approves proposals for grants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research and includes broader derivatives and commodities capabilities.