Gordon Sommer Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an owner of Gleneagle Capital (Holdings), an LLC created for asset protection and financial planning. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Abigail Sullivan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she held roles at Romney Studios, Hexcel Corporation, and Tulane University, among other organizations. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to provide access to a broad set of financial products and services.

John Fiore is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Greenwich, CT. He joined Merrill in April 2019, bringing extensive experience from his six years as a Senior Private Banker at J.P. Morgan Private Bank, where he worked with high net worth individuals and their families. John focuses on serving hedge fund, private equity, and financial services professionals, providing comprehensive wealth management services that encompass financial planning, investment advisory, private banking, and credit solutions. Before specializing in private wealth management, John held various roles across the financial services industry, including investment banking, institutional sales, derivatives, and prime brokerage with firms such as Chemical Bank, Bankers Trust, Goldman Sachs, Merrill, and later Bank of America/Merrill Lynch Wealth Management. He holds an MBA with a concentration in Finance from Columbia Business School and a bachelor's degree in History from Dartmouth College. John is a Personal Investment Advisor (PIA) and is proficient in English and Spanish. He currently resides in Darien, CT with his wife and two daughters. Outside of his professional work, John enjoys cooking, fishing, golfing, hunting, reading, and skiing.

Robert Pisano Jr. is a financial advisor at Morgan Stanley with 19 years at the firm and six years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he serves on the board and the Audit and Risk Committee of Volunteer New York, a nonprofit organization that helps other nonprofits find volunteers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Cristina Lozano is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2021. Prior to her current role, she was employed at Moda Operandi and has experience in retail and online sales as a proprietor outside of the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured tools and models, managing approximately $2.74 trillion in client assets.

Daniel Le Noir is a Series 66 licensed financial advisor with Merrill, based in Greenwich, CT, and has eight years of industry experience. He has worked at Merrill since 2018 and is currently associated with Bank of America N.A. since 2022. Prior to his career in financial services, he was employed at North East Contractors Inc. for two years. 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 to individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, enabling access to a wide variety of financial products.

Dov Katz is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valley Wealth Managers, Valley National Bank, Bank Leumi, and Leumi Investment Services. Katz has been with Morgan Stanley since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process that incorporates firm-approved tools and market outlook simulations.

Timothy Riley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Mitchell Eisenberg is a Series 63-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 41 years of industry experience. Outside of his advisory role, he works as a tax preparer and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.

Christopher Kim is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® and ChFC® designations, has 17 years of industry experience, and previously worked at MetLife Securities Inc. Kim is also an independent insurance agent and is involved as a member and owner of two LLCs, managing administrative support and associate expenses for one of them. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using firm-approved software tools and offers event-driven planning services such as divorce and estate settlement planning.

Stanley Quelle is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates, Bank of America, Merrill Lynch, and Prudential Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that extend to corporate financial planning agreements.

John Catanzaro is a financial advisor at Stifel with Series 63 and Series 65 licenses and 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy developed by its Investment Strategy Group, emphasizing client discretion and tailored financial planning.

Craig Greenberg is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and 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 planning process incorporating firm-approved tools and scenario modeling.

David Goldwasser is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Massachusetts Mutual Life Insurance Company in 2016. Outside of his advisory role, he also works as a tax preparer and serves as an insurance agent. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, focusing on collaborative, goal-based financial strategies.

Astonia Carey is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Morgan Stanley in 2023, she worked at CITIGROUP for five years and Concordia College NY for five years. Outside of her advisory role, she is an ambassador for Swing Chic Golf, a retail and online brand. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, featuring tailored financial planning and extensive client asset management. The firm employs a structured planning process with firm-approved tools and serves both retail and institutional clients.

Mark Giordano is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial. He previously worked at American Portfolios Financial Services, Inc. for a decade and at OSAIC for two years. He is also co-founder of FFG Management and Consulting LLC, which focuses on life insurance and fixed annuity sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Marc Stein is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 23 years of industry experience. He previously worked at NORTH RIDGE SECURITIES CORP for 13 years and Cetera Advisor Networks for one year before joining LPL Financial in 2019. Stein is involved in a health insurance business that provides coverage primarily to small businesses, including dental and vision plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Breen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

William Budd is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as general partner of Budd Family Limited Liability Limited Partnership, which manages a family cabin. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and delivers services both directly and through corporate financial planning agreements.

Erin Sullivan is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Her career includes roles at Ameriprise since 2019 and prior experience in banking and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.