Matthew Pentimone is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His work history includes roles at Osaic Wealth Inc, Pinnacle Tax of Mt Kisco, Pearl River Saloon, and Ameritas. OSAIC 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 advisory services, financial planning, and access to multiple investment platforms, utilizing various asset-allocation tools and third-party solutions.

David Toapanta is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at several firms including Prudential Insurance Company of America and Northwestern Mutual. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Linda Le is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2017. Prior to her current role, she worked at New England Survey Systems. 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 supported by structured discovery conversations and firm-approved planning tools.

Thomas G. Raymond is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 2001. He currently serves as a Portfolio Manager and holds the Certified Investment Management Analyst® (CIMA®) designation. Over his 30-plus year career in the financial services industry, Thomas has dedicated himself to advising wealthy families, individuals, and senior executives on managing all aspects of their investments and finances. Thomas began his career in 1985 in New York City with The Private Bank at Bankers Trust Company, where he served as Vice President and Senior Investment Officer. He then worked as a Senior Portfolio Manager & Analyst at OFFITBANK before joining Morgan Stanley's Private Wealth Management Group in 1999. His expertise encompasses investment advice, discretionary investment management, municipal bond management, private equity and alternative investments, as well as trust and estate planning services. Thomas holds a bachelor's degree from Ohio Wesleyan University and has earned multiple professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has served as a Director of The Greenwich Hospital Endowment Fund, Inc. and participated in the Greenwich Health Association and Greenwich Hospital Investment Oversight Committee from 2000 through 2018. In his personal time, Thomas enjoys running, swimming, and spending time with his family.

Kenneth Sheresky is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has held prior roles at City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of his advisory work, he serves as a committee member focused on patient advocacy at Silver Hill Hospital, a nonprofit psychiatric hospital specializing in behavioral health and addiction services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Victor Schwartz is a Series 66-licensed financial advisor with Morgan Stanley, based in Purchase, NY. He has been with Morgan Stanley since 2026 and has prior experience at UBS Financial Services and Equinox, among other roles. He attended the University of Miami from 2021 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and provides a broad range of advisory programs.

Joseph De Pompeo is a financial advisor with Morgan Stanley, holding a Series 66 designation and having six years of industry experience. He has worked with Morgan Stanley and its services group since 2019 and previously was employed by Fire Island Ferries, Inc. Outside of his advisory role, he worked as a parking attendant and conducted customer transactions for Fire Island Ferries after business hours. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Edward Fennessey is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, serving in various roles including Financial Consultant and Investment Consultant. Prior to Fidelity, Edward worked at Newman & Associates - Ameriprise Financial as a Paraplanner from 2013 to 2016, and held positions at TIAA-CREF and UBS Wealth Management. Edward's approach centers on partnering with clients to define and clarify their personal and financial priorities. He collaborates with clients to develop and implement financial plans aimed at achieving their goals, focusing on understanding their family's needs and maintaining a long-term perspective on their objectives. Outside of his professional work, Edward enjoys biking, family activities, golf, outdoor adventures, running, and skiing.

Christopher Viggiano is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2025, previously holding positions at Bank of America and Merrill. 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 structured discovery processes and firm-approved tools to assist clients in developing tailored financial plans.

Joseph Lombardi is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Design Within Reach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Sheila Spicehandler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, she spent nine years at Ameriprise Financial Services. She serves as the Investment Advisory Committee Chairman for Temple Beth El in Chappaqua, NY, advising on investment policy. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools.

Caitlin Finley is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 2002. Outside of finance, she is an owner and partner in SurfRidge Brewing Co, a craft brewery with locations in California and Connecticut. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Nicole Mazzei is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America, Merrill, Morgan Stanley, JPMorgan, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Martin Mc Ginley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Summit Financial, Purshe Kaplan Sterling Investments, and Massachusetts Mutual Life Insurance Co. since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Megan Wolf is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, she worked briefly at Austin Private Wealth and SFMG Wealth Advisors. She attended the University of Texas at Austin from 2021 to 2025. 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 employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Michael Turner is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2022, his work history includes roles at PaveLogic and Aflac, along with various positions during his educational years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, utilizing structured planning tools and modeling techniques such as Monte Carlo simulations.

Elizabeth Mariconda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has worked at various J.P. Morgan entities since 2008, including J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Stephen Kreher is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at the Austin Chamber of Commerce from 2012 to 2017. Kreher also serves as a consultant with Guidepoint. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models.

Ana Grandjacques is a financial advisor at Morgan Stanley with 23 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Todd O'Connell Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at Bankers Life Advisory Services, Bankers Life Securities, and Scott Merl PA. 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 emphasizing structured financial planning and employs various modeling tools to assist in client planning.