Peter Canale is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Santander Bank and MML Investors Services, spanning over a decade. He holds Series 63 and Series 66 registrations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Ryan Williams is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Merrill for five years and Bank of America for one year before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques to support tailored financial plans.

Lesley Sommers is a CFP® with 44 years of industry experience, currently serving as an advisor at Cetera. She has been associated with Cetera Wealth Services, LLC since 2013 and also operates Sommers Financial Group, Inc., a firm focused on fixed insurance products. Additionally, she works as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Cameron Mc Carthy is a Series 66-credentialed financial advisor with Morgan Stanley, bringing four years of industry experience. He previously worked at Mercer Investments for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide 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 proprietary tools and market outlooks to assist clients in their financial decisions.

Robert Dyer is a Private Wealth Advisor leading a wealth management team within Merrill Private Wealth Management. He serves a select group of high net worth individuals, families, and business leaders, providing comprehensive wealth management advice and strategies. His role includes managing client relationships, directing portfolio strategy, and offering access to credit and lending services through Bank of America. Robert began his career in the Treasury Division at Procter & Gamble in 1988, transitioning to Morgan Stanley Private Wealth Management in 1998 as a Senior Associate. He later joined Lehman Brothers Private Investment Management as Senior Vice President before moving to Merrill Private Wealth Management in 2008. He holds a B.A. in Political Science from Denison University and an M.B.A. in Finance from Georgetown University, and holds the Personal Investment Advisor (PIA) designation. Rob and his wife Mary Jo support various charities focused on children and education across New York, Connecticut, Virginia, and the Dominican Republic. He is involved with several professional organizations, including the Bridgeport CT Diocese, Convent of Sacred Heart School CT, Darien CT Police Department, St Lukes School CT, Student Educational Opportunities NY, and Youth for Tomorrow VA.

Pamela Kiernan is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, following previous roles at Bank of America and Merrill. Kiernan is the sole proprietor of Ware LLC, a consulting firm for which she owns a patent. Morgan Stanley Wealth Management serves both 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 utilizes structured planning tools and broad investment strategies through its Financial Advisors and Estate Planning Strategies Group.

David Wilson Jr. is a financial advisor with Merrill, holding a Series 63 designation and bringing 49 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent 10 years at Neuberger Berman, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nolan Philpott is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Prior to joining Morgan Stanley in 2026, he held various roles including positions at Saint Anselm College, Seaboard International Forest Products, and Factset. 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 processes.

Michael Pearson is a Wealth Management Advisor at Merrill Lynch Wealth Management and co-leads The Linke-Pearson Group, a boutique-style wealth management practice serving clients nationwide from Stamford, Connecticut. He specializes in working with high-earning executives, business leaders, and first-generation wealth creators, providing customized investment management, executive compensation strategies, and comprehensive financial planning. With over 15 years of experience, Michael holds multiple professional designations including CFP®, CFA, ChFC®, CAIA®, CPWA®, and CPFA. He earned a bachelor's degree from the University of Connecticut and serves as a mentor at its School of Business. Michael also participates in the Estate Planning Council of Fairfield County. His expertise encompasses areas such as college education planning, family wealth management, philanthropic planning, and institutional consulting for endowments and non-profits. Michael coordinates all aspects of his clients' financial lives, integrating tax, investment, estate, and lending strategies to provide disciplined, data-driven guidance. Beyond his client work, he has spoken at national advisor events and contributes to leadership on institutional business strategy.

John Friedman is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved with a GoFundMe initiative supporting the Kuna Indian Tribe by helping to replace their basketball court and provide sneakers for local children. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

Nicholas Margiotta is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Massachusetts Mutual Life Insurance Co, and Truvium Capital Partners. Outside of finance, he has experience associated with Bedford Golf And Tennis Club and Putnam County Golf Course. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Sack is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. Prior to his current role, he was associated with Morgan Stanley Smith Barney LLC and practiced law at The Sack Law Firm PLLC from 2005 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Gary Troy is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, having previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active sales of financial products.

David Elias is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 10 years of industry experience. He has worked at Morgan Stanley during two separate periods, from 2013 to 2019 and again since 2021, with a two-year tenure at UBS Financial Services in between. Outside of his advisory role, he operates a condominium rental business. Morgan Stanley Wealth Management serves both 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 utilizes structured planning tools and models to support its financial planning process.

Jared Levy is a financial advisor with MassMutual Investors Services in Boca Raton, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously with Metlife Securities Inc. Levy serves on the board of the 501(c)(3) organization Heroes to Heroes and is the owner of LM Startup LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and event-driven planning services.

Emmanuel Zisis is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera Financial Specialists LLC and Royal Alliance Associates, INC., and owns Clearscope Wealth, a financial services firm. He serves as vice president of The Peter Latos Prostate Cancer Foundation, which focuses on raising prostate cancer awareness. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, providing access to both affiliated and unaffiliated third-party managers across various program structures.

Hedayatullah Nabiel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is an owner and partner at Liberty Rental Properties LLC, involved in buying, selling, and renting residential real estate. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Interlicchio is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and with 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner and board member of Predators Lacrosse LLC, a recreational organization based in Eastchester, New York. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved methodologies and managing approximately $2.74 trillion in client assets.

Randy Bernstein is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the CFP® and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Galen Miller is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in White Plains, NY. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendation reports. The firm operates as a large institutional advisor offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.