Shalom Azar is a financial advisor with Wells Fargo Advisors in Fort Lee, NJ. He holds a Series 66 designation and has six years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025, and at Bank of America and Merrill from 2019 to 2021. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering customized recommendations supported by Wells Fargo research and planning tools. The firm serves clients who meet certain net-worth thresholds with a broad menu of planning services, including specialized areas such as business-owner transition and special-needs analysis.

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.

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.

Osmar Hernandez is a Financial Consultant currently working at Fidelity Investments since 2024. He has built his career in financial advisory roles, previously serving as a Private Client Financial Advisor at Citizens Bank from 2023 to 2024 and as a Financial Consultant at E*Trade from 2019 to 2023. He focuses on empowering clients to achieve their financial goals through personalized planning and strategic guidance. In his role, Hernandez collaborates with clients and wealth management teams to develop tailored financial strategies, emphasizing transparency and education to help clients make confident decisions. His experience spans various aspects of financial consulting, aiming to meet the unique aspirations of each individual client. Outside of his professional work, Hernandez engages in activities such as attending concerts, spending time with family, fitness, parenthood, and volunteering.

Paul Veteri is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he has business ownership related to real estate management. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alfred Thomas is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at OMD USA and Manhattan Youth. 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 supported by proprietary tools and scenario modeling.

Marinos Mihalatos is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Mission Real Estate Funding and Hirshleifer's Inc., and he has held teaching positions at Fordham University and Temple University. Outside of his advisory role, Mihalatos is the sole proprietor of MDM45 Inc., a wholesale and distribution business based in Greenvale, NY. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advice is supported by structured planning tools and methodologies such as Monte Carlo simulations and Secular Return Estimates, with a broad range of advisory programs and affiliated financial services.

Marc Porco is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked briefly at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Matthew Pentimone is a financial advisor at OSAIC with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Pinnacle Tax of Mt Kisco, Pearl River Saloon, and Ameritas. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a large multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing strategies.

David Toapanta is a financial advisor with J.P. Morgan Securities holding a Series 66 license and two years of industry experience. His prior roles include positions at Prudential Insurance Company of America and various consulting and insurance agencies. 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 framework. Their advisory process integrates quantitative and qualitative research to build model asset allocations and incorporates ESG considerations where applicable.

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.

Jack Mullen is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and began his career in the industry in 2026. Prior to joining Equitable Advisors, his background includes roles in education and beverage distribution. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset management programs, utilizing a variety of investment models implemented through third-party managers and affiliated programs.

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.