Sandra Kapfer is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo-affiliated firms since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include cash-flow, retirement, education, risk, and wealth-transfer planning.

Claire Wright is a financial advisor with Edward Jones in Ridgefield, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Edelman for three years and Y&R PR (now Goodfuse Communications) for two years. She also has experience with the Avon Breast Cancer Crusade and Saks Fifth Avenue. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Craig Forbes is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. He is also involved in a Prudential-sponsored non-variable insurance business related to investment activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, and insurance products through an integrated platform, utilizing model portfolios and third-party asset managers for investment advice and discretionary account management.

Charles Dear is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 43 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and is the managing member of Riverside Financial Group, LLC. He serves as a board member for GreenStage Guilford, an organization focused on arts and performing arts. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals, employing a range of strategies from proprietary models to third-party manager referrals.

Peter Luppino is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1995. He has also worked at Bank of America, N.A. since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Nick Kouletas is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity in 2023 and has progressed through several positions including Planning Consultant, Investment Consultant, and serving in Wealth Management Services. Prior to joining Fidelity, Nick worked in wealth management and client advisory roles at Wells Fargo Advisors and PNC Investments. His experience spans various aspects of financial planning and wealth management, focusing on helping clients establish clear and personalized strategies for retirement and other financial goals. Nick and his team aim to provide tailored guidance backed by Fidelity's trusted industry presence. Outside of his professional work, Nick enjoys spending time at the beach, cooking and baking, engaging in family activities, attending social events with friends, visiting museums, and traveling.

Eric Westerdale is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and he spent 14 years at Brooks Brothers before transitioning to finance. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional clients via its Institutional Fiduciary Solutions division.

Christine Harsaghy is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2005. Outside of her advisory role, she is involved as a proprietor in a fitness gym, assisting her husband. 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, managing approximately $2.74 trillion in client assets.

Debra Stokes is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Morgan Stanley affiliates since 2010, including Morgan Stanley Private Bank since 2015. Stokes serves on the advisory board of the Dubin Breast Center at Mount Sinai, which focuses on breast cancer screening, treatment, and survivorship. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and operates a variety of retail and institutional investment services.

Bo Zhang is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, Zhang has worked as an independent contractor for Uber. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including 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 financial planning process supported by proprietary tools and market modeling techniques.

John Kennelly is a financial advisor with LPL Financial in Pearl River, NY, holding the PFS™ designation and Series 63 and 65 licenses. He has 26 years of industry experience, including a decade at Sagepoint Financial Advisors before joining LPL Financial in 2020. Kennelly is also licensed to sell fixed insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs, financial planning, and brokerage services.

Michael Petrizzo is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a CFP® designation as well as Series 63 and 65 licenses. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory services and brokerage through a broad range of programs for individuals and institutional clients, offering structured financial planning and wealth management solutions.

Carissa Marz is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works alongside her team to provide personalized financial strategies tailored to meet the goals and aspirations of their clients. Carissa’s approach emphasizes thorough attention to detail and professional handling of all aspects of the client relationship. She collaborates with her team to leverage Merrill Lynch's resources in delivering comprehensive wealth management services, including college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. Carissa resides in Washington, DC with her husband Ronald Charles Senegal and their children. Together, they enjoy traveling and exploring new experiences.

Oluwaferanmi Adewunmi is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and no prior industry experience. Before joining Morgan Stanley in 2025, Adewunmi held positions outside the financial industry, including roles at SAS Institute and Chapel Hill Country Club, and spent four years attending the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.

Melinda Cloobeck is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, and previously at Morgan Stanley Private Bank from 2015 to 2018. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she offers certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Saphora Afkhami is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she worked at UBS, MUFG, and Fiera Capital. Outside of her advisory role, she is a co-founder of CRAIIVE, a web application designed to inventory groceries through photos. J.P. Morgan Securities 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.

Alex West is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Alex served as an Investments Consultant at Fidelity Investments from 2022 to 2024. Alex also has experience as a Private Client Advisor and Private Client Banker at J.P. Morgan Securities, LLC between 2016 and 2022. With 10 years in the financial services industry, Alex collaborates closely with individuals and families to understand their circumstances, values, and aspirations. This approach aids clients in navigating complex financial decisions and developing plans aligned with their priorities. Alex's personal interests include comedy, fitness, football, social events with friends, pets, and traveling.

Lora Robertson is a Financial Advisor at Merrill Lynch Wealth Management. She transitioned into wealth management after a career spanning over two decades focusing on institutional clients. Most recently, she was a Partner at Goldman Sachs, where she oversaw the Global Foreign Exchange Sales business, a role that included living and working in New York City and London. Lora earned her Bachelor's Degree from Princeton University, where she captained the Cross Country and Track teams. She holds FINRA Series 7 and 66 registrations, as well as professional designations including Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Her areas of expertise include college education planning, family wealth management strategies, legacy planning, philanthropic planning, tax minimization, and wealth management for women, sports, and entertainment clients. She remains involved with her alma mater as Co-President of Friends of Princeton Track and serves as a board member of Student Sponsor Partners. Lora lives in Riverside, Connecticut with her family and maintains personal interests in reading, running, and traveling.

Christopher Capalbo is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans aimed at strengthening and securing their financial futures. He utilizes Fidelity's process to create, implement, and monitor strategies tailored to each client's needs, helping them build confidence and security in their financial wellbeing. Prior to joining Fidelity in 2023, Christopher held the role of Registered Representative at LPL Financial, LLC from 2019 to 2023. His experience also includes analyst positions at Arcim Advisors and Alphastrat in 2019, as well as Lanx Advisors from 2017 to 2019. Earlier in his career, he worked in business development at Goldfinch Capital Advisors, LLC from 2012 to 2016 and served as Vice President at Titan Advisors, LLC from 2003 to 2011. Outside of his professional work, Christopher's personal interests include football, gardening, and golf.

Sam Giliberti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2007 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.