Christopher Martino is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. His prior roles include positions at Petito Wealth Management, Hightower Advisors Capital Management Group New York, and several engagements related to Quinnipiac University. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to registered investment companies and fund-of-funds.

Justin Launer is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 20 years of industry experience, including a decade at First Republic Private Wealth Management prior to joining J.P. Morgan. Launer’s current roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Allie Lehman is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, she worked at JP Morgan Chase and Utica National Insurance Group. She has a background in full-time education spanning over a decade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment options alongside integrated brokerage, custody, and advisory services.

Ryan Rozniakowski is a Series 66-licensed financial advisor with UBS Financial Services in Paramus, NJ, with nine years of industry experience. His prior work includes roles at Lakeview Loan Servicing, LLC and PHH Mortgage Corporation. He has been with UBS Financial Services and UBS Bank USA since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Roger Trimble is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2014 and serves on the advisory board of the Baruch College Fund. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Michael Mezzacappa is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has four years of industry experience, including prior roles at Stifel Financial Corp. and Barnum Wealth Management. Outside of finance, he has worked briefly in hospitality, including at East Hampton Grill and Whippoorwill Country Club. 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 investment strategies.

James Barbi is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at AXA Advisors, LLC and RBC Capital Markets. Barbi is based in Ridgewood, NJ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Jazzmin Jakubas Kaynak is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her prior work includes roles at loanDepot.com, Citizens Bank, and other financial and service industry positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm’s distinctive features include roles as a commodity pool operator and advisor to multiple registered investment companies, as well as the use of algorithmic methods and AI in research.

Marisa Mc Callum is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Justin Sammartano is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017. Prior to that, he spent time at North American Pharmacal and FanDuel. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling in its financial planning process.

Dylan Givner is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at UBS Financial Services Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Belinda Boden is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and eight years of industry experience. She previously worked at Hightower Advisors for 13 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Sharon Cartotto is a financial advisor with Fidelity Investments who holds Series 63 and Series 66 designations and has 35 years of industry experience. She has worked at Strategic Advisers and Fidelity Brokerage Services since 1999 and has been with Fidelity Personal and Workplace Advisors since 2018. Her current role at Fidelity began in 2025. Strategic Advisers LLC, a Fidelity Investments affiliate, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Jonathan Lewandowski is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Woodbury Financial Services and JPMorgan Securities, along with eight years at Elite Soccer Academy. Outside of finance, he is involved in soccer training as a part-time trainer for the River Dell Blackhawks. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research to support a range of investment strategies.

Allen Morton is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at BNY Mellon, Wells Fargo Investment Institute, and Global Alternative Investment Services. Outside of his advisory work, he volunteers with the United Way of Western Connecticut, where he reviews and approves grant proposals. 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. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Richard Dressel is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client decision-making.

Dona Rozsypal is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is involved in property investment through ownership of a house renovation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured tools and models, managing approximately $2.74 trillion in client assets.

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.