David Chlus is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm uses structured planning tools and models outcomes with methods such as Monte Carlo simulations while offering broad retail and institutional investment services.

Zachary Bowerman is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for four years. In addition to his advisory role, he is involved with Van Meter Tax Services, Inc. and Van Meter & Van Meter, LLC, which provide tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various model portfolios and third-party asset managers.

Alec Firsching is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked in pharmacy at Tufts Medical Center and pursued medical studies. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays to meet client goals and risk tolerances.

Alexandra Erath is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 13 years of experience in the financial services industry, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to her advisory work, she consults on business growth and development strategies for financial advisors and assists small family businesses with continuation and mediation issues. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative annual financial planning engagements and a range of educational programs.

Schuyler Dombroske is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2019. His prior experience includes roles at Mohawk Valley Capital Management, Cadaret, Grant & Co., Inc., Ridgeway Conger Advisory Services, and Merrill. Outside of his advisory work, he serves as president of the Salt City Dart League and contributes as a staff writer for INSIDERBASEBALL.COM. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and integrates various financial activities, including insurance and credit services, alongside its advisory platform.

Michael Hennessy is a financial advisor with LPL Financial in Clinton, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Cadaret, Grant & Co., Wells Fargo Clearing, A. G. Edwards & Sons, HSBC Securities, and Merrill. He also operates MJ Hennessy & Associates and Mohawk Valley Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary research and third-party subadvisors.