Kevin Aussenheimer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with JPMorgan Chase Bank and JPMorgan Securities LLC since 2018. J.P. Morgan Securities LLC 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 when recommending strategies.

Samuel Tsinman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Citigroup prior to his current role. 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 integrates large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Catherine Leach is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. 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 investment recommendations.

Nicholas Sinchak is a financial advisor at UBS Financial Services with seven years of industry experience and holds the Series 66 designation. He has been with UBS since 2016. Outside of finance, he teaches children to ice skate at facilities in New York City. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Carol Galpeer is a financial advisor at Cetera with 49 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2016, with prior roles at Investors Capital Corp. and UBS Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm operates a multi-manager platform that supports diverse investment strategies and program structures.

Nicholas Stamatellos is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Equitable Advisors since 2010, following prior experience at Axa Advisors and Waddell & Reed. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Michael Capuano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Massachusetts Mutual Life Insurance, Sutton Place Investors, Prudential Advisors, and Citibank. Capuano is dually registered as an investment advisor representative and registered representative, and he also provides fixed insurance advice. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alexandre Grantcharov is a CFP® credentialed financial advisor with 22 years of industry experience, currently practicing at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Lales Group LLC, a general business entity. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Gordon is a CFP® with 38 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at Oppenheimer for 12 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies, utilizing a mix of in-house and third-party investment managers and providing portfolio management, financial planning, custody, and brokerage services.

Robert Errico is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2007. In addition to his advisory role, he serves as Trustee, Treasurer, and Chair of Finance and Audit for the Boys Club of New York and is a member of the Board of Directors at Memorial Sloan Kettering Cancer Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including financial planning, portfolio management, and capital markets services.

Arthur Tuttle is a financial advisor at Morgan Stanley with 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has also worked at Morgan Stanley Smith Barney LLC since 2009. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Joseph Miller is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Merrill Lynch/Bank of America, Ballast Rock Private Wealth, and Stifel, Nicolaus & Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of advisors and branches, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and related services.

Francesca Fraim is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. She has been with the firm since 2026 and previously had roles at Incubex and Brown University School of Engineering. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Trent Luby is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Owen Ayotte is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Sacred Heart University and work with the Boys and Girls Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves various investor types and offers discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Robert Chilson is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BlackRock for 18 years before joining Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Logan Sabol is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Tharanco Group and Massa Products Corporation and has experience in education and club management roles. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Trey Hogsten is a Financial Consultant at Fidelity Investments, where he partners with families to develop tailored, comprehensive strategies focused on accumulation, preservation, and the seamless transfer of their wealth across generations. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2024. Throughout his career at Fidelity, Trey has gained experience in financial planning and client relationship management. His work centers on helping clients address their financial goals through personalized strategies. Outside of his professional role, Trey has interests in the beach, food, golf, museums, traveling, and volunteering.

Lindsay Pereguda is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Janney Montgomery Scott and Wells Fargo Advisors. 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 employs a structured planning process using firm‑approved tools and modeling techniques.

William Trond is a Series 66-licensed financial advisor with Ameriprise, based in Wallingford, CT, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.