Scott Rainaud is a CFP® professional with 10 years of industry experience, currently with Wells Fargo Advisors in Greenwich, CT. He previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank, N.A. for nine years. Rainaud holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs analysis, using Wells Fargo research and planning tools.

Benjamin Brevetti is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Morgan Stanley, alongside earlier experience at Union College and local government. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and research. The firm manages a broad range of assets and delivers tailored planning through its network of advisors and specialized groups.

Ralph Rogers Jr. is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following seven years at Wells Fargo Advisors and four years at Wells Fargo Clearing. Outside of advising, he serves as president of the Networking Professionals of Westchester, a local networking organization. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

Eric Picard is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2018. Prior to this, he spent 19 years with MFS Fund Distributors, Inc. 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 in its investment process.

Ashley Weinstein is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple terms at Morgan Stanley interspersed with periods outside the financial sector, including roles at Crestwood Country Day Camp and Max and Gino's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research in its process.

Andrew Bresnahan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Terry Webb is a financial advisor at LPL Enterprise with 20 years of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at Ameriprise Financial Services, Inc. for 13 years and briefly at Onyx Bridge Wealth Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers a comprehensive platform combining financial planning, model portfolio management, third-party asset management, and access to a range of brokerage and insurance products.

Saul Ades is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He began his career at J.P. Morgan in 2024 after attending Cornell University. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Tassinaro serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies that reflect each client's unique financial situation and life priorities. William collaborates with clients to create flexible plans that align with their goals, drawing on investment insights from Merrill and banking solutions from Bank of America. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. William follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. His approach emphasizes understanding what matters most to clients beyond markets and returns, aiming to build strategies tailored to their families and aspirations.

John Rosito is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses, and has one year of industry experience. Prior to joining Fidelity, he worked at Forrester Research and A+E Networks. Outside of his advisory role, he assists with wedding videography for a family business and operates a small bowtie-making enterprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios and advisory mandates.

Thomas Vacheron is a Private Wealth Advisor who leads Vacheron DiSabato & Associates at Merrill Private Wealth Management. He has been with Merrill Lynch Wealth Management since 1983 and founded his team, which specializes in creating comprehensive strategies for high net worth clients that encompass family wealth management, new wealth management, and portfolio management services. His team often addresses traditional wealth accumulation as well as executive stock options, philanthropic initiatives, and intergenerational wealth transfer. Vacheron has received recognition on Barron's "Top 1,200 Financial Advisors" list annually from 2009 through 2025 and on Forbes' "America's Top Wealth Advisors" list from 2016 through 2026. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a graduate of the College of the Holy Cross, class of 1983. Earlier in his career, Vacheron managed the Merrill Lynch office in Fairfield, Connecticut from 1989 to 1993. In terms of community involvement, Thomas Vacheron serves on the board of First Tee of Connecticut. His personal interests include biking, golfing, tennis, traveling, and yoga.

Omar Barreda is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and bringing six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as involvement with Delmar Remodels and Amore Pizza. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

John Keane is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2018 and previously worked at UBS Financial Services and UBS Bank USA from 2001 to 2018. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive approach without making individual security recommendations as part of its standalone planning service.

Valene Samuels is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 credential and has previously worked at Citigroup Global Markets, Citigroup, Bank of America, and Merrill. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering non-discretionary investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Allen Stewart is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wells Fargo and educational positions at Tulane University, Episcopal High School, and McKinley Middle Academic Magnet School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Donald Amoruso Sr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in educational consulting and writing, and serves as a trustee on the boards of Cabrini Housing Development Corporation and Cabrini of Westchester Nursing Home. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Edward Heller is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and National Tax Service Inc. In addition to his advisory work, he serves as a managing partner at Heller & Filippone LLP, providing accounting and CPA services, and is involved in mortgage consulting and insurance planning through HF Financial Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Gregory Moore is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Segal Rogerscasey from 2012 to 2017. He holds a Series 63 license and is based in Westport, CT. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Marisa Di Vietro is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at IEQ Capital, LLC, St. James's Place Wealth Management, and Cool Insuring Agency. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Christopher Baxter is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 63 designation and has worked at various Morgan Stanley entities since 2013. 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 including financial and estate planning, utilizing structured discovery conversations and firm-approved planning tools.