Linda Dimichele is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1992. 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 tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Barry Yerger is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Outside of his advisory role, Yerger is a managing member of Upland Farms, LLC, an agricultural farmland business, and is involved in operating a hunting club associated with the farm. 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.

Jamie Cohen is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a range of services such as principal trading, underwriting, and proprietary research.

Pietro Berghella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current role, his background includes positions outside the financial industry, including work with Gran Caffe L'aquila and other varied roles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Ulyana Leskiv is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Janney Montgomery Scott and Lyft. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on detailed analysis and tax-aware withdrawal strategies.

Kaitlin Maguire is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She previously worked for Goldman, Sachs & Co for 15 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities 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 applies an ESG framework when recommending strategies.

Patrick D’agostino is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and 28 years of industry experience. His previous roles include positions at Capitol Securities Management, Inc. and Boenning & Scattergood. Outside of his advisory work, he is co-owner of North Point Holdings LLC, where he is involved in property maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of investment research, third-party data, and algorithmic tools to provide tailored recommendations.

Antoine Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is guided by investment policy statements and modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kyle Lahart is a financial advisor with Morgan Stanley, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2024. Outside of finance, he is involved as an employee at Paddy’s Old City Pub, a restaurant and bar in Philadelphia. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets using structured planning tools and offers both direct and employer-related financial plans.

Kara Hopkins is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior experience includes roles at Vanguard and various positions in other sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, specializing in discretionary portfolio management, fund advisory, and algorithm-driven model portfolio construction.

William Burger III is a financial advisor with Mass Mutual Investors Services in Philadelphia, PA, holding a Series 66 designation and three years of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance Company, and Cohick & Associates, as well as an academic affiliation with Dickinson College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured planning engagements.

Mary Marett is a CFP® with 19 years of industry experience, currently advising at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Craig Mckinley is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at METLIFE SECURITIES Inc from 2009 to 2017 and MassMutual Life Insurance Co since 2016. He is currently based in Marlton, NJ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements using firm-approved tools without discretionary authority on investments.

Marco Testaiuti is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes roles at Morgan Stanley Private Bank and Santander Securities, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and primarily serves clients in an advisory capacity.

Shawn Gies is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with eight years at Morgan Stanley and six years of industry experience. His prior work includes roles at Barnes and Noble and Continuum Consulting Group. Outside of financial advising, he streams video games and chats on Twitch during his personal time. Morgan Stanley Wealth Management serves both individual and institutional clients with comprehensive advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment products and services.

Dylan Audi is a financial advisor with MassMutual Investors Services, holding a Series 66 credential and one year of industry experience. Before joining MassMutual, he worked for the U.S. House of Representatives and has roles at Sage Settlement Consulting and MassMutual Life Insurance Company. He also provides consulting services related to structured settlements and works as an insurance broker offering life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analysis tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Charles Mcafee is a financial advisor with Wells Fargo Clearing in Marlton, NJ. He holds a Series 63 designation and has 49 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Frank Esposto is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He is based in Philadelphia, PA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

Daniel Ellert is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 licenses and has 12 years of industry experience. Before joining Morgan Stanley in 2021, he worked at Riskalyze and FS Investment Solutions, LLC. He is currently based in Mount Laurel, NJ. 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 tailored financial planning supported by firm-approved tools and methodologies.

Denise Donahue is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 market simulations.