Miguel Colon is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, following his tenure at JPMorgan Chase Bank, N.A. beginning in 2009. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Giuseppina Geissbuhler is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and seven years of industry experience. She previously worked at Brain Balance Achievement Center from 2011 to 2016. Outside of her advisory role, she is involved in wellness and meditation as the proprietor of The Intuitive Doula and Find Your Tribe Wellness, where she supports people in meditation, breathwork, and birth preparation, and she also engages in selling clothing through a separate business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Kate Trosset is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to enhance client relationships and manage day-to-day operations. Her role focuses on ensuring a seamless and high-quality experience for Fidelity clients. She has held various positions within Fidelity Investments since 2023, including Financial Representative and Relationship Manager, gaining experience in client service and relationship management. Through these roles, she has developed expertise in supporting financial professionals and contributing to client loyalty and satisfaction. Outside of work, Kate enjoys activities such as running, tennis, traveling, spending time at the beach, and participating in family and social events.

Peter Canale is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Santander Bank and MML Investors Services, spanning over a decade. He holds Series 63 and Series 66 registrations. 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 affiliated brokerage and investment management capabilities.

Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Lesley Sommers is a CFP® with 44 years of industry experience, currently serving as an advisor at Cetera. She has been associated with Cetera Wealth Services, LLC since 2013 and also operates Sommers Financial Group, Inc., a firm focused on fixed insurance products. Additionally, she works as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Cameron Mc Carthy is a Series 66-credentialed financial advisor with Morgan Stanley, bringing four years of industry experience. He previously worked at Mercer Investments for five years before joining Morgan Stanley in 2021. 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 uses a structured planning process supported by proprietary tools and market outlooks to assist clients in their financial decisions.

Warren Sanger Jr. is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and 33 years of industry experience. His prior work includes 21 years at Lincoln Financial Advisors Corp and five years at LPL Financial LLC. Outside of his advisory role, he serves as a board member for the NCA Nassau Cemetery Association and is involved with Coliseum Gun Traders. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

John Ahart is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm delivers tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Dyer is a Private Wealth Advisor leading a wealth management team within Merrill Private Wealth Management. He serves a select group of high net worth individuals, families, and business leaders, providing comprehensive wealth management advice and strategies. His role includes managing client relationships, directing portfolio strategy, and offering access to credit and lending services through Bank of America. Robert began his career in the Treasury Division at Procter & Gamble in 1988, transitioning to Morgan Stanley Private Wealth Management in 1998 as a Senior Associate. He later joined Lehman Brothers Private Investment Management as Senior Vice President before moving to Merrill Private Wealth Management in 2008. He holds a B.A. in Political Science from Denison University and an M.B.A. in Finance from Georgetown University, and holds the Personal Investment Advisor (PIA) designation. Rob and his wife Mary Jo support various charities focused on children and education across New York, Connecticut, Virginia, and the Dominican Republic. He is involved with several professional organizations, including the Bridgeport CT Diocese, Convent of Sacred Heart School CT, Darien CT Police Department, St Lukes School CT, Student Educational Opportunities NY, and Youth for Tomorrow VA.

David Wilson Jr. is a financial advisor at Merrill with 49 years of industry experience. He holds the Series 63 designation and has worked at Bank of America, N.A., Merrill, and Neuberger Berman, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Nolan Philpott is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Prior to joining Morgan Stanley in 2026, he held various roles including positions at Saint Anselm College, Seaboard International Forest Products, and Factset. 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 processes.

Steven Zacharczyk is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining investment advisory with public-financing and investment banking capabilities.

Brennen Gerhart is a CFP®-certified financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2025. His prior roles include positions at Ceros Financial Services, AtCap Partners, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Bank of America, and Merrill. He is also the owner of Gerhart Enterprises LLC, a non-investment-related business expense entity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

John Friedman is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved with a GoFundMe initiative supporting the Kuna Indian Tribe by helping to replace their basketball court and provide sneakers for local children. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

Sharon Murdock is a Series 66 licensed financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as Treasurer for Make Change for Carter, a charity focused on mental health awareness and support programs for first responders and schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

Nicholas Margiotta is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Massachusetts Mutual Life Insurance Co, and Truvium Capital Partners. Outside of finance, he has experience associated with Bedford Golf And Tennis Club and Putnam County Golf Course. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Steck is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is involved in real estate as a landlord. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Sack is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. Prior to his current role, he was associated with Morgan Stanley Smith Barney LLC and practiced law at The Sack Law Firm PLLC from 2005 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Gary Troy is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, having previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active sales of financial products.