James Suger is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. 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 structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Edward Secker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes long tenures at Royal Alliance Associates Inc. and Long Island Financial Advisors, Inc. Outside of his advisory role, Secker is a CPA and owns Metro Tax Group, providing tax preparation and accounting services. 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, model portfolio programs, and institutional platforms, with investment strategies supported by proprietary research and third-party subadvisors.

Charles Silecchia is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to that, he was employed at Aroya Capital L.P. from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Barton Rule is a financial advisor at Morgan Stanley with 35 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Andrew Cohen is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise in 2020, he worked at Tortoise Investment Management and Charles Schwab. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Manish Sahay is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles outside financial services, such as positions at Star Hyundai and Advantage Hyundai. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory programs through a network of representatives and third-party asset managers, focusing on personalized client information and risk assessment without sponsoring its own wrap fee program.

Aron Mestel is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC from 2016 to 2020 before joining Ameriprise in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement income planning advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Tracey Kuhn is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, emphasizing a tiered percentage-based fee model.

Anthony Marotto is a financial advisor at Cetera with 23 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera in 2021, Marotto spent 18 years with Northwestern Mutual in various roles. He also serves as a trustee for the Marotto Family Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Leonardo Fiorentino is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, following nearly a decade at Scottrade. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Rose McMahon is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2017. She has been with Fidelity Investments since 2015, progressing from Financial Representative to Relationship Manager before her current position. In her work, McMahon partners with clients to design and implement personalized financial strategies aligned with their goals, emphasizing integrity and client needs. Her experience at Fidelity Investments spans various client-focused roles, enabling her to develop expertise in financial consulting and relationship management. This background supports her commitment to creating trustworthy environments for her clients. Outside of her professional work, McMahon has interests in music, traveling, and yoga.

Kathleen Ortiz is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Ortiz has additional work experience in retail and hospitality sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Ru Ru Zhou is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Zhou has worked at Merrill since 2019 and is also affiliated with Bank of America N.A. since 2024. Zhou has prior experience at TD Bank and China Merchant Bank, and has worked at Queens College for several years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Mohammed Zaidi is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. His prior roles include positions at Equitable Financial Life Insurance Co. and Equitable Advisors, LLC. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Henry Soluk Jr. is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade for 15 years and also held roles at Altruist LLC and Assetmark Financial during 2021-2022. Charles Schwab serves a large client base primarily comprising high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment opportunities within an integrated operational structure.

Ryan Ledwith is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. He previously held positions at Invesco and Northwestern Mutual, and outside of finance, he worked with Hempstead Country Club and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in its investment process.

John Blair is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following prior work at Citigroup Global Markets starting in 2001. He holds the Series 63 and Series 65 licenses. 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 and financial planning services that utilize structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Jimmy Castrillon is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Citigroup Global Markets, HSBC Bank USA, Chase Investment Services, and other financial firms. He is also involved with Bethpage Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Thomas Saviano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2007. 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 capabilities with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by centralized due diligence and ESG processes.

Luke Cortina is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2022 and previously at Protiviti from 2019 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets.