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.

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.

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.

David Elias is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 10 years of industry experience. He has worked at Morgan Stanley during two separate periods, from 2013 to 2019 and again since 2021, with a two-year tenure at UBS Financial Services in between. Outside of his advisory role, he operates a condominium rental business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Jared Levy is a financial advisor with MassMutual Investors Services in Boca Raton, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously with Metlife Securities Inc. Levy serves on the board of the 501(c)(3) organization Heroes to Heroes and is the owner of LM Startup LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and event-driven planning services.

Hedayatullah Nabiel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is an owner and partner at Liberty Rental Properties LLC, involved in buying, selling, and renting residential real estate. 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 brokerage, distribution, and investment management capabilities.

Kenneth Berk is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 63 designation and 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide array of advisory programs and personalized financial planning using structured tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Brandon Gioia is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Private Bank, N.A. for 10 years. Outside of his advisory role, he serves as Vice President and coach for the Franklin Lakes Little League Softball board. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Thomas Interlicchio is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and with 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner and board member of Predators Lacrosse LLC, a recreational organization based in Eastchester, New York. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved methodologies and managing approximately $2.74 trillion in client assets.

Randy Bernstein is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the CFP® and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Galen Miller is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in White Plains, NY. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendation reports. The firm operates as a large institutional advisor offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Montalvo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Bank of America and Merrill for 10 years. He is currently based in Hackensack, NJ. 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 an ESG eligibility framework in its investment approach.

Harish Jashnani is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 14 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of products, performance reporting, participant education, and plan benchmarking, with an advisory approach tailored to plan objectives and demographics.

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.