Anthony Pauline is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is an NFL Draft analyst and author. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and integrated financial product offerings.

Carleigh Mahoney is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 65 licenses and previously attended Northwestern University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Pamela Kamen is a financial advisor at LPL Financial with 33 years of industry experience. She previously worked at RBC Capital Markets for nine years before joining LPL Financial in 2024. Pamela holds Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Sachin Srinivasa is a financial advisor at J.P. Morgan Securities with the Series 66 designation. He has been with J.P. Morgan since 2024, including roles at J.P. Morgan Private Bank and JPMORGAN Chase Bank, N.A. Prior to joining J.P. Morgan, he worked at HIMCO and Liberty Mutual and attended NYU Stern School of Business. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Laura Madonna is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. She has been with Merrill since 1996. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Peter Gray is a financial advisor at Stifel with 48 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations by offering brokerage and investment advisory services such as fee-based financial planning and model-driven asset allocation. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support client decision-making.

Chuck Patton is Vice President and Branch Leader at Fidelity Investments. In this role, he works with Associates and their Wealth Management Teams to deliver planning, guidance, and service to clients. He has held leadership positions in the financial services industry since 1999, including Branch Leader at Fidelity Investments since 2022, Branch Manager at Charles Schwab & Co. Inc. from 2015 to 2022, Head of Field Leadership Development at UBS Financial Services from 2006 to 2015, Branch Manager at Morgan Stanley from 1999 to 2006, and Financial Advisor at Morgan Stanley from 1992 to 1999.

Susan Daley is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her current role, she was employed at Symbiosys Consulting LLC and DocFinity by OIT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Daniel Borgia is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to his current role, he worked at The Beach Deli and was involved with GNY Stars Ice Hockey. 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 recommendations on a non-discretionary basis.

Marina Ruiz De Gauna Frances is a Series 66 licensed advisor with J.P. Morgan Securities, based in Greenwich, CT. She has three years of industry experience, including prior roles at UBS Financial Services and JPMorgan Chase Bank. Her background also includes positions at Greenwich Country Club and Manhattanville College. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence.

William Senzer is a financial advisor at Osaic with 42 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Royal Alliance Associates. Outside of his advisory role, he owns an LLC created for construction work, though he does not currently receive compensation from it. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and advisory services with various investment options and uses firm-supported tools for portfolio construction and management.

Veronica Casanova is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies according to client risk profiles and employs a combination of in-house and third-party managers.

Armando Olivieri III is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America N.A. since 2020. Prior to this, he held roles at Acuris, Guidepoint, and Omnicom, and attended Colgate University from 2014 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Mary Grygier is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. Her work history includes multiple roles at Colgate University and Ridgewood Country Club prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methods, including scenario modeling and structured discovery conversations.

Alexander Palios is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® and Series 66 designations. Palios serves as a board member for Project Purple, a charitable nonprofit based in Seymour, Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and Corporate Financial Planning agreements.

Thomas Oakes is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, he worked at Buckman, Buckman & Reid, Inc., San Blas Securities, and Paulson Investment Company, LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning solutions.

Maria Maus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Cetera Wealth Services since 2013 and joined Cetera in 2023. In addition to her advisory role, she works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a nationwide network of independent advisors and a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management services and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

Benjamin Kozera is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and having 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Kozera serves as a board member of The Susie Foundation, a charity focused on children, youth, economic assistance, and medical causes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured discovery process and firm-approved planning tools.

Marie Pascale is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2003. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and committee-driven return estimates.

Jared Di Pietro is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses. He has held positions at several firms, including JPMorganChase and Prosek Partners, and began his current role in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by proprietary planning tools and a structured discovery process.