Michael Rosero Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His prior roles include positions at JPMorgan Securities, Key Client Fiduciary Advisors, and The Prudential Insurance Company of America. He was also involved in a commercial cleaning business from 2019 to 2022. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program among other services.

Rashawn Perry is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2018. Prior to that, he worked at Capital One Advisors and Capital One Investing. Outside of finance, Perry owns a childcare business in Mount Vernon, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm utilizes structured planning processes and advanced modeling tools to support its clients’ financial goals.

James Sbarra is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. Prior to that, he worked at LPL Financial and Invest Financial Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG eligibility where applicable, and leverages extensive derivatives and commodities capabilities.

Ever Onofre Gonzalez is a financial advisor at Fidelity with eight years of industry experience and holds Series 63, 65, and 66 licenses. His prior roles include positions at ThinkEquity LLC, Aegis Capital Corp, and Paulson Investment Co., LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods, offering services such as discretionary portfolio management and multi-manager fund structures.

Angela Shaw is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. In her role, she focuses on building strong relationships by understanding clients' goals and needs to provide personalized financial guidance. Angela collaborates with clients to anticipate life transitions and prepare financially for them, utilizing a comprehensive planning approach and Fidelity's resources. Prior to joining Fidelity Investments, Angela worked as a Financial Advisor at PNC Investments from 2019 to 2022 and at JP Morgan Securities from 2018 to 2019. This experience has contributed to her expertise in financial advising. Outside of her professional work, Angela enjoys activities such as spending time at the beach, watching comedy, football, engaging in outdoor adventures, scuba diving, and caring for pets.

Michael Von Essen is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research, capital markets services, and affiliated banking programs.

Michael Foley is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and modeling techniques in its financial planning process.

Eric Wolf is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include positions at HSBC Bank USA, HSBC Securities (USA) Inc., Chase Investment Services Corp., and M&T Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies delivered primarily by its network of investment adviser representatives.

Robert Gariano is a CFP® professional with 12 years of industry experience. He is affiliated with Cetera and operates Gariano Wealth Management, where he serves as a financial advisor. He has been with Cetera and its related entities since 2015. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a variety of portfolio management options and serves over 800,000 clients through more than 10,000 advisors.

Krisha Ashton is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for three years and Merrill for eight years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by a network of over 22,800 investment adviser representatives.

Anthony Marano is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 63 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is a designated notary public for the Bronx, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by proprietary tools and methodologies.

Steph J'appiah is a Planning Consultant at Fidelity Investments, where they work to deliver a high-quality planning experience for clients. In this role, Steph focuses on helping clients clearly understand their financial situations and confidently pursue their goals. Steph assesses client needs and provides guidance in a clear and meaningful way. Their approach involves offering tailored support, encouraging proactive financial decisions, and collaborating with clients to develop strategies aligned with each client's unique priorities. Outside of their professional role, Steph has personal interests that include comedy, fishing, skiing, soccer, and table tennis.

Vincent D'angelis is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Oppenheimer from 2006 to 2010 before joining LPL Financial in 2010. He is also involved with Life Policy Pros, focusing on non-variable insurance. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Tyler Lettieri is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Enterprise Holdings. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Sanfilippo is a financial advisor at Charles Schwab with 26 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Based in Scarsdale, NY, he serves clients through Schwab’s wealth advisory and financial planning services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with discretionary separately managed accounts, offering multi-asset model portfolios supported by in-house research and alternative investment options.

Mark Durkin is a financial advisor with Edward Jones in West Nyack, NY, holding Series 65 and Series 63 licenses and 20 years of industry experience. He was previously the principal of MVDurkin LLC for ten years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Bradley Silverman is a financial advisor with Raymond James Financial, holding a Series 66 credential and over 23 years of industry experience. He co-owns C & B Wealth Management and is associated with The Silverman Group, a marketing entity under which he works as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored financial planning and investment consulting, employing analytical tools and non-discretionary strategies to guide client decisions.

Rachel Mc Cormack is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 16-year tenure at Merrill and a one-year period at Bank of America, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mary Hahn is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Victor Diune is a financial advisor with Morgan Stanley and holds a Series 66 designation. He has 20 years of industry experience, including 19 years at Merrill Lynch Trust Company before joining Morgan Stanley in 2025. Outside of his advisory role, he is involved as a manager and partner at KKRH, LLC, a property management company. Morgan Stanley Wealth Management provides tailored financial planning and investment advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a broad range of programs but does not provide individual security recommendations as part of its standalone financial planning.