Brian Sable is a financial advisor with UBS Financial Services in Purchase, NY, holding a Series 66 license and 21 years of industry experience. He has been with UBS since 2012. Outside of his advisory work, he is a partner in Greene County Properties LLC, investing in residential construction projects in the Catskill region for resale. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor client plans.

Julia D'arecca is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, with prior roles including positions at PricewaterhouseCoopers and Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs structured planning tools alongside broad retail and institutional offerings.

Deanna Zulauf is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Ahlam Maad is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. She has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she operates Phoenix Financial Group as a DBA for her LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Joseph Cullen is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 16 years of industry experience, including concurrent roles at J.P. Morgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Brad Currao is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Park Avenue Securities, Big League Talent Ace's, and Guardian Life Insurance Company. 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

David Amato is a financial advisor at Cetera with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Kearny Bank, Prudential Insurance Company of America, and PNC Investments LLC, among others. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary options.

James Corcoran is a financial advisor at Morgan Stanley with Series 66 and Series 63 registrations and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Kaseya and the Herbert Wellness Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by proprietary tools and offers services including tailored financial and estate planning.

Kiel Camken is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities since 2015. 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 affiliated brokerage and investment management capabilities.

Andrew Grayson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator while advising multiple registered investment companies.

Bill Jones is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients to develop personalized financial plans tailored to their individual and family needs, regularly reviewing these plans to ensure alignment with their evolving priorities. He collaborates with a team of wealth planning specialists to provide comprehensive support throughout the financial planning process. Bill joined Fidelity Investments in 2013 and has held several positions within the company, including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant, Investment Consultant, and Financial Consultant before assuming his current role in 2024. His experience spans various areas of financial advising, including investment consulting and retirement solutions. Outside of his professional responsibilities, Bill enjoys golf, reading, skiing, and traveling.

Anthony Chuck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked for Morgan Stanley Private Bank, National Association, where he spent 10 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 options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

George Kanas is a CFP®-designated financial advisor with 43 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously spent 13 years at UBS Financial Services. Kanas serves as a trustee and financial advisor for several family trusts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide customized portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Penelope Villada is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses. She has experience working at Morgan Stanley since 2025, along with prior roles at Weatherford, Hampshire Regional High School, and the University of Georgia. Outside of finance, she was involved with La Vera Cruza Mexican Restaurant from 2020 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including financial planning, investment solutions, and estate planning strategies.

Matthew Libien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as treasurer for The Actors Temple/Congregation Ezrath Israel in New York and The Tenafly Foundation, where he is involved in fundraising activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Levine is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Oppenheimerfunds for 24 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ahkiel White is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016, including a period at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is involved in an art and culture venture called The Interlude, where he works as an author. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Daniel Mannion is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held his current role at Morgan Stanley Smith Barney LLC since 2012 and holds a Series 63 designation. 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 supported by structured discovery processes and firm-approved tools.

Christopher Cameron is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Nervegna is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cetera since 2023 and also maintains advisory roles with Debany Financial Group, LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he is an insurance agent licensed to sell life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers multiple investment management and financial planning services through a multi-manager platform with access to various model portfolios and third-party managers.