Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc. and Boston Harbor Wealth Advisors. He is also the CEO and President of Fondi Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Colleen Sharkey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1988, initially working in the residential lending group before transitioning to financial advising. She focuses on helping clients manage wealth tailored to their individual needs, emphasizing liability management for both individuals and businesses. With over a decade of experience in residential lending, Ms. Sharkey provides specialized advice on liability management and plays a key role in retirement and employee benefits planning. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Ms. Sharkey earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Sacred Heart University. A lifelong resident of Stamford, Connecticut, Ms. Sharkey volunteers with organizations including the Fight For Two Foundation, Tough Like Tori Foundation, and UNICO-Stamford. She enjoys skiing, cooking, spending time with her family, and traveling.

Francisco Grether is a financial advisor at J.P. Morgan Securities holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and Villanova University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice and customized performance reporting supported by centralized due diligence and a manager solutions team.

Brooke Thalacker is a financial advisor at Morgan Stanley in Greenwich, CT, holding a Series 66 designation. Brooke joined Morgan Stanley in 2025 after prior experience at the University of Oregon and New Canaan Public Schools. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Aidan Tessler is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Family Management Corporation and Fitzsimmons Abrams LLP, and he has academic experience from the University of Florida. Outside of his advisory work, he was involved with Camp Chen-A-Wanda. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and proprietary planning tools.

Robert Grillo is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial since 2009. He has worked at Raymond James Financial Services, Inc. since 2001. Outside of his advisory role, he is a partner in Noble Property Management, LLC, a family-owned real estate business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, employing tailored, non-discretionary strategies that incorporate risk profiling and scenario modeling. The firm also provides specialized municipal advisory services and customized retirement plan consulting.

Glenn Cohen is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Clearing. Outside of his advisory duties, he is involved with Lifepolicy Pros, focusing on non-variable insurance sales. 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, supported by technology tools for research and operations.

Christopher Busch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and market scenario modeling.

Kenneth Helman is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Wells Fargo Advisors since 2016, following seven years at Oppenheimer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Mary Jo Kerrigan is a financial advisor at LPL Financial with five years of industry experience. She previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America for ten years and spent one year at Equitable Advisors. Kerrigan serves as a board member of the Rensselaer Newman Foundation and is Co-President of the Washington Elementary Home School Association. 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 institutions. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

James Dimitriou is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2011 and previously held positions at Raymond James Financial and Morgan Stanley. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lilly Heller is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at End Point Corp. and attended the University of Wisconsin-Madison. 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 research.

Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2017, he worked at NFP Securities, Inc. for five years. Ross is involved in related business activities including The Ross Company and Asterion Wealth Advisory Group, which operate as DBAs for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.

Richard Cossa is an Investment Consultant currently working at Fidelity Investments since 2023. He has accumulated over 17 years of experience in the financial industry, having held various financial advisory roles at firms such as Mahoney Asset Management, Lincoln Financial, Chase Investments, Oppenheimer & Co., Wells Fargo Advisors, and Morgan Stanley. Throughout his career, Richard has developed expertise in navigating different market cycles with a focus on asset allocation and delivering customer service aimed at guiding clients through their retirement planning. His professional journey reflects a consistent commitment to supporting clients in achieving their financial goals. Outside of his professional work, Richard has interests in baseball, fitness, football, golf, and yoga.

Gabriel Catania is a financial advisor at Fidelity with Series 66 registration and less than one year of industry experience. Prior to joining Fidelity, he held roles at UBS, Schiller-Haskell Partners, and the John Templeton Foundation, as well as multiple positions at Bucknell University. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Sevdi Dauti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Morgan Stanley in 2025, he spent 15 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process.

Lukasz Skowronski is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a prior role at JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

DeAnna Savarese is a Planning Consultant with Fidelity Investments, where she collaborates with clients and teams to create comprehensive financial plans aimed at helping clients pursue their future financial goals and establish generational relationships with Fidelity Investments. She has held various roles within Fidelity Investments since 2012, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to her tenure at Fidelity, DeAnna worked as a Financial Advisor at AXA Advisors from 2008 to 2012. Her professional experience centers around financial planning and client relationship management, with a focus on delivering personalized investment and financial consultation services. Outside of her professional career, DeAnna engages in family activities and enjoys gardening, horseback riding, skiing, snowboarding, and volunteering.

Michael Cortina is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Neuberger Berman for seven years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a combination of quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Walker Brady is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at Fieldpoint Private for six years before joining Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.