Katherine Kanes is a CFP® designated financial advisor at Edward Jones with 10 years of industry experience. She worked for Brown Brothers Harriman & Co for 22 years before joining Edward Jones in 2023. Outside of her advisory role, she owns and manages rental property businesses through Kanes DFW Properties LLC and Kanes OK Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and supports its advisory services with a large nationwide network of financial advisors and branch offices.

Allen Stewart is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wells Fargo and educational positions at Tulane University, Episcopal High School, and McKinley Middle Academic Magnet School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Donald Amoruso Sr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in educational consulting and writing, and serves as a trustee on the boards of Cabrini Housing Development Corporation and Cabrini of Westchester Nursing Home. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Edward Heller is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He has worked with Avantax Advisory Services and National Tax Service Inc., among other firms, and serves as managing partner at Heller & Filippone LLP, an accounting services firm. Heller is also involved in mortgage consulting and insurance planning through HF Financial Group LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management solutions, combining access to affiliated and third-party managers and various program structures.

Gregory Moore is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Segal Rogerscasey from 2012 to 2017. He holds a Series 63 license and is based in Westport, CT. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Marisa Di Vietro is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at IEQ Capital, LLC, St. James's Place Wealth Management, and Cool Insuring Agency. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Christopher Baxter is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 63 designation and has spent the majority of his career at Morgan Stanley and its affiliated entities. 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 utilizes structured planning tools and scenario modeling in its financial planning process.

John Marinelli is a Financial Advisor with The Erdmann Group at Merrill Lynch Wealth Management. He works closely with partners Andrew Billinghurst and Craig Andrzejewski to provide tailored financial guidance to senior executives, business owners, athletes, entrepreneurs, and ultra-affluent families. Their approach involves comprehensive analysis of clients' financial situations, addressing everything from daily cash flow needs to long-term aspirations. The team has expertise in business sales, concentrated stock positions, generational wealth transfer, and liquidity events, emphasizing customization and ongoing engagement to help clients achieve their goals. Before transitioning to financial advising, John was a football coach at various levels, including roles at The University of Arizona, Illinois, Connecticut, and as a high school head coach. He draws parallels between coaching and advising, applying leadership, communication, strategic planning, assessment, adaptability, risk management, and long-term vision skills cultivated through his coaching career. John also has background experience in Corporate Real Estate and Financial Services. He holds a Bachelor's Degree from Trinity College and a Master's Degree from Manhattanville College. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, John enjoys a range of sports such as baseball, football, golfing, ice hockey, pickleball, running, and skiing, as well as cooking, watching movies, and spending time with his family.

Justin Launer is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 20 years of industry experience, including a decade at First Republic Private Wealth Management prior to joining J.P. Morgan. Launer’s current roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Allie Lehman is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, she worked at JP Morgan Chase and Utica National Insurance Group. She has a background in full-time education spanning over a decade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment options alongside integrated brokerage, custody, and advisory services.

Roger Trimble is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2014 and serves on the advisory board of the Baruch College Fund. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Francis Spina is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2009. He is involved in several investment-related business ventures, including ownership interests in SPINA Financial Planning LLC and partnerships based in Bethesda, MD. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm uses its proprietary research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.

Michael Mezzacappa is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has four years of industry experience, including prior roles at Stifel Financial Corp. and Barnum Wealth Management. Outside of finance, he has worked briefly in hospitality, including at East Hampton Grill and Whippoorwill Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Marisa Mc Callum is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Justin Sammartano is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017. Prior to that, he spent time at North American Pharmacal and FanDuel. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling in its financial planning process.

Anna Farber is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America Merrill Lynch and the Rotman Family Office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s Institutional Consulting Services program delivers tailored advice on a non-discretionary basis, incorporating an ESG eligibility framework when recommending investment strategies.

Dylan Givner is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at UBS Financial Services Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Sergio Forlini is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he serves on the Admissions Committee for Burning Tree Country Club in Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and draws on proprietary research and model-based strategies to tailor client solutions.

Allen Morton is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at BNY Mellon, Wells Fargo Investment Institute, and Global Alternative Investment Services. Outside of his advisory work, he volunteers with the United Way of Western Connecticut, where he reviews and approves grant proposals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Osmar Hernandez is a Financial Consultant currently working at Fidelity Investments since 2024. He has built his career in financial advisory roles, previously serving as a Private Client Financial Advisor at Citizens Bank from 2023 to 2024 and as a Financial Consultant at E*Trade from 2019 to 2023. He focuses on empowering clients to achieve their financial goals through personalized planning and strategic guidance. In his role, Hernandez collaborates with clients and wealth management teams to develop tailored financial strategies, emphasizing transparency and education to help clients make confident decisions. His experience spans various aspects of financial consulting, aiming to meet the unique aspirations of each individual client. Outside of his professional work, Hernandez engages in activities such as attending concerts, spending time with family, fitness, parenthood, and volunteering.