Daniel Hamilton is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors, LLC, Eze Castle Integration, and Hamilton and Hamilton PC. He has also worked in education at Fordham University and Lincoln Sudbury Regional High School. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and governance roles.

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.

Michael Cortina is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Neuberger Berman from 2015 to 2022 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2022. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage, distribution, and investment management capabilities.

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.

Jim Akasala is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Citigroup Global Markets and CITI Private Advisory. Outside of his advisory role, he is a silent partial owner of a gas station and convenience store business. J.P. Morgan Securities provides institutional consulting services to clients such as 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.

Michael Vitacco is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at JP Morgan Securities and Morgan Stanley Private Bank. 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, including tailored financial planning using a structured process supported by proprietary tools and analysis from its Global Investment Committee.

Makenzie Martin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2024. Prior to this, she held positions at 220 Merrill/Elia Group and has been a full-time student at multiple institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial advisory and planning support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and advanced analytical tools to assist client decision-making.

Allison Andrews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank. Outside of her advisory role, she owns Andrews & Austin LLC, a non-medical home care business for senior citizens, and serves on the Board of Advisors for Big Brothers Big Sisters in Hartford, Connecticut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cooper Ficarra is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Stockton University and was involved with Tucker's Tavern. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process to assist clients, with a broad range of retail and institutional offerings.

Stanley Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at RBC Capital Markets, LLC for six years and Morgan Stanley for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Mitchell Intrieri is a Series 66-credentialed financial advisor with Morgan Stanley in Stamford, CT, where he has worked since 2016. He has nine years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Steven Franco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity as a Financial Representative in 2022 and progressed through roles including Investment Consultant before his current appointment. Prior to Fidelity, Steven worked as a Senior Private Client Banker at Key Investment Services in 2022 and served as a Personal Banker at KeyBank from 2018 to 2022. His earlier experience includes roles as a Relationship Manager Officer and Personal Banker at Bank of America from 2012 to 2017. With over a dozen years in the financial services industry, Steven specializes in collaborating with clients to pursue financial goals tailored to their preferences. He emphasizes maintaining and improving financial plans through ongoing and open communication. Steven holds a California Insurance License. Outside of his professional career, he has interests in beach activities, food, football, golf, and traveling.

Alexander Bauer is a financial advisor with Merrill in Fairfield, CT, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Rosenberg is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Caroline Carrello is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Possip, Inc., AlphaSights, and Sirus and Associates. 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, including tailored financial planning services supported by firm-approved tools and methodologies.

Lisa Nekrich is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2014. Outside of her advisory role, she serves as a board member of the Willow Ridge Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers, with tailored strategies based on each client’s risk profile.

Fabrizio Fabrizio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at People's United Advisors, Inc. and People's Securities, Inc. Fabrizio is based in Fairfield, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gerald Mcginley is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with UBS since 2015 and serves as a trustee for Camp Tecumseh, a not-for-profit educational organization for boys. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Vincent Villodas is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.