Anil Lamba is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 31 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1993. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate brokerage or insurance arrangements.

Ralph Rogers Jr. is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he serves as president of Networking Professionals of Westchester, a local networking organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, utilizing a structured financial planning process supported by firm-approved tools and extensive asset management capabilities.

Andrew Bresnahan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan and its affiliated entities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Heidi Beattie is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, with prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Frisch Financial Group, and Clear Point Advisors. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Terry Webb is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Edward Jones, Onyx Bridge Wealth Group, and LPL Financial. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

William Tassinaro serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies that reflect each client's unique financial situation and life priorities. William collaborates with clients to create flexible plans that align with their goals, drawing on investment insights from Merrill and banking solutions from Bank of America. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. William follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. His approach emphasizes understanding what matters most to clients beyond markets and returns, aiming to build strategies tailored to their families and aspirations.

Mark Goldman is a CFP® with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Goldman also owns Goldman Financial Services, a financial services business providing advice to individual and corporate clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a specialized advisory affiliation.

Omar Barreda is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and bringing six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as involvement with Delmar Remodels and Amore Pizza. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Jonathan Jaeger is a financial advisor with LPL Financial who holds the Series 63 and Series 66 designations and has 36 years of industry experience. His prior roles include positions at Summit Financial Consultants and RBC Capital Markets. He is also licensed as an insurance agent and sells term, permanent, and long-term care insurance products. 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, supported by a large network of investment adviser representatives and advanced operational tools.

Michael Montagnino is a financial advisor at Wells Fargo Clearing with 26 years of industry experience and holds Series 63 and Series 65 designations. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a golf coach and instructor at Farmingdale State University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

John Keane is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2018 and previously worked at UBS Financial Services and UBS Bank USA from 2001 to 2018. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive approach without making individual security recommendations as part of its standalone planning service.

Kenneth Ilgner is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds the Series 63 designation and has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1992. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using proprietary software and provides event-driven planning programs alongside educational seminars.

Valene Samuels is a Series 66-credentialed financial advisor with five years of industry experience. She is currently with J.P. Morgan Securities and has previously worked at Citigroup Global Markets and Bank of America. 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 with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG eligibility frameworks when appropriate.

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.

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

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, holding a Series 66 designation and 20 years of industry experience. His career includes roles at First Republic Private Wealth Management and Bear Stearns Asset Management. He is based in Greenwich, CT. 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 and fund searches, and customized performance reporting. Their approach combines quantitative and qualitative research to build model asset allocations, and the program incorporates broader derivatives and commodities capabilities through affiliated entities.