Olivia Mooney is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. She previously worked at Jpmorgan Chase Bank, N.A. and has experience in the hospitality sector, including roles at Long Island Raw Bar LLC and Shultzy's Restaurant. J.P. Morgan Securities 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 large team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

Kevin Condon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Stamford, CT. He specializes in providing personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and small businesses, focusing on areas such as personal retirement planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Mount Saint Mary's University and maintains professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin applies his expertise through consistent communication and personalized financial planning to help clients meet their long-term goals. Kevin resides in Wilton, CT with his family. Outside of his financial advisory role, he teaches cycling at Equinox Fitness and enjoys running, cycling, golf, and skiing. He has also participated in community events such as the Autism Speaks NYC Marathon in 2011 and has been involved with Smilow Cancer Hospital.

Melissa Spohn is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Swedish Ski Club, which supports skiing activities and manages a common lodging facility for its members. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Lauren Matthiesen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and totaling 27 years of industry experience. She has been with JPMorgan Securities LLC since 2001 and JPMorgan Chase Bank NA since 2016. Outside of her advisory role, she is a partial owner of an investment entity involved in student apartments near BYU in Provo, Utah. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Amber Okin is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she collaborates with clients to develop and implement financial plans tailored to their individual goals and concerns. She emphasizes building relationships based on trust and respect by understanding what is important to her clients and their families. Amber's approach focuses on providing clients with peace of mind for various life moments through thoughtful financial planning. Her expertise lies in creating strategies that address clients' specific needs and objectives. Outside of her professional work, Amber has interests in bowling, comedy, military service, theater, traveling, and writing.

Victor Mizzaro is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Harvey Cavalier Camp and Harvey School, as well as studies at St. John’s University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Frank Defrancesco is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked at Axa Advisors, LLC for 20 years. Outside of his advisory role, he is a co-owner and presenter for Seminar Ed Solutions LLC, which provides literacy presentations and materials as a marketing tools for advisors and executives. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Angie Charles is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022. Prior to that, she was with JPMorgan Chase and JPMorgan Securities for 10 years. Outside of finance, she is a partial owner of George Street Interiors, an interior design business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with customized financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Brij Jairath is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 1995. Outside of advising, Jairath works occasionally as a referral agent for a real estate network serving licensed brokers. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm offers both wealth management and institutional trading capabilities, including futures commission merchant services and principal trading.

Hope Klein Andino is a financial advisor with Merrill in White Plains, NY, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, Andino serves as a committee member and president of the Scarsdale Meadows Condominium board and is a board member of the Edgemont Community Council. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse clientele including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies and operates within Bank of America’s broader platform.

Jason Andrews is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 66 credential and bringing 23 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009. Outside his role at Wells Fargo Advisors, Andrews has significant ownership interests in several investment-related businesses, including Cutler Andrews Capital Management, LLC, and JMJB Capital Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and business-owner transition planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients deciding on implementation through the firm’s brokerage or advisory programs.

Marite Ashley is a financial advisor at Merrill with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad range of clients, including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America’s platform enables access to a wide set of products and services beyond typical wealth management offerings.

Louis Seekircher is a financial advisor with Raymond James Financial in Valhalla, NY. He holds a Series 66 designation and has been in the industry since 2024. Prior to joining Raymond James, he worked at Ameriprise Financial and has been involved with Northway Fellowship Inc. since 2017. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, typically non-discretionary advisory services and maintains notable involvement in municipal and public finance through its referral arrangements and affiliate network.

Daniel Solazzo is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and nine years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Massachusetts Mutual Life Insurance Company and MSI Financial Services Inc. Outside of his advisory role, Solazzo is an independent insurance agent and coaches youth lacrosse. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-focused advice without discretionary investment management.

Philip Murphy is a financial advisor with Raymond James & Associates in West Nyack, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Raymond James since 2015 and previously at Lasalle Street Business Solutions. Outside of his advisory role, he co-owns a shore house in Lavallette, New Jersey, which he rents out seasonally. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporations, charities, and government entities. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and serves institutional clients with fiduciary consulting and public finance capabilities.

Dino Querze is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and OSAIC. Querze also operates Querze Wealth Management, a business related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management options supported by in-house and third-party research.

Julian Rock is a financial advisor with Primerica Advisors in Whiteplains, NY, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Charter Communication, PFS Investments Inc., Primerica Financial Services, and Cablevision. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management mainly through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Edwin Gonzalez is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is the owner of No Boss Unlimited, a business based in Plantation, Florida. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Caryn Halbrecht is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients with tailored plans and processes that align with their unique goals. Caryn assists clients in pursuing personal objectives such as funding education, planning for retirement and healthcare expenses, and developing strategies designed to achieve long-term family goals. Her approach emphasizes incorporating clients’ personal perspectives and priorities to bring clarity to the complexities of investing. Caryn’s personal interests include baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking. She works within Merrill Lynch Wealth Management to support clients in navigating their financial journeys through customized advice and planning.

Russell Karpf is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at LPL Financial and Ameriprise Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to provide tailored recommendations through various account structures.