Vasilios Zarboutis is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. He previously was involved with Webeulogy, LLC from 2014 to 2017. Outside of his advisory role, Zarboutis is engaged in managing several rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Diana Matthews is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Michael Mezzacappa is a Series 66 licensed advisor with J.P. Morgan Securities, based in Greenwich, CT, and has four years of industry experience. His prior roles include positions at Stifel Financial Corp. and Barnum Wealth Management, as well as various other short-term engagements. 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 within a non-discretionary advisory framework.

Zixue Fan Soskin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining J.P. Morgan Securities, Soskin worked at ABI FI Corp, JPMorgan Chase Bank, Citibank, and DTI/Merrill Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.

Marisa Mc Callum is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at Merrill, First Republic Investment Management, and J.P. Morgan Chase Bank prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and leverages broader derivatives and commodities capabilities.

Justin Sammartano is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2017, he worked at North American Pharmacal for one year. Morgan Stanley Wealth Management offers a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize proprietary modeling techniques without offering individual security recommendations.

Anna Farber is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America Merrill Lynch, Rotman Family Office, and Profitledge. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Dylan Givner is a CFP®-certified financial advisor at J.P. Morgan Securities with eight years of industry experience. His prior work includes roles at UBS Financial Services Inc. and JPMorgan Chase Bank, N.A. He is based in Greenwich, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory program delivers non-discretionary written asset allocation advice, investment manager search, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

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.

Frank Baird Jr. is a financial advisor with Mass Mutual Investors Services, holding the Series 66 designation and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, he is involved in steel sales and works as a life and health insurance agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses software-based tools to deliver goal-oriented recommendations in collaborative annual planning relationships.

Allen Morton is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon, Wells Fargo Investment Institute, and Oppenheimer. Outside of his advisory role, he volunteers with the United Way of Western Connecticut, where he reviews and approves proposals for grants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Tadas Petkevicius is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 38 years of industry experience. His career includes over three decades at Metlife Securities Inc. and a current role at MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing planning relationships using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate arrangements.

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.

Paul Veteri is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he has business ownership related to real estate management. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Marc Porco is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked briefly at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Linda Le is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2017. Prior to her current role, she worked at New England Survey Systems. 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 and financial planning services supported by structured discovery conversations and firm-approved planning tools.

Jack Mullen is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and began his career in the industry in 2026. Prior to joining Equitable Advisors, his background includes roles in education and beverage distribution. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset management programs, utilizing a variety of investment models implemented through third-party managers and affiliated programs.

Thomas G. Raymond is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 2001. He currently serves as a Portfolio Manager and holds the Certified Investment Management Analyst® (CIMA®) designation. Over his 30-plus year career in the financial services industry, Thomas has dedicated himself to advising wealthy families, individuals, and senior executives on managing all aspects of their investments and finances. Thomas began his career in 1985 in New York City with The Private Bank at Bankers Trust Company, where he served as Vice President and Senior Investment Officer. He then worked as a Senior Portfolio Manager & Analyst at OFFITBANK before joining Morgan Stanley's Private Wealth Management Group in 1999. His expertise encompasses investment advice, discretionary investment management, municipal bond management, private equity and alternative investments, as well as trust and estate planning services. Thomas holds a bachelor's degree from Ohio Wesleyan University and has earned multiple professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has served as a Director of The Greenwich Hospital Endowment Fund, Inc. and participated in the Greenwich Health Association and Greenwich Hospital Investment Oversight Committee from 2000 through 2018. In his personal time, Thomas enjoys running, swimming, and spending time with his family.