Lewis Mc Gill is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Tarkenton Financial and has experience in education from his time at Auburn University and The Westminster Schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Don Mathieson is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. Outside of advising, he is involved in providing group health insurance, long-term care insurance, and life insurance renewals through a separate business activity. Cetera is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment programs, operating a multi-manager platform that supports various discretionary and non-discretionary strategies.

Joseph Centra is a financial advisor with LPL Financial and holds a Series 63 designation. He has 37 years of industry experience, including over 26 years at H. Beck, Inc., and leadership roles at Grove Point Investments, LLC and Grove Point Advisors, LLC. Outside of his advisory work, he is involved with Allocation Resource Group, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mark Carruthers is a Certified Financial Planner (CFP®) with over 30 years of experience in the financial services industry. He has worked at Cetera since 2005 and is currently associated with Hudson Valley Financial Services, where he has served as a CFP since 2018. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with extensive program options and assets under management exceeding $256 billion.

Tomomi Trudell is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and offers broad derivatives and commodities capabilities.

Anastasija Majauskas is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 66 licenses and has held multiple positions at Morgan Stanley since 2021, with earlier experience at Cognizant Softvision and iMG Development LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations as part of standalone planning.

Scott Lanz is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Frank Calderone is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a bass player for the band HeadFirst and also owns Calderone Financial Services, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs alongside specialized municipal and employer advisory services.

Mary Dunne is a financial advisor at LPL Financial with 43 years of industry experience. She has been with LPL Financial, formerly known as Linsco/Private Ledger Corp., since 1996. Mary holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Masar Jashanica is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 65 licenses. He has six years of industry experience with prior roles at JP Morgan Securities and Santander Bank. Outside of his advisory work, he has a minority ownership interest in a real estate investment entity. 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 combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets across more than 14,000 advisors.

Michael Meringolo is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation. His prior experience includes a position at Equitable Advisors, LLC, and roles in various other sectors including hospitality and property restoration. 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, and manages approximately $2.74 trillion in client assets.

Kevin Bertoncin is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Fidelity Brokerage Services, and TD Ameritrade. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Evelyn Vera is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Citigroup Global Markets, Primerica Financial Services, and PFS Investments Inc. Outside of her advisory role, she is the owner of Vera Business Solutions, LLC, an administrative consulting firm that is currently inactive. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

Matthew Sadowsky is a financial advisor at Charles Schwab with 15 years of industry experience and a Series 66 designation. He previously worked at TD Ameritrade from 2006 to 2024 before joining Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory services and access to discretionary separatley managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Arnel Gonzales is a financial advisor with Ameriprise in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

George Mitchell Jr. is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with MassMutual Investors Services and previously worked for The Windmill Group, Inc. He also maintains an outside insurance brokerage focused on life, disability, long-term care, fixed annuities, and health insurance. MassMutual 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 provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships and a range of event-driven planning services.

Alexander Guiliano is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill during a combined period from 2011 to 2022. Guiliano also operates Resonate Wealth Partners, LLC, an entity connected to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic and tactical allocations.

Thomas Janovic is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at MassMutual Life Insurance Co, TFS Securities Inc, and Professional Financial Services. Janovic is also an independent insurance agent specializing in life insurance and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and provides a range of event-driven planning services.

Elizabeth Meyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. She worked at Key Investment Services LLC for five years before joining Wells Fargo in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Anthony Pauline is a financial advisor with LPL Enterprise, holding a Series 63 designation and 39 years of industry experience. He has spent much of his career with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. Outside of his advisory role, he works as an NFL Draft analyst and author. 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 utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.