Jonathan Wolfe is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently based in Greenwich, Connecticut. He began his career in wealth management in 1999 at Merrill Lynch in Manhattan and has since managed various offices, including those in Westchester County before relocating to Greenwich. Jonathan specializes in working with high net worth families to manage all aspects of their financial lives, offering customized financial planning, portfolio management, and strategies that cover tax minimization, retirement planning, and college education funding. Jonathan holds a Bachelor of Science degree in finance from Georgetown University and is a CERTIFIED FINANCIAL PLANNER® professional. His approach involves understanding each client's financial goals and circumstances in detail to create personalized wealth management plans. He collaborates with clients and their tax and legal advisors to develop and periodically review strategies aimed at achieving their long-term objectives. Jonathan lives in Old Greenwich, Connecticut with his wife, Cynthia, and their four children. He participates in community volunteering and pursues personal interests including biking, cooking, hiking, music, reading, rock climbing, swimming, tennis, and yoga.

Joylynn Gandolfi is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with MassMutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company and Citistreet Equities LLC. Outside of her advisory role, she is involved in insurance sales focusing on individual and group life and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and structured annual planning engagements.

Robert Wilkes is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Ryan Financial. In addition to his advisory role, Wilkes is involved with Jay Sarno and Associates as a business and management consultant. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Dennis Singh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been involved in the financial services industry since 1998, working in various capacities including private equity, corporate finance, and program trading, with professional experience in Australia, Switzerland, and the United States. Dennis provides financial solutions tailored to his clients' risk tolerances, time horizons, liquidity needs, investment goals, and associated costs, focusing on credit and lending, investment planning, retirement planning, and income replacement strategies for individuals, families, businesses, and organizations. He has worked with national and state professional organizations to enhance membership value and collaborates with entities such as the Medical Society of The State Of New York and New York University. Dennis assists business clients in monetizing corporate structures to create passive income streams through revenue sharing programs offered by Bank of America. His client focus areas include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Dennis holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Thomas Edison State College, completed an Accredited Certificate Program at Yale University, and holds a Master of Science degree from the College for Financial Planning. Dennis is a member of professional organizations including the Investments & Wealth Institute™, Certified Financial Planner Board of Standards Inc, and the College for Financial Planning Institutes Corp. He resides in Nassau County with his wife and two daughters and enjoys camping, fishing, and spending time with his family.

Eddie Reyes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, he held roles at Morgan Stanley, Price Waterhouse Coopers, and Brown & Brown Insurance. Reyes is also the owner of Reyes Property Management LLC, a property management and leasing business unrelated to his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

John Fiore is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Greenwich, CT. He joined Merrill in April 2019, bringing extensive experience from his six years as a Senior Private Banker at J.P. Morgan Private Bank, where he worked with high net worth individuals and their families. John focuses on serving hedge fund, private equity, and financial services professionals, providing comprehensive wealth management services that encompass financial planning, investment advisory, private banking, and credit solutions. Before specializing in private wealth management, John held various roles across the financial services industry, including investment banking, institutional sales, derivatives, and prime brokerage with firms such as Chemical Bank, Bankers Trust, Goldman Sachs, Merrill, and later Bank of America/Merrill Lynch Wealth Management. He holds an MBA with a concentration in Finance from Columbia Business School and a bachelor's degree in History from Dartmouth College. John is a Personal Investment Advisor (PIA) and is proficient in English and Spanish. He currently resides in Darien, CT with his wife and two daughters. Outside of his professional work, John enjoys cooking, fishing, golfing, hunting, reading, and skiing.

Chona Deguzman is a financial advisor with Primerica Advisors in East Rutherford, NJ, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2003. In addition to her advisory role, she is involved in the sale of mortgage products and home security referrals through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies with custody and trade execution supported by leading service providers, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Suzanne Nicholson is a financial advisor at Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment models as part of its advisory approach.

Kyle Davis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining J.P. Morgan, he worked at New York Life Securities and Northwestern Mutual. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wayne Lettieri is a financial advisor with LPL Enterprise and holds the ChFC® designation and Series 65 license. He has 43 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in the sale and servicing of property and casualty insurance and health and dental insurance in the Oradell, NJ area. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Robert Pisano Jr. is a financial advisor at Morgan Stanley with 19 years at the firm and six years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he serves on the board and the Audit and Risk Committee of Volunteer New York, a nonprofit organization that helps other nonprofits find volunteers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Thomas Leder is a CFA® charterholder with 29 years of industry experience. He is currently with J.P. Morgan Securities and JP Morgan Chase Bank, N.A., where he has worked since 2020. His prior experience includes roles at Mass Mutual Investors Services and National Life Group. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Daniel Garden is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® designation and Series 66 license, and previously worked at UBS Financial Services from 2013 to 2025. Outside of his advisory role, he is responsible for overseeing tax compliance for an irrevocable life insurance trust. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, utilizing structured financial planning tools and strategies developed by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides planning services focused on tailored financial solutions without individual security recommendations.

Cristina Lozano is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2021. Prior to her current role, she was employed at Moda Operandi and has experience in retail and online sales as a proprietor outside of the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured tools and models, managing approximately $2.74 trillion in client assets.

Daniel Le Noir is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2018 and has also been with Bank of America N.A. since 2022. Prior to his career in finance, he worked at North East Contractors Inc. for two years. 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.

Dov Katz is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Valley Wealth Managers, Valley National Bank, Bank Leumi, and EF Legacy Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its network of Financial Advisors and specialized estate planning groups.

Timothy Riley is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Mitchell Eisenberg is a Series 63-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 41 years of industry experience. Outside of his advisory role, he works as a tax preparer and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.

Frank Poli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, following a brief period at UBS Financial Services. Outside of his advisory role, Poli is involved in managing residential real estate as a landlord. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Andrew Antinori is the Vice President and Branch Leader at Fidelity Investments, where he leads, coaches, and develops a team of branch associates to assist clients in achieving their evolving life goals. He has been with Fidelity Investments since 2005, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President Regional Planning Consultant before assuming his current position in 2021. Throughout his tenure, Andrew has gained extensive experience in financial planning and client consulting. His career reflects a steady progression of increasing responsibility within the firm. Outside of his professional role, Andrew is interested in fitness, social events with friends, outdoor adventures, traveling, and volunteering.