Anthony Macagna is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2013 and as an Investment Adviser at MetLife Securities from 2009 to 2013. His professional focus includes helping families pursue tax-efficient investing and integrating estate planning considerations into his comprehensive financial strategies. Anthony emphasizes building partnerships based on trust and clarity, guiding clients with strategies aligned to their goals and ensuring they understand the reasoning behind every decision. He leads his clients with a collaborative approach and looks forward to introducing them to his team.

Mark Weisser is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by proprietary research and third-party analytics.

Christopher Vordemesche is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and structured discovery processes.

Susan Daly is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2011. Outside of her advisory role, she is a notary public in Yonkers, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Rafael Medina is a financial advisor with J.P. Morgan Securities in Yonkers, NY, holding Series 63 and Series 65 licenses. He has 18 years of industry experience, including 14 years at J.P. Morgan Securities and has also been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible investment strategies and incorporates ESG criteria.

Jonathan Bifulco is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and 15 years of industry experience. He previously worked at UBS International/UBS AG for 10 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its financial planning process.

Linda Miller is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. She has been associated with Cetera Wealth Services since 2013 and with Cetera since 2023. Outside of her advisory role, she serves as treasurer for the Westchester Needle Artists Chapter of the American Needle Point Guild and is a trustee for The Osborn, a nonprofit retirement community. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies.

Matthew Nesbitt is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he had brief roles at The Herbst Group, LLC and other positions outside the finance sector, including time as a full-time student. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Carolyn Simon is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Wells Fargo Bank, and Regent Atlantic. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Ashley Aurigemma is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley since 2014. She holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Susan Witt is a financial advisor at Morgan Stanley in Paramus, NJ, with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Corethia Oates is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, Oates is a board member of the Construction Industry Association of New Jersey and a certified Maxwell Leadership Coach, engaging in coaching, speaking, and leadership training. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers a variety of investment and financial services, including relationships with private funds and affiliated commodity pool operations.

Alan Concha III is a CFP® with seven years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Merrill, Bank of America, Smallwood Wealth Management, and Securities America Advisors. Outside of his advisory work, he is employed at Aero Flight School in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Mark Graham is a Series 63-licensed financial advisor with 17 years of industry experience, currently affiliated with Primerica Advisors. He has worked at PFS Investments, Inc. since 2008 and Primerica Financial Services since 2004. Outside of his advisory role, he has been involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Brooke Collins is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Morgan Stanley, Collins held roles at WildFig Data, Taxxa, KIND Snacks, Villanova University, and Groundswell Surf Cafe. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning using structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Isabelle Glat is a financial advisor at Morgan Stanley with a Series 66 credential and no prior industry experience. Her work history includes positions at Morgan Stanley and H.I.G. Capital, as well as educational roles at the University of Pennsylvania and several private schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery processes and advanced modeling tools to support client planning, managing approximately $2.74 trillion in assets.

Audrey Flamio is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including HSBC Securities (USA) Inc. and Equitable Advisors, before joining OSAIC in 2013. Outside of advisory work, she is an agent for Senior Services North America, selling Medicare-related insurance plans. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Christopher Butler is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 16 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2009 to 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and comprehensive capital markets services.

Sarah Burrows is a financial advisor with Raymond James Financial in Saddle River, NJ, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior experience includes roles at UBS Financial Services and Wiss Private Client Advisors. In addition to advising, she is involved as an associate employee in administrative work at Saddle River Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory programs and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Rosero Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His prior roles include positions at JPMorgan Securities, Key Client Fiduciary Advisors, and The Prudential Insurance Company of America. He was also involved in a commercial cleaning business from 2019 to 2022. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program among other services.