Jorge Gonzalez is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Citigroup. 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. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management with access to proprietary research, model portfolios, and various investment strategies.

Francisco Grether is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He began his career in the financial industry in 2026 and has experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Prior to his current role, he attended Villanova University and worked briefly at the Millbrook Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Matthew Brogan is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America and Merrill since 2013. Outside of his advisory role, he holds a power of attorney position related to an entity named F A B in Beach Haven, New Jersey. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brooke Thalacker is a financial advisor at Morgan Stanley in Greenwich, CT, holding a Series 66 designation. Brooke joined Morgan Stanley in 2025 after prior experience at the University of Oregon and New Canaan Public Schools. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Aidan Tessler is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Family Management Corporation and Fitzsimmons Abrams LLP, and he has academic experience from the University of Florida. Outside of his advisory work, he was involved with Camp Chen-A-Wanda. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and proprietary planning tools.

Robert Grillo is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Raymond James Financial since 2001, serving in his current firm for 17 years. Outside of his advisory role, he is a partner in a family-owned property management business and has pursued activities related to non-variable insurance products. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, often supporting clients in an advisory and implementation role rather than as delegated managers.

Glenn Cohen is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones for 10 years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, with access to model portfolios, third-party research, and various portfolio management options.

Christopher Busch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range 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 market scenario modeling.

Kenneth Helman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors since 2016 and holds Series 63 and Series 65 credentials. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

James Dimitriou is a financial advisor with LPL Financial in Paramus, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2011. 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 advisory programs, financial planning, and consulting services, employing discretionary and non-discretionary management supported by research and model portfolios.

Lilly Heller is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at End Point Corp. and attended the University of Wisconsin-Madison. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. He worked at NFP Securities, Inc. for five years before joining LPL Financial in 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Rosalind Mouzouris is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2006. She is the owner of Andri & Stef RE LLC. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Paul Randazzo is a Financial Advisor at Merrill Lynch Wealth Management specializing in serving service-based business owners. He focuses on aligning business and personal finances into coordinated plans aimed at simplifying complex financial situations, protecting assets, and creating strategies for business continuity and legacy. Paul works with clients to develop tailored solutions that include continuity and succession planning, wealth optimization, asset protection, and legacy planning. His approach aims to reduce reliance on the business owner, enabling clients to achieve more time and freedom while providing a clear roadmap for long-term confidence. He holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). Outside of his professional work, Paul enjoys activities such as boxing, fishing, football, pickleball, traveling, and watching movies.

Sevdi Dauti is a CFP® professional with 26 years of industry experience, currently serving at Morgan Stanley. Prior to joining Morgan Stanley in 2025, she spent 15 years at UBS Financial Services. Outside of her advisory role, she is a partner in SD Consulting LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured discovery and firm-approved planning tools in its financial planning process.

Matthew Kraft is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at Bank of America, NA for 18 years before joining UBS in 2017. He has a role with City Coast Trust with no expected duties unless specific conditions occur. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Donald Rifkin is a CFP® professional affiliated with LPL Financial, based in Hackensack, NJ, with 26 years of industry experience. He previously spent 15 years at Cadaret, Grant & Co., Inc. and has operated his own CPA practice since 1989. Rifkin also serves in fiduciary roles unrelated to investment advising. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Sarah Ricca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Ricca serves as a trustee and partner in investment-related businesses outside of her advisory role. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a range of advisory programs.

Hugo Vargas is a Series 63 licensed financial advisor with Primerica Advisors, based in Astoria, NY, and has 10 years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2012. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Lukasz Skowronski is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a prior role at JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its Financial Advisors and Estate Planning Strategies Group.