Elaine Lin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan in various capacities since 2006, including roles at JPMorgan Chase Bank, N.A. outside her current firm affiliation. 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 program. The firm employs a centralized due diligence process, combining quantitative and qualitative research, and offers capabilities that include derivatives and commodities through its broader regulatory registrations.

Lisbel Rosario is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 10 years of industry experience. Her prior work includes roles at Community Capital NY, the Charter School of Educational Excellence, Pelham Plumbing & Heating Corp., and PFS Investments Inc. Outside of advising, she serves as an administrative assistant for the City Schools Sports Association. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and discretionary management options.

Lisa Dodge is a financial advisor at Morgan Stanley with the Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2018, having previously worked there from 2003 to 2018. Outside of advising, she and her husband are involved in managing a second home in Maine that they rent to their daughter and her fiancé. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its advisory services.

Millie France is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 16 years of industry experience and previously worked with Cetera Investment Services and Foresters Financial Services. In addition to her advisory role, she is an insurance agent with Vanbridge Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational and research tools.

Alexander Chosczyk is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, Equitable Advisors, and Axa Advisors. Outside of his advisory role, he is the managing member of AC Capital Enterprises LLC, an investment-related holding company. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm integrates structured discovery conversations and advanced planning tools to support clients’ financial goals.

Daisy Appiah Kubi is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY. She has been with Morgan Stanley since 2023. Prior to joining the firm, her background includes periods of unemployment while completing education at Wellesley College and earlier schooling. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Sandra Gonzalez is a financial advisor with Primerica Advisors, holding a Series 63 license and 24 years of industry experience. She has worked at Primerica Financial Services since 2000 and with Primerica Advisors since 2017. In addition to advisory services, she is involved in sales of loan products, home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs a model-delivery approach managed by third-party asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Kungyee Thompson is a financial advisor with Mass Mutual Investors Services in Paramus, NJ. He holds the CFP® designation and has 30 years of industry experience. Thompson has been with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC 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 provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and also offers specialized planning programs including divorce and estate settlement services.

Patricia Levey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Zachary Aldieri is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at JPMorgan Chase Bank NA and Bradley, Foster & Sargent Inc., as well as work at Providence College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Abriana Hernandez is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. She has been with Morgan Stanley since 2024 and has prior experience at PGA TOUR Superstore, Under Armour, and TCI Wealth Advisors. Hernandez also has a background in education, having worked at the University of Arizona and Eller College of Management. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Matthew Rizner is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, he is a manager of Sigalow MD LLC, an S-Corp established to assist with administrative tasks related to his wife's child psychiatry practice. 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. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research, with capabilities in derivatives and commodities reflective of its broader regulatory registrations.

Lawrence Baker is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Baker also owns 5 Bakes LLC, a separate investment-related business operating under the name Merritt Point Wealth Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory work with other financial products and referral channels.

Brian Vieselmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at firms including Mass Mutual, National Life Group, and currently serves as a partner at Corporate Plans Retirement Strategies LLC. In addition to his advisory roles, he is an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various account structures and investment strategies.

Sarah Kamman is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and The Blackstone Group. Kamman is based in Greenwich, CT. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Nicolas Long is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2022, he held roles at Columbia University, including work in the Admissions Office as a tour guide and support staff. Outside of finance, he has worked in dog sitting and in the restaurant and nightlife industry in New York City. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients with a focus on tailored financial planning, utilizing structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of services across retail and institutional sectors.

Taisha Palmer is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Palmer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.

Ann Prizzi is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, and Capitol Securities Management, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Jeffrey Klotz is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 45 years of industry experience. He has worked at UBS since 2008 and previously held roles at Morgan Stanley. Outside of his advisory work, he serves on the board of directors for Photofind and is involved with the Bethel Woods Center for the Arts, contributing to event organization and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

David Birnbaum is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family-related trusts and holds a small ownership interest in a yacht club. 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 utilizes research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.