Anna Farber is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America Merrill Lynch, Rotman Family Office, and Profitledge. 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.

Dylan Givner is a CFP®-certified financial advisor at J.P. Morgan Securities with eight years of industry experience. His prior work includes roles at UBS Financial Services Inc. and JPMorgan Chase Bank, N.A. He is based in Greenwich, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory program delivers non-discretionary written asset allocation advice, investment manager search, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Sergio Forlini is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he serves on the Admissions Committee for Burning Tree Country Club in Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and draws on proprietary research and model-based strategies to tailor client solutions.

Belinda Boden is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and eight years of industry experience. She previously worked at Hightower Advisors for 13 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Peter Katz is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Fairlawn, NJ. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior work experience includes roles at Ameriprise, Island Park Private Wealth, and other financial and corporate firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Sharon Cartotto is a financial advisor at Fidelity with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity-affiliated entities, including Strategic Advisers since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jonathan Lewandowski is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and JPMorgan Securities. Outside of his advisory work, he serves as a soccer trainer for the River Dell Blackhawks. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Allen Morton is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon, Wells Fargo Investment Institute, and Oppenheimer. Outside of his advisory role, he volunteers with the United Way of Western Connecticut, where he reviews and approves proposals for grants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Richard Dressel is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client decision-making.

Dona Rozsypal is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley in various capacities since 2005, including roles at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is involved in property renovations through MDMR Properties LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm emphasizes tailored financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Osmar Hernandez is a Financial Consultant currently working at Fidelity Investments since 2024. He has built his career in financial advisory roles, previously serving as a Private Client Financial Advisor at Citizens Bank from 2023 to 2024 and as a Financial Consultant at E*Trade from 2019 to 2023. He focuses on empowering clients to achieve their financial goals through personalized planning and strategic guidance. In his role, Hernandez collaborates with clients and wealth management teams to develop tailored financial strategies, emphasizing transparency and education to help clients make confident decisions. His experience spans various aspects of financial consulting, aiming to meet the unique aspirations of each individual client. Outside of his professional work, Hernandez engages in activities such as attending concerts, spending time with family, fitness, parenthood, and volunteering.

Paul Veteri is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he has business ownership related to real estate management. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alfred Thomas is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at OMD USA and Manhattan Youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by proprietary tools and scenario modeling.

Ying Zhu is a Wealth Management Advisor with Merrill Lynch Wealth Management in Paramus, New Jersey. She has over 30 years of experience in accounting, financial analysis, corporate budgets, and financial services. She joined Merrill in 2007 and focuses on providing personalized wealth management strategies to high-net-worth individuals, families, small business owners, non-profit organizations, and international corporations. Ying specializes in corporate executive services, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and tax minimization. Ying holds a Master's degree in Finance from Rutgers, The State University of New Jersey, and a Bachelor's degree in Computer Science from East China Institution of Technology. She is a CERTIFIED FINANCIAL PLANNER® certificant and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Chinese and emphasizes a process-oriented, personalized approach to building long-term trust relationships with her clients. Residing in Paramus, New Jersey, Ying resides with her husband and son. Outside of her professional duties, she enjoys dancing, music, reading, swimming, table tennis, traveling, volleyball, and watching movies. Ying's philosophy is to collaborate one-on-one with clients to develop personalized financial strategies designed to pursue their long-term goals.

Marinos Mihalatos is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Mission Real Estate Funding and Hirshleifer's Inc., and he has held teaching positions at Fordham University and Temple University. Outside of his advisory role, Mihalatos is the sole proprietor of MDM45 Inc., a wholesale and distribution business based in Greenvale, NY. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advice is supported by structured planning tools and methodologies such as Monte Carlo simulations and Secular Return Estimates, with a broad range of advisory programs and affiliated financial services.

Marc Porco is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked briefly at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Christian Graff is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with UBS Financial Services since 2016 across various roles. Graff has a dormant affiliation with the Family YMCA in McKinney, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Derek Levy is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following nine years at Citigroup Global Markets. He serves as a board member and finance committee member of The Jewish Home Family Foundation, a nonprofit focused on health and welfare. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools.

David Toapanta is a financial advisor with J.P. Morgan Securities holding a Series 66 license and two years of industry experience. His prior roles include positions at Prudential Insurance Company of America and various consulting and insurance agencies. 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 framework. Their advisory process integrates quantitative and qualitative research to build model asset allocations and incorporates ESG considerations where applicable.

Linda Le is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2017. Prior to her current role, she worked at New England Survey Systems. 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 and financial planning services supported by structured discovery conversations and firm-approved planning tools.