Jason Lee is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at JPMorgan Chase Bank, Chase Investment Services Corp., Morgan Stanley DW Inc., and Rover.com. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates centralized due diligence, quantitative and qualitative research, and may include an ESG eligibility framework.

Rosalind Mouzouris is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser network and a range of portfolio management styles.

Sevdi Dauti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Morgan Stanley in 2025, he spent 15 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process.

Robert Diamond is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 1998 and has worked with MassMutual Life Insurance Company since 1968. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales, as well as life settlements and viatical sales. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap programs, and educational seminars, focusing on collaborative, goal-driven financial planning engagements.

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.

Michael Cortina is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Neuberger Berman for seven years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a combination of quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Walker Brady is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at Fieldpoint Private for six years before joining Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jim Akasala is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CITI Private Advisory and Citigroup Global Markets. Outside of his advisory role, he is a silent partial owner of a gas station and convenience store. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Leszek Michniewicz is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management from 2017 to 2025, and at Wunderlich Securities, Inc. from 2015 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Michael Vitacco is a financial advisor at Morgan Stanley with 33 years of industry experience. His prior roles include positions at JP Morgan Securities and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 investment research.

Jason Said is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience working at multiple firms, including MassMutual Life Insurance Co and Barnum Financial Group, and has prior experience in the hospitality industry and education. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement planning.

Katie Hudson is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Foresters Financial for 11 years before joining Mass Mutual in 2019. Outside of her advisory role, she also acts as an agent for life insurance and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a collaborative, goal-oriented approach.

Makenzie Martin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2024. Prior to this, she held positions at 220 Merrill/Elia Group and has been a full-time student at multiple institutions. 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 and manages approximately $2.74 trillion in client assets.

Eric Siegeltuch is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 designation and has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of financial advising, he is the owner of Eric Siegeltuch Fine Arts, an art sales and consulting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial advisory and planning support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and advanced analytical tools to assist client decision-making.

Allison Andrews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank. Outside of her advisory role, she owns Andrews & Austin LLC, a non-medical home care business for senior citizens, and serves on the Board of Advisors for Big Brothers Big Sisters in Hartford, Connecticut. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pei Jye Wang is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 15 years. Outside of his advisory role, he is the general manager of Rich Eternity LLC, a company focused on estate planning and fixed life insurance sales. Osaic Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting a variety of managed account solutions and third-party manager programs.

John Salina is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at NYLife Securities and NYLife Insurance from 2014 to 2019. Salina is also involved in insurance brokerage, serving as president of Fortis Brokerage Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, goal-oriented planning engagements.

Stanley Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at RBC Capital Markets, LLC for six years and Morgan Stanley for seven years. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Mitchell Intrieri is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2016. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.