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.

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.

Shital Panchal is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Panchal worked at Bank of America from 2013 to 2020. 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, and institutional accounts.

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.

Thomas Boyd is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include Stifel and Wells Fargo Clearing Services. Outside of his advisory role, he works as a basketball official in New Providence, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations using proprietary research and planning tools, with services that span cash-flow, retirement, education, risk, and wealth-transfer planning.

Abraham Mizrahi is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, Woodbury Financial Services, Capital One Advisors, and Chase Investment Services. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients meeting specific net-worth requirements. The firm integrates advisory services with various financial products and referral channels to offer comprehensive financial solutions.

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.

Steven Franco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity as a Financial Representative in 2022 and progressed through roles including Investment Consultant before his current appointment. Prior to Fidelity, Steven worked as a Senior Private Client Banker at Key Investment Services in 2022 and served as a Personal Banker at KeyBank from 2018 to 2022. His earlier experience includes roles as a Relationship Manager Officer and Personal Banker at Bank of America from 2012 to 2017. With over a dozen years in the financial services industry, Steven specializes in collaborating with clients to pursue financial goals tailored to their preferences. He emphasizes maintaining and improving financial plans through ongoing and open communication. Steven holds a California Insurance License. Outside of his professional career, he has interests in beach activities, food, football, golf, and traveling.

Robert Rosenberg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Joseph Zarejko is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with several firms including Botwinick & Company, LLC, and maintains ownership of Professional Accounting Services, LLC, a tax and accounting practice. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Caroline Carrello is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at Possip, Inc., AlphaSights, and Sirus and Associates. 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, including tailored financial planning and comprehensive asset management.

Michael Tenore is a Series 66-licensed advisor with Fidelity Investments in Nanuet, NY. He has been with Fidelity since 2026 and has a diverse background including roles in educational and religious organizations as well as in moving and storage services. Prior to his financial advisory role, he held positions at institutions such as Gordon-Conwell Theological Seminary and Trinity Broadcasting Network. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs with oversight of sub-advisers and a structured approach to governance and conflicts of interest.