Wenton Camporin is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Camporin holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans supported by structured discovery processes and advanced modeling tools.

Frank Sabia is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1982. Outside of his advisory role, he serves as the executor for the Estate of E.F. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor solutions according to clients’ goals and risk tolerances.

Susan Davis is a financial advisor with Mass Mutual Investors Services in Tarrytown, NY, holding a Series 63 designation and 27 years of industry experience. She has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of her advisory role, she serves as co-trustee for a family member’s trust and acts as an insurance agent specializing in long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive, collaborative annual financial planning engagements supported by proprietary software tools and a range of investment and educational programs.

Mario Sicari is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 33 years of industry experience. His prior roles include extensive involvement with BGS Assurance LLC and M&M Associates, among others. Outside of advisory work, he is engaged in motivational speaking for college students and high school graduates, and co-owns a tax planning and bookkeeping firm serving small businesses. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform to over 10,000 advisors nationwide. The firm serves individual, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and retirement services, utilizing both discretionary and non-discretionary strategies.

Jack Howe is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at BNY Mellon Securities Corp. and Dunes Point Capital. He also spent ten years associated with Georgetown University and Pleasantville High School. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, combining tailored financial planning with diversified investment strategies and managing approximately $2.74 trillion in client assets.

Ryan Winski is a financial advisor with Ameriprise in Jericho, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Best Buy and held various roles in education and community programs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and ongoing advice. The firm's approach combines proprietary research and algorithmic tools, with enrollment criteria that require minimum investable assets and integrates assets managed within Ameriprise.

Michael Catuogno is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at Aegis Capital Corp and a period at Sacred Heart University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning services. The firm’s planning process uses structured tools and modeling techniques to help clients develop financial plans, while clients retain responsibility for implementing and updating those plans.

Eric Aiello is a Wealth Management Advisor and Senior Vice President with the RLA Group at Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eric focuses on providing comprehensive financial advice with an emphasis on investment and portfolio management for high net worth individuals, foundations, and corporate retirement plans. With over 22 years of experience, Eric collaborates closely with clients to develop investment strategies tailored to their financial goals, including family wealth management, legacy planning, personal retirement planning, and retirement income. As a member of the RLA Group, he is committed to building long-term relationships based on trust, helping clients prepare for significant life events such as retirement and generational wealth transfer. Eric earned a Bachelor of Arts degree from Gettysburg College and a Master of Business Administration from Iona College. Outside of his professional role, he enjoys spending time with his wife Daniela and their children, Marco and Kara.

Catherine Censullo is a financial advisor with Cetera who holds a PFS™ designation and Series 66 license, bringing 27 years of industry experience. She is also a CPA and partner at Censullo, Gupta & Associates CPA, LLP, a public accounting firm offering tax planning, preparation, and business consulting services. Additionally, she serves as a board member of the Armonk Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors utilizing multiple program structures and a variety of investment strategies.

Dawn Parrino is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has held various roles within Fidelity entities since 2010. Outside of her advisory work, Parrino is involved in holistic health coaching and participates in the distribution and discussion of essential oils as part of a holistic lifestyle. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Israel Eichenholz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His career includes long tenures at Mass Mutual Investors Services since 2017 and MetLife Securities from 2001 to 2017. He also operates as an independent insurance agent specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements and provides a range of investment and educational programs.

Barbara Silberman is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2010. Outside of her advisory role, she is involved with Princeton Harriman Insurance Solutions, an insurance agency based in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning covering a broad range of financial needs and integrates advisory services with other financial products and referral channels.

Peter Chan is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2012. In addition to his advisory role, he serves as president of Majestic Wealth Management, Inc., a separate business entity for accounting purposes, and is involved in selling fixed life insurance products and fixed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and services, including financial planning, discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin Mahoney is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

Daniela Silver is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior experience includes positions at Clinton Group, Arel Capital, and McGill University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Julie Henry is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2013. She has 19 years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Scott Turner is a financial advisor with MassMutual Investors Services in Elmsford, NY, holding CFP® and Series 63 credentials and 19 years of industry experience. He previously worked at Kestra Advisory Services and Kestra Investment Services from 2011 to 2023. In addition to his advisory role, Turner is an insurance agent who sells life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm employs collaborative, annual planning relationships using advanced tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Keith Nubel is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, following prior roles at UBS Financial Services and Scottrade, Inc. 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 supported by structured discovery conversations and firm-approved planning tools.

Michael Macieira is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include long-term positions with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in property and casualty insurance through the Roman Insurance Agency Inc., where he serves clients in personal and commercial lines. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that supports both advisory services and insurance sales.

Martin Jawor is a financial advisor with Equitable Advisors in Secaucus, NJ, holding CFP®, ChFC®, and Series 66 credentials and 14 years of industry experience. He has worked at Equitable Advisors since 2018, with prior experience at AXA Advisors and Valic Financial Advisors. Outside of advisory work, he is president and owner of Benefits Institute, LLC, which provides group health and property & casualty services to small businesses, and serves as a trustee for the Society Hill of Bernards Homeowner's Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions with a focus on sponsored program models and third-party managers.