Nicholas Altieri is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Shannon Woolery is a financial advisor with Primerica Advisors in White Plains, NY, holding a Series 63 designation and 12 years of industry experience. Prior to joining Primerica, Woolery worked at The Wellness Network for one year. Outside of advisory services, Woolery receives compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party managers and custodians.

Riley Juenger is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services, Cornerstone Wealth Management, and LPL Financial, before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ananya Ghorai is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to that, she was employed at Eye Level and the Connecticut Institute for Communities. She is also the executor of her family estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Scott Menta is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 36 years of industry experience. He has worked with MassMutual and its affiliates since 2017 and spent 30 years at Metlife Securities Inc. In addition to his advisory role, he is involved in individual and group insurance sales outside of MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and programs including asset allocation, estate settlement, and event-driven planning such as divorce and employer-sponsored programs.

Maria Castellon is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She has worked at firms including Wells Fargo Advisors, LPL Financial, and HSBC Securities. Castellon holds Series 63 and Series 66 licenses. 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. The firm’s advisory process combines quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Sarah Petrone is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Kathleen Ferraro is a financial advisor with UBS Financial Services in Stamford, CT. She holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Morgan Stanley Smith Barney and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Adam Schur is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Greenwich, CT. He advises high-net-worth individuals and families, focusing on preserving wealth while positioning clients for long-term growth and financial security. Adam has over 30 years of experience, having begun his career in 1994 at UBS on the municipal bond desk, where he gained a strong foundation in fixed income markets and portfolio strategy. Throughout his career, Adam has concentrated on each client's unique goals, including multigenerational wealth planning, estate strategies, investment management, and liquidity events. He is committed to delivering thoughtful guidance, responsiveness, and maintaining trusted long-term relationships. Adam values clear communication, sound judgment, and being accessible and proactive in managing his clients' financial journeys. Adam holds a Bachelor's Degree from Franklin & Marshall College and the Personal Investment Advisor (PIA) designation. He is bilingual in Spanish and English. Outside of work, he lives with his wife and two children and often enjoys playing golf.

Francois Morin is a Wealth Management Advisor with extensive experience in financial services, including roles on both institutional capital markets and wealth management sides. He has more than twenty years of experience working on Wall Street, encompassing positions such as portfolio manager, trader, and head of trading at various firms. His focus is on assisting families, family businesses, and endowments by bringing clarity and structure to their finances, covering areas like assets, liabilities, business successes, estates, and generational wealth transfer. He holds a Bachelor of Science degree in Economics from The Pennsylvania State University and carries professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). His expertise includes executive compensation, family wealth management strategies, services for endowments and non-profits, legacy planning, philanthropic planning, portfolio management, socially responsible investing, and tax minimization. Outside of his professional career, Francois is involved in community activities such as volunteering and coaching for the Norwalk and Darien youth lacrosse programs. He resides in Rowayton, Connecticut with his wife Jessica and their three children. His personal interests include fishing, gardening, hiking, music, skiing, soccer, and tennis.

Erik Vietz is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked in multiple roles within J.P. Morgan entities since 2010, including JPMorgan Chase Bank. 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 combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

Teo Gomez Cruchaga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and involvement with Zilo International Group LLC and GoodRec. 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 program.

John Houlihan is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds a Series 63 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a board member of the Buckhead Club, a business and social club based in Atlanta. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Matthew Carty is a financial advisor at Edward Jones with 17 years of industry experience. He has held his current position since 2014 and holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Hadi Fahimi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 48 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Schneider is a Certified Financial Planner (CFP®) with 15 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2020, following a seven-year tenure at JP Morgan Securities LLC. His credentials also include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Christian Templeman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a 25% owner of MSPEN LLC, a clothing company. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools.

Erjola Monka is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving ultra high net worth families, founders, and corporate leaders. She focuses on safeguarding and growing multi-generational wealth through institutional-level portfolio strategies combined with personalized guidance, emphasizing tax efficiency, legacy design, and liquidity management for significant life events. Her expertise includes advising clients on complex wealth matters such as liquidity strategies following business sales, philanthropic legacy creation, equity compensation for corporate executives, family office governance, and managing new-found capital for entrepreneurs. She provides integrated strategies that align investments, estate structures, and philanthropic goals, building client relationships based on discretion, trust, and results. Erjola holds a Bachelor's Degree from Manhattanville College and the Personal Investment Advisor (PIA) designation. She engages with clients to develop strategies for preserving and expanding wealth, ensuring that each approach supports both current objectives and the long-term family vision. Outside of her professional responsibilities, her personal interests include cooking, golfing, and interior decorating.

Christopher Foster is a financial advisor with J.P. Morgan Securities in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His work history includes roles at J.P. Morgan Chase Bank and Credit Suisse Securities (USA) LLC. Foster is also employed by JPMorgan Bank, enabling him to offer a range of bank products and services alongside his advisory role. 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 searches, and customized performance reporting. The advisory process is supported by centralized due diligence and incorporates systematic quantitative and qualitative research.

Tia Mahaffy is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.