John Mirabile is a financial advisor with Ameriprise in Stamford, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering, specializing in life insurance products. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Kevin Aussenheimer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with JPMorgan Chase Bank and JPMorgan Securities LLC since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Samuel Tsinman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Citigroup prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Catherine Leach is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Giuseppe LoBello is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2023 to 2026. In his current position, Giuseppe focuses on helping clients work toward their financial goals through comprehensive planning and personalized guidance. His expertise includes retirement planning, investment strategies, wealth planning, and financial education. He collaborates with clients to develop strategies that align with their unique needs, priorities, and long-term objectives. Outside of his professional responsibilities, Giuseppe enjoys boating, cars, family activities, football, and traveling.

Ashley Glat is a financial advisor at Morgan Stanley with a Series 66 credential and approximately one year of industry experience. Prior to joining Morgan Stanley, Ashley worked at Elliott Management Company in 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Virginia Coltheart is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at CARE Enterprises, Inc. and Palladium. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its services.

Paul Araujo is a financial advisor at Edward Jones in Mt Kisco, NY, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Rocket Mortgage, Bank of America, Citibank, and AT&T Mobility. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Matthew Hull is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. Prior to joining UBS in 2023, he worked at BlackRock from 2013 to 2022. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Mc Glyn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and typically provides advice on a non-discretionary basis.

John Riefler IV is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at The Siegfried Group and UBS. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery conversations and advanced modeling tools, and it offers services both directly and through employer-sponsored agreements.

Anthony Longobucco is a financial advisor with Osaic Wealth, Inc. based in White Plains, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has operated Anthony P. Longobucco Associates, a sole proprietorship providing life insurance and other non-securities insurance products, since 2003. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and multiple platforms. The firm offers a range of integrated brokerage, advisory, and financial planning services, employing asset-allocation tools and various investment options to manage portfolios on both discretionary and non-discretionary bases.

Gerard Turiano is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 13 years of industry experience. He has been associated with PFS Investment Inc. since 2014 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services at scale through model-delivery strategies created by unaffiliated asset managers, supported by third-party custody and trade execution providers.

Arthur Bellis is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009. Outside of his advisory work, he serves as an officer of a private corporation, Marianne - Shady Acres Road Association, based in Darien, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-based agreements.

Troy Runkel is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. His prior experience includes roles at HomeAdvisor Inc. and SUNY Oneonta. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-driven investment solutions.

Angela Valvano is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning approach involves structured discovery and firm-approved tools, offering plans without individual security recommendations and generally acting in an advisory capacity.

Michael Capuano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Massachusetts Mutual Life Insurance, Sutton Place Investors, Prudential Advisors, and Citibank. Capuano is dually registered as an investment advisor representative and registered representative, and he also provides fixed insurance advice. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jeffrey Skelly is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals, businesses, and charitable institutions to build customized financial plans focused on achieving clients' visions of financial success and security. He and the Wagner/Skelly team have been recognized on the Forbes "Best-in-State Wealth Management Teams" list consecutively from 2023 to 2026, and he has been individually named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 to 2026. Jeff has more than 30 years of experience in investment planning, portfolio management, and liability management. He joined Merrill Lynch Wealth Management in 1990 and serves as Resident Director for Merrill's Westchester Market. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeff is a graduate of Fordham University. Outside of his professional work, Jeff is a trustee of the Lavelle School for the Blind in the Bronx. He lives in White Plains, NY with his wife and son. His personal interests include baseball, ice hockey, reading, and running.

Dariusz Corbey is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial LLC, Wells Fargo Advisors Financial Network, and The Vanguard Group, among others. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Jody Graber is a financial advisor with LPL Financial in Montvale, NJ, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2025, Graber worked at IC Advisory Services Inc. and The Investment Center, Inc., and has been involved with Graber Agency, Inc. since 1977. Graber is also associated with Graber Agency Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory and financial planning services, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.