Brian Vieselmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at firms including Mass Mutual, National Life Group, and currently serves as a partner at Corporate Plans Retirement Strategies LLC. In addition to his advisory roles, he is an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various account structures and investment strategies.

Sarah Kamman is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2020 after working at Morgan Stanley and The Blackstone Group. 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 an ESG eligibility framework to inform its recommendations.

Nicolas Long is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2022, he held roles at Columbia University, including work in the Admissions Office as a tour guide and support staff. Outside of finance, he has worked in dog sitting and in the restaurant and nightlife industry in New York City. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients with a focus on tailored financial planning, utilizing structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of services across retail and institutional sectors.

Taisha Palmer is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Palmer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.

Todd Parker is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding a Series 66 designation and 13 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and has a 22-year tenure with Mass Mutual Life Insurance Company. Outside of his advisory role, he owns Lenox Advisors, where he provides individual and group life, group health, disability, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and delivering written recommendations without investment discretion.

Jeffrey Klotz is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves on the special events committee for the Bethel Woods Center for the Arts and is a member of the board of directors for Photofind, a photography gallery. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm also operates with a range of institutional trading capabilities alongside wealth management services.

Esteban Becerra Marin is a financial advisor at Morgan Stanley with credentials including Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at AB Tawil & Associates and has held positions outside the financial sector as well. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individual and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools.

Jonathan Raffensperger is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role with Morgan Stanley Services Group, Inc. from 2018 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Donald Vujnovich is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them.

Lindsey Hendler is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at Landmark Wealth Group - Ameriprise Financial. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jacob Buerke is a financial advisor at Morgan Stanley with eight years of industry experience. He has held roles at Morgan Stanley since 2019 and previously worked at FINRA from 2013 to 2019. Outside of his advisory work, Buerke is involved in entrepreneurial ventures including affiliate marketing of premium cigars and technology businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

Nicholas Quartarano is a CFP® professional associated with LPL Financial with 16 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC for nine years prior to his current roles at Webster Bank and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Kristina Lopez is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY, where she has worked since 2014. She has 11 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and models.

Adam Rosenblatt is a financial advisor with J.P. Morgan Securities in Monsey, NY, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at Money Concepts Capital Corp, Investors Advantage Portfolios, LLC, and Chipotle. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kevin Petersen is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Stifel Nicolaus, Credit Suisse Securities, and E*Trade. Petersen is based in Purchase, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and scenario modeling.

Susan Fast is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has previously worked at The Children's Place and the University of Bridgeport. Outside of her advisory role, she works part-time as a personal shopper for Instacart. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing both internal and third-party managers.

Nicholas Esposito is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities since 2014, also working at JPMorgan Chase Bank since 2011. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Longo is a financial advisor with LPL Financial, holding a Series 63 license and 24 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America Inc. for 11 years. Outside of his advisory role, he is involved in managing Longo Financial Services, Inc., which offers fixed annuities and various insurance products. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brianna Fedro is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads, coaches, and develops a team of financial professionals dedicated to helping clients work towards achieving their goals with confidence and peace of mind. Brianna has a progressive career at Fidelity Investments, beginning as a Financial Representative in 2021 and advancing through roles including Relationship Manager, Planning Consultant, Financial Consultant, before assuming her current leadership position. Her experience encompasses various aspects of financial consulting and client relationship management. Outside of her professional responsibilities, Brianna has interests in barre, cooking and baking, fitness, pets, reading, and traveling.

Paula Dierking is a financial advisor with Merrill, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Merrill since 2014. Merrill, along 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.