Frank Newman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP® and ChFC® designations along with a Series 66 license. He has five years of industry experience, including prior roles at MassMutual Life Insurance Co and MML Investors Services, LLC. Newman also works as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements around annual collaborative relationships with clients.

Alvaro Talayero is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. He has recently begun his career in the industry, having joined Morgan Stanley in 2025 after roles at GBS Finance and AndBank. He also has experience in education and organic product sectors, including at Harrow School and LA Organic. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support client financial planning.

Leonard Gabbidon is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and J.P. Morgan Securities. He is also a notary public in Bronx, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services supported by proprietary research and model-based asset allocation.

Stacey Borenkoff is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial and estate planning. The firm employs a structured planning process using approved tools and offers broad retail and institutional investment services.

Corinne Kurtz is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2017, alongside a longer tenure at JPMorgan Chase Bank, N.A. since 1999. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG criteria and utilizing broad derivatives and commodities capabilities.

Kevin Demshak is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes long-term roles at various Fidelity entities since 2006 and a prior position at Citigroup Global Markets. Fidelity’s Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, through investment management and advisory services that combine proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, management of fund-of-funds structures, and advisory roles with registered investment companies.

Lori Perillo is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, 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 financial planning process utilizing firm-approved tools and modeling techniques.

Loren Ward is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill Lynch Wealth Management’s World Headquarters in 2007 and joined the Werbitt Cicale Group in 2010. Loren collaborates with Judith and Jacqueline to tailor wealth management services and recommendations to individual client needs, focusing on wealth planning and financial strategies for clients and their children. She works with rising business leaders, young families, and entrepreneurs to emphasize the importance of future planning, saving, and investing. Loren holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's Degree from Bucknell University. In 2021, she was designated as a Sports & Entertainment Advisor by Merrill Lynch Wealth Management. Her work has been recognized through multiple Forbes listings, including the 2024 Forbes "Best-in-State Wealth Management Teams" as a member of the Werbitt Cicale team, the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State", and previous recognitions dating back to 2018. Loren is also involved in several community organizations such as the Bucknell University Professional Network, City Year New York Investment Community Board, Co-Chair of the City Year New York Women's Board, Let's Win Pancreatic Cancer, and the YWCA of White Plains & Central Westchester.

Paige Atkinson is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses. She began her career in 2024, including time at Millennium Bridge Capital and the University of Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies.

Frank Lawrence IV is a Series 66-credentialed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Advisors since 2021 and was previously with Bank of America and Merrill from 2015 to 2021. Outside of his financial practice, he serves as head coach of a 7th grade boys youth lacrosse team in Riverside, CT and is co-owner of a retail store specializing in olive oils and vinegars. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of financial planning options including specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm research and planning tools, with implementation through brokerage or advisory programs as optional.

Jessica Mcgovern is a financial advisor with RBC Capital Markets in Stamford, CT, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Heather Foley is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tools-based financial planning process.

John Overton Izlar is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Accenture in multiple roles starting in 2022 and was affiliated with the University of Virginia and The Westminster Schools earlier in his career. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through various investment and planning services.

Elayna Mitrakos is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She began her career at Fidelity Investments in 2019, progressing through several positions including Financial Representative, Relationship Manager, and Planning Consultant before her current role. Prior to joining Fidelity, she worked as a Business Development Specialist at TD Ameritrade and completed an internship with Foresters Financial Services. Elayna specializes in designing comprehensive financial strategies that align with clients' personal values and objectives. She emphasizes ongoing education and disciplined guidance to foster relationships based on trust, professionalism, and consistency. Outside of her professional work, Elayna has interests in cooking and baking, outdoor adventures, snowboarding, tennis, traveling, and volunteering.

Kenneth Weinstein is a financial advisor with LPL Financial, holding a Series 66 designation and over 33 years of industry experience. His work history includes roles at Flagstar Bank N.A., Key Investment Services LLC, Cetera, CUNA Brokerage Services, M&T Securities, Chase Investment Services Corp., and Edward Jones. Outside of advisory work, he is involved in events and entertainment at MetLife Stadium. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

Camille David is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2020, Camille held roles at New York Life, Northwestern Mutual, and worked in educational institutions including Baruch College and Farmingdale State College. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a range of investment offerings.

Kevin McAvoy is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Mass Mutual in 2016, McAvoy spent 35 years at MetLife Securities Inc. He also works as an insurance agent specializing in property/casualty, life, disability, long-term care, health, and fixed annuities. 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. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software tools.

Alexandra Bartonik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Sabrina Zavarelli is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Fordham University, Prince's Trust USA, and the Pratt Nature Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Daniel Jensen is a Financial Advisor at Heisler, MacKenzie & Associates, a team within Merrill Lynch Wealth Management. He joined Merrill in May 2015 and earned his CERTIFIED FINANCIAL PLANNER® (CFP) certification in April 2020. In July 2025, he advanced his career by joining Heisler, MacKenzie & Associates as a Team Financial Advisor. Daniel holds a bachelor's degree from Indiana University, Bloomington. He specializes in family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Daniel emphasizes that financial planning is an ongoing process that evolves with clients' changing priorities and life circumstances. His approach involves careful listening, asking insightful questions, and tailoring advice to help clients make confident financial decisions with clarity and focus. Daniel resides in Fairfield, CT with his wife, Megan, their two daughters, and their English Cocker Spaniel. His personal interests include fishing, football, music, reading, soccer, and spending time with his family.