Michael Mattiello is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he helps successful individuals, families, and business owners make informed financial decisions that support their long-term goals. His expertise includes investment management, personalized financial planning, retirement and income strategies, business owner solutions, tax-efficient planning, and legacy and estate planning support. Michael's approach integrates customized portfolio construction, retirement and estate planning strategies, risk management, and multigenerational wealth planning. He collaborates closely with specialists across Merrill Lynch to provide clients with comprehensive resources and personalized advisory care. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from Ithaca College. Outside of his professional work, Michael participates in community volunteering and enjoys personal interests such as baseball, drawing, hunting, music, reading, singing, skiing, spending time with his family, traveling, and writing.

Ashley Altman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Foresters Advisory Services LLC and Foresters Financial. Outside of her advisory role, she is a partner in a business focused on purchasing, rehabbing, and reselling real estate properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Kevin Conwell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Citizens Securities, LLC, and various positions within JPMorgan entities since 2017. Outside of his advisory work, he is a part-owner of Novele Inc., a company involved in designing and manufacturing energy storage devices. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Justin Taylor is a CFP® certificant with nine years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked at UBS Financial Services and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Angela Di Martino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with JPMorgan Chase Bank and JPMorgan Securities LLC since 2018 and previously worked at Signature Securities Group Corp./Signature Bank, Flagstar Securities, Inc., and Chase Investment Services Corp. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and includes broader derivatives and commodities capabilities.

Lindsay Heller is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 designations and 15 years of industry experience. Her prior work includes roles at Goldman Sachs & Co. and Farther Finance, Inc. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to support recommendations within a framework that may include ESG eligibility.

Nora Burke is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services Inc. since 2018 and previously worked at Computing Concepts Inc., Wag, and Sanctafide M&A Financial Advisors LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Brenda Titus is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. Her prior roles include positions at UBS Financial Services, Barclays Capital Inc., and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Colin Hart is a financial advisor with UBS Financial Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at OfficeWell, Cobham Park Farm, and Instawork. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based strategies to tailor plans according to clients’ goals and risk tolerances. The firm offers a wide range of services including fee-based financial planning, portfolio management, and capital markets activities.

John Barrett is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been associated with Merrill since 1986 and Bank of America, N.A. since 2009. Outside of his advisory role, he owns a residential property in New York City that he rents out. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm employs a variety of investment strategies overseen by its CIO and leverages its affiliation with Bank of America to provide integrated trading, lending, and cash management solutions.

Enrico Bawar is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for seven years before joining Cambridge in 2022. Outside of his advisory role, he serves as president and board member of the Staten Island Rotary Club and is involved with several local community organizations, including the Philippine Independence Committee of Staten Island and the Community Agency for Senior Citizens. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a multi-billion dollar asset base through thousands of financial professionals and supports various management platforms and proprietary model strategies.

Adeel Eijaz is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Christopher Doll is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes five years at Wells Fargo Clearing before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Sean Lynch is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has prior experience at The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Joseph Hajjar is currently a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2024. He has been part of Fidelity Investments since 2021, holding several positions including Financial Consultant, Fixed Income Specialist, and High Net Worth Associate. Prior to joining Fidelity, Joseph worked in the fixed income and credit default swaps sector as a broker at GFI Securities LLC from 2001 to 2021 and at INTERCAPITAL Securities Inc. from 1995 to 2001. In his current role, Joseph focuses on helping clients and their families with wealth planning that is tailored to their unique preferences. He emphasizes forming strong relationships and maintaining trust, reliability, and competency as a dedicated point of contact for Fidelity's valued clients. Outside of his professional responsibilities, Joseph has interests in food, reading, skiing, swimming, tennis, and traveling.

Joseph Cupoli is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Chase Bank, J.P. Morgan Securities, Cetera Wealth Services, Fidelity Investments, and Securian Financial Services. Outside of finance, he worked at Uber Eats for two years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes ongoing advice and a written Recommendation Report focused on income sources and tax-aware withdrawal strategies.

William Murphy is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 34 years of industry experience. His prior roles include positions at Citizens Securities, Cetera, Wells Fargo Clearing, and PNC Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by extensive technology and a broad platform of investment strategies, overseeing over $819 billion in discretionary assets across more than 22,800 advisors.

Fiona Cullen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of finance, she has been involved with Java Love Coffee Roasting Company and worked at Park West Tavern. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliates.

Danielle Dimitriou is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. 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 that utilizes structured discovery conversations and firm-approved tools to help model client outcomes.

David St. Louis is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., Andrew Garrett Inc., and S.W. Bach & Company. 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, supported by centralized due diligence and a manager solutions team.