Patricia Levey is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Aldieri is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan in various capacities since 2019, including roles at JPMorgan Chase Bank NA and Bradley, Foster & Sargent Inc. 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 combines institutional advisory operations with brokerage and investment management capabilities.

Abriana Hernandez is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. She has been with Morgan Stanley since 2024 and has prior experience at PGA TOUR Superstore, Under Armour, and TCI Wealth Advisors. Hernandez also has a background in education, having worked at the University of Arizona and Eller College of Management. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Matthew Rizner is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of finance, he serves as a manager for Sigalow MD LLC, an S-Corp established for his wife's work as a child psychiatrist, assisting with administrative tasks. 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 recommendations.

Lawrence Baker is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, he owns and operates 5 Bakes LLC, doing business as Merritt Point Wealth Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

James Ferraioli is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment options alongside integrated brokerage, custody, and advisory services.

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.

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.

David Birnbaum is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as a trustee for family trusts and holds a minority ownership in a yacht club. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment approaches while offering a broad range of brokerage and advisory solutions.

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.