Joseph Silva is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Tripodi is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual Investors Services and DoorDash. His background includes roles outside the financial sector, such as with US Valet and VetPride Services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes a structured discovery approach and firm-approved tools to model potential outcomes without providing individual security recommendations as part of standalone plans.

Eric Sappington is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2010 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, with a focus on eligible strategies and an ESG eligibility framework.

Ana Becker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior experience includes roles at Citi, Goldman Sachs, and British Telecom. 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 and qualitative research supported by a centralized manager solutions team.

Peter Lennon is a CFP® with 18 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in White Plains, NY. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. In addition to his advisory role, he is employed by JPMorgan Bank, where he can offer bank products and services including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a range of investment management affiliates.

Melissa Naumann is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity's clients and their families in achieving their personal financial goals. Melissa has been with Fidelity Investments since 2014, progressing through several positions including Financial Representative (2014-2015), Private Client Relationship Manager (2015-2017), Wealth Management Relationship Manager (2017-2020), and her current role as Wealth Management Planning Consultant since 2020.

Beth Blecker is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Invescor Advisory Services, Inc. and Eastern Planning Inc, where she remains CEO. Outside of her advisory role, Blecker serves as a board member for a Holocaust museum and center for tolerance and education and has authored a biography. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and third-party management options.

Miguel Barbosa Machado is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2018, previously serving six years at J.P. Morgan Securities LLC. 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, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Alexander Lefkowitz is a financial advisor at Morgan Stanley with three years of industry experience. He has been employed by Morgan Stanley since 2021 and previously worked at the University of Wisconsin-Madison from 2018 to 2022. Lefkowitz holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Richard Dupuis is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients’ specific goals and changing market conditions. He provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America to support comprehensive wealth management. Richard holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Bryant College. Committed to community involvement, he volunteers with local organizations in line with Merrill’s tradition of engagement in the communities they serve.

Christina Tikkanen is a financial advisor with Ameriprise in Rye Brook, NY, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Tikkanen serves as Co-Vice President on the Board of Directors for the St. Margaret School Home School Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement recommendations and ongoing tax-aware planning focused on dependable income sources.

Caroline Calder is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with Morgan Stanley and its Private Bank since 2019, following five years at Bank of America and Merrill. Outside of her advisory role, Calder serves as Vice Chair of the Board at the Pequot Library in Southport, Connecticut. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-partnered financial planning services.

Spencer De Vito is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at UBS Financial Services for several years and holds Series 63 and Series 66 designations. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Joseph Graffeo is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following three years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-based modeling techniques.

Michael Shipman is a financial advisor at J.P. Morgan Securities in Greenwich, CT, holding Series 65 and Series 63 credentials with 10 years of industry experience. He previously worked at Citigroup for a decade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. 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 through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Sandra Rose is a financial advisor with LPL Financial based in New Canaan, CT, holding the ChFC®, Series 63, and Series 66 credentials. She has 26 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Aspire and Hamilton Cavanaugh, TIAA-CREF, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Anthony Salerno is a financial advisor with Ameriprise in Southport, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is president of AJS Corp, a consulting firm involved in operations and management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Shiv Kathrotiya is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley & Co., LLC and Morgan Stanley Smith Barney LLC since 2017, as well as Heritage Financial Consultants LLC and Towson University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning through direct individual engagements and Corporate Financial Planning agreements.

John Dunn is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 26 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, UBS Financial Services, and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios for intermediary platforms and serves as an adviser to multiple registered investment companies and fund-of-funds.

Nick Dematteis is a financial advisor with Ameriprise in New Rochelle, NY, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill. Outside of his advisory work, he is the owner of ZPD Holding LLC, a holding company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored retirement income advice, primarily for clients maintaining assets in Ameriprise-managed accounts.