Eric Siegeltuch is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 designation and has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of financial advising, he is the owner of Eric Siegeltuch Fine Arts, an art sales and consulting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial advisory and planning support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and advanced analytical tools to assist client decision-making.

Allison Andrews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank. Outside of her advisory role, she owns Andrews & Austin LLC, a non-medical home care business for senior citizens, and serves on the Board of Advisors for Big Brothers Big Sisters in Hartford, Connecticut. Merrill, together 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.

Cooper Ficarra is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Stockton University and Tucker's Tavern. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

John Salina is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at NYLife Securities and NYLife Insurance from 2014 to 2019. Salina is also involved in insurance brokerage, serving as president of Fortis Brokerage Services. 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 through collaborative, goal-oriented planning engagements.

Stanley Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at RBC Capital Markets, LLC for six years and Morgan Stanley for seven years. 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 offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Mitchell Intrieri is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley 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, and manages approximately $2.74 trillion in client assets.

Steven Franco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity as a Financial Representative in 2022 and progressed through roles including Investment Consultant before his current appointment. Prior to Fidelity, Steven worked as a Senior Private Client Banker at Key Investment Services in 2022 and served as a Personal Banker at KeyBank from 2018 to 2022. His earlier experience includes roles as a Relationship Manager Officer and Personal Banker at Bank of America from 2012 to 2017. With over a dozen years in the financial services industry, Steven specializes in collaborating with clients to pursue financial goals tailored to their preferences. He emphasizes maintaining and improving financial plans through ongoing and open communication. Steven holds a California Insurance License. Outside of his professional career, he has interests in beach activities, food, football, golf, and traveling.

Robert Rosenberg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Caroline Carrello is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at Possip, Inc., AlphaSights, and Sirus and Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and comprehensive asset management.

Lisa Nekrich is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2014. Outside of her advisory role, she serves as a board member of the Willow Ridge Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers, with tailored strategies based on each client’s risk profile.

Gerald Mcginley is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with UBS since 2015 and serves as a trustee for Camp Tecumseh, a not-for-profit educational organization for boys. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Vincent Villodas is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current role. 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 and includes capabilities in derivatives and commodities.

Ashley Helrich is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2026, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2024 to 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

Spencer Ernst is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses with approximately one year of experience at Morgan Stanley. His prior work experience includes roles at KeyBank, The Lubrizol Corporation, and Babson College, among others. He has also been involved with Coach Adam Fun LLC. 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 and financial planning services supported by structured discovery conversations and firm-approved tools.

Andrew Cushman is a financial advisor based in Greenwich, CT, affiliated with Morgan Stanley. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Cushman has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Drew Miller is Vice President, Wealth Planner at Fidelity Investments, where he currently develops personalized strategies tailored to clients' retirement objectives, financial situations, and long-term goals. He has held this role since 2022. Prior to this, he served in various capacities at Fidelity Investments including Financial Consultant and Planning Consultant roles between 2021 and 2022. Before joining Fidelity, Drew worked at Prudential Financial as a Retirement Counselor from 2016 to 2021 and as an Annuity Wholesaler from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Drew's personal interests include fishing, golf, hiking, skiing, and tennis.

Patrick Henry is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2018 and previously held roles at Morgan Stanley and UBS Financial Services. He is based in White Plains, NY. 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 process combines quantitative and qualitative research with a range of Eligible Strategies, including ESG considerations, supported by affiliated implementation and portfolio services.

Richard Cacciapaglia is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He previously worked at UBS Financial Services for 22 years and City National Bank for six years. Outside of his advisory role, he serves on the board of directors for Soteria, a cybersecurity company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, 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.

Noah Littin is a financial advisor with LPL Financial based in Wilton, CT, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior experience includes roles at HSBC Private Bank, HSBC Securities USA Inc, Blackrock Investments, and Better Trade Off. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.