Matthew Hesse is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Madison Planning Group, Bourbon Street, Northwestern Mutual, and Body Armor. 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 delivers services both directly and through Corporate Financial Planning agreements.

Juan Rodriguez is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at HSBC Securities (USA) Inc., Merrill, and Chase Investment Services Corp. Outside of his advisory role, he operates JAR Wealth Advisory Group as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 a large network of investment adviser representatives.

Karen Rosner is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Morgan Stanley. Her prior work history includes positions at Bank of America and Merrill. She is registered with Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Dylan Wynne is a financial advisor with UBS Financial Services holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. His background also includes roles outside finance, such as positions at Four Winds Hospital and SUNY Albany. UBS Financial Services serves individual, corporate, and institutional clients through diverse brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Ryan Machovec is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America and positions with the Town of Hempstead and SUNY College at Cortland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Querze is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at multiple firms including SagePoint Financial and OSAIC, and operates Querze Wealth Management, where he spends a portion of his time engaged in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Carrie Pedecine is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with UBS Financial Services Inc. since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

John Morrison IV is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates since 2009, following prior roles at UBS Financial Services and Prudential Equity Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured tools and investment modeling, managing approximately $2.74 trillion in client assets.

Meredith Fierro is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she worked at Blu Ale House and held roles at the University of Delaware and TJX Companies. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Charles Andrzejewski is a Financial Advisor and a member of The Erdmann Group at Merrill Lynch Wealth Management. He advises senior executives, business owners, entrepreneurs, private equity partners, and ultra-affluent families on various aspects of their financial lives, including executive compensation, family wealth management strategies, liquidity management, managing new wealth, and tax minimization. Charles brings over 12 years of experience in the financial services industry, including five years at RMB Capital, a Chicago-based investment management firm. He focuses on estate planning needs, wealth transfer strategies, liquidity events, concentrated stock positions, and cash flow modeling. His approach emphasizes intellectual rigor, in-depth customization, and a commitment to service. Charles holds a Bachelor's Degree from the University of Pennsylvania, where he played Division 1 Lacrosse for four years and served as a team captain for two years. He is also a Personal Investment Advisor (PIA). Charles currently resides in Fairfield, CT with his wife and their two sons.

Charles Bracken is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. Outside of advisory work, he owns interest in multiple investment-related LLCs and is involved part-time with an insurance agency in Sarasota, Florida. 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 tailored recommendations supported by proprietary research and planning tools, serving clients with a broad range of planning needs.

Bradford Fulton Jr. is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the CFA® and Series 66 designations. His prior work includes roles at J.P. Morgan Institutional Investments Inc. and Bankers Healthcare Group. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a variety of investment and advisory offerings.

Thomas Gwin is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 20 years of industry experience, including roles at Metlife Securities, Inc. and MassMutual Life Insurance Co. In addition to his financial work, he is active as a fashion model and actor with Soul Artist Management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes.

Alyssa Salvo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Alyssa holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Gregory Field is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Edward Jones in 2017, he operated Field Consulting, a telecommunications business, for 12 years. He also serves as an Education Coordinator for BNI in White Plains, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Dan Chevreux is a Financial Consultant at Fidelity Investments. He is focused on helping clients develop comprehensive financial plans aimed at simplifying their financial lives and supporting their lifestyle goals. Dan has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Investment Consultant before becoming a Financial Consultant. His experience within the firm has provided him with a strong foundation in financial planning and investment strategies. Outside of his professional work, Dan enjoys activities such as spending time at the beach, fishing, fitness, outdoor adventures, and socializing with friends. He also has an interest in pets.

Jonathan Rosen is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Before joining Fidelity, he worked in freelance videography from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisory entity for multiple registered investment companies and delivers model portfolios to intermediary platforms.

Edward Kovac is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 26 years of industry experience. His prior work includes roles at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. He serves as a volunteer board member for organizations providing services and information to elderly and sight-impaired individuals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as an annual, collaborative process using analytical software and generally recommends investment categories and strategies rather than specific products.

Noah Sanders is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Key Group Management, Inc. Noah serves as a trustee for a family trust where he provides investment guidance and financial education. OSAIC Wealth serves retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization.

Preetham Dhivakar is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and PKZ Group Inc. Outside of his advisory role, he is a passive owner of a special purpose vehicle formed to coordinate legal claims related to a breach of contract. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, delivering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and quantitative and qualitative research.