David Almquist is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, City National Bank, and RBC Capital Markets during his career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailoring strategies based on each client’s Advisory Risk Profile.

Jill Marino is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 12 years. Outside of her advisory role, she is a notary public in Buchanan, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Jennie Wright is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has previously worked at Citigroup and Webster Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jose Morales is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Daniel Stan is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 30 years. In addition to advisory work, he sells property and casualty insurance policies in Brookfield, CT. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal and third-party research teams, and offers integrated financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

Martin Maffei is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining UBS in 2018, he worked at Fidelity Investments for 10 years. He is also a partner in 3 Sibling LLC, an investment partnership focused on equities across various sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide tailored investment solutions.

Dominika Lawecki is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 8 years of industry experience. She has been with RBC Capital Markets since 2011. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using a mix of in-house and third-party managers, with features such as rebalancing options, tax management, and responsible investing screens.

Erica Westfall is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2000. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Weisser is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by proprietary research and third-party analytics.

Christopher Vordemesche is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and structured discovery processes.

Jonathan Bifulco is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and 15 years of industry experience. He previously worked at UBS International/UBS AG for 10 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its financial planning process.

Juliana Panov is a financial advisor at Morgan Stanley with five years of industry experience. She joined Morgan Stanley in 2020 after working at SIE Exam Prep and CBG Composites GmbH. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with 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 supported by firm-approved tools and market modeling techniques.

Linda Miller is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. She has been associated with Cetera Wealth Services since 2013 and with Cetera since 2023. Outside of her advisory role, she serves as treasurer for the Westchester Needle Artists Chapter of the American Needle Point Guild and is a trustee for The Osborn, a nonprofit retirement community. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies.

Matthew Nesbitt is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he had brief roles at The Herbst Group, LLC and other positions outside the finance sector, including time as a full-time student. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Ashley Aurigemma is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley since 2014. She holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Gerald Santoro is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized supervision and custody services.

Isabelle Glat is a financial advisor at Morgan Stanley with a Series 66 credential and no prior industry experience. Her work history includes positions at Morgan Stanley and H.I.G. Capital, as well as educational roles at the University of Pennsylvania and several private schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery processes and advanced modeling tools to support client planning, managing approximately $2.74 trillion in assets.

Audrey Flamio is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including HSBC Securities (USA) Inc. and Equitable Advisors, before joining OSAIC in 2013. Outside of advisory work, she is an agent for Senior Services North America, selling Medicare-related insurance plans. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Mark Vanderburg is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He worked at Merrill from 2012 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor client solutions.

Rashawn Perry is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2018. Prior to that, he worked at Capital One Advisors and Capital One Investing. Outside of finance, Perry owns a childcare business in Mount Vernon, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm utilizes structured planning processes and advanced modeling tools to support its clients’ financial goals.