Brianna Doheny is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work history includes roles at Freshford Capital and Rose Demolition and Carting, Inc., as well as academic involvement with Boston College. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a noted use of AI and systematic methodologies in its investment process.

Steven Bermack is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Juan Franco is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked for Sportime Clubs LLC, where he also occasionally coaches tennis outside of business hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Bryant Vallat is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients and their families in making financial decisions aligned with their long-term goals and visions. He collaborates with clients to build and maintain financial plans and identifies opportunities to enhance those plans. Bryant has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Retirement Solutions Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Bryant has interests in baseball, football, golf, and family activities.

Steven Sheresky is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank, RBC Capital Markets, LLC, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Mark Abraham is a CFP® and Series 66 holder with 24 years of experience in financial advising. He is currently with Cambridge Investment Research Advisors, where he has worked since 2023, following nine years at Arbor Point Advisors and Securities America Inc. Abraham serves as a board member on the condominium development board in Tarrytown, NY. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a range of platforms and model strategies, supporting both discretionary and non-discretionary management.

Frank Buttacavoli is a Series 66-licensed financial advisor with Raymond James & Associates in Paramus, NJ, bringing 26 years of industry experience. His prior roles include positions at UBS Financial Services and LPL Financial. Outside of his advisory work, he occasionally rents out Disney Vacation Club points he owns for family vacations. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning and advisory services with a range of portfolio management styles and affiliated research.

Rachel Constant is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021. Her prior roles include positions at Villanova University and Orono Senior High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including customized financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Daly is a CFP® professional with 13 years of industry experience, currently affiliated with Morgan Stanley. He previously worked at UBS Financial Services, Inc. for 11 years. Outside of his advisory role, Daly has been a lacrosse instructor and coach since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Nilay Patel is a financial advisor with Mass Mutual Investors Services in Tarrytown, NY, holding a Series 63 designation and 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2019 and previously held roles at Foresters Financial and First Investors Corporation. Outside of his advisory work, Patel is a partner in Envy Motorsports LLC, an exotic car rental business. Mass Mutual Investors Services 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, structuring client relationships with collaborative, goal-oriented planning engagements.

Jon Covlin is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. In addition to his financial services career, Covlin has been involved with Cascade Linen Service since 1987. Morgan Stanley Wealth Management delivers a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment framework. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Dustin Miller is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Pynt Inc. and served in the United States Army for 14 years. He also has experience with Healthbus, LLC and has taken a career break during 2023 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and a variety of advisory programs.

Elizabeth Kennedy is a financial advisor at Edward Jones in Woodcliff Lake, NJ, with 12 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for four years. Outside of her advisory role, she owns a second home in the Catskills. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Daniel Sirota is a financial advisor at J.P. Morgan Securities in White Plains, NY, holding a Series 66 designation with 26 years of industry experience. His prior roles include tenures at Bank of America, Merrill, and First Republic Investment Management. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Amy Wallack is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Merrill since 1995. Merrill 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.

Jilmmy Zevallos is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, having previously worked at Merrill Lynch, Bank of America, and JP Morgan. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning processes to deliver written recommendations and offers specialized programs including estate-settlement and employer-sponsored planning.

Augustin Delgado is a Financial Consultant currently working at Fidelity since 2022. In this role, he collaborates with clients to apply long-term financial strategies and assist with major financial decisions using Fidelity's planning tools. He has over a decade of experience in the financial services industry, having previously worked as a Private Wealth Analyst at Rockefeller Capital Management from 2020 to 2022, and as a Senior Client Associate at JP Morgan Chase from 2010 to 2020. Outside of his professional work, Augustin engages in family activities and enjoys kayaking, movies, and music.

Michael Gaviser is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Mantle Ridge LP, Navab Capital Partners, and Kohlberg Kravis Roberts & Co. He also operates Gaviser Advisory, a consulting business providing strategic advice to multiple firms. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and extensive investment resources.

Kyle Nolan is a Series 66-registered financial advisor with Morgan Stanley, based in Greenwich, CT, with seven years of industry experience. He has worked at Morgan Stanley Private Bank since 2019 and has prior involvement with organizations such as Kitu Life Inc. and football clubs in Tampere and Lisbon. 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 that incorporates firm-approved tools and analysis methods.

Jonathan Urbina is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. He holds Series 63 and Series 66 registrations. 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 and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research to develop model asset allocations.