Joel Bodner is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following seven years at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools to develop financial plans, which clients are responsible for implementing and updating.

Jason Kwon is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 19 years of industry experience, including roles at MassMutual Life Insurance and MetLife Securities. Outside of his advisory work, he owns and operates Bluestone Benefits, a brokerage specializing in health, dental, and Medicare insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative, software-assisted planning methods and provides various event-driven planning services.

James Pryor Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS Financial Services Inc., Palumbo Wealth Management, and PricewaterhouseCoopers LLP. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in client assets. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and public entities, offering a range of firm-sponsored programs and specialized services including municipal and public finance.

Jennifer McDonald is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2020 and previously held roles at Alphadyne Asset Management LP and The Financial Gym, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 simulations.

Peter Costello is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Samson Akinyooye is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a director of Mericel Academy, Inc., a school where he manages financial statements and cash flow. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Adrian Ozarchievici is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2017 and previously spent one year at HSBC Bank USA N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Apryl Redwood is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2009. Prior to that, she has been associated with Bank of America, N.A. since 2008 and U.S. Trust Company since 2000. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services with a broad range of banking and trading activities within Bank of America’s platform.

Antoinette Mazzamuto is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with Lex Realty and Looking Glass Home Inspections. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad investment platform to support its clients’ financial goals.

Kevin Graf is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Prior to joining Stifel, he was involved in various roles including at Ciminellis Pizzeria and Jones Beach State Park. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Michael Shanahan is a financial advisor at Fidelity with 27 years of industry experience. His prior roles include positions at Pruco Securities, LLC and Broadridge Financial Solutions. He holds Series 63 and Series 65 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a unique advisory role to multiple registered investment companies and fund-of-funds.

Michael Kaplan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 2005, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is a 22% partner in Equinox Financial Partners LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Juan Rodriguez is a financial advisor with LPL Financial in New Rochelle, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Before joining LPL Financial in 2021, he worked for HSBC Securities (USA) Inc. from 2013 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Mark Greco is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process supported by firm-approved tools and the Global Investment Committee’s market estimates.

Nauman Jamil is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds the CFP® and CFA® designations, along with Series 66, 63, and 65 licenses. Prior to his current role, he worked in financial and investment management services and operates his own CPA firm. Jamil is also involved in healthcare consulting, providing accounting, bookkeeping, and tax planning services. 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 programs using firm-approved analytical tools.

Allen Wittenberg is a financial advisor at OSAIC with 44 years of industry experience. He has held roles at Royal Alliance Associates since 2018 and at Signator Investors from 1981 to 2018. His credentials include Series 63 and Series 65 licenses. In addition to advisory work, he operates a sole proprietorship as an insurance broker and serves as an investment advisor representative for Lighthouse Financial Network, LLC. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to third-party money managers and managed-account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Suresh Malavia is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Henry Tom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked extensively within J.P. Morgan and HSBC entities, serving in various roles since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary model. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brian Gutner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, divorce transition planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from George Washington University, a Master's Degree from New York University Law School, and a Juris Doctorate Degree from George Washington University Law School. Outside of his professional work, Brian has personal interests in baseball, hiking, reading, skiing, and tennis.

Breno Vilete is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Santander Securities, Wells Fargo, and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.