Daniel Le Noir is a Series 66 licensed financial advisor with Merrill, based in Greenwich, CT, and has eight years of industry experience. He has worked at Merrill since 2018 and is currently associated with Bank of America N.A. since 2022. Prior to his career in financial services, he was employed at North East Contractors Inc. for two years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, enabling access to a wide variety of financial products.

Dov Katz is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valley Wealth Managers, Valley National Bank, Bank Leumi, and Leumi Investment Services. Katz has been with Morgan Stanley since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process that incorporates firm-approved tools and market outlook simulations.

Timothy Riley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Mitchell Eisenberg is a Series 63-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 41 years of industry experience. Outside of his advisory role, he works as a tax preparer and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.

Frank Poli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, following a brief period at UBS Financial Services. Outside of his advisory role, Poli is involved in managing residential real estate as a landlord. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Andrew Antinori is the Vice President and Branch Leader at Fidelity Investments, where he leads, coaches, and develops a team of branch associates to assist clients in achieving their evolving life goals. He has been with Fidelity Investments since 2005, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President Regional Planning Consultant before assuming his current position in 2021. Throughout his tenure, Andrew has gained extensive experience in financial planning and client consulting. His career reflects a steady progression of increasing responsibility within the firm. Outside of his professional role, Andrew is interested in fitness, social events with friends, outdoor adventures, traveling, and volunteering.

William O'Doherty is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive goal-based planning on topics such as retirement, tax, estate, and special needs planning, delivered either as a one-time or ongoing engagement.

Jean Chung is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Jean partners with clients to develop strategies that address their short-, mid-, and long-term financial goals. Jean serves as a resource for general investing, retirement planning, and saving for unexpected needs, as well as facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jean’s client focus areas include college education planning, corporate executive services, divorce transition planning, executive compensation, and personal retirement planning. Holding the Personal Investment Advisor (PIA) designation, Jean completed an Accredited Certificate Program from DeVry University. Outside of work, Jean is involved with the Rotary Club of Tenafly and participates in community activities such as Feed the Streets, JA BizTown, and Passaic County Habitat for Humanity. Personal interests include basketball, football, golfing, hiking, pickleball, and tennis.

Christopher Kim is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® and ChFC® designations, has 17 years of industry experience, and previously worked at MetLife Securities Inc. Kim is also an independent insurance agent and is involved as a member and owner of two LLCs, managing administrative support and associate expenses for one of them. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using firm-approved software tools and offers event-driven planning services such as divorce and estate settlement planning.

Stanley Quelle is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates, Bank of America, Merrill Lynch, and Prudential Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that extend to corporate financial planning agreements.

John Catanzaro is a financial advisor at Stifel with Series 63 and Series 65 licenses and 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy developed by its Investment Strategy Group, emphasizing client discretion and tailored financial planning.

Craig Greenberg is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

David Goldwasser is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Massachusetts Mutual Life Insurance Company in 2016. Outside of his advisory role, he also works as a tax preparer and serves as an insurance agent. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, focusing on collaborative, goal-based financial strategies.

Astonia Carey is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Morgan Stanley in 2023, she worked at CITIGROUP for five years and Concordia College NY for five years. Outside of her advisory role, she is an ambassador for Swing Chic Golf, a retail and online brand. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, featuring tailored financial planning and extensive client asset management. The firm employs a structured planning process with firm-approved tools and serves both retail and institutional clients.

Mark Giordano is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial. He previously worked at American Portfolios Financial Services, Inc. for a decade and at OSAIC for two years. He is also co-founder of FFG Management and Consulting LLC, which focuses on life insurance and fixed annuity sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Paul Annunziato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as president of Sooner or Latte, a concierge and marketing coffee service, and is a member of the Zoning Board of Appeals for the Village of Mill Neck, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Marc Stein is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 23 years of industry experience. He previously worked at NORTH RIDGE SECURITIES CORP for 13 years and Cetera Advisor Networks for one year before joining LPL Financial in 2019. Stein is involved in a health insurance business that provides coverage primarily to small businesses, including dental and vision plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Dalton is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in a real estate rental business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing research, model portfolios, and third-party management within an integrated platform.

Veronica Vorhies is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at firms including B. Riley Wealth Management, National Asset Management, Winslow, Evans & Crocker, Inc., and Morgan Stanley in various capacities over the past decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Breen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.