Trevor Crochet 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, he worked at Deal Casino Beach Club and Monmouth Beach Bath and Tennis Club. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to develop tailored plans.

Douglas Razzetti is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1995 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Matthew Quinlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Lazard Asset Management LLC. Quinlan is based in Greenwich, CT. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Chasin is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, with prior roles at UBS Financial Services, Exos Securities LLC, and RBC Capital Markets. He serves on the board and fundraising committee of Virtual Enterprise International, a business school supplement program for middle and high school students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets and incorporating firm-approved planning tools and market modeling in its process.

Mercedes Paula is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., First Republic Bank, and Capital One Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Sydney Schneider is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has prior work history at Tortoise Investment Management and Littlejohn & Co. She also spent several years in educational roles at the University of Miami and Edgemont Jr. Sr. High School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs that include tailored financial planning and estate strategies. The firm utilizes a structured planning process supported by analysis tools such as Secular Return Estimates and Monte Carlo simulations.

Edward Quick III is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His career includes prior roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios and a formal alternative-investment process.

Jeffrey Samsen is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at City National Bank, RBC Capital Markets, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Ava Gargiulo is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior work includes positions at East End Advisors and BODYARMOR Sports Nutrition, as well as academic and instructional roles at the University of Michigan and Windward School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Robert Dolliver is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of Concord Carlisle Youth Baseball and works as an assistant baseball coach at Middlesex School. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Patrick Davis is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020, with prior experience at Ares Management LLC and Dickinson College. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and modeling tools but does not include individual security recommendations as part of standalone plans.

Jeffry Rosen is a financial advisor with LPL Financial based in Purchase, NY. He holds the ChFC® designation and has 40 years of industry experience, including prior roles at Guardian Life Insurance Company, American Portfolios Financial Services, and Berkshire Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management.

Sarah Munson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She has been with Wells Fargo Clearing Services since 2021 and has a long tenure at Wells Fargo bank dating back to 2005. Outside of her advisory role, Munson is active in community organizations, serving as treasurer for a local Boy Scouts troop and as a ruling elder for Katonah Presbyterian Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that clients can choose to implement through the firm’s brokerage or advisory programs.

Rosemary Fusco is a financial advisor at Morgan Stanley with 38 years of industry experience. She previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Smith Barney LLC in 2025. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates firm-approved tools and investment estimates to model outcomes.

Nimedia Ozinegbe is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked in the Athletics Finance Office at the University of Pennsylvania. Outside of finance, she is a partner in Send Your ETA LLC, an art and culture business focused on marketing and event planning. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by structured discovery conversations and firm-approved planning tools.

Lauren Ricca is a Certified Financial Planner (CFP®) with 19 years of industry experience. She currently works at LPL Financial and has held prior roles at AllianceBernstein LP, Sanford C. Bernstein, Wells Fargo, Kestra Advisory Services, Maltin Wealth Management, and TIAA-CREF. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of more than 22,800 advisors with a range of discretionary and non-discretionary investment strategies.

Meghan Kristensen is a financial advisor at Merrill with 22 years of industry experience. She has held her current position since 2016 and holds Series 63 and Series 66 designations. 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 and profit-sharing plans, corporations, and charitable organizations.

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.