Kevin Edwards is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Edwards is also involved with a trust business based in Greenwich, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and investment committee resources.

Julia Strayer is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2000. Prior to this role, Julia served as a vice president and private banker at BankBoston's Private Bank for seven years, where she was responsible for asset management and trust services. Before her tenure at BankBoston, she worked in marketing with Merrill for nine years. Julia's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, as well as sports and entertainment. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her educational background includes a Bachelor's degree from The Ohio State University, an MBA from New York University's Stern School of Business, and a Master's degree from Sarah Lawrence College. Julia has appeared on CNBC's "Power Lunch," CBS's "This Morning," WGCH's "Women in Business," and has been featured in USA Today. Outside of her professional work, she has interests in photography, reading, tennis, and writing.

Brendan Russo is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Capital Group and Equitable. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Silva is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Tripodi is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual Investors Services and DoorDash. His background includes roles outside the financial sector, such as with US Valet and VetPride Services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes a structured discovery approach and firm-approved tools to model potential outcomes without providing individual security recommendations as part of standalone plans.

Christopher Richards is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Prudential Insurance Company of America, MassMutual Life Insurance Co, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products such as trust custody and insurance services.

Ana Becker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior experience includes roles at Citi, Goldman Sachs, and British Telecom. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Peter Lennon is a CFP® with 18 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in White Plains, NY. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. In addition to his advisory role, he is employed by JPMorgan Bank, where he can offer bank products and services including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a range of investment management affiliates.

David Jacas is a financial advisor with Cetera who holds the Series 63 designation and has 31 years of industry experience. He has worked at Cetera since 2005, including with its current entity since 2021. Outside of his advisory role, he manages accounting and tax preparation services through J&J Tax Consultants and serves as a board member for a condominium association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services with a multi-manager platform that supports discretionary and non-discretionary account management across multiple program structures.

Gabriel Palacios is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has five years of industry experience. His prior work includes roles at Crossborder Solutions and MassMutual Life Insurance Company. 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, employing firm-approved software and collaborative processes to structure ongoing client relationships.

Beth Blecker is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Invescor Advisory Services, Inc. and Eastern Planning Inc, where she remains CEO. Outside of her advisory role, Blecker serves as a board member for a Holocaust museum and center for tolerance and education and has authored a biography. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and third-party management options.

Santo Briganti is a CFP® with 48 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in real estate ownership in Hartsdale, New York. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income and tax-aware withdrawal strategies.

Miguel Barbosa Machado is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2018, previously serving six years at J.P. Morgan Securities LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Alexander Lefkowitz is a financial advisor at Morgan Stanley with three years of industry experience. He has been employed by Morgan Stanley since 2021 and previously worked at the University of Wisconsin-Madison from 2018 to 2022. Lefkowitz holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Lawrence Johnson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, he worked at Citigroup Global Markets Inc. and Citigroup/Citibank from 2015 to 2024. 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Richard Dupuis is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients’ specific goals and changing market conditions. He provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America to support comprehensive wealth management. Richard holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Bryant College. Committed to community involvement, he volunteers with local organizations in line with Merrill’s tradition of engagement in the communities they serve.

Patrick Gallagher is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has worked previously at Knopman Marks and Skidmore College. Gallagher is also an independent insurance agent providing life, disability, long-term care, fixed annuities, and health insurance services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as collaborative relationships using firm-approved analytical tools.

Christina Tikkanen is a financial advisor with Ameriprise in Rye Brook, NY, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Tikkanen serves as Co-Vice President on the Board of Directors for the St. Margaret School Home School Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement recommendations and ongoing tax-aware planning focused on dependable income sources.

Caroline Calder is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with Morgan Stanley and its Private Bank since 2019, following five years at Bank of America and Merrill. Outside of her advisory role, Calder serves as Vice Chair of the Board at the Pequot Library in Southport, Connecticut. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on 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 both direct and employer-partnered financial planning services.

Spencer De Vito is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at UBS Financial Services for several years and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.