Walker Brady is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at Fieldpoint Private for six years before joining Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mary Fava Marsh is a CFP®-designated financial advisor with 25 years of industry experience. She is currently with Morgan Stanley in Paramus, NJ, having joined the firm in 2025 after nine years at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Jim Akasala is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Citigroup Global Markets and CITI Private Advisory. Outside of his advisory role, he is a silent partial owner of a gas station and convenience store business. J.P. Morgan Securities provides institutional consulting services to clients such as 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.

Michael Vitacco is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at JP Morgan Securities and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using a structured process supported by proprietary tools and analysis from its Global Investment Committee.

Jason Said is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with Mass Mutual Investors Services since 2023 and has experience working with several businesses outside of finance, including Torcello Ristorante and Greentree Country Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning using firm-approved analytical tools and a variety of investment programs.

Katie Hudson is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Foresters Financial for 11 years before joining Mass Mutual in 2019. Outside of her advisory role, she also acts as an agent for life insurance and fixed annuities. 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 provides financial planning, asset management, and educational seminars with a collaborative, goal-oriented approach.

Makenzie Martin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2024. Prior to this, she held positions at 220 Merrill/Elia Group and has been a full-time student at multiple institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Shital Panchal is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Panchal worked at Bank of America from 2013 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, 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, and institutional accounts.

Eric Siegeltuch is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 designation and has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of financial advising, he is the owner of Eric Siegeltuch Fine Arts, an art sales and consulting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Charles Slater is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2011. Outside of his advisory role, he serves as a trustee for several family trusts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Saccento is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. 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, and access to model portfolios and third-party asset management programs through an integrated platform.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial advisory and planning support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and advanced analytical tools to assist client decision-making.

Jason Babilonia is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated bank since 2019, following an 11-year tenure at TD Ameritrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Allison Andrews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank. Outside of her advisory role, she owns Andrews & Austin LLC, a non-medical home care business for senior citizens, and serves on the Board of Advisors for Big Brothers Big Sisters in Hartford, Connecticut. Merrill, together with its affiliate Managed Account Advisors LLC, 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.

Robert Ruscick is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options including insurance-related vehicles and bank deposit sweep programs.

Eleanor Galt Lin is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory activities, she serves as a presenter at Montclair Adult School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process includes structured discovery conversations and firm-approved tools, with a focus on advisory services rather than direct security recommendations.

Cooper Ficarra is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Stockton University and was involved with Tucker's Tavern. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process to assist clients, with a broad range of retail and institutional offerings.

Abraham Mizrahi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Capital One Advisors. 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 options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.

Pei Jye Wang is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 15 years. Outside of his advisory duties, he manages Rich Eternity LLC, which focuses on estate planning and fixed life insurance. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a wide network of affiliated advisers, offering integrated brokerage and advisory services with both discretionary and non-discretionary portfolio management options.

John Salina is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at NYLife Securities and NYLife Insurance from 2014 to 2019. Salina is also involved in insurance brokerage, serving as president of Fortis Brokerage Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, goal-oriented planning engagements.