Jonathan Gallashaw is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Teachers Insurance and Annuity Association (TIAA). Outside of his advisory role, he serves as President of the board of managers for Colonial Towne Homes Condominium, a self-managed community association. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Malik Brown is a CFP® with 19 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been with JPMorgan Chase Bank, N.A. since 2007 and has a longstanding affiliation with Connecticut College. Outside of financial services, he owns Progressive Move Real Estate, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

Ryan Vorhies is a financial advisor with LPL Financial holding a Series 66 license and eight years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, Morgan Stanley, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies with operational tools including machine learning for advisor support.

Christopher Brenner is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked for Mercer Allied Company, L.P. for 22 years before joining LPL Financial in 2019. Brenner holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 advisors.

Joseph Andreoli Jr. is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Matthew Mcandrew is a financial advisor at Morgan Stanley in Purchase, NY, with 20 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and Morgan Stanley & Co. LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Jason Wolter is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and over 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously at J.P. Morgan Securities from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Anthony Maiuolo is a CFP® and ChFC® with 21 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He has prior experience with METLIFE Securities Inc. and MassMutual Life Insurance Company. Outside of advising, he is involved in tax preparation services as a member of SKG Tax LLC and consults on marketing and lead generation for other advisors through Taxter Marketing LLC. Mass Mutual Investors Services, LLC 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 focuses on collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning, estate settlement, and employer-sponsored plans.

Alexandar Nikolic is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial sector, including Investment Associate at JP Morgan Securities in 2022, Investment Consultant at Fidelity Investments from 2020 to 2022, Private Client Banker at JP Morgan Chase, NA from 2019 to 2020, and Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Alexandar has developed experience in financial consulting, investment association, and private client banking. He focuses on partnering with clients to understand their long and short-term financial needs and goals. By building strong relationships and delivering customized planning, he aims to create strategies that support families in working toward their financial objectives.

Connor Dufresne is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Morgan Stanley and was involved with the Madison Square Garden Sports Corporation, where he was affiliated with the New York Rangers. He is also associated with the Rye Rangers Hockey Club. 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 approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jacob Greene is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and joined Morgan Stanley in 2024. Prior to his current role, he spent time at the University of Chicago and Cornell University in non-advisory capacities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and modeling tools to support client planning.

Donna Binda is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Bank of America, and Regions Bank. Outside of her advisory role, she serves as a board member for The Women's Small Business Accelerator, a community organization focused on business development and fundraising, and works as an independent beauty consultant for Mary Kay. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supported by the Global Investment Committee’s market estimates and modeling techniques.

Mark Wagner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 2013, bringing two years of personal banking experience focused on assisting clients with their financial needs and retirement planning. His expertise includes college education planning, employee financial health, socially responsible and values-based investing, ESG investing, and retirement income strategies. Mark holds a Bachelor of Science degree in Finance from Susquehanna University and holds the Personal Investment Advisor (PIA) designation. Outside of work, he volunteers at the Ossining Food Pantry and engages in various recreational activities including biking, boating, football, golfing, ice hockey, music, skiing, and soccer.

Navdeep Singh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at several major firms, including JPMorgan Chase Bank, TD Bank, and Citigroup. Singh’s career has been primarily focused within prominent financial institutions. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

G Michael Sarlanis is a financial advisor with UBS Financial Services in Manhasset, NY, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he is a limited partner involved in a family business, Sarlanis Enterprises LLC, which focuses on real estate. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and delivers advisory services through a network of Financial Advisors using proprietary research and model-based asset allocations.

Douglas Okin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously served at MSI Financial Services, Inc. for 12 years. Outside of financial advising, he owns businesses in retail sales and aviation, including International Outfitters Inc. and Hopscotch Air, Inc. Mass Mutual Investors Services, LLC 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 uses technology-driven tools to assist in goal analysis and offers event-driven planning programs including divorce and estate planning.

Sandra Kapfer is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm offers tailored recommendations based on extensive research and planning tools, allowing clients flexibility in implementing advice through brokerage or advisory programs.

Craig Forbes is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Prudential Insurance Company of America since 2000 and was with Pruco Securities, LLC. from 2000 to 2024. Forbes is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a large network of investment adviser representatives.

Charles Dear is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 43 years of industry experience. His career includes positions at Cambridge Investment Research, Inc. since 2015 and Diastole Wealth Management from 2003 to 2011. He serves as a managing member of Riverside Financial Group and is a board member of GreenStage Guilford, an arts and performing arts organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across various custody and platform arrangements.

Mary Catherine Macaluso is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity in 2018, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, she held roles such as VP of Executive Communications at OppenheimerFunds and Director of Economic Research & Analysis at Strategas Research Partners. With two decades of experience in the financial services industry, Mary Catherine offers expertise in creating customized financial plans tailored to individual needs, concerns, and preferences. Her background includes economic research, industry analysis, and investment consulting. Outside of her professional career, Mary Catherine's personal interests include cooking and baking, fitness, horseback riding, outdoor adventures, parenthood, and reading.