Mo Fahimi is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Fahimi previously managed a rental property in the United Kingdom before relocating to the United States. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Joseph Miller III is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and has roles outside of advisory work including serving as a trustee and power of attorney for a trust, acting as a general agent for Transamerica, and holding shareholder and LLC memberships related to insurance and leasing businesses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers a range of advisory models primarily through third-party sponsors, with a focus on matching clients to investment programs based on risk tolerance and personal information.

Charlotte Fargis is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. She joined Morgan Stanley in 2024 after completing her education at Southern Methodist University. Prior to her current role, her experience includes teaching positions at Northern Highlands Regional High School and Ho-Ho-Kus Public School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual 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 through financial advisors and specialized planning groups.

Eric Hudson is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and was previously with Key Investment Services LLC from 2017 to 2022. 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, utilizing research and analytics to support investment decisions.

Lisa Dodge is a financial advisor at Morgan Stanley with the Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2018, having previously worked there from 2003 to 2018. Outside of advising, she and her husband are involved in managing a second home in Maine that they rent to their daughter and her fiancé. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its advisory services.

Alexander Chosczyk is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, Equitable Advisors, and Axa Advisors. Outside of his advisory role, he is the managing member of AC Capital Enterprises LLC, an investment-related holding company. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm integrates structured discovery conversations and advanced planning tools to support clients’ financial goals.

Diane McGuire is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she has a fiduciary power of attorney responsibility for her parents. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daisy Appiah Kubi is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY. She has been with Morgan Stanley since 2023. Prior to joining the firm, her background includes periods of unemployment while completing education at Wellesley College and earlier schooling. 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 supported by structured discovery conversations and firm-approved tools.

Marc Goulah is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2011, with a brief tenure at BofA Securities in 2019. 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.

Patricia Levey is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Southworth is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Kenneth earned a Bachelor's Degree from Lake Forest College and completed his high school education at The Kent School.

Paul Salmore is a Financial Consultant at Fidelity Investments, bringing over 27 years of experience in the financial services industry. He joined Fidelity in 2022 as an Investment Consultant and transitioned to his current role in 2023. Throughout his career, Paul has held leadership positions, including Managing Director roles at Raymond James, BB&T Capital Markets (now Truist), and KeyBanc Capital Markets. He also has experience as an Associate Director at UBS and as an Associate at Morgan Stanley. Paul's expertise lies in collaborating with clients to develop investment and income strategies tailored to their goals. His professional objective is to work closely with clients to ensure they have effective financial plans in place. Outside of his professional work, Paul engages in activities such as comedy, family activities, parenthood, caring for pets, playing tennis, and volunteering.

Zachary Aldieri is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan in various capacities since 2019, including roles at JPMorgan Chase Bank NA and Bradley, Foster & Sargent Inc. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Amy Gillis is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. She has been with UBS and its predecessor firms since 1979. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Peter Davey is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Abriana Hernandez is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. She has been with Morgan Stanley since 2024 and has prior experience at PGA TOUR Superstore, Under Armour, and TCI Wealth Advisors. Hernandez also has a background in education, having worked at the University of Arizona and Eller College of Management. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Matthew Rizner is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of finance, he serves as a manager for Sigalow MD LLC, an S-Corp established for his wife's work as a child psychiatrist, assisting with administrative tasks. 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 applying an ESG eligibility framework in its recommendations.

Lawrence Baker is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, he owns and operates 5 Bakes LLC, doing business as Merritt Point Wealth Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Brian Vieselmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at firms including Mass Mutual, National Life Group, and currently serves as a partner at Corporate Plans Retirement Strategies LLC. In addition to his advisory roles, he is an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various account structures and investment strategies.

Sarah Kamman is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2020 after working at Morgan Stanley and The Blackstone Group. 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 an ESG eligibility framework to inform its recommendations.