Dominick Riolo is a financial advisor with LPL Financial in New City, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Ameriprise Financial Services and B. Riley Wealth Advisors. Outside of advisory work, he operates a FAFSA completion service that assists students and parents with college financial aid forms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through its large network of investment adviser representatives, utilizing various portfolio strategies and technology tools.

Catherine Megna is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She joined Morgan Stanley in 2018 after working at Virgo Investment and operating as a self-employed advisor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs and tailored 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.

Robert Cappadona is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Royal Alliance Associates. He is also an advisor to Garden State Capital Investments LLC, a business entity focused on tax and investment matters. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party managed-account solutions to construct portfolios across various asset classes.

Christian Robinson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Macy's, Cold Stone, Shoprite, and Baruch College. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

James Sears is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services, Edward Jones, and Michael Page. Sears has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, focusing on clients with significant assets in Ameriprise-managed accounts.

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

Joseph Hinshaw IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Morgan Stanley since 2012 and previously spent five years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through structured planning tools and strategies developed by its Global Investment Committee.

Ayumi Noda is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. Noda has been with Morgan Stanley since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers financial planning services both directly and through corporate agreements.

Janine Nebbia is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill from 2013 to 2021 before joining Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved processes.

Michael Jason is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Financial Advisors Corporation, Bank of America, N.A., and Merrill. Outside of his advisory role, he coaches a local youth hockey team. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with access to multiple platforms and third-party money managers, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Kathleen Bigelow is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matias Morales is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. His background also includes roles at Peoples United Bank and TD Bank, N.A. 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, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.

Abdoulaye Diakite is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has prior work experience at CVS Pharmacy and educational institutions including Lehman College and the High School for Health Careers and Sciences. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Alec Chevreux is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to assist them in making important financial decisions and developing personalized strategies tailored to their goals. He prioritizes understanding each client's unique situation to provide guidance and long-term planning support. Alec's professional experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2026, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. This progression demonstrates his breadth of experience in financial consulting and investment advising. Outside of his professional work, Alec has interests in cooking and baking, fishing, fitness, exploring culinary experiences, outdoor adventures, and traveling.

Christie Flynn is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 designation. 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 structured discovery conversations and firm-approved tools.

Jonathan Licata is a Series 66-licensed financial advisor with Wells Fargo Advisors in Paramus, NJ, and has five years of industry experience. Before joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2019 to 2025, and previously held roles at Randstad Temp Agency and Manhattan College. Outside of his advisory duties, Licata coaches youth hockey for the Ramapo Youth Hockey Association in Monsey, NY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold. The firm combines advisory services with various financial products and planning strategies to address diverse client needs.

Radhika Naini is a financial advisor at Morgan Stanley with 4 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to model potential outcomes.

Indira Valladares is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2014. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

David Heller is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Mass Mutual Investors Services, as well as Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as a managing director of Sanders Smith Ltd and provides insurance services as a sales agent. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment options, and supports various third-party managed-account platforms.

Christina Giraldi is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for 12 years. Outside of her advisory role, she works as a bartender in Township of Washington, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.