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.

Arnaldo Zelada is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and previously worked at Citizens Bank from 2016 to 2021. Outside of his advisory role, he works as an Uber driver in Stamford, CT. 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 roughly $671 billion in assets through more than 14,000 advisors and combines research and analytics with diversification principles to support its investment approach.

Sandra Kapfer is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo-affiliated firms since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include cash-flow, retirement, education, risk, and wealth-transfer planning.

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.

Peter Luppino is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995 and Bank of America, N.A. since 2009. 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 model-based and discretionary investment strategies developed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Christopher Ellis is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes positions at City National Bank and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and corporate clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles using both in-house and third-party managers and provides access to alternative investments and integrated financial solutions.

Eric Westerdale is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2020, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and he also has a long tenure with Brooks Brothers. He is based in Greenwich, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and affiliated research.

Christine Harsaghy is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2005. Outside of her advisory role, she is involved as a proprietor in a fitness gym, assisting her husband. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Debra Stokes is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Morgan Stanley affiliates since 2010, including Morgan Stanley Private Bank since 2015. Stokes serves on the advisory board of the Dubin Breast Center at Mount Sinai, which focuses on breast cancer screening, treatment, and survivorship. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals 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 operates a variety of retail and institutional investment services.

Bo Zhang is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he has worked as an independent contractor for Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Michael Petrizzo is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a CFP® designation as well as Series 63 and 65 licenses. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory services and brokerage through a broad range of programs for individuals and institutional clients, offering structured financial planning and wealth management solutions.

Carissa Marz is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works alongside her team to provide personalized financial strategies tailored to meet the goals and aspirations of their clients. Carissa’s approach emphasizes thorough attention to detail and professional handling of all aspects of the client relationship. She collaborates with her team to leverage Merrill Lynch's resources in delivering comprehensive wealth management services, including college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. Carissa resides in Washington, DC with her husband Ronald Charles Senegal and their children. Together, they enjoy traveling and exploring new experiences.

Oluwaferanmi Adewunmi is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and no prior industry experience. Before joining Morgan Stanley in 2025, Adewunmi held positions outside the financial industry, including roles at SAS Institute and Chapel Hill Country Club, and spent four years attending the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.

Melinda Cloobeck is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, and previously at Morgan Stanley Private Bank from 2015 to 2018. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she offers certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Saphora Afkhami is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she worked at UBS, MUFG, and Fiera Capital. Outside of her advisory role, she is a co-founder of CRAIIVE, a web application designed to inventory groceries through photos. 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.

Alex West is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Alex served as an Investments Consultant at Fidelity Investments from 2022 to 2024. Alex also has experience as a Private Client Advisor and Private Client Banker at J.P. Morgan Securities, LLC between 2016 and 2022. With 10 years in the financial services industry, Alex collaborates closely with individuals and families to understand their circumstances, values, and aspirations. This approach aids clients in navigating complex financial decisions and developing plans aligned with their priorities. Alex's personal interests include comedy, fitness, football, social events with friends, pets, and traveling.