Cyril Wyse is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2020. Prior to joining LPL, he spent 31 years with Ameriprise Financial Services, Inc. He is based in White Plains, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Elizabeth Harrigan is a financial advisor at Morgan Stanley with four years of industry experience. She has been with Morgan Stanley since 2019 and previously operated a small business, Velocity Group LLC, which did business as Bitsy's Bikinis, from 2014 to 2020. 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 manages approximately $2.74 trillion in client assets through a range of advisory programs.

Henry Boettger is a financial advisor with Cetera, holding a Series 63 designation and 17 years of industry experience. His previous roles include positions at Equity Services, Inc and National Life Group. He is also a partner at Hodgkins Boettger Agency LLC, where he is involved in insurance sales and management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform to provide customized investment solutions.

Lisa D'alessandro is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2022, she worked at Foresters Financial Services and Foresters Life Insurance and Annuity Company from 2018 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates.

Christian Washington is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. Prior to joining LPL Financial in 2024, he spent ten years with Cambridge Investment Research Advisors, Inc. In addition to his advisory role, Washington teaches at the City University of New York. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

William Krabbe is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 credential. His prior roles include positions at Equitable Advisors, Modern Woodmen, and Rare Species Conservatory. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Nicholas Koenig is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Cetera Investment Services and Foresters Financial Services. Outside of finance, Koenig is involved in a construction business, Around The House LLC, which he operates on weekends. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework in its investment recommendations.

Vincent Fiorentino is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves as president of a local business networking group in Canton, Georgia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Joseph Dailey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Merrill and Bank of America before joining J.P. Morgan in 2021. Outside of his advisory role, Dailey owns a small woodworking business called CJD Designs LLC, where he creates commissioned pieces. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates ESG criteria in its recommendations and operates within the broader J.P. Morgan financial organization.

John Mapes is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 credentials. 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 supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Sara Thorson is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 17 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2017 and previously at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Diego Chalco is a Planning Consultant at Fidelity Investments, where he provides holistic planning and guidance to clients. He collaborates closely with clients and their families to develop financial plans tailored to their unique goals, needs, and visions. Diego has held various roles at Fidelity Investments since 2022, including Investment Consultant and Relationship Manager, and previously worked as an Investment Specialist at Vanguard Brokerage Services from 2020 to 2022. He holds a California Insurance License, supporting his capacity to serve clients comprehensively in financial planning. Outside of his professional work, Diego enjoys activities such as fitness, hiking, running, soccer, tennis, and exploring culinary interests.

Nicole Williams is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a structured planning process supported by firm-approved tools and market modeling.

Aidan Dervisevic is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance such as work at Think Mortgage, a restaurant, and various educational positions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a broad range of financial products supported by an integrated platform.

James Rankowitz is a CFP® with 15 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Rankowitz serves as a member of the US SIF Financial Advisory Committee, promoting the use of sustainable investments. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anthony Meola is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at ADP LLC, ADP Broker Dealer Inc., and Foresters Financial Services. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Eric Hasselberger is a financial advisor at Ameriprise in Rye Brook, NY, holding a Series 66 designation with two years of industry experience. His prior roles include work with Spirits Promise Equine Rescue and teaching positions at Fairfield University and Manhasset Secondary School. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate tax-smart strategies, Social Security options, and asset management guidance. The firm combines algorithmic tools and research oversight to deliver tailored, non-discretionary retirement advice.

Brianna Brown is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America, Pruco Securities LLC, and roles in academia at Wilmington University and Cecil College. Outside of finance, she worked for five years at The Blue Crab Grill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Samuel Bowles is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at InSight Crime, the Office of Congressman Himes, the Department of State, National Journal, and The Borgen Project. He completed his education at Yale University. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and quantitative tools such as Monte Carlo simulations.

Richard Nolan is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Morgan Stanley, having joined the firm in 2025 after nine years with Russell Implementation Services Inc., part of Russell Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate scenario modeling and broader investment strategies.