Christian Washington is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and previously spent 10 years at Cambridge Investment Research Advisors. Outside of his advisory role, he teaches at the City University of New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and oversight of substantial discretionary assets.

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 63 and Series 66 licenses and has previously worked at Cetera Investment Services and Foresters Financial Services. Outside of his advisory role, he is involved in a construction business, Around The House LLC, which he operates on weekends. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Vincent Fiorentino is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020. Outside of his advisory role, he serves as president of The Green Jacket Club, a business networking organization in Canton, Georgia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Patrick McMahon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has one year of industry experience and previously worked with the Binghamton Athletics Department and Binghamton University. Outside of his financial career, he was involved with the Red Jug Pub for two years. 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 offers collaborative annual financial planning using firm-approved software and delivers written recommendations without discretionary investment authority.

Aidan Dervisevic is an advisor at LPL Enterprise with a Series 66 credential and under one year of industry experience. His prior work includes roles at Think Mortgage, University of South Carolina, and positions in education and hospitality. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Roger Matles is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for UBS Financial Services Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm integrates in-house and third-party managers and provides access to alternative investments and a range of capital-markets capabilities.

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 the Series 63 and Series 66 designations. His prior experience includes roles at ADP LLC, ADP Broker Dealer Inc., and Foresters Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured planning processes and a broad set of investment and planning resources.

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.

Jennifer Murphy is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at Northern Lights Distributors, New Age Alpha Advisors, Telsey Advisory Group, Ultimus Fund Distributors, and Profit Investment Management. Jennifer is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Benjamin Reiser is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Greenwich, CT, and has three years of industry experience. He also serves as a Strategic Consultant for PickleStar Theatricals, a multigenerational producing group focused on theatrical productions. 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 team of Wealth Advisors.

Saisha Puri is a financial advisor at Morgan Stanley with a Series 66 designation and recently started her career in the industry. Prior to joining Morgan Stanley, she spent ten years at The Brearley School and completed her education at Cornell University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes.

John Arminio is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has been with MassMutual Life Insurance Co and MML Investors Services since 2025. Prior to this, he gained experience at Barnum Financial Group, Fortress Investment Group, and Dunlea Glass & Mirror, Inc. He also has a background connected to the University of South Carolina and several community clubs. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured annual planning process utilizing firm-approved analytical tools.