Michelle Hobart is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Citizens Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Morrison IV is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank, National Association since 2015. 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 models. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Meredith Fierro is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 and Series 63 credentials and has worked at Morgan Stanley since 2023. Outside of finance, she has been involved with Blu Ale House since 2022. 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 investment analysis.

Charles Andrzejewski is a Financial Advisor and a member of The Erdmann Group at Merrill Lynch Wealth Management. He advises senior executives, business owners, entrepreneurs, private equity partners, and ultra-affluent families on various aspects of their financial lives, including executive compensation, family wealth management strategies, liquidity management, managing new wealth, and tax minimization. Charles brings over 12 years of experience in the financial services industry, including five years at RMB Capital, a Chicago-based investment management firm. He focuses on estate planning needs, wealth transfer strategies, liquidity events, concentrated stock positions, and cash flow modeling. His approach emphasizes intellectual rigor, in-depth customization, and a commitment to service. Charles holds a Bachelor's Degree from the University of Pennsylvania, where he played Division 1 Lacrosse for four years and served as a team captain for two years. He is also a Personal Investment Advisor (PIA). Charles currently resides in Fairfield, CT with his wife and their two sons.

Logan Gatch is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Candex Solutions and held positions in educational institutions including Northeastern University and The Dwight School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct-to-client and corporate financial planning solutions.

Charles Bracken is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked within Wells Fargo at various entities since 2010. Outside of advisory services, he is involved with Princeton Harriman Insurance Solutions as a financial advisor and has ownership interests in two investment-related LLCs. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting a net-worth threshold. The firm combines advisory services with other financial products and referral channels to serve its clients.

Bradford Fulton Jr. is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the CFA® and Series 66 designations. His prior work includes roles at J.P. Morgan Institutional Investments Inc. and Bankers Healthcare Group. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a variety of investment and advisory offerings.

Alyssa Salvo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Alyssa holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Jonathan Rosen is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Before joining Fidelity, he worked in freelance videography from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisory entity for multiple registered investment companies and delivers model portfolios to intermediary platforms.

Noah Sanders is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 14 years. Sanders serves as a trustee for a family trust, where he advises and educates his nephews on investment matters. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to various investment platforms and third-party managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Preetham Dhivakar is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and PKZ Group Inc. Outside of his advisory role, he has a passive ownership interest in a special purpose vehicle formed to coordinate legal claims related to a breach of contract. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gabriel Salas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at JP Morgan Private Bank and Monahan's Seafood Market. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Samuel Lazar is a financial advisor with Merrill, holding a Series 66 designation and based in Stamford, CT. He has one year of industry experience, having previously worked at GAMCO Investors, Inc. and Barnum Financial Group. Outside of his advisory roles, he has been involved with Old Oaks Country Club over multiple years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Nachman is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Nachman co-presides over Endurance Operations Management LLC, managing business operations including human resources, expense management, and accounting. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement income recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Patricia Weber is a financial advisor with Ameriprise in Wilton, CT, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a large institutional platform that integrates advisory, brokerage, and insurance solutions.

Yamelyn Asencio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing approximately four years of financial services experience, including roles at Wells Fargo Bank and JPMorgan Chase Bank. Outside of her advisory career, she has been involved with BYD Home Restoration Inc. since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

David Lasco is a financial advisor with Ameriprise in Valhalla, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he serves as Co-President of the Fordham University Alumni Westchester and sits on the Board of Directors for the Financial Planning Association of the Greater Hudson Valley. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Brian Valente is a financial advisor with Equitable Advisors in Pelham, NY, holding a Series 66 designation and 26 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Valente serves as a board member and co-president of two local nonprofit organizations, the Chester Park Association and the Pelham Booster Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Joshua Elbaum is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Private Bank and Padell Business Management. Outside of finance, he has worked in educational roles and with the Rising Stars Youth Foundation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and advanced modeling tools to develop planning strategies.

Ryan Hetzer is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.