Jeffrey Sheresky is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Morgan Stanley. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicolas Luxama Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing two years of industry experience. His prior roles include positions with Primerica Advisors and Primerica Financial Services. Outside of financial advising, he is employed by the City University of New York and has experience serving in the United States Marine Corps Reserves. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives who use a range of strategies including discretionary and non-discretionary management.

Kevin Demers is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. He has been with Morgan Stanley and its predecessor firm since 2015. 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 including tailored financial planning, using structured discovery processes and firm-approved tools to assist clients with their financial goals.

Alejandro Doble is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2025 and previously spent several years with Grove Point Investments, Grove Point Advisors, Allocation Resource Group, and H. Beck, Inc. He serves as Director of Tax at Allocation Resource Group, engaging in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Robert Vittori is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His previous roles include positions at Lyric - Clarity In Motion, Change Healthcare, and McKesson Health Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Sable is a financial advisor with UBS Financial Services in Purchase, NY, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Merrill for six years before joining UBS in 2012. Outside of his advisory role, he is involved as a partner in Greene County Properties LLC, investing in home construction projects in the Catskill region. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings and supports its advisors with proprietary research and model-based asset allocation tools.

Julia D'arecca is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, with prior roles including positions at PricewaterhouseCoopers and Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad retail and institutional offerings.

Deanna Zulauf is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Anne Orr is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and previously worked in various roles at companies including Serena & Lily, Vineyard Vines, Ivory Ella, and Centric Brands Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Cullen is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brad Currao is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Park Avenue Securities, Big League Talent Ace's, and Guardian Life Insurance Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Corcoran is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Kaseya and the Herbert Wellness Center, among others. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Kiel Camken is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has 13 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously spent two years with Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dalia El Bettadini is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. She has worked at UBS since 2023 and previously held positions at TD Bank, Western Connecticut State University, and Brookfield High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Jeffrey Ferraro is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, he worked at TD Bank NA and TD Private Client Wealth LLC from 2017 to 2024, among other firms. Outside of his advisory role, Ferraro is a National Rifle Association Certified Firearm Instructor, teaching firearm safety for individuals seeking Connecticut pistol permits. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence supported by a manager solutions team, and utilizes a broader derivatives and commodities capability than many institutional programs.

Russell Dunn is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2004. In addition to his advisory role, he is the owner of Dunn & Co. CPA's PA, a tax preparation firm, and is involved in teaching CPA review courses. He also serves as a board member of the Masthead Cove Yacht Club, a nonprofit organization focused on sailing activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures.

George Kanas is a CFP®-designated financial advisor with 43 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously spent 13 years at UBS Financial Services. Kanas serves as a trustee and financial advisor for several family trusts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide customized portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Penelope Villada is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses. She has experience working at Morgan Stanley since 2025, along with prior roles at Weatherford, Hampshire Regional High School, and the University of Georgia. Outside of finance, she was involved with La Vera Cruza Mexican Restaurant from 2020 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including financial planning, investment solutions, and estate planning strategies.

Ahkiel White is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016, including a period at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is involved in an art and culture venture called The Interlude, where he works as an author. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Daniel Mannion is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held his current role at Morgan Stanley Smith Barney LLC since 2012 and holds a 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 and financial planning services supported by structured discovery processes and firm-approved tools.