Loren Weiss is a financial advisor with UBS Financial Services in Scarsdale, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as head of the investment committee for American Friends of Shalva, a nonprofit supporting services for children with intellectual disabilities in Israel. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Rebecca Lilly is a Series 66-licensed financial advisor with Morgan Stanley in Greenwich, CT, bringing 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, Lilly serves on several nonprofit and educational boards, including the Christ Church Cathedral Foundation, Lilly Endowment Inc., and advisory boards at Indiana University’s Lilly Family School of Philanthropy and Duke University Library. She is also a co-editor of an upcoming book. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Elijah Outen is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Services Group Inc. from 2017 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

John Mirabile is a financial advisor with Ameriprise in Greenwich, CT, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering, including products from Penn Mutual Life Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies. The firm integrates proprietary research and third-party data to support non-discretionary, personalized recommendations within a defined investment framework.

Kevin Aussenheimer is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations and offers a program supported by centralized due diligence.

Samuel Tsinman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Citigroup prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, uses forward-looking capital market assumptions, and incorporates ESG criteria in its recommendations.

Catherine Leach is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

Giuseppe LoBello is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2023 to 2026. In his current position, Giuseppe focuses on helping clients work toward their financial goals through comprehensive planning and personalized guidance. His expertise includes retirement planning, investment strategies, wealth planning, and financial education. He collaborates with clients to develop strategies that align with their unique needs, priorities, and long-term objectives. Outside of his professional responsibilities, Giuseppe enjoys boating, cars, family activities, football, and traveling.

Ashley Glat is a financial advisor at Morgan Stanley with a Series 66 credential and approximately one year of industry experience. Prior to joining Morgan Stanley, Ashley worked at Elliott Management Company in 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Virginia Coltheart is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at CARE Enterprises, Inc. and Palladium. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its services.

Paul Araujo is a financial advisor at Edward Jones in Mt Kisco, NY, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Rocket Mortgage, Bank of America, Citibank, and AT&T Mobility. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Matthew Hull is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. Prior to joining UBS in 2023, he worked at BlackRock from 2013 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Mc Glyn is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities since 2016, following two years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, manager searches, and customized performance reporting, with clients retaining final decision-making authority.

John Riefler IV is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at The Siegfried Group and UBS. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery conversations and advanced modeling tools, and it offers services both directly and through employer-sponsored agreements.

Anthony Longobucco is a financial advisor with OSAIC and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has operated his own insurance business, Anthony P. Longobucco Associates, since 2003, focusing on life insurance and other non-securities insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services including financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Deanna Wilson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 13 years of industry experience. She worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 22 years before joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and affiliated banking programs.

Gerard Turiano is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 13 years of industry experience. He has been associated with PFS Investment Inc. since 2014 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services at scale through model-delivery strategies created by unaffiliated asset managers, supported by third-party custody and trade execution providers.

Arthur Bellis is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009. Outside of his advisory work, he serves as an officer of a private corporation, Marianne - Shady Acres Road Association, based in Darien, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-based agreements.

Troy Runkel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services and HomeAdvisor Inc., as well as a previous position at SUNY Oneonta. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios based on mutual funds, ETFs, and ETPs.

Angela Valvano is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney since 2014 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to develop customized financial plans.