Luisa Paltin Zhingri is a financial advisor with J.P. Morgan Securities in Peekskill, NY, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with J.P. Morgan Securities since 2017 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. Outside of her advisory role, she is a partner in Vibra Centro de Aprendizaje SPA, a Chile-based online psychology business offering therapy and seminars. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG factors, delivering non-discretionary recommendations supported by centralized due diligence.

Mareyam Sattarpour is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. She has been with J.P. Morgan entities since 2013, including roles at J.P. Morgan Chase Bank NA and J.P. Morgan Securities. 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 and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research to build model asset allocations.

Jami Kelly is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. She has been with J.P. Morgan Securities since 2019 and concurrently with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that delivers written asset allocation advice, investment manager searches, and customized performance reporting. The program is supported by centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Ryan Wright is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP®, Series 63, and Series 65 designations and has 10 years of industry experience. He has worked with MassMutual and its subsidiaries since 2017 and spent a year at The Vanguard Group prior to that. In addition to his advisory role, Wright is involved in insurance sales, including individual and group life, health, accident, dental, disability, long-term care, and fixed annuities. Mass Mutual Investors Services 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 using collaborative, software-supported approaches without investment discretion as part of planning engagements.

Tiffany Freckleton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, TD Bank, and Chase Bank. 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, and institutional investors.

Paul Goodfellow is a financial advisor with LPL Financial and holds the Series 66 designation. He has nine years of industry experience, including prior roles at Bank of America and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joel Gray is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, Envision Capital, Citizens Financial Group, and Wells Fargo. Before his finance career, he was involved with The Pantry Restaurant of Edina Inc for over a decade. 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 firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with a focus on non-discretionary, client-directed solutions.

Karl Molwitz is a CFP® with 26 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Woodbury Financial Services and H. Beck, Inc. His professional activities also include tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Stacy Bone is a financial advisor with Merrill in Greenwich, CT, holding Series 63 and Series 66 licenses. She has 22 years of industry experience, including 11 years with Merrill and Bank of America. 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, and institutions.

Matthew Maimone is a Series 66 credentialed advisor at J.P. Morgan Securities with one year of industry experience. He is the founder and owner of Metropolitan Concert Artists, Incorporated, a platform for music teachers and students that is currently mostly inactive. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, customized asset allocation advice supported by centralized due diligence and combining quantitative and qualitative research.

Elizabeth Foti is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has been with RBC since 2017, following a one-year tenure at Wells Fargo Clearing. Outside of her advisory role, she works as a server and bartender at a local establishment in Danbury, CT. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services. The firm employs a tailored investment approach utilizing both in-house and third-party managers to meet clients’ Advisory Risk Profiles.

Ashley Angelo is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2017, she worked for RBC Capital Markets from 2014 to 2017. 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, managing approximately $2.74 trillion in client assets.

Dennis Murphy is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Merrill since 2009, including a brief period at BOFA Securities, Inc. in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Christopher Kory is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works as a ski instructor at Vail Resorts (formerly Okemo Mountain Resort). 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 non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a framework that may incorporate ESG criteria.

Mitchell Kahn is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Allied Advisory Services, Hunter Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved with Hunter Financial Advisors, Inc. and operates Mountain View Financial, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party investment options.

Richard Porco is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of financial planning services, including college education planning, family wealth management strategies, personal retirement planning, and portfolio management. His areas of expertise also encompass socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income planning. Richard holds the Personal Investment Advisor (PIA) designation. His educational background includes a high school diploma from Lakeland High School and coursework completed at Mercy College, though no degree was conferred. Outside of his professional responsibilities, Richard enjoys biking, football, golfing, ice hockey, racquetball, table tennis, and spending time with his family.

Yulia Mc Veigh is a Series 66 licensed financial advisor at Merrill with 14 years of industry experience. She has been with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Maria Merrill is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Morgan Stanley and its Private Bank since 2020. Merrill serves as a board member for the Greenwich YWCA, a nonprofit focused on children, youth, and community welfare. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad spectrum of investment services.

Eric Gies is a financial advisor with Merrill in Greenwich, CT, holding Series 65 and Series 66 licenses and having 28 years of industry experience. His prior roles include positions at Paritas Capital, Mirador, LLC, Waypoint Residential, Bessemer Investor Services, Neuberger Berman BD, and AllianceBernstein. Outside of advisory work, he is the managing member of several single-member LLCs involved in real estate investments. 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 strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Diana Botero is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and United American Title Agency, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 analyses developed by its Global Investment Committee.