Brianna Fedro is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads, coaches, and develops a team of financial professionals dedicated to helping clients work towards achieving their goals with confidence and peace of mind. Brianna has a progressive career at Fidelity Investments, beginning as a Financial Representative in 2021 and advancing through roles including Relationship Manager, Planning Consultant, Financial Consultant, before assuming her current leadership position. Her experience encompasses various aspects of financial consulting and client relationship management. Outside of her professional responsibilities, Brianna has interests in barre, cooking and baking, fitness, pets, reading, and traveling.

Ryan Vowinkle currently serves as Vice President and Branch Leader at Fidelity Investments. In this role, he leads and coaches a team of associates to deliver exceptional experiences for clients. Prior to this, he held several positions at Fidelity Investments, including Assistant Branch Leader from 2021 to 2023, Chapter Member for Service Design and Delivery between 2020 and 2021, Team Leader for Workplace Planning & Advice from 2018 to 2020, and Onboarding Manager from 2016 to 2018. Earlier roles include Senior Investment Specialist, Senior Financial Specialist, and Financial Representative, all within Fidelity Investments. Ryan's professional experience spans various aspects of financial services, focusing on team leadership and client service delivery. Outside of work, he enjoys family activities, fitness, running, and soccer.

Timothy Indiveri is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial guidance and services to clients within the firm. Timothy holds a Bachelor's Degree from Roger Williams University. Outside of his professional career, he has interests that include cooking, football, golfing, ice hockey, music, and tennis.

Genevieve Deinard is a financial advisor at Morgan Stanley with one year of industry experience. She previously worked at Gage Wealth Advisors for two years and has held various roles dating back to 2006. Genevieve holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Anthony Lehman is a financial advisor at Morgan Stanley with four years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at Investment Metrics and Informa Investment Solutions. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Stephen Ryan is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs a structured financial planning process supported by firm-approved tools.

Zachary Niklaus serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is a partner at Davies, Niklaus & Associates. In his role, he engages in investment management, financial planning, and client relations, focusing on high net worth individuals, families, and businesses. His advisory practice centers on clients with complex financial situations, including those experiencing liquidity events, managing concentrated equity, business transitions, or addressing multigenerational planning. He collaborates closely with clients' attorneys and CPAs to align investment strategies with estate, tax, and legacy goals. Zachary holds a Bachelor of Arts in Economics and a Bachelor of Science in Energy & Environmental Policy from the University of Delaware Alfred Lerner College of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several licenses, including Senior Portfolio Advisor (Merrill), Insurance Producer License, Series 66, and Series 7. His client focus encompasses areas such as college education planning, corporate executive services, family wealth management strategies, liquidity management, and socially responsible investing. Born and raised in Greenwich, Connecticut, Zachary is a dual citizen of the United States and Switzerland. His personal interests include cooking, golfing, hiking, music, spending time with family, tennis, traveling, and watching movies. He is involved with the B+ Foundation in his community.

Jacob Berkowitz is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with J.P. Morgan in various capacities since 2017. Outside of advising, he is an owner and partner at Figure.AI, an AI autonomous robotics company based in Sunnyvale, California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sandrea Brooks is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Brookfield Asset Management, SS&C Technologies, and Hollis Cobb Associate. Outside of her advisory role, she serves as a board member for the US-Africa Children's Fellowship, a nonprofit focused on hardship assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer partnerships.

Brianna Perez is a Series 66 credentialed financial advisor with Morgan Stanley, where she has worked since 2018. She has six years of industry experience, including prior work at Baruch College. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and planning services.

Joseph De Gregoris is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group, Inc. for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Scott Panza is a financial advisor with Morgan Stanley who holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley, he spent seven years at Contrarian Capital Management. He is based in Westport, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Tahoe Peck is a financial advisor at Morgan Stanley with 18 years of industry experience. He has previously worked at Axa Advisors LLC from 2014 to 2018 and has been with Morgan Stanley since 2019. Tahoe holds Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

Robert Blosio Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, partnered with The Erdmann Group in Greenwich, CT. He provides financial advisory services to a diverse clientele including executives, business owners, private equity, hedge fund, and real estate partners, entertainment professionals, athletes, and affluent families across multiple regions. His approach focuses on managing clients' full financial picture through personalized wealth management strategies that address cash flow modeling, liquidity events, stock concentration, credit opportunities, investments, and wealth transfer/trust strategies. Rob has built his practice dedicated to prioritizing the families he works with and concentrating on the aspects most important in their lives. His expertise covers areas such as corporate executive services, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, and tax minimization. He leverages the comprehensive services provided by Merrill and Bank of America to streamline and enhance all facets of his clients' financial lives. He earned a bachelor's degree in Leadership Studies and Economics from the University of Richmond, where he also played men's lacrosse and club ice hockey and founded the Richmond Surf Club. Rob holds the Personal Investment Advisor (PIA) designation. He resides in New Canaan, CT, with his wife and son. He is actively involved in his community, including founding membership on The AmeriCares Young Leaders Board and Friends of New Canaan Hockey Association. Rob has coached youth lacrosse for 12 years and formerly coached youth ice hockey for 7 years. He participates in organizations such as AmeriCares, Cycle For Survival, Lone Pine Foundation, New Canaan High School Boys Ice Hockey, New Canaan Lacrosse Association, New Canaan Winter Club, and Shorehaven Golf Club.

Raymond Perez Astwood is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs and TD Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

Daria Burns is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at UBS Securities for eight years before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Stephen Black is a financial advisor with Ameriprise in Ridgefield, CT, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, he participates in the Ridgefield Business Management Council, where he prepares and runs meeting agendas for a local networking group. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Xin Xie is a financial advisor at Morgan Stanley with a Series 66 designation and four years of experience. Prior to joining Morgan Stanley in 2022, Xin worked at Baylor University for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Murphy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2008, serving in various roles including Financial Consultant, Investment Representative, and Relationship Manager. Prior to joining Fidelity, Michael worked as an Investment Consultant at AXA Advisors from 2006 to 2008. Throughout his career, Michael has developed expertise in client relationship management and investment consulting. He is licensed with a California Insurance License, enabling him to provide a range of financial services to his clients. Michael values Fidelity's commitment to client understanding, advanced technology, cost-efficient investment platforms, multiple investment strategies, and customer service. No additional information on Michael's education, personal interests, or community involvement has been provided.

John Occhipinti is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018. In his role, he collaborates with clients to build, implement, and monitor individualized financial plans. He has over a decade of experience in the financial services industry, having previously worked as a Financial Advisor at Barnum Financial Group from 2015 to 2018 and at Merrill Lynch from 2011 to 2015. Prior to that, he was an Associate at Fortress Investment Group from 2006 to 2011. Outside of his professional work, John has interests in baseball, football, golf, traveling, and exploring culinary experiences.