Jonathan James is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he has held various roles including positions in college preparatory services and flight training. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Christian Dinallo is a financial advisor at Morgan Stanley with Series 63 and Series 65 designations. He has been in the industry for one year, previously working at Equitable Advisors and KM Capital Group. Christian's background includes experience in education, having worked at the University of Delaware, Ursinus College, and John Jay High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured tools and proprietary market models. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services.

John Bachul is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and located in Greenwich, CT. He joined Wells Fargo Clearing in 2026 and has previously held positions at Wells Fargo Bank and worked in academic settings. 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.

Steven Meyers is a financial advisor at Morgan Stanley with 35 years of industry experience. He previously worked at UBS Financial Services for 16 years before joining Morgan Stanley in 2025. Outside of his advisory role, he serves as a board member overseeing lifeguards at the Shore Acres Pool Club in Mamaroneck, NY. Morgan Stanley Wealth Management provides a wide range of 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 offers services through both direct client relationships and corporate financial planning agreements.

Keith Underwood is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and operated his own consulting business, Underwood FX Consulting. 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’s planning process uses structured discovery and firm-approved tools but generally does not include individual security recommendations as part of its standalone financial planning service.

Herbert Roman is a financial advisor with Cetera, holding a Series 63 designation and bringing 10 years of industry experience. His prior roles include positions at Avantax Advisory Services and Prudential Insurance Company of America. Outside of his advisory work, he owns and operates multiple golf-related businesses, including an indoor golf facility, a competitive golf tour company, and a nonprofit organization aimed at teaching golf to children with limited resources. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party strategies across various program structures.

Thomas Chiswick is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual, Citizens Securities, Inc., and Equitable Advisors. 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 an ESG eligibility framework to recommend investment strategies.

Ronald Fisher Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2014. 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.

Marc Brodsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Avantax Investment Services and operates his own firm, Marc Brodsky Financial Services. Outside of finance, Mr. Brodsky is a practicing physician at Stamford Health and holds patents licensed by Columbia University. Cetera Investment Advisers LLC is a national platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with varied program structures and custodial relationships.

Edward Perkins III is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliates since 2009, including a prior role at UBS Financial Services from 2003 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and corporate channels.

Susan Frenkel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Cetera and its related entities since 2015. Outside of advisory work, she is involved in selling health insurance and serves as an executive producer for a family member’s theater project. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Timothy Johnson is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY. He has 11 years of industry experience and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based 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 client strategies.

Daniel Hasa is a financial advisor with J.P. Morgan Securities in Chappaqua, NY, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes positions at Morgan Stanley and Keller Williams. Outside of finance, he works part-time as a waiter at a restaurant. 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 an ESG eligibility framework to support its investment recommendations.

Wafaa Farag is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities, JPMorgan Chase Bank, PNC Bank, and Emirates National Bank of Dubai. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Mitchell Solomon is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera since 2019 and previously spent two decades at Foresters Financial Services. Cetera Investment Advisers LLC operates as an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Derek Bufano is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held roles at Metro Physical Therapy and taught at Marist College. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and extensive operational infrastructure.

Thomas Nicolosi is a CFP® professional with 45 years of experience in the financial services industry. He has been with Ameriprise since 2005, including his current role at the firm since 2020. Nicolosi is involved in consulting and coaching financial advisors through Advanced Skill Development LLC and provides consulting services to other industry leaders. Ameriprise serves clients with a focus on retirement-income planning, offering a structured service for individuals meeting certain asset thresholds that combines research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise provides a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Carolyn Cardell is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and Standard Motor Products, Inc. Outside of finance, she has experience in the retail food sector with Robeks Smoothies and Juices. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Henry Corcoran is a Series 63-licensed financial advisor with Raymond James & Associates, where he has worked since 2019. He has nine years of industry experience, including two years with Perkins Fund Marketing. Outside of his advisory role, Corcoran coaches youth hockey as the head coach for an 11-12 year old travel team at the New Canaan Winter Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide network of advisors.

John Hayes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2009, serving in various roles including Account Executive, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked at Vanguard as a Flagship Representative and Core Representative from 2006 to 2009. His professional experience encompasses a range of financial consulting and investment roles, demonstrating a comprehensive understanding of the financial services industry. John emphasizes a disciplined process and a core business philosophy in his approach, aiming to provide support throughout every stage of a client's financial life. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.