Vyacheslar Patrin is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he has worked as an employee and contractor for Morning Star Fishing Charters. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Pat Zinnanti is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He also spent five years with Twenty Five Restaurant Group before entering the financial sector. 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 supported by structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

Michael Kash is a financial advisor with Primerica Advisors, holding the CFP® and PFS™ designations, and has 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he serves as an executor for multiple estates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a tiered percentage-based fee model.

Michael Cox is a financial advisor at Stifel with 30 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market analysis and asset allocation guidance.

Michele Irby is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2017. Her prior experience includes employment at the U.S. Census Bureau and CUNY. In addition to advisory services, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Juliette Carman is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, she worked at Ankura Consulting and held positions at Villanova University and St. Anthony's High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools.

Christopher Beatrice is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Scottrade Investment Management and Scottrade, Inc. Outside of his advisory role, he serves as an umpire for youth baseball and softball and is a partial owner and secretary of a vending business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Taylor Goepfert is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 and Series 63 designations and has been with Morgan Stanley and Morgan Stanley Private Bank since 2018, with a brief gap in 2019–2020. Before entering the financial industry, he attended Fairfield University from 2015 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs and 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 approved tools and offers a variety of investment solutions alongside corporate financial planning agreements.

Eric Scaturro is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2014 and 2015, respectively. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment management through its integrated broker-dealer and investment adviser platform.

Linda Hurd is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Daniel Scansaroli is a financial advisor at UBS Financial Services with five years of industry experience. His prior roles include positions at BlueMountain Capital Management LLC and J.P. Morgan Chase & Co. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals.

Janet De Rosa is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, and TD Ameritrade. 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 both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational structure.

John Murphy is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. In this role, he partners with high net worth clients to develop financial plans and support their long-term goals. Prior to joining Fidelity, he worked as a Financial Consultant at Maxim Group from 2011 to 2012. With over a decade of experience in financial consulting, John provides guidance tailored to clients of varying levels of investment knowledge, from novices to sophisticated investors. He holds a California Insurance License, which supports his ability to offer comprehensive financial advice. John emphasizes creating a comfortable and trustworthy environment that prioritizes clients' interests. His approach ensures clients have confidence in the advice and support they receive throughout their financial planning journey.

Tania Brice Joshua is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of her advisory role, she co-founded two online boutiques specializing in handmade beauty products and fashion apparel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation and trade execution.

Tracy Baluyot is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2016 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct plans and Corporate Financial Planning agreements.

Jonathan London is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Beyond his advisory role, he serves as Co-Chair on the Board of Directors for Gotham NextLevel. Ameriprise is a large institutional firm offering a retirement-income planning service tailored to clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ines Romero is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors since 2001. In addition to her advisory role, she participates in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model centered on a tiered wrap fee structure.

Daniel Brown is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Brian Bott is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Vanderbilt Securities, Osaic Wealth, American Portfolios, First National Bank of Long Island, Simplay, and Leslie's Poolmart. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated services under a fiduciary standard.

Kathleen Bostroem is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.