Rhonda Sihpol is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she is a part owner of Renaissance Partners, LLC, a family-run general contracting business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and nonprofit organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while employing a range of portfolio management styles supported by in-house research and model managers.

Richard Anton is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Thomas Mullooly is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior work includes roles at Edward Jones and Credit Suisse Securities (USA) LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Robert Campolongo is a Certified Financial Planner® with 29 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Heather Haera is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds the Series 63 designation and has worked in various roles within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Mario Forlini is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm for 27 years, bringing extensive experience in assisting clients with various aspects of financial planning, including portfolio management, retirement income, tax minimization, education planning, and family wealth management strategies. Mario collaborates closely with clients’ families, attorneys, and tax advisors to address complex financial needs. Mario earned a Bachelor's Degree from Fairfield University’s Business School. He holds the Personal Investment Advisor (PIA) designation and is multilingual, speaking English, Italian, and Spanish. He is involved with the Greenwich United Way, reflecting his commitment to community engagement. Mario resides in Greenwich, Connecticut with his wife and two daughters. Outside of work, he enjoys spending time with his family, as well as participating in sports such as baseball, basketball, football, golf, running, skiing, and traveling.

Henry Milano III is a financial advisor at Edward Jones with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lincoln Financial Distributors, LPL Financial, and Northeast Financial Network. Milano has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Lo Casto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and various sports-related enterprises such as Westchester Giants and Justintime Baseball. 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 guide its recommendations.

Andrew Lencyk is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. His previous roles include positions at Boston College and the Dalio Family Office. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Joshua Gilenson is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. Outside of his advisory role, he is involved with J Realty Group, a mortgage and real estate services business for which he holds a real estate license. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

David Prockter is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to tailored financial plans and processes aligned with their individual goals. His approach emphasizes simplicity and transparency in managing wealth and investment decisions. David holds a Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the State University of New York at Plattsburgh and a Master's Degree from Pace University. His work involves helping clients address various financial objectives, including education funding, retirement planning, and long-term family goals.

Christianna Palma is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup for eight years before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and investment committee forecasts.

Gery Brownholtz is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Equitable Advisors and DBRS, Inc., as well as employment as a tutor through the Wyzant, Inc. platform. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

Domenick Saglimbeni is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services and is a partner at the CPA firm PKF O'Connor Davies, where he provides accounting and auditing services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with discretionary and non-discretionary options.

Theodore Roman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on serving high net worth and ultra-high net worth individuals and families. He provides access to a range of investment products and services offered by Bank of America Corporation. Prior to joining Merrill in March 2016, Theodore held senior leadership roles at Bear Stearns and JPMorgan. He also served as an officer in the US Navy, reaching the rank of Lieutenant. Theodore holds a Bachelor of Arts degree with distinction in Economics from the University of Pennsylvania and an MBA from Harvard Business School. He holds Series 7, 63, and 65 FINRA registrations and is a Certified Public Accountant and member of the American Institute of Certified Public Accountants as well as the New York State Society of Certified Public Accountants. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Beyond his professional career, Theodore has been involved in charitable activities, including running in the New York City Marathon as a founding member of Team in Training, which has raised over $1 billion for blood cancer research. He supports organizations such as The Celiac Disease Center at Columbia University and The Rye Arts Center. His personal interests include golfing, reading, and running.

John Sgombick is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2017, previously spending three years at STAC and ten years at Metro-Pack Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

David Juechter is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds Series 66 and Series 63 licenses and has previously worked at First Trust Portfolios L.P. and First Trust Advisors L.P. In addition to his role at Cetera, he is also associated with Hunter Financial Advisors Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

Olivia Hewitt is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. She has been with Morgan Stanley since 2021 and previously worked in various roles, including positions at Fordham University and Ann Taylor LOFT. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and investment modeling techniques.

Jason Wong is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various divisions of JPMorgan Chase Bank and J.P. Morgan Securities since 2019, with prior experience at Geico. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivered through Wealth Advisors, and combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kristin Alit is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley in various capacities since 2009. Her current role includes work with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial plans.