Matthew Putterman is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors and was employed by New York City School Support Services from 2018 to 2022. Outside of his advisory role, he has been involved with NYCSSS in a non-investment labor capacity. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individuals and institutions through a range of advisory programs. The firm provides tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

John Vogelsang is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following two years at Generation Investment Management. 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, using structured processes and modeling tools to support client planning without providing individual security recommendations.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Jodi Lynn Weber is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at UBS since 2021. Her prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing a wide range of financial solutions.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as an independent contractor delivering food and groceries for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Patrick Devaney is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Citigroup Global Markets, and Citicorp Investment Services. He is associated with The Devaney Group, Inc., a business entity unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad advisory network with various non-advisory financial services.

Jeffrey Budd is a CFP® with 36 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Raymond James & Associates, Fidelity Personal and Workplace Advisors, Strategic Advisers Inc., Fidelity Investments, and Morgan Stanley Dw Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Brendan Keohane is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Life Insurance Company in 2016 and its subsidiary, Mass Mutual Investors Services, in 2017. Outside of his advisory role, he is involved in outside insurance sales, focusing on individual and group life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars using firm-approved analytical tools, structuring planning engagements as annual collaborative relationships with clients.

Sebastian Seebach is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 designations and one year of industry experience. His background includes roles at Morgan Stanley, Northwestern Mutual, and Regeneron Pharmaceuticals, as well as experience in education at Montclair Kimberley Academy and Fordham University. 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 and financial planning services that utilize structured discovery processes and firm-approved tools to model outcomes and support client decision-making.

Muhammad Rashid Sheikh is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He worked at Citigroup for ten years before joining Morgan Stanley, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by advanced tools and methodologies, managing approximately $2.74 trillion in client assets.

Peter O'Connor is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill Lynch and Morgan Stanley Purchase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Michelle Hanna is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at Interactive Brokers and has held roles in academic support and retail. Hanna has credentials including Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a discovery-based process, offering diverse investment programs and financial strategies.

Frank Cangelosi Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. His prior experience includes roles at Cetera, Insurance Foundation Group, and operating his own agency, Cangelosi Agency LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions including third-party asset management and institutional platforms.

Paul Santucci is a CFP®-credentialed financial advisor with 34 years of industry experience, currently with Ameriprise since 2020 following a 15-year tenure at Ameriprise Financial Services, Inc. He is based in Pound Ridge, NY. Outside of his advisory role, he is a co-owner of an LLC formed to manage shared office expenses with other advisors. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations and delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cassandra Biehl is a financial advisor with Raymond James & Associates in Paramus, NJ, holding a Series 66 designation and seven years of industry experience. She previously worked at Morgan Stanley for six years before joining Raymond James, where she has been since 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Linda J. Hoffman is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2000. In her role, she works closely with high net worth clients and their families to develop and maintain comprehensive financial plans. Her expertise includes wealth accumulation, cash flow generation, estate planning considerations, and tax efficient investing. She maintains ongoing dialogues with clients to address current or future life events that may impact their financial situations. Outside of her professional work, Linda has interests in biking, camping, fitness, hiking, kayaking, and traveling.

Valerie Scimia is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves in multiple community positions, including as vice-president and board member of a tenants’ cooperative and as a board member of a neighborhood association in Bronxville, NY. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ayden Zuber is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His work history includes roles at Wells Fargo Clearing, InFocus Financial Advisors, Stratosphere Social, and JLK Insurance Group, as well as time spent as a full-time student. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Anna Slaski is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following nine years at UBS Financial Services. Outside of her advisory role, she is a silent partner in a professional weather forecasting services business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Evelyn Payamps Marte is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and with 10 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.