Thomas Heinbockel is a CFP® and Series 66-licensed advisor with Edward Jones in Nyack, NY, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including managed solutions and separately managed accounts, operates under a fiduciary standard, and supports its services with a nationwide network of over 23,000 financial advisors.

Karina Vega Gonzalez is a financial advisor with J.P. Morgan Securities in Pearl River, NY, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at TD Private Client Wealth LLC and TD Bank N.A. for a combined ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Daniel Gao is a financial advisor with OSAIC in Scarsdale, NY, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Lincoln Financial Advisors, JPMorgan Chase, Citigroup, and Fidelity Investments. Outside of his advisory work, he is the sole owner and president of New Horizons Advisory Group LLC, which provides market research and consulting services to businesses. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of investment programs and third-party manager options.

George Buck is a financial advisor with LPL Financial in Stamford, CT, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at HB Capital Partners from 2016 to 2018 before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Anna Soave is a financial advisor with J.P. Morgan Securities in Riverside, CT, holding a Series 66 designation and 27 years of industry experience. Her career includes roles at LPL Financial, Peoples United Advisors, and M&T Bank/Peoples United Bank. She joined J.P. Morgan Securities in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Thomas Lucas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for over 17 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical for large institutional advisors.

John Patrick O'Donoghue is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Greenwich, CT office. He has been with the firm since 2005 and is part of the Bryce O'Donoghue Group. Before this role, John specialized in Capital Markets within Merrill's Investment Solutions Group (ISG), where he collaborated with Financial Advisors to provide innovative solutions tailored to the needs of ultra-high-net-worth clients. John brings expertise in Market Linked Investments, concentrated stock strategies, equity IPOs, new issue debt, and fixed income trading to develop portfolios aimed at achieving his clients' financial objectives. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Education Planning, Executive Compensation, Family Wealth Management Strategies, and Managing New Wealth. He holds a Bachelor of Arts degree in Economics and Political Science from Providence College and earned a high school diploma from Regis High School. John is a Personal Investment Advisor (PIA) and resides in Larchmont, NY with his wife and three daughters. Outside of work, he enjoys golfing, reading, traveling, and spending time with his family.

Robert Kolenberg is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at Oppenheimer & Co. Inc and Merrill. In addition to his financial career, he has worked in the brewing industry with Athletic Brewing Company and Counter Weight Brewing Company. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers both direct and employer-based financial planning services.

Khary Miller is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at firms including Lexco Wealth Management, Clearstone Wealth Strategies, Voya Financial Advisors, and Pinnacle Wealth Management. Outside of his advisory roles, he serves as a firefighter in White Plains, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Chadd Kirk is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018 and previously held roles at FiDi Asset Management, LLC and BlueCrest Capital Management, LLC. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Edward Iannone is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings a disciplined approach to financial planning, emphasizing risk mitigation and tax efficiency in investing. Edward focuses on various client needs including college education planning, executive compensation, legacy planning, personal retirement planning, and retirement income. He utilizes his institutional background and military discipline to create tailored financial strategies aligned with his clients' aspirations and legacies. Prior to his career in financial services, Edward was commissioned as a Naval Officer and served aboard the destroyer USS Barney. He holds a Bachelor's degree from the United States Naval Academy. Edward's professional designations include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He has experience advising clients through significant life transitions such as divorce, death of a loved one, career changes, and business sales. Edward is actively involved in his community in Westport, Connecticut. He has served on the Westport Board of Finance, the Parks & Recreation Commission, and the Staples High School Lacrosse Association board. Additionally, he is a member of the Sticks for Soldiers Board and participates in the Westport PAL Lacrosse Board. Edward lives in Westport with his wife and three children.

Asiel Cunill is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He has worked at Merrill since 2018 and is currently associated with Bank of America, N.A. Since 2018. Prior to his advisory roles, he held positions at Sears and was affiliated with Florida International University and Miami Dade College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristie Jones is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves on the Finance and Investment Committees of the Kappa Kappa Gamma Foundation, a fraternal society focused on education. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools but does not offer individual security recommendations as part of its standalone planning.

Kevin Edwards is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Edwards is also involved with a trust business based in Greenwich, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and investment committee resources.

Julia Strayer is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2000. Prior to this role, Julia served as a vice president and private banker at BankBoston's Private Bank for seven years, where she was responsible for asset management and trust services. Before her tenure at BankBoston, she worked in marketing with Merrill for nine years. Julia's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, as well as sports and entertainment. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her educational background includes a Bachelor's degree from The Ohio State University, an MBA from New York University's Stern School of Business, and a Master's degree from Sarah Lawrence College. Julia has appeared on CNBC's "Power Lunch," CBS's "This Morning," WGCH's "Women in Business," and has been featured in USA Today. Outside of her professional work, she has interests in photography, reading, tennis, and writing.

Brendan Russo is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Capital Group and Equitable. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Silva is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Tripodi is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual Investors Services and DoorDash. His background includes roles outside the financial sector, such as with US Valet and VetPride Services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes a structured discovery approach and firm-approved tools to model potential outcomes without providing individual security recommendations as part of standalone plans.

Christopher Richards is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Prudential Insurance Company of America, MassMutual Life Insurance Co, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products such as trust custody and insurance services.

Ana Becker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior experience includes roles at Citi, Goldman Sachs, and British Telecom. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.