John Riefler IV is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at The Siegfried Group and UBS. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery conversations and advanced modeling tools, and it offers services both directly and through employer-sponsored agreements.

Anthony Longobucco is a financial advisor with Osaic Wealth, Inc. based in White Plains, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has operated Anthony P. Longobucco Associates, a sole proprietorship providing life insurance and other non-securities insurance products, since 2003. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and multiple platforms. The firm offers a range of integrated brokerage, advisory, and financial planning services, employing asset-allocation tools and various investment options to manage portfolios on both discretionary and non-discretionary bases.

Gerard Turiano is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 13 years of industry experience. He has been associated with PFS Investment Inc. since 2014 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services at scale through model-delivery strategies created by unaffiliated asset managers, supported by third-party custody and trade execution providers.

Arthur Bellis is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009. Outside of his advisory work, he serves as an officer of a private corporation, Marianne - Shady Acres Road Association, based in Darien, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-based agreements.

Troy Runkel is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. His prior experience includes roles at HomeAdvisor Inc. and SUNY Oneonta. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-driven investment solutions.

Angela Valvano is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning approach involves structured discovery and firm-approved tools, offering plans without individual security recommendations and generally acting in an advisory capacity.

Michael Capuano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Massachusetts Mutual Life Insurance, Sutton Place Investors, Prudential Advisors, and Citibank. Capuano is dually registered as an investment advisor representative and registered representative, and he also provides fixed insurance advice. J.P. Morgan Securities LLC offers 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.

Jeffrey Skelly is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals, businesses, and charitable institutions to build customized financial plans focused on achieving clients' visions of financial success and security. He and the Wagner/Skelly team have been recognized on the Forbes "Best-in-State Wealth Management Teams" list consecutively from 2023 to 2026, and he has been individually named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 to 2026. Jeff has more than 30 years of experience in investment planning, portfolio management, and liability management. He joined Merrill Lynch Wealth Management in 1990 and serves as Resident Director for Merrill's Westchester Market. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeff is a graduate of Fordham University. Outside of his professional work, Jeff is a trustee of the Lavelle School for the Blind in the Bronx. He lives in White Plains, NY with his wife and son. His personal interests include baseball, ice hockey, reading, and running.

Muhammad Ahmed is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. His prior work includes roles at JPMorgan Chase and Premium Merchant Funding. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Dariusz Corbey is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial LLC, Wells Fargo Advisors Financial Network, and The Vanguard Group, among others. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Jody Graber is a financial advisor with LPL Financial in Montvale, NJ, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2025, Graber worked at IC Advisory Services Inc. and The Investment Center, Inc., and has been involved with Graber Agency, Inc. since 1977. Graber is also associated with Graber Agency Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory and financial planning services, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Robert Errico is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2007. In addition to his advisory role, he serves as Trustee, Treasurer, and Chair of Finance and Audit for the Boys Club of New York and is a member of the Board of Directors at Memorial Sloan Kettering Cancer Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including financial planning, portfolio management, and capital markets services.

Roger Bernhammer is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 license and six years of industry experience. He has worked at several major firms, including JPMorgan Securities, UBS Financial Services, Bank of America, and Merrill. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

Michael Capute is a Series 66-licensed financial advisor with six years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as involvement with Harbor Yard Sports and Entertainment. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Bolanle Gaba is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Bolanle worked at PwC Strategy& and has an academic background from the University of Pennsylvania. 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 discovery conversations and firm-approved planning tools.

Arthur Tuttle is a financial advisor at Morgan Stanley with 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has also worked at Morgan Stanley Smith Barney LLC since 2009. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Dawn Faigle is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various divisions of JPMorgan Chase since 2014. Prior to her current roles, she was employed at Bedford Central School District from 2015 to 2020. 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. As part of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Judy Rubin is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services and OSAIC. Rubin serves on the board of the Ossining Volunteer Ambulance Corps, where she is involved in financial oversight. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Marc Colamaria is a financial advisor at RBC Capital Markets with 15 years of industry experience. He previously worked at UBS Financial Services for 11 years and currently serves on the Ridgefield Golf Committee in an advisory capacity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment goals.

Alfonsina Perez is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Outside of her advisory role, she owns Greek Designz LLC, a custom garment design business serving sororities and fraternities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.