Peter Zagrobelny is a financial advisor with LPL Financial based in Airmont, NY, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Webster Bank, Sterling National Bank, CitiGroup Global Markets Inc., Merrill, Guardian Life, and Chase Investment Services Corp. 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 a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, and supports advisors with research and operational tools.

John Pannozzo III is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held roles at Columbia Management Investment Advisers, Columbia Management Investment Distributors, New York Life Investment Management, and Merrill. 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 within a non-discretionary program. Their advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG eligibility frameworks.

Michael Ragusa is a financial advisor at Morgan Stanley with six years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at the University of Connecticut and RCM Builders Group. Ragusa holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools to develop personalized financial plans.

Kenneth Patterson is a financial advisor with Primerica Advisors, holding a Series 63 registration and having 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and has a long tenure with New York City Transit. Outside of his advisory role, he receives compensation for selling home-related products through affiliated companies, including loan products and home security services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily 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 through model-based investment strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Robert Oneill is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments, Inc. since 2003 and with Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of loan products through Primerica Mortgage, LLC and referrals for home security and automation products via Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating on a tiered wrap-fee basis rather than fixed fees.

Josh Haber is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 14-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Tyler Witt is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2021. Prior to his advisory role, he was affiliated with Indiana University and Great Neck South High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to guide financial strategies.

Roman Adrianowycz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he operates a part-time business called Adrian Sports, which involves retail sports equipment and administration. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages substantial client assets and offers various investment and planning services through its Financial Advisors and specialized groups.

Easton Brenner is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Sullivan O'Neil Group. He joined the firm in 2025 following his graduation from Lafayette College. At Lafayette, Easton earned a bachelor's degree with a double major in Economics and Policy Studies while competing as a four-year starter on the baseball team. Easton's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, liquidity management, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, and individual and corporate investment strategy. He holds the Personal Investment Advisor (PIA) designation and is actively involved in the Hudson Baseball Club. In addition to his professional work, Easton resides in Hoboken, New Jersey, where he dedicates time to coaching high school and collegiate athletes. His personal interests include adventure sports, baseball, boxing, camping, fishing, golfing, hiking, hunting, pickleball, and yoga.

Richard Nappi Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 through a non-discretionary advisory program.

Raymond Chera is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Capital One Sharebuilder and Woodbury Financial Services. Outside of his advisory work, he serves as president of Elite Wealth Managers LLC, providing investment advice and financial planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various firm programs.

Patrick Dolan is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 44 years of experience in the industry, having worked at MML Investors Services, Inc. since 1982 and with MassMutual Life Insurance Company since 1977. His work includes analyzing various insurance products to support client retirement planning needs. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning relationships and event-driven services such as divorce, estate settlement, and employer-sponsored planning.

Owen Horne is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley and Fidelity Investments, as well as prior experience in education at Fairfield University and St. Joseph High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Keith Hagerty is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients' goals and risk tolerances.

Charles Taylor is a financial advisor at LPL Enterprise with nine years of industry experience. He has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates, Inc. outside of his current role. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated non-securities products and services.

Brittney Robinson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Stifel Financial Corp for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through affiliated entities.

Michael Liebson is a financial advisor with LPL Financial in Greenwich, CT, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His prior roles include a decade at UBS Financial Services and positions at several other firms such as Webster Investments and IVES Bank. Outside of his advisory work, he occasionally performs as a drummer in a blues and jazz band on weekends. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisers with research, technology, and investment options.

Alfonso Giudici is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Equitable Advisors and Abeille Bravure. He is also the owner of Vox Trend Media LLC, a business focused on media direction and vision planning. 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 municipalities, offering financial planning and consulting with a range of portfolio management styles and firm-supported research.

Peter Swansen Jr. is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services Inc., National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a partner at Corporate Plans Retirement Strategies, LLC, where he oversees staff and provides ongoing client service and employee benefit reviews. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and clients ranging from individuals to institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management.

Joseph Ausanio is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates an ESG eligibility framework within its investment recommendations.