Mark Burton is a financial advisor at Morgan Stanley with 27 years of industry experience and holds Series 63 and Series 65 designations. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as secretary of Audiotronics, a family-owned business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and models.

Guillermo Eiben is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for over a decade. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Laura Boretsky is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor plans to clients’ goals and risk tolerances.

Brian Thompson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering a comprehensive approach to wealth management that begins with understanding each client’s financial situation and objectives. Brian creates customized strategies that can adapt as client needs and market conditions evolve, providing access to Merrill Lynch’s investment insights along with Bank of America’s banking services to support various aspects of clients’ financial lives. His expertise includes institutional and corporate benefit services, services for endowments, foundations, and non-profits, employee financial health, personal retirement planning, small business strategies, tax minimization, and retirement income. Brian holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Pennsylvania State University and a Master's Degree from Fordham University. Brian is engaged in community service, volunteering with organizations in his local area. Outside of work, he enjoys golfing, soccer, swimming, and spending time with his family. His approach centers on working one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Ryan Jendzejec is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His professional background includes roles at JPMorgan Chase Bank, Centreville Bank, and prior positions at Providence College and New Balance Westchester. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Thomas Mantione is a financial advisor with UBS Financial Services in Stamford, CT, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with UBS since 2003. Mantione and his wife are founding a nonprofit organization aimed at supporting local youth leadership programs and providing scholarships for Eagle Scouts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and providing a broad range of capital markets services.

David Sondergaard Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Justin Nelson is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2008. Outside of his advisory role, he is a passive investor and owner/partner in aerospace and food and beverage companies. 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 applying an ESG eligibility framework in its recommendations.

Huw Rose is a financial advisor at Merrill in Greenwich, CT, holding a Series 66 designation with 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leiland Stevens is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with individuals and families to develop personalized financial strategies utilizing Fidelity's resources and planning tools. His approach focuses on understanding clients' unique goals, challenges, and aspirations to help them make informed decisions and achieve financial confidence. Prior to joining Fidelity Investments, Stevens held leadership and sales positions in the financial sector. From 2020 to 2023, he served as Head of DeepWell Americas at Tradition Financial Services. Before that, he was Director of FX Sales at ED&F Man from 2018 to 2020. Outside of his professional career, Stevens has interests in outdoor adventures, parenthood, pets, and traveling.

Thomas Votano is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop tailored strategies to pursue those objectives, including general investing, retirement planning, and preparation for unforeseen events. He also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Thomas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hofstra University. His expertise lies in helping clients manage competing financial priorities such as purchasing a home, saving for college, caregiving for elderly parents, and addressing healthcare needs. He provides ongoing advice and adapts portfolio strategies to align with clients' evolving circumstances.

Greg Diamond is a financial advisor with OSAIC Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including 20 years at Royal Alliance Associates, INC., and maintains a tax and financial consulting business providing tax preparation and advice. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage, advisory, and retirement plan consulting services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Melissa De Brino is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked at Morgan Stanley since 2021 and previously was employed by UBS Financial Services from 2017 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market models to support its advisory services.

Ryan Mc Grath is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014, also serving at JPMorgan Chase Bank, N.A. since 2016. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

George Ameer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ameer serves as a member of the United States Army Reserve. 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 and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Michael Devito Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at UBS Financial Services and Morgan Stanley Smith Barney LLC prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its network of advisors.

Matthew Seitz is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner and officer of GPSS Ventures LLC, an investment entity focused on private companies. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Roger Fox is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has worked at Merrill since 1978 and has been with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jena Grace Kole is a financial advisor with UBS Financial Services in Stamford, CT, holding a Series 66 designation and 16 years of industry experience. She has worked at UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Elizabeth Schiavone is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at MBSC Securities Corporation and BNY Mellon. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.