Brittney Secreto is a financial advisor with Cetera, holding a Series 63 license and 16 years of industry experience. She has worked with Cetera and its affiliates since 2019 and previously served at Foresters Financial Advisory Services LLC from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Brendan Mc Dermott is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his industry experience in 2025. His background includes roles at Archstone Financial and TJX, as well as work related to Fairfield University and Brio 33. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Jodi Lemp is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 11 years of industry experience. She has worked at J.P. Morgan Securities since 2015 and has been associated with JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she has longstanding involvement with the Culinart Group at Trinity Pawling School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and serves clients on a non-discretionary basis.

Ronald Casanova is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

William Pressman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience serving the complex financial needs of affluent individuals and their families. William joined Merrill Lynch in 2014 after a career at another leading wealth management firm. Before entering financial services, he owned and operated a marketing agency focused on the retail sector. William specializes in areas including college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned his bachelor's degree from The Ohio State University. Based in Manhattan and Harvey Cedars, New Jersey, William is originally from Queens, New York. He and his wife support the Indiana University Foundation and are involved with the Beth Haverim Shir Sholom community. Outside of work, William enjoys cooking, music, spending time with his family, traveling, and watching movies.

Anne Bensel is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 12-year tenure at CitiGroup Global Markets Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery conversations and proprietary tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Rowan Beaudoin Friede is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Riverside Financial Group, LLC, among other roles including positions outside finance such as at Al di la trattoria and Waterhouse Restaurant. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party model strategies tailored to client objectives.

Ronnie Spears is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Merrill since 2019. Prior to that, he was with Aspire Advisors, LLC and Amalgamated Life Insurance Company. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Heather Brower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations across various vehicles, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michael Derosa is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Foresters Financial Services. Additionally, he operates THE FENNELL GROUP and FENNELL FINANCIAL SOLUTIONS as dba entities for Cetera and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Mark Lindberg Sr. is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Insurance Agency for several decades. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Cetera is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and consulting services through a multi-manager platform.

Joseph Chiusano is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role starting in 2022, he worked at Morgan Stanley Smith Barney LLC and has served in the United States Army Reserves since 2017. Outside of finance, he has experience working in the restaurant industry at Sea Bright Pizzeria. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Ajet Metaliaj is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Webster Bank, Key Investment Services LLC, Citi, and KeyBank. 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 portfolios, third-party asset management, and institutional platforms.

Debra Walker is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

George Weingartner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at INVEST Financial Corp. for 18 years before joining LPL Financial in 2018. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Emmett Mc Conville is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations. His career includes a decade-long tenure at J.P. Morgan Securities and J.P. Morgan Chase Bank NA, as well as ownership of a private real estate entity unrelated to his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Laura Jimenez is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 2002 and has been with Merrill Lynch since 2003. Laura specializes in family wealth management strategies, personal retirement planning, and women and wealth. She holds a Bachelor of Science degree in Finance and Marketing from Boston College, is a CERTIFIED FINANCIAL PLANNER® professional, and holds the Chartered Retirement Planning Counselor™ designation. Her expertise includes a comprehensive understanding of Life, Disability, and Long-Term Care Insurance, which she integrates with ongoing portfolio guidance to meet the long-term needs of clients at various life stages. Laura resides in Port Chester, NY with her husband and young daughter. In her personal time, she enjoys running, playing tennis, and traveling. She has been recognized by Forbes multiple times, including being named to the Americas Top Women Wealth Advisors Best-in-State list and the Best-in-State Wealth Management Teams list from 2023 to 2026.

Laura Abels is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch Pierce, Fenner & Smith, Inc. since 2013 and Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Scott Reynolds is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at NYLife Securities LLC and New York Life Insurance Company from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and market modeling techniques.

Jeannine Barlotta is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 designation and has previously worked at RBC Capital Markets, LLC and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.