Muhammad Rashid Sheikh is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He worked at Citigroup for ten years before joining Morgan Stanley, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by advanced tools and methodologies, managing approximately $2.74 trillion in client assets.

Susan Christy is a financial advisor at Merrill with 37 years of industry experience. She has been with Merrill since 1990 and holds the Series 66 designation. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Peter O'Connor is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill Lynch and Morgan Stanley Purchase. 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. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Michelle Hanna is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at Interactive Brokers and has held roles in academic support and retail. Hanna has credentials including Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a discovery-based process, offering diverse investment programs and financial strategies.

Anthony D'ambrosio is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2022. Outside of his advisory roles, he serves as treasurer for the John Calabra Lodge Order of Sons and Daughters of Italy and is involved in several investment-related business entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services such as business-owner transition and special-needs planning.

Paul Santucci is a CFP®-credentialed financial advisor with 34 years of industry experience, currently with Ameriprise since 2020 following a 15-year tenure at Ameriprise Financial Services, Inc. He is based in Pound Ridge, NY. Outside of his advisory role, he is a co-owner of an LLC formed to manage shared office expenses with other advisors. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations and delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cassandra Biehl is a financial advisor with Raymond James & Associates in Paramus, NJ, holding a Series 66 designation and seven years of industry experience. She previously worked at Morgan Stanley for six years before joining Raymond James, where she has been since 2022. 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 nonprofit organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Hans Keden is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 65 and Series 66 designations and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2006 and at JPMorgan Chase Bank, N.A. since 1998. Outside of his advisory role, he serves as Chairman of the Board for Studio Slew, a nonprofit art studio providing free art lessons and access to the arts to the local community. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG criteria while providing implementation through affiliated entities.

Valerie Scimia is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves in multiple community positions, including as vice-president and board member of a tenants’ cooperative and as a board member of a neighborhood association in Bronxville, NY. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ayden Zuber is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His work history includes roles at Wells Fargo Clearing, InFocus Financial Advisors, Stratosphere Social, and JLK Insurance Group, as well as time spent as a full-time student. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Anna Slaski is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following nine years at UBS Financial Services. Outside of her advisory role, she is a silent partner in a professional weather forecasting services business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Adam Artiano is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Evelyn Payamps Marte is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and with 10 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Peter Debrino is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning and utilizes firm-approved tools and modeling techniques to support its services.

Michael Montaldo is a financial advisor with Charles Schwab in Mt Kisco, NY, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at TD Ameritrade, Morgan Stanley, and E*TRADE Capital Management. Outside of his advisory work, he serves as a board member and minors division director for Sherman Park Little League. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Amelie Tsao is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. She joined the firm in 2025 and has prior experience at USAID and educational institutions, including Brown University and international schools in Kuala Lumpur. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services.

Daniel Giuntini is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 12 years at TD Ameritrade Inc. and current roles at Charles Schwab Bank and Charles Schwab and Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Elizabeth Adams is a Series 66 licensed advisor at Merrill with 19 years at the firm and 13 years of industry experience. She is based in White Plains, NY. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adrian Mohorovich is a CFP® professional with 16 years of experience in the financial services industry. He has been with Ameriprise in various capacities since 2014 and is currently based in Waldwick, NJ. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Robert Barbuto is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at several firms including Charles Schwab, Fidelity, and Merrill. Barbuto has been with Edelman Financial Engines and its predecessor entities since 2022. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s approach includes diversified model portfolios, periodic rebalancing, and a combination of discretionary and non-discretionary advisory services, managing approximately $326 billion for nearly 477,000 clients.