John Vogelsang is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following two years at Generation Investment Management. 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, using structured processes and modeling tools to support client planning without providing individual security recommendations.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Thomas Williamson is a financial advisor with Charles Schwab in Stamford, CT, holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company, Tiaa, and TD Ameritrade. Outside of his advisory career, he serves as a volunteer firefighter with the Sound Beach Volunteer Fire Department. 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as an independent contractor delivering food and groceries for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Patrick Devaney is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial in 2020. He also operates a business entity, The Devaney Group, Inc., which is not related to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Leigh Jacobsen is a financial advisor at UBS Financial Services with a Series 66 credential and less than one year of industry experience. Prior to joining UBS, Jacobsen held positions at Mastercard and Lafayette College. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.

Brendan Keohane is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Life Insurance Company in 2016 and its subsidiary, Mass Mutual Investors Services, in 2017. Outside of his advisory role, he is involved in outside insurance sales, focusing on individual and group life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars using firm-approved analytical tools, structuring planning engagements as annual collaborative relationships with clients.

Thomas Fenlon is a financial advisor at Morgan Stanley in Greenwich, CT, with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Sebastian Seebach is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 designations and one year of industry experience. His background includes roles at Morgan Stanley, Northwestern Mutual, and Regeneron Pharmaceuticals, as well as experience in education at Montclair Kimberley Academy and Fordham University. 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 and financial planning services that utilize structured discovery processes and firm-approved tools to model outcomes and support client decision-making.

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 Series 66-credentialed financial advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and previously held positions at Morgan Stanley Purchase and Merrill Lynch. 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 an ESG eligibility framework. The firm delivers its services on a non-discretionary basis through a select group of Wealth Advisors.

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.

Terence Markey Jr. is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Lucas Margenot is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Equity Services Inc, Schnitzler Law, and Richard J Margenot LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Hans Keden is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and over 20 years of industry experience. He has been with J.P. Morgan Securities since 2006 and has worked 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 for the local community. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm delivers asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors, combining institutional advisory operations with a range of brokerage and investment management capabilities.

Michael Occhiuto is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he is the owner of Ackside Down LLC, a vacation home holding entity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Eric Rwiliriza is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at firms including Fidelity Investments, HSBC, Bank of America, and Merrill. 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’s client relationship model combines non-discretionary advisory guidance with access to discretionary separately managed accounts and integrates brokerage, custody, and advisory services across a large client base.

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.