Benjamin Seibert is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2021. Outside of his advisory role, he is a cofounder of PeerInvest LLC, a small real estate syndication partnership focused on property investment analysis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by firm-approved tools and modeling techniques.

Ronald Burley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at United Brokerage Services, INC. and United Bank, where he worked for 13 years. He also serves in a financial institution role at Bank of Charlestown. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Dorsa is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Amanda Zack is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined ten years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

Charles Bell is a financial advisor with Wealth Management Institute Ltd. in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wealth Management Institute Ltd. since 2001 and previously at American Portfolios Financial Services, Inc. from 2015 to 2024. Wealth Management Institute Ltd. is an independent firm that serves clients with personalized wealth management and investment advisory services.