Mitchell Harry is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Outside of his advisory role, he serves on the Finance Committee of the Alexander Graham Bell Association for the Deaf and Hard of Hearing. 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 employs a structured financial planning process using approved tools and models, serving clients in both advisory and brokerage capacities.

Theodore Eckert is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. He receives trail commissions from Allianz Life Insurance unrelated to his advisory duties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Michael Liby is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he served in the U.S. Military from 2016 to 2022 and has held roles in economic development and academia. He also serves as Co-Adjutant for the Sons of the American Legion, providing data analysis and computer support on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients. The firm offers advisory programs through a network of representatives and leverages third-party asset managers and program sponsors for investment solutions.