Michael Pidich is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Michael Moretti is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 supported by structured discovery processes and proprietary planning tools.

Brian O'Donnell is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

James Hughes is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he holds various insurance appointments. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Robert Connelly is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. His prior work includes eight years at Wells Fargo Clearing Services LLC. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary advisory relationships with periodic recommendations and access to discretionary separately managed accounts, supported by its integrated operational structure and multi-asset model portfolios.

Stephen Allen Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, currently working within Morgan Stanley Private Bank, National Association. 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 planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Ted Abenstein is a financial advisor at Raymond James Financial in Morristown, NJ, holding Series 63, 65, and 66 designations with 36 years of industry experience. His career includes roles at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC. He is involved with 1792 Wealth Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and analytical tools to support client goals.

Matthew Chanda is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Avantax Investment Services and Edward Jones. Outside of financial services, he has experience in the hospitality industry with roles at multiple establishments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Brian Burns is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2015. Based in Morristown, NJ, his career spans multiple roles within the firm. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-based modeling techniques.

Michael Nisivoccia is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 15 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Allied Wealth Partners and Securian Financial Services, among other firms. He is also involved in insurance product sales, including term life, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios and research from LPL and third-party subadvisors.

Nancy Di Donato is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2020, following a 15-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Gregory Heisen is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Arete Wealth Management, Independent Brokerage Solutions LLC, Masterworks Investor Services LLC, Thinknum Alternative Data, BB&T Capital Markets, and Bank of America Merrill Lynch. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Nancy Anderson is a financial advisor at Morgan Stanley with 39 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2026, and previously spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors. She serves as co-trustee for her spouse’s company. 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 utilizes firm-approved tools and modeling techniques.

James Kelly is a financial advisor with Morgan Stanley in Morristown, NJ. He holds a Series 66 designation and has one year of industry experience. His background includes roles outside finance, such as positions at Loyola University Maryland and Watchung Hills Regional High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, using models like Monte Carlo simulations to assess potential outcomes.

Nicholas Fischer is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Michael Lombardi is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at Merrill from 1993 to 2017 before joining Morgan Stanley and its Private Bank division in 2017. Outside of his advisory role, he is involved in local community activities, serving as a director of Ridge Youth Sports Inc. and coaching varsity basketball at Gill St Bernards School in New Jersey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Thomas Wallach is a financial advisor with Cetera, holding the CFP® and PFS™ designations and the Series 66 license. He has 26 years of industry experience, including over two decades with Cetera and its affiliates since 2005. In addition to his advisory work, Wallach owns Wallach Financial Services, LLC, where he provides tax preparation and planning services. He serves as vice president of the Chi Phi fraternity and is a board member at Hunterdon Preparatory School. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and consulting services through a nationwide network of independent advisors.

Shanon Ohlweiler is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009. 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, utilizing firm-approved tools and methodologies to support client goals.

Matthew Giordano is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he served in various educational roles including positions at Bernards Township Board of Education and several universities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and has unique offerings in municipal advisory services and employer SIMPLE IRA consulting programs.

Csilla Daloia is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.