Paul Selinger is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 credential and 16 years of industry experience. He previously worked at Merrill Lynch from 2009 to 2017 before joining Morgan Stanley, where he has been since 2017 and at the Morgan Stanley Private Bank since 2019. Outside of his advisory role, he is involved as a sole proprietor in a rental property business. 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 services, and manages approximately $2.74 trillion in client assets.

John Soliman is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at Morgan Stanley since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a limited partner in a sports memorabilia business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with firm-approved methodologies to support its financial planning services.

Josie Nieh is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley, she held roles at Amazon and the UC Berkeley Basic Needs Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm employs a structured financial planning process using firm-approved tools and offers broad investment and planning services.

Paul Smith is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2006, following prior roles at Sanders & Smith Limited and National Planning Corporation. OSAIC Wealth, Inc. serves retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage and investment advisory services along with financial planning, retirement consulting, and managed account solutions. The firm employs various asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

Olga Kononenko is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Oppenheimer for six years before joining Wells Fargo in 2016. Outside of her advisory role, she works as a stylist for a nail product company on a part-time basis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, providing both brokerage and advisory solutions.

Lawrence Deluise is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in several nonprofit organizations, serving on boards and committees that support local sports programs and educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning and capital markets activities.

Annette Serniak is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley since 2017 and previously at Merrill from 2015 to 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning services supported by firm-approved planning tools and investment committee insights. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Eric Rosman is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley, he worked in educational and community roles, including positions at Marist College and Mount Kisco Parks and Recreation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

Adam Steinbuch is a financial advisor with Morgan Stanley in Purchase, NY. He holds a Series 66 designation and joined Morgan Stanley in 2026. Prior to this, he worked at Rack & GO LLC for several years and has experience in other roles including at Enterprise Holdings and the University at Albany. 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 services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies approved by its Global Investment Committee.

Alexander Recchia is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2013, he has worked directly with individuals and businesses to help them achieve their financial goals. His client base includes owners of private businesses, corporate executives, physicians, CPAs, attorneys, retired couples, widows, and multiple generations of families across the nation. His areas of expertise encompass education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, and retirement income. Alexander emphasizes the importance of strategies beyond savings and investments, including estate planning and family wealth transfer, to help clients efficiently move toward their defined objectives and navigate pivotal life transitions such as retirement or selling a business. Alexander holds a Bachelor's Degree from Salve Regina University and the Personal Investment Advisor (PIA) designation. He is involved in community organizations including Habitat for Humanity, Healing the Children, and Knights of Columbus. Outside of work, he enjoys cooking, fishing, golfing, hiking, photography, and spending time with his family.

Jonathan Wolfe is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently based in Greenwich, Connecticut. He began his career in wealth management in 1999 at Merrill Lynch in Manhattan and has since managed various offices, including those in Westchester County before relocating to Greenwich. Jonathan specializes in working with high net worth families to manage all aspects of their financial lives, offering customized financial planning, portfolio management, and strategies that cover tax minimization, retirement planning, and college education funding. Jonathan holds a Bachelor of Science degree in finance from Georgetown University and is a CERTIFIED FINANCIAL PLANNER® professional. His approach involves understanding each client's financial goals and circumstances in detail to create personalized wealth management plans. He collaborates with clients and their tax and legal advisors to develop and periodically review strategies aimed at achieving their long-term objectives. Jonathan lives in Old Greenwich, Connecticut with his wife, Cynthia, and their four children. He participates in community volunteering and pursues personal interests including biking, cooking, hiking, music, reading, rock climbing, swimming, tennis, and yoga.

Eddie Reyes is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience and has worked at firms including Morgan Stanley and Price Waterhouse Coopers. Outside of his advisory role, he is the owner of Reyes Property Management LLC, a property management and leasing business. 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.

John Fiore is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Greenwich, CT. He joined Merrill in April 2019, bringing extensive experience from his six years as a Senior Private Banker at J.P. Morgan Private Bank, where he worked with high net worth individuals and their families. John focuses on serving hedge fund, private equity, and financial services professionals, providing comprehensive wealth management services that encompass financial planning, investment advisory, private banking, and credit solutions. Before specializing in private wealth management, John held various roles across the financial services industry, including investment banking, institutional sales, derivatives, and prime brokerage with firms such as Chemical Bank, Bankers Trust, Goldman Sachs, Merrill, and later Bank of America/Merrill Lynch Wealth Management. He holds an MBA with a concentration in Finance from Columbia Business School and a bachelor's degree in History from Dartmouth College. John is a Personal Investment Advisor (PIA) and is proficient in English and Spanish. He currently resides in Darien, CT with his wife and two daughters. Outside of his professional work, John enjoys cooking, fishing, golfing, hunting, reading, and skiing.

Robert Pisano Jr. is a financial advisor at Morgan Stanley with 19 years at the firm and six years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he serves on the board and the Audit and Risk Committee of Volunteer New York, a nonprofit organization that helps other nonprofits find volunteers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Thomas Leder is a CFA® charterholder with 29 years of industry experience. He is currently with J.P. Morgan Securities and JP Morgan Chase Bank, N.A., where he has worked since 2020. His prior experience includes roles at Mass Mutual Investors Services and National Life Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Cristina Lozano is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2021. Prior to her current role, she was employed at Moda Operandi and has experience in retail and online sales as a proprietor outside of the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured tools and models, managing approximately $2.74 trillion in client assets.

Daniel Le Noir is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2018 and has also been with Bank of America N.A. since 2022. Prior to his career in finance, he worked at North East Contractors Inc. for two years. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dov Katz is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Valley Wealth Managers, Valley National Bank, Bank Leumi, and EF Legacy Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its network of Financial Advisors and specialized estate planning groups.

Timothy Riley is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Mitchell Eisenberg is a Series 63-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 41 years of industry experience. Outside of his advisory role, he works as a tax preparer and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.