Kenneth Sheresky is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has held prior roles at City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of his advisory work, he serves as a committee member focused on patient advocacy at Silver Hill Hospital, a nonprofit psychiatric hospital specializing in behavioral health and addiction services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Victor Schwartz is a Series 66-licensed financial advisor with Morgan Stanley, based in Purchase, NY. He has been with Morgan Stanley since 2026 and has prior experience at UBS Financial Services and Equinox, among other roles. He attended the University of Miami from 2021 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and provides a broad range of advisory programs.

Joseph De Pompeo is a financial advisor with Morgan Stanley, holding a Series 66 designation and having six years of industry experience. He has worked with Morgan Stanley and its services group since 2019 and previously was employed by Fire Island Ferries, Inc. Outside of his advisory role, he worked as a parking attendant and conducted customer transactions for Fire Island Ferries after business hours. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Edward Fennessey is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, serving in various roles including Financial Consultant and Investment Consultant. Prior to Fidelity, Edward worked at Newman & Associates - Ameriprise Financial as a Paraplanner from 2013 to 2016, and held positions at TIAA-CREF and UBS Wealth Management. Edward's approach centers on partnering with clients to define and clarify their personal and financial priorities. He collaborates with clients to develop and implement financial plans aimed at achieving their goals, focusing on understanding their family's needs and maintaining a long-term perspective on their objectives. Outside of his professional work, Edward enjoys biking, family activities, golf, outdoor adventures, running, and skiing.

Christopher Viggiano is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2025, previously holding positions at Bank of America and Merrill. 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 assist clients in developing tailored financial plans.

Sheila Spicehandler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, she spent nine years at Ameriprise Financial Services. She serves as the Investment Advisory Committee Chairman for Temple Beth El in Chappaqua, NY, advising on investment policy. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools.

Caitlin Finley is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 2002. Outside of finance, she is an owner and partner in SurfRidge Brewing Co, a craft brewery with locations in California and Connecticut. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Nicole Mazzei is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America, Merrill, Morgan Stanley, JPMorgan, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Megan Wolf is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, she worked briefly at Austin Private Wealth and SFMG Wealth Advisors. She attended the University of Texas at Austin from 2021 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 that utilizes firm-approved tools and modeling techniques.

Michael Turner is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Morgan Stanley in 2022, his work experience includes roles at PaveLogic, Aflac, and TCT Federal Credit Union, as well as academic studies at Clemson University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved tools and research.

Elizabeth Mariconda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has worked at various J.P. Morgan entities since 2008, including J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Stephen Kreher is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at the Austin Chamber of Commerce from 2012 to 2017. Kreher also serves as a consultant with Guidepoint. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models.

Ana Grandjacques is a financial advisor at Morgan Stanley with 23 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Todd O'Connell Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at Bankers Life Advisory Services, Bankers Life Securities, and Scott Merl PA. 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 emphasizing structured financial planning and employs various modeling tools to assist in client planning.

Benito Moneta is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Citigroup/Citibank, and involvement with several private companies across different sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

John Lucas is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at Reliant Funding before joining Morgan Stanley Smith Barney LLC. His background includes a significant period focused on full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market scenario modeling.

Bryn Doyle is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Doyle is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and property & casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm’s planning engagements involve collaborative, annual relationships with clients, using firm-approved analysis tools to develop written recommendations.

Kenneth Germann is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a rental property in New Canaan, CT. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Lucy Chen is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes positions at Nomura and Morgan Stanley, as well as time spent at Cornell University. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

Laura Ciminera is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated service group since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 a structured planning process supported by firm-approved tools and models.