Michael Pinho is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at HSBC Securities, HSBC Bank USA, Citizens Bank, and Citizens Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Marc Rienas is a financial advisor at Ameriprise in Danbury, CT, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PricewaterhouseCoopers, Northeastern, and John Hancock Financial. Outside of his advisory duties, he works as an Uber driver. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Di Nardo is a financial advisor with J.P. Morgan Securities in Hartsdale, NY. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2021, he worked at Iron Birch Advisors and Ameriprise Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, utilizing a process that combines quantitative modeling with centralized due diligence and integrates ESG criteria in its recommendations.

Jehan Muhi Aldain is a financial advisor at Morgan Stanley with Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley, he held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector and at Syracuse University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process utilizing firm-approved tools and models outcomes with inputs from the Global Investment Committee.

Ellie Park is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses. She has been with Morgan Stanley since 2025 and has prior experience in various roles including work at OMD, Bareburger, and Villanova University. Outside of her advisory career, she has been involved with Risen King Church. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and investment research.

Aashi Tailor is a financial advisor at Morgan Stanley with Series 66 credentials and is in the early stage of their career, having joined the firm in 2024 after graduating from the University of Southern California. Prior to Morgan Stanley, their experience includes teaching roles at Morris County School of Technology and Jefferson Township Middle School. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Daniel Mcmahon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has worked at UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Donald Freeman III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as treasurer and president of Carlson & Carlson, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management approaches with a range of discretionary and non-discretionary strategies and maintains proprietary and third-party model solutions.

Gary Stenson is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and a methodology developed by its Investment Strategy Group.

Kyle Hanselman is a CFP® professional with 14 years of experience in financial services. He is currently affiliated with Raymond James Financial and also works with Saddle River Financial Group. Prior to this, he spent over a decade at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in wedding sales and operations at Crossed Keys Estate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation support rather than discretionary management.

David Aiello is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sei and Florida Financial Advisors. Before entering the financial industry, he spent several years at Ithaca College and John F Kennedy Highschool. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate market models and simulations without specific security recommendations.

Scott Aber is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He is also the owner of Scott M. Aber CPA PC, providing accounting and tax services since 1998, and serves as president of Bookkeeping Chef Inc., an online bookkeeping business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Michael Gorsky is the Senior Resident Director at Merrill Lynch Wealth Management, leading the firm's office in Greenwich, Connecticut. He joined Merrill Lynch in 2005 and serves in a key leadership role within the organization. Michael's focus areas include executive compensation, family wealth management strategies, and institutional consulting. Throughout his career, Michael has been recognized multiple times by Forbes, including being named "Best-in-State Wealth Advisor" from 2021 through 2026 and earning designations among the "Top Next-Generation Wealth Advisors." He holds several FINRA registrations, including Series 7, 9, 10, 31, and 66, as well as life, accident, and health insurance licenses. Michael graduated with honors from Franklin & Marshall College, where he was a three-year NCAA Track & Field athlete. Outside of his professional role, Michael participates in community volunteering consistent with Merrill's tradition. His personal interests include cooking, photography, and running.

Michael Jabara is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63 designation. Outside of his advisory role, he is a partner in ownership of a commercial building in Ridgefield, Connecticut. 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 a structured planning process using firm-approved tools and market-based modeling techniques.

Ebakoliane Obiomon is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he served in various roles at the Department of Defense from 2020 to 2025 and attended the United States Military Academy from 2016 to 2020. Outside of his advising role, he is involved in a sole proprietorship related to real estate accounting and bookkeeping. 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 firm-approved tools and investment research.

Steven Solomon is a financial advisor at RBC Capital Markets with 34 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2025 and is currently affiliated with City National Bank. Solomon is a trustee of the Jill E. Solomon Charitable Foundation, a small local charity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.

Henry Keating is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Marcelo Ippoliti is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory role, he serves as president of South Highland Properties, Inc., a real estate company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, supporting clients with tailored investment and estate planning strategies.

Nathaniel Francois is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include multiple positions at JPMorgan Chase Bank and recent employment at J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

David Collins Sr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill Lynch. He is also a general partner of Collins Capital Real Estate LLC and serves on the advisory boards of Collins Capital Investors Trust II LP and Collins Capital Investors Trust IV LP. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning supported by firm-approved tools and research from its Global Investment Committee.