Christian Alvarez is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Command Brokerage Services for three years. His career background also includes multiple roles at Loyola University Maryland and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Seth Thompson is a CFP® and holds a Series 66 license, currently affiliated with Morgan Stanley. He has seven years of industry experience, including five years at Edward Jones and brief tenures at Merrill and Morgan Stanley entities. Prior to his financial advisory career, he worked for ten years at Freeport Area School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, incorporating structured discovery processes and advanced modeling tools to support client planning needs.

Seth Marcus is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates since 2021, following a 14-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning supported by structured tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Brandon Lyons is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at Citigroup and Northwestern Mutual prior to joining Morgan Stanley Smith Barney LLC in 2018. 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, managing approximately $2.74 trillion in client assets.

Chris Kampitsis is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding the CFP® and ChFC® designations and possessing 17 years of industry experience. He has been with MML Investors Services, LLC since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of financial advising, he is a partial owner and consultant for a restaurant/bar business and is involved in consulting and management roles through several related business ventures, including tax preparation services and marketing consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management services to individuals, business owners, trusts, estates, and charitable organizations. The firm delivers ongoing, collaborative financial planning using firm-approved analytical tools and provides a range of programs including asset management and educational seminars.

Thien Le is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and bringing 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member and finance committee member for the nonprofit Haverford College and is on the board of Fulbright University Vietnam USA, focusing on business development and growth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies developed by its Global Investment Committee.

Daniel Bernstein is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he has served on the board of directors for the Scarsdale Little League and was involved with the Del Bocas Rock Band from 2011 to 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and processes.

Shiva Bhashyam is a financial advisor with Ameriprise in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012, including its affiliated entities. Outside of advising, he is involved with the River Town Lions Club and the Global Organization of People of Indian Origin NY Chapter. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to create written recommendation reports delivered through a centralized consulting team.

Erik Gemma is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Professional Designation of Personal Investment Advisor (PIA), demonstrating his commitment to providing tailored investment strategies and financial guidance. Erik earned his Bachelor's Degree from the State University of New York System. His educational background supports his expertise in wealth management and investment advisory services. No additional information about personal interests or community involvement has been provided.

David Schulman is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at First Republic Investment Management, Wells Fargo Clearing, and Wells Fargo Advisors. 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 combination of advisory and brokerage capabilities.

Sarah Camp is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized financial plans that address goals such as funding education, preparing for retirement and health care expenses, and achieving long-term family objectives. She emphasizes connecting all aspects of a client’s financial life to prioritize and pursue their most important ambitions. Sarah holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). She earned her bachelor's degree from Washington University in Saint Louis. Her approach focuses on bringing simplicity and transparency to wealth planning, aiming to make the process accessible and aligned with each client’s unique perspectives and priorities.

James Kivlehan is a financial advisor with Wells Fargo Advisors in New City, NY. He holds a Series 66 designation and has 14 years of industry experience, including 14 years at Edward Jones before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with client engagements typically structured as discrete planning projects.

Elisabeth Traupman is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley since 2016, with a three-year period at UBS Financial Services between 2021 and 2024. 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 strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Gerard Gatto Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 brokerage, distribution, and investment management capabilities.

Anthony Caliendo is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, he was associated with JPMorgan Chase Bank, JP Morgan Securities LLC, and POWR Group Inc. from 2017 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Christopher Gaetano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans that align with their individual goals and circumstances. He employs a structured financial planning process to address clients' short and long-term objectives and adapts strategies over time to reflect changes in clients' lifestyles. He has been with Fidelity Investments since 2019, gaining experience in various roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2026. This progression within the company showcases his familiarity with diverse aspects of financial services. Outside of his professional work, Christopher has interests in beach activities, attending concerts, hiking, skiing, and traveling.

Louis Ferriello is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and manufacturing consultant at Slider Sports Seats, Inc., a consulting business focused on product vision. J.P. Morgan Securities 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 large team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary wealth management and related services.

Corey Albright is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions in various industries including automotive and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Nicholas Fiore is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and the Series 66 license. He has three years of industry experience, with prior roles at GAMCO Investors and a background that includes teaching positions at Sacred Heart University and Somers High School. Outside of his advisory work, he is involved in life settlement assistance and outside insurance sales focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved software and collaborative, annual planning engagements.

Larry Deutsch is a financial advisor with Edward Jones, holding CFP® and Series 66 designations and bringing six years of industry experience. Before joining Edward Jones in 2019, he worked at Milgo Bufkin and spent over three decades at Linear Lighting. Outside of his advisory role, he is a partial owner of several businesses, including a sales agency and two real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.