Kyle Robison 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 2021 after completing his education at Pennsylvania State University. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals 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 proprietary tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.

Daniel Baez Fernandez is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2022. His prior work experience includes roles at EY Parker Logistics, J. Crew, and Forte Capital Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s planning process uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Hanes Jr. is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include 14 years at Citigroup Global Markets before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured financial planning tools and offers a range of investment and wealth management services.

Frank Dedio is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining LPL Financial, he was involved with Kraner, LLC and has held other roles including work with B2Btally, LLC, The Tally Strip, Florida State University, Wayne Valley High School, and Anthony Wayne Middle School. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various sources.

Elizabeth Abikaram is a financial advisor with Morgan Stanley, holding a Series 66 designation and ten years of industry experience. Her prior work includes positions at JPMorgan Chase Bank, JPMorgan Securities, 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, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Oran Yacobi is a financial advisor with Ameriprise in Allendale, NJ, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is involved in consulting through a separate business entity, EME Consulting. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Angelo Mamone serves as a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management in White Plains, New York. In this role, he leads a team that assists clients and their families with managing various aspects of their financial lives. The team's approach emphasizes care and approachability, reflecting a strong commitment to clients' long-term welfare. Since beginning his career in financial services in 2008, Angelo has developed particular expertise in helping union members navigate retirement decisions and their effects on investments and income streams. He also provides guidance to small business owners on the intersection of professional and personal finances. His advisory services cover retirement strategies, customized investment management, income preservation, and lending access through Bank of America, N.A. Angelo focuses on delivering tailored financial solutions and fostering lasting client relationships based on trust and responsiveness. Angelo holds a Bachelor's Degree from Iona College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys traveling, with a particular interest in Italy, as well as engaging in golf, hiking, cooking, and photography.

Brian Roberts is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 66 designations and nine years of industry experience. His prior work includes roles at Webster Bank and Sterling National Bank. Outside of his advisory work, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Kenneth Di Cairano is a CFP® professional with 33 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities for 11 years. Di Cairano holds an inactive CPA designation and is a partner in Harbor Oak Professional Services, LLC, which manages tax-related matters and IRS interactions for the partnership. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services such as divorce, estate-settlement, and employer-sponsored planning.

Gisell Rivera is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors since 2007 and has worked at Primerica Financial Services since 2004. In addition to her advisory role, Rivera is involved in sales of investment-related products and provides referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors and employs model-driven strategies managed by unaffiliated asset managers.

Hernando Paredes is Vice President and Financial Consultant at Fidelity Investments, where he supports clients in creating and maintaining financial plans tailored to their specific goals for future years and generations. He offers a personal level of service and ongoing support through a dedicated service team, assisting clients whether they seek an ongoing planning partnership or occasional timely assistance. His professional experience includes roles at Fidelity Investments since 2013, progressing from Investment Consultant to Financial Consultant, and currently Vice President, Financial Consultant since 2023. Prior to Fidelity, Hernando worked as Senior Investment Counselor and Investment Counselor at T. Rowe Price, Licensed Financial Specialist at Wachovia Bank, and Financial Advisor at Ameriprise Financial. Outside of his professional work, Hernando engages in family activities, music, outdoor adventures, reading, and soccer.

Gillian Mc Connell is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at EY from 2019 to 2022 and spent four years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory services.

Kimberly Garcia is a financial advisor at Stifel with 16 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Outside of her advisory role, she co-owns a residential rental property with her spouse. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Chrissy Pecora is a financial advisor with Morgan Stanley, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Aon and The Law Offices of Michael Borrelli. Outside of finance, she is involved with Villa Maria Pizza as a social media manager. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through tailored planning and modeling tools.

Cassandra Obzud is a financial advisor at Morgan Stanley with three years of industry experience. She has previously worked at Volkswagen Group of America and has been with Morgan Stanley since 2017. She holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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.

Eugene Peysakh is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and 13 years of industry experience. He previously worked at Northwestern Mutual in a variety of roles from 2014 to 2018 before joining Mass Mutual in 2018. In addition to his advisory work, he serves as a Certified Exit Planning Advisor, consulting with entrepreneurs on business value creation and post-exit financial planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through brokerage or insurance arrangements.

Anh Parisi is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Morgan Stanley in 2021, Anh worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for nearly two decades. Outside of advisory work, Anh is involved with retail and online store ventures through ownership and partnership roles in Le Vu LLC and Highflier Investment Group LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and planning tools, with an emphasis on advisory services rather than individual security recommendations.

Christopher Copenhaver is a financial advisor at Ameriprise with 24 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Copenhaver has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kendall Steer is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. Steer has been with Morgan Stanley since 2025 and previously worked at D.F. Dent in 2024. He completed his education at Georgetown University from 2022 to 2026. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Christopher Siracusa is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017. Prior to that, he was with JPMorgan Chase Bank and J.P. Morgan Securities from 2013 to 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of services including estate planning and various investment programs.