Michael Pidich is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Michael Moretti is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 structured discovery processes and proprietary planning tools.

Brian O'Donnell is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

James Hughes is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. In addition to his advisory role, he maintains various outside insurance appointments. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers, emphasizing tailored investment solutions without sponsoring its own wrap fee program.

Robert Connelly is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. His prior work includes eight years at Wells Fargo Clearing Services LLC. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary advisory relationships with periodic recommendations and access to discretionary separately managed accounts, supported by its integrated operational structure and multi-asset model portfolios.

Stephen Allen Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, currently working within Morgan Stanley Private Bank, National Association. 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 planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Ted Abenstein is a financial advisor at Raymond James Financial in Morristown, NJ, holding Series 63, 65, and 66 designations with 36 years of industry experience. His career includes roles at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC. He is involved with 1792 Wealth Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and analytical tools to support client goals.

James Dzikowski is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Matthew Chanda is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Avantax Investment Services and Edward Jones. Outside of financial services, he has experience in the hospitality industry with roles at multiple establishments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Brian Burns is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2015. Based in Morristown, NJ, his career spans multiple roles within the firm. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-based modeling techniques.

Michael Nisivoccia is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Co. His other business activities include serving as an agent selling term life, long-term care insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, managed portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Nancy Di Donato is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2020, following a 15-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Brian Deblinger is a financial advisor with Merrill, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked at Merrill since 2020 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2020. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Heisen is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Arete Wealth Management, Independent Brokerage Solutions LLC, Masterworks Investor Services LLC, Thinknum Alternative Data, BB&T Capital Markets, and Bank of America Merrill Lynch. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Nancy Anderson is a financial advisor at Morgan Stanley with 39 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2026, and previously spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors. She serves as co-trustee for her spouse’s company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Scott Jensen is a financial advisor with Charles Schwab in Morristown, NJ, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 1989. Outside of his advisory role, he owns a rental property used seasonally. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a blend of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive alternative investments program.

James Kelly is a financial advisor with Morgan Stanley in Morristown, NJ. He holds a Series 66 designation and has one year of industry experience. His background includes roles outside finance, such as positions at Loyola University Maryland and Watchung Hills Regional High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, using models like Monte Carlo simulations to assess potential outcomes.

Nicholas Fischer is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Michael Lombardi is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at Merrill from 1993 to 2017 before joining Morgan Stanley and its Private Bank division in 2017. Outside of his advisory role, he is involved in local community activities, serving as a director of Ridge Youth Sports Inc. and coaching varsity basketball at Gill St Bernards School in New Jersey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Thomas Wallach is a financial advisor with Cetera, holding the CFP® and PFS™ designations and the Series 66 license. He has 26 years of industry experience, including over two decades with Cetera and its affiliates since 2005. In addition to his advisory work, Wallach owns Wallach Financial Services, LLC, where he provides tax preparation and planning services. He serves as vice president of the Chi Phi fraternity and is a board member at Hunterdon Preparatory School. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and consulting services through a nationwide network of independent advisors.