Stanley Quelle is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates, Bank of America, Merrill Lynch, and Prudential Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that extend to corporate financial planning agreements.

John Catanzaro is a financial advisor at Stifel with Series 63 and Series 65 licenses and 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy developed by its Investment Strategy Group, emphasizing client discretion and tailored financial planning.

Craig Greenberg is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and 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 incorporating firm-approved tools and scenario modeling.

David Goldwasser is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Massachusetts Mutual Life Insurance Company in 2016. Outside of his advisory role, he also works as a tax preparer and serves as an insurance agent. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, focusing on collaborative, goal-based financial strategies.

Astonia Carey is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Morgan Stanley in 2023, she worked at CITIGROUP for five years and Concordia College NY for five years. Outside of her advisory role, she is an ambassador for Swing Chic Golf, a retail and online brand. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, featuring tailored financial planning and extensive client asset management. The firm employs a structured planning process with firm-approved tools and serves both retail and institutional clients.

Mark Giordano is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial. He previously worked at American Portfolios Financial Services, Inc. for a decade and at OSAIC for two years. He is also co-founder of FFG Management and Consulting LLC, which focuses on life insurance and fixed annuity sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Marc Stein is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 23 years of industry experience. He previously worked at NORTH RIDGE SECURITIES CORP for 13 years and Cetera Advisor Networks for one year before joining LPL Financial in 2019. Stein is involved in a health insurance business that provides coverage primarily to small businesses, including dental and vision plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Dalton is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in a real estate rental business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing research, model portfolios, and third-party management within an integrated platform.

Daniel Breen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014. 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, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

William Budd is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as general partner of Budd Family Limited Liability Limited Partnership, which manages a family cabin. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and delivers services both directly and through corporate financial planning agreements.

Erin Sullivan is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Her career includes roles at Ameriprise since 2019 and prior experience in banking and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Janet Fleishman is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1995. In addition to her advisory role, she works as a licensed life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering a range of programs including divorce planning and event-driven estate and employer-sponsored planning services.

James Fink Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and employing over 5,400 financial advisors. The firm serves a broad client base including individuals, institutions, and government entities, providing wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Keishara Colby is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is involved in animal care as a dog and cat sitter through Rover and also works with Uber in a transportation capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Ryan Williams is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Merrill for five years and Bank of America for one year before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques to support tailored financial plans.

Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Lesley Sommers is a CFP® with 44 years of industry experience, currently serving as an advisor at Cetera. She has been associated with Cetera Wealth Services, LLC since 2013 and also operates Sommers Financial Group, Inc., a firm focused on fixed insurance products. Additionally, she works as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Cameron Mc Carthy is a Series 66-credentialed financial advisor with Morgan Stanley, bringing four years of industry experience. He previously worked at Mercer Investments for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both 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 uses a structured planning process supported by proprietary tools and market outlooks to assist clients in their financial decisions.

Robert Dyer is a Private Wealth Advisor leading a wealth management team within Merrill Private Wealth Management. He serves a select group of high net worth individuals, families, and business leaders, providing comprehensive wealth management advice and strategies. His role includes managing client relationships, directing portfolio strategy, and offering access to credit and lending services through Bank of America. Robert began his career in the Treasury Division at Procter & Gamble in 1988, transitioning to Morgan Stanley Private Wealth Management in 1998 as a Senior Associate. He later joined Lehman Brothers Private Investment Management as Senior Vice President before moving to Merrill Private Wealth Management in 2008. He holds a B.A. in Political Science from Denison University and an M.B.A. in Finance from Georgetown University, and holds the Personal Investment Advisor (PIA) designation. Rob and his wife Mary Jo support various charities focused on children and education across New York, Connecticut, Virginia, and the Dominican Republic. He is involved with several professional organizations, including the Bridgeport CT Diocese, Convent of Sacred Heart School CT, Darien CT Police Department, St Lukes School CT, Student Educational Opportunities NY, and Youth for Tomorrow VA.

Pamela Kiernan is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, following previous roles at Bank of America and Merrill. Kiernan is the sole proprietor of Ware LLC, a consulting firm for which she owns a patent. 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 utilizes structured planning tools and broad investment strategies through its Financial Advisors and Estate Planning Strategies Group.