Adriana Lemus Muyshondt is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Ernst & Young. Her background also includes roles at the University of Notre Dame and Gulliver Preparatory School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using a structured process and firm-approved tools, serving clients directly and through corporate financial planning agreements.

G Diddel is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Questar Asset Management, Questar Capital Corporation, and his own firm, Diddel & Diddel, where he has been active for over 40 years. Outside of his advisory work, he is involved in personal coaching focused on holistic, life, and goal-oriented coaching. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment and financial planning solutions supported by automated portfolio construction and management tools.

Margaret Valdes is a Financial Advisor at Merrill Lynch Wealth Management with 15 years of experience. She specializes in providing personalized wealth management strategies tailored to the unique needs of her clients. Her client base ranges from families building retirement savings to high-net-worth families managing intergenerational wealth. Margaret's areas of expertise include education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, and small business strategies among others. She holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor of Science in Business Administration from the University of Connecticut as well as a Master of Science in Management from Albertus Magnus College. Fluent in English and Polish, Margaret integrates her professional skills with a commitment to personalized guidance and a disciplined approach to wealth management. Outside of her professional life, she enjoys biking, cooking, gardening, ice skating, skiing, spending time with family, tennis, and traveling.

Eric Genco is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 16 years of industry experience. He has worked at Morgan Stanley since 2018 and previously at Citigroup from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers financial planning that includes structured discovery processes and scenario modeling tools.

Ching Man Wong is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was employed at HSBC Bank USA and HSBC Securities from 2014 to 2020. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Lefflbine is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Fieldpoint Private and E*TRADE Securities LLC. Outside of his advisory work, he is a co-founder of an Indoor Flag Football League, where he helps develop the website, schedule games, and oversee operations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models, with an emphasis on advisory services rather than individual security recommendations.

Thomas Murray is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at FSC Securities Corporation, Guardian, Park Ave Securities, and Pdq Security. He is also engaged in outside insurance sales as an insurance broker specializing in life insurance, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning services structured as annual collaborative relationships using firm-approved analytical tools.

Brett Sigler is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Sigler is also a member of the Estate Planning Council of Lower Fairfield County. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and advisory platforms supported by automated tools and third-party money managers.

Amir Asadi is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds a Series 63 designation and has worked at MML Investors Services since 2015 and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he volunteers with the Rotary Club and serves as an Area Director for Toastmasters International, supporting public speaking development. 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 collaborative, annual financial planning engagements and specialized event-driven planning programs.

Nikita Boyadzhyants is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previous experience at Equitable Advisors, Baruch College, New York Life Insurance, and two educational institutions. Morgan Stanley Wealth Management serves 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 structured planning processes and advanced modeling tools as part of its service.

Thomas Heinbockel is a CFP® and Series 66-licensed advisor with Edward Jones in Nyack, NY, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including managed solutions and separately managed accounts, operates under a fiduciary standard, and supports its services with a nationwide network of over 23,000 financial advisors.

Karina Vega Gonzalez is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TD Private Client Wealth LLC and TD Bank N.A. prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Daniel Gao is a financial advisor at OSAIC with three years of industry experience. His prior roles include positions at Lincoln Financial Advisors, JPMorgan Chase, Citigroup, and Fidelity Investments. Outside of his advisory work, he is the sole owner and president of New Horizons Advisory Group LLC, providing market research and consulting services, and he also offers various insurance products as a licensed agent. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services supported by asset-allocation tools and access to third-party managers. The firm operates a complex platform with multiple mergers and private-equity ownership, delivering a broad array of portfolio management options and financial planning services.

Thomas Lucas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for over 17 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical for large institutional advisors.

John Patrick O'Donoghue is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Greenwich, CT office. He has been with the firm since 2005 and is part of the Bryce O'Donoghue Group. Before this role, John specialized in Capital Markets within Merrill's Investment Solutions Group (ISG), where he collaborated with Financial Advisors to provide innovative solutions tailored to the needs of ultra-high-net-worth clients. John brings expertise in Market Linked Investments, concentrated stock strategies, equity IPOs, new issue debt, and fixed income trading to develop portfolios aimed at achieving his clients' financial objectives. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Education Planning, Executive Compensation, Family Wealth Management Strategies, and Managing New Wealth. He holds a Bachelor of Arts degree in Economics and Political Science from Providence College and earned a high school diploma from Regis High School. John is a Personal Investment Advisor (PIA) and resides in Larchmont, NY with his wife and three daughters. Outside of work, he enjoys golfing, reading, traveling, and spending time with his family.

Daniella Reyes Arroyave is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 66 designations. In addition to her advisory role, she is involved in sales and marketing at Innova Seeds Company, an agricultural business. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and research.

Khary Miller is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also involved with Lexco Wealth Management, an independent registered investment advisor firm, where he provides financial planning and consulting services. His prior experience includes roles at Voya Financial Advisors, Pinnacle Wealth Management, and National Planning Corporation. Additionally, he serves as a firefighter in White Plains, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Chadd Kirk is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018. His prior experience includes roles at FiDi Asset Management and BlueCrest Capital Management. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kristie Jones is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves on the Finance and Investment Committees of the Kappa Kappa Gamma Foundation, a fraternal society focused on education. 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 approach includes structured discovery conversations and firm-approved planning tools but does not offer individual security recommendations as part of its standalone planning.

Kevin Edwards is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Edwards is also involved with a trust business based in Greenwich, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and investment committee resources.