Colin Gleason is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he held positions at Forest Hills Financial Group, The Wealth Alliance, and Grassi & Co. outside of the financial sector, his background includes roles in logistics, dining, and retail. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets with a focus on structured discovery conversations and firm-approved planning tools.

William Folks is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and OSAIC. Outside of finance, his background includes roles at FT Construction, Sayville Inn, University of Scranton, and Sayville Yacht Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides advisory services across both retail and institutional markets.

Roman Hamilton is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2022. Prior to his current role, he had brief engagements including with North River Yacht Club - Troon. Morgan Stanley Wealth Management serves individual and institutional clients by providing a 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 planning process supported by firm-approved tools and modeling techniques.

Jeffrey Sheresky is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicolas Luxama Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing two years of industry experience. His prior roles include positions with Primerica Advisors and Primerica Financial Services. Outside of financial advising, he is employed by the City University of New York and has experience serving in the United States Marine Corps Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives who use a range of strategies including discretionary and non-discretionary management.

Kevin Demers is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. He has been with Morgan Stanley and its predecessor firm since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, using structured discovery processes and firm-approved tools to assist clients with their financial goals.

Alejandro Doble is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2025 and previously spent several years with Grove Point Investments, Grove Point Advisors, Allocation Resource Group, and H. Beck, Inc. He serves as Director of Tax at Allocation Resource Group, engaging in tax preparation and accounting. 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 a range of financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Ryan Klein is a financial advisor at Morgan Stanley in Purchase, NY, holding a Series 66 designation. He began his career at Morgan Stanley in 2023 and has prior experience in education, having worked at Paul D. Schreiber High School and Weber Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured tools and methodologies, managing approximately $2.74 trillion in client assets.

Matthew Schlett is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Kane Capital Management LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Brian Sable is a financial advisor with UBS Financial Services in Purchase, NY, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Merrill for six years before joining UBS in 2012. Outside of his advisory role, he is involved as a partner in Greene County Properties LLC, investing in home construction projects in the Catskill region. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings and supports its advisors with proprietary research and model-based asset allocation tools.

Julia D'arecca is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, with prior roles including positions at PricewaterhouseCoopers and Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs structured planning tools alongside broad retail and institutional offerings.

Deanna Zulauf is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Ahlam Maad is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. She has worked at The Prudential Insurance Company of America and Pruco Securities LLC prior to joining LPL Enterprise. Maad is also involved with Phoenix Financial Group, a DBA associated with her LPL business activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers a range of services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Joseph Cullen is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brad Currao is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Park Avenue Securities, Big League Talent Ace's, and Guardian Life Insurance Company. 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

James Corcoran is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Kaseya and the Herbert Wellness Center, among others. 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 incorporates firm-approved tools and scenario modeling.

Kiel Camken is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has 13 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously spent two years with Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dalia El Bettadini is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. She has worked at UBS since 2023 and previously held positions at TD Bank, Western Connecticut State University, and Brookfield High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Jeffrey Ferraro is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, he worked at TD Bank NA and TD Private Client Wealth LLC from 2017 to 2024, among other firms. Outside of his advisory role, Ferraro is a National Rifle Association Certified Firearm Instructor, teaching firearm safety for individuals seeking Connecticut pistol permits. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence supported by a manager solutions team, and utilizes a broader derivatives and commodities capability than many institutional programs.

Andrew Grayson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator while advising multiple registered investment companies.