Danielle Renzo is a Series 66-licensed financial advisor with Morgan Stanley, based in Greenwich, CT, and has 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including 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 financial planning process supported by firm-approved tools and methodologies.

Ryan Golde is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2021, currently serving at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a partner in The Boys Do Breaks, an art and culture business. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery and firm-approved tools, and it offers multiple investment and advisory services alongside broader institutional capabilities.

Andrew Rose is a CFP®-credentialed financial advisor with Morgan Stanley, based in Purchase, NY, and has 31 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009, holding roles within both entities. Outside of his advisory duties, he is involved in a trust-related business activity in Ridgefield, CT. 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. The firm offers tailored financial planning supported by structured discovery processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Theresa Ferri is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and 33 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm’s financial planning process involves structured discovery and proprietary tools, offering tailored plans without individual security recommendations as part of standalone services.

Angel Herrera is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Compass and was involved with the Young Mens & Young Womens Hebrew Association. He has a background that includes roles in community organizations and education. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Iryna Antonyuk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at People's Securities, Inc. and has long-standing employment with People's United Bank and H&R Block, where she currently maintains seasonal work as a tax preparer. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Peter Seroczynski is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at CitiGroup Global Markets, Inc. and CitiBank, N.A. from 2011 to 2022 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Theodore Gelb is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank from 2022 to 2024. He also attended Syracuse University from 2018 to 2022. Morgan Stanley Wealth Management serves 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 structured planning tools and proprietary market models in its advisory process.

Matthew Hesse is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Madison Planning Group, Bourbon Street, Northwestern Mutual, and Body Armor. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Richard Siderowf is a financial advisor with RBC Capital Markets in Westport, CT, holding the Series 63 designation and bringing 54 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and a range of portfolio management, financial planning, custody, and brokerage services.

Karen Rosner is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Morgan Stanley. Her prior work history includes positions at Bank of America and Merrill. She is registered with Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Ryan Machovec is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America and positions with the Town of Hempstead and SUNY College at Cortland. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Querze is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at multiple firms including SagePoint Financial and OSAIC, and operates Querze Wealth Management, where he spends a portion of his time engaged in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Carrie Pedecine is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with UBS Financial Services Inc. since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michelle Hobart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 23 years of industry experience. Her career includes positions at Ameriprise Financial Services, Citizens Securities, MSI Financial Services, and other firms. She is currently based in Fairfield, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Morrison IV is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Meredith Fierro 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, she worked at Blu Ale House and held roles at the University of Delaware and TJX Companies. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Charles Andrzejewski is a Financial Advisor and a member of The Erdmann Group at Merrill Lynch Wealth Management. He advises senior executives, business owners, entrepreneurs, private equity partners, and ultra-affluent families on various aspects of their financial lives, including executive compensation, family wealth management strategies, liquidity management, managing new wealth, and tax minimization. Charles brings over 12 years of experience in the financial services industry, including five years at RMB Capital, a Chicago-based investment management firm. He focuses on estate planning needs, wealth transfer strategies, liquidity events, concentrated stock positions, and cash flow modeling. His approach emphasizes intellectual rigor, in-depth customization, and a commitment to service. Charles holds a Bachelor's Degree from the University of Pennsylvania, where he played Division 1 Lacrosse for four years and served as a team captain for two years. He is also a Personal Investment Advisor (PIA). Charles currently resides in Fairfield, CT with his wife and their two sons.

Bradford Fulton Jr. is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the CFA® and Series 66 designations. His prior work includes roles at J.P. Morgan Institutional Investments Inc. and Bankers Healthcare Group. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a variety of investment and advisory offerings.

Alyssa Salvo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Alyssa holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.