Kelsey Leighton is a financial advisor at Morgan Stanley with one year of industry experience. Before joining Morgan Stanley, Leighton worked at Fidelity Investments and Montis Financial. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and research from its Global Investment Committee.

Michael Fisher is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2003. In his role, he manages the investment side of the business by implementing the wealth management process, analyzing client accounts, conducting investment manager reviews, and preparing customized proposals and portfolio reviews. Michael provides traditional financial advice and guidance, helping clients pursue their investment objectives through a variety of Merrill or approved third-party investment strategies, funds, and portfolios. His areas of expertise include equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Michael holds FINRA Series 7 and 66 registrations, Life and Health insurance licenses, and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in marketing management from the Pamplin School of Business at Virginia Polytechnic Institute and State University. Michael lives in Brielle, New Jersey, with his wife Stephanie and their two children, Mason and Kyra. Outside of work, he enjoys adventure sports such as surfing, snowboarding, skiing, hiking, and fishing, as well as spending time boating and traveling. He is involved in community activities through his volunteer work with the Surfrider Foundation, a nonprofit dedicated to protecting oceans, waves, and beaches.

Zamira Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to help clients pursue their long-term financial goals. She works closely with families, professionals, and small business owners, collaborating with other trusted professionals such as attorneys and accountants to provide a comprehensive view of each client's financial situation. Her approach emphasizes customized solutions that go beyond portfolio management to include wealth transfer and estate planning. With over 15 years of experience in the finance industry, Zamira holds a bachelor's degree in Finance from Fairleigh Dickinson University. She maintains a range of securities registrations through FINRA, including Series 7, 9, 10, 63, and 65, as well as multiple insurance licenses such as Life, Accident and Health, Variable Life, Variable Annuity, Property and Casualty, and certification in Long Term Care. Her background also includes experience in human resources and accounting, and she is well-versed in Medicare, assisting clients in navigating related complexities. Zamira holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional career, Zamira lives in Randolph, NJ with her husband David and their two children. She spends her free time gardening, running for charitable causes, volunteering in her children's activities, hiking, skiing, enjoying music, and traveling. Fluent in both English and Spanish, Zamira brings a broad perspective to her client relationships.

David Comito is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 29 years of experience in the financial services industry. He joined Merrill in 2005 after a career as an attorney specializing in environmental compliance and litigation. David holds the designations of Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS). He works closely with clients and their families to develop customized wealth strategies that focus on long-term goals. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and tax minimization. David emphasizes a relationship-driven approach, prioritizing client engagement, transparent communication, and multi-generational wealth strategies. He collaborates with attorneys, accountants, and other professionals to provide fully integrated financial solutions. David earned a Bachelor of Arts degree in Political Science from the University of Michigan and a Juris Doctor degree from The American University–Washington College of Law. Outside of his professional work, he enjoys baseball, basketball, fishing, football, music, spending time with his family, and traveling.

Lawrence Oconnor III is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the O'Connor Owens Group. He has been working in wealth management since joining Merrill Lynch in 1975, with additional experience at PaineWebber (now UBS) before returning to Merrill Lynch in 2009. Over his career, Lawrence has held several leadership roles including Producing Manager and Branch Manager, enabling him to understand evolving opportunities in investing, wealth transfer, and charitable giving for families and their heirs. Lawrence's expertise includes coordinating with elder care attorneys, assisting clients with living arrangements, and supporting a diverse clientele such as business owners, financial professionals, physicians, retirees, and foundations. His approach involves exploring client goals and risk comfort to align investment and spending strategies, often collaborating closely with clients' accountants. He is a qualified Portfolio Advisor and Personal Investment Advisor (PIA), capable of recommending individual or combined Merrill Lynch or approved third-party investment strategies. Lawrence holds a Bachelor's Degree in Marketing with a minor in Finance from Fairleigh Dickinson University and an Associate's Degree from Tulane University. He has been recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in multiple years. His long-standing client relationships reflect his commitment to serving people beyond portfolios.

Oliver Kearns is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at JEB Capital Partners and Stake, as well as involvement in political operations for a congressional campaign. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by the firm’s structured process and planning tools.

Scott Buchanan is a Series 66-licensed financial advisor at Stifel with four years of industry experience. His prior work includes serving in the United States Army on active duty from 2014 to 2022 and a brief tenure at Summit Financial LLC in 2022. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Matthew Langan is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. 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. Their financial planning process uses structured discovery conversations and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.

Howard Parker is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following seven years with Citigroup Global Markets. Outside of his advisory role, he is a singer and songwriter, performing regularly and managing his own music publishing and recording companies, with plans to donate proceeds from a forthcoming album to medical research through a nonprofit he helped found. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm‑approved tools and research, managing approximately $2.74 trillion in client assets.

Joseph Cataldo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Raymond James since 2019 and previously spent 11 years at Morgan Stanley. He is also the owner of Iron Ridge Wealth Management Group and Cataldo Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals, and it supports a broad advisor network with additional specialized services in municipal finance and retirement plan advisory.

Gregory Milazzo is a financial advisor with Raymond James & Associates in Florham Park, NJ, holding a Series 66 designation and 28 years of industry experience. His prior firms include Wells Fargo Clearing and Merrill. He serves as acting trustee for a family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipalities, providing financial planning and advisory services with a range of portfolio management styles and affiliated research.

Melissa Anton is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a gymnastics official for the New Jersey High School Association during the fall high school sports season. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Sungmin Park is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing more than 30 years of experience in the financial services industry. He works with affluent families, accomplished professionals, corporate executives, and successful business owners. Sungmin focuses on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals, incorporating planning-based approaches, asset allocation, risk management, and ongoing portfolio reviews. His areas of expertise include college education planning, family wealth management strategies, corporate executive services, personal retirement planning, portfolio management, small business strategies, investment strategy for individuals and corporations, tax minimization, and services for endowments, foundations, and non-profits. Sungmin holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Johns Hopkins University. He is committed to building long-term client relationships grounded in trust, integrity, and quality service. Outside of his professional work, Sungmin enjoys fishing, football, golfing, music, spending time with his family, and traveling. He emphasizes accessibility, knowledge, and experience as core to his client relationships and strives to help clients make informed financial decisions throughout their lives.

Joseph Modero is a Series 66 licensed financial advisor at Wells Fargo Advisors with 19 years of industry experience. He previously worked at UBS Financial Services and served as a self-employed consultant before joining Wells Fargo Clearing Services LLC, where he worked for six years. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, delivering services through discrete planning engagements.

Raywattie Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and forward-looking capital market analysis.

Jacob Giannelli is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Cheetah Clean and Dunham's Sporting Goods. Prior to his advisory career, he spent six years at Western Kentucky University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

William Narduzzi is a financial advisor with Cetera, holding the ChFC® designation and over 38 years of industry experience. His career includes roles at Metlife Securities, Mass Mutual Investors Services, and Securian Financial Services. Outside of his advisory work, he serves as a trustee volunteer for St. Johns Roman Catholic Church. Cetera Investment Advisers LLC supports a nationwide network of independent advisors and serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Thomas Thives is a financial advisor at Stifel with 42 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decisions.

Lily Domanski is a financial advisor at Morgan Stanley in Morristown, NJ, with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at PNC Wealth Management and PRUCO Securities, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Xueping Crispo is a financial advisor at Merrill with Series 65 and Series 63 credentials and eight years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.