Jason Glasser is a Series 66 licensed financial advisor at Merrill with one year of industry experience. He previously worked at Flagstar Bank for two years and First Republic Bank for eight years. Glasser owns an inactive LLC, Glass Capital LLC, which was originally formed for a real estate investment that did not materialize. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Evan Brois is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC and Laidlaw & Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that utilize mutual funds, ETFs, and ETPs.

Cassandra Obzud is a financial advisor at Morgan Stanley with three years of industry experience. She has previously worked at Volkswagen Group of America and has been with Morgan Stanley since 2017. She holds a Series 66 designation. 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 uses a structured planning process supported by firm-approved tools and modeling techniques.

Miles Saunders is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2016. Saunders is also the owner of MNS Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Peter Davies is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He has worked at JPMorgan Chase Bank, Fidelity Investments, and in alternative investment management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework and an in-house manager solutions team.

Anh Parisi is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Morgan Stanley in 2021, Anh worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for nearly two decades. Outside of advisory work, Anh is involved with retail and online store ventures through ownership and partnership roles in Le Vu LLC and Highflier Investment Group LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and planning tools, with an emphasis on advisory services rather than individual security recommendations.

Christopher Copenhaver is a financial advisor at Ameriprise with 24 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Copenhaver has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kendall Steer is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. Steer has been with Morgan Stanley since 2025 and previously worked at D.F. Dent in 2024. He completed his education at Georgetown University from 2022 to 2026. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Christopher Siracusa is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2010, with prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, and OSAIC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Lori Jensen is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, she was employed at Texas Roadhouse for one year. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios supported by Schwab Center for Financial Research and a formal alternative-investment process.

Colin Gleason is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Forest Hills Financial Group, The Wealth Alliance, and Grassi & Co. Morgan Stanley Wealth Management serves individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, employing structured planning tools and advisory services.

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.

Anne Gagnon is a financial advisor with Wells Fargo Clearing in Darien, CT, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Gagnon serves as Chair of the Board of Trustees and is a member of the Finance Committee for Friends of Malta House, a nonprofit organization in Norwalk, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

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.

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.

Robert Vittori is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His previous roles include positions at Lyric - Clarity In Motion, Change Healthcare, and McKesson Health Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.