Michael Pinho is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at HSBC Securities, HSBC Bank USA, Citizens Bank, and Citizens Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Marc Rienas is a financial advisor at Ameriprise in Danbury, CT, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PricewaterhouseCoopers, Northeastern, and John Hancock Financial. Outside of his advisory duties, he works as an Uber driver. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Di Nardo is a financial advisor with J.P. Morgan Securities in Hartsdale, NY. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2021, he worked at Iron Birch Advisors and Ameriprise Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, utilizing a process that combines quantitative modeling with centralized due diligence and integrates ESG criteria in its recommendations.

Taishaun Johnson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at BNY Mellon, Bank of America N.A./Merrill Lynch, and JPMorgan Chase Bank, N.A. prior to his current role. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jehan Muhi Aldain is a financial advisor at Morgan Stanley with Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley, he held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector and at Syracuse University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process utilizing firm-approved tools and models outcomes with inputs from the Global Investment Committee.

Ellie Park is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses. She has been with Morgan Stanley since 2025 and has prior experience in various roles including work at OMD, Bareburger, and Villanova University. Outside of her advisory career, she has been involved with Risen King Church. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and investment research.

Aashi Tailor is a financial advisor at Morgan Stanley with Series 66 credentials and is in the early stage of their career, having joined the firm in 2024 after graduating from the University of Southern California. Prior to Morgan Stanley, their experience includes teaching roles at Morris County School of Technology and Jefferson Township Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Lori Sackler is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Outside of her advisory role, Lori is the creator and host of a radio show and author of "The M Word," a book she continues to develop, and she serves on several nonprofit and community boards, including the Martha Graham Dance Company and the New Jersey Israel Commission. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Daniel Mcmahon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has worked at UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Jon Salmanson is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Cantella & Co., Inc. and Northeast Securities, Inc. He is also president of Hubble Wealth Management, a financial services firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement plan advisory through a network of independent financial professionals.

Gary Stenson is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and a methodology developed by its Investment Strategy Group.

Michael Carbone is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. Prior to this role, he gained over eight years of experience in the financial technology and real estate sectors, which equipped him with a comprehensive understanding of customer needs and modern investment opportunities. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, special needs planning, and retirement income. Michael approaches wealth management with a thoughtful and forward-looking perspective, emphasizing personalized guidance. He works closely with individuals and families to understand their unique situations and priorities, such as retirement planning, business opportunities, and long-term wealth building. He develops customized strategies utilizing the resources of Merrill and Bank of America, maintaining active engagement to provide ongoing guidance and adjustments as clients' circumstances evolve. Born and raised in the tri-state area, Michael holds a bachelor's degree from the University of Scranton and has earned the Personal Investment Advisor (PIA) designation. He resides in Essex County with his wife and enjoys engaging in his community, improving his golf game, and spending time with his family.

Thomas Mc Cullum is a financial advisor with Merrill, holding Series 66 and Series 63 registrations and 22 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2019, previously spent two years at Stifel Nicolaus & Co., and sixteen years at David Lerner Associates. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates its investment services with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Kyle Hanselman is a CFP® professional with 14 years of experience in financial services. He is currently affiliated with Raymond James Financial and also works with Saddle River Financial Group. Prior to this, he spent over a decade at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in wedding sales and operations at Crossed Keys Estate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation support rather than discretionary management.

David Aiello is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sei and Florida Financial Advisors. Before entering the financial industry, he spent several years at Ithaca College and John F Kennedy Highschool. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate market models and simulations without specific security recommendations.

Scott Aber is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He is also the owner of Scott M. Aber CPA PC, providing accounting and tax services since 1998, and serves as president of Bookkeeping Chef Inc., an online bookkeeping business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Michael Jabara is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63 designation. Outside of his advisory role, he is a partner in ownership of a commercial building in Ridgefield, Connecticut. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Ebakoliane Obiomon is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he served in various roles at the Department of Defense from 2020 to 2025 and attended the United States Military Academy from 2016 to 2020. Outside of his advising role, he is involved in a sole proprietorship related to real estate accounting and bookkeeping. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and investment research.

Matthew Dellamura is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at Le Chateau, M&T Bank, Instacart, and Villa Barone. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Don Goldstein is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 27 years of experience in the financial services industry. He specializes in working with high net worth individuals and small business owners, focusing on developing diverse and disciplined long-term investment strategies. Don’s approach centers on identifying clients’ financial goals and creating personalized plans to help them pursue those objectives over time. Throughout his career, Don has concentrated on areas such as college education planning, family wealth management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from Fairleigh Dickinson University and the Professional Investment Advisor (PIA) designation. In addition to his professional work, Don dedicates time to community involvement, reflecting the Merrill tradition of local service. His personal interests include boating, golfing, skiing, and traveling. He emphasizes working closely with clients one-on-one to tailor financial strategies that align with their long-term goals.