Chrissy Pecora is a financial advisor with Morgan Stanley, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Aon and The Law Offices of Michael Borrelli. Outside of finance, she is involved with Villa Maria Pizza as a social media manager. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through tailored planning and modeling tools.

David Callot is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work experience includes roles at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with both discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing in-house and third-party managers.

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.

Eugene Peysakh is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and 13 years of industry experience. He previously worked at Northwestern Mutual in a variety of roles from 2014 to 2018 before joining Mass Mutual in 2018. In addition to his advisory work, he serves as a Certified Exit Planning Advisor, consulting with entrepreneurs on business value creation and post-exit financial planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through brokerage or insurance arrangements.

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 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017. Prior to that, he was with JPMorgan Chase Bank and J.P. Morgan Securities from 2013 to 2017. Morgan Stanley Wealth Management provides 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 offers a range of services including estate planning and various investment programs.

Patrick Mccarthy is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with MassMutual and its affiliated entities since 2016. In addition to his advisory role, he is an independent insurance agent offering dental, disability, life, annuity, and related insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Liam Mccabe Moran is a financial advisor with UBS Financial Services, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and market-making activities to support its clients.

Colin Gleason is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Forest Hills Financial Group, The Wealth Alliance, and Grassi & Co. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured planning tools and investment research.

William Folks is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at OSAIC and Merrill, as well as positions outside the financial industry including at FT Construction and Sayville Inn. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes, focusing on advisory services rather than individual security recommendations.

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.

Lauren Johnson is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments in various capacities since 2017, progressing from Associate Financial Consultant to Financial Consultant and then to her current position. Prior to joining Fidelity, Lauren worked as a Realtor and Buyers Agent with Remax Accomplished Realty from 2014 to 2017, and as a Realtor with Weichert Realtor and Coldwell Banker between 1998 and 2003. Lauren's professional experience also includes roles in investor relations and financial consulting. She was Director of Investor Relations for the Individual Investor Group from 1997 to 1998, a Financial Consultant at Dreyfus Service Corporation from 1994 to 1997, and held sales positions at Dreyfus Service Corporation and Equitable Life Assurance Society in the early 1990s. In her current role, Lauren focuses on providing a client-centered wealth management experience, emphasizing understanding the priorities of clients and their families for both present and future financial planning.

Nicolas Luxama Jr. is a financial advisor with LPL Financial holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining LPL Financial, he worked at Primerica Advisors and Primerica Financial Services. He is also employed by the City University of New York (CUNY) in a non-investment role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

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 at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Investments, Grove Point Advisors, Allocation Resource Group, and H. Beck, Inc. In addition to advisory work, he serves as Director of Tax at Allocation Resource Group, engaging in tax preparation and accounting activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and technology.

Mark Van Ostenbridge is a Financial Consultant with experience in the financial industry. He previously served as Vice President of Sales at Fidelity Investments from 2020 to 2025. In his current role, he collaborates with clients to clarify their financial plans and investment strategies, emphasizing personalized coaching and guidance. Mark focuses on transforming uncertainty into purpose and empowering clients to make confident, values-driven financial decisions. Outside of his professional work, Mark has interests in cooking and baking, fitness, gardening, spending time at the lake, parenthood, and volunteering.

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.