Shauna Simpson is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to this, she held positions in private family offices and was involved with Birth Bungalow LLC. Outside of her advisory role, Simpson owns and operates a dog training business called Right From The Start. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured discovery conversations and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Adam Riegelhaupt is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he is involved as a director and CFO of APE Wear LLC, a t-shirt printing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process involving firm-approved tools and scenario modeling.

Michael Hershey is a financial advisor with J.P. Morgan Securities and JPMorgan Chase Bank, holding a Series 63 designation and 43 years of industry experience. His career includes roles at Oppenheimer Asset Management and CIBC World Markets Corp. He is based in Darian, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes both quantitative and qualitative research and offers broad derivatives and commodities capabilities.

William Healey is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on multi-generational families and accomplished professionals. He assists clients in defining their objectives, developing thoughtful financial plans, and simplifying complex investment, tax, and long-term planning decisions. Prior to joining Merrill Lynch in 2019, William accumulated over 30 years of experience in institutional asset management, serving in leadership roles at State Street Global Advisors, GE Asset Management, and MetLife. He was most recently Head of Active Fixed Income Portfolio Management and Global Rates at State Street, where he led portfolio management for Core and Core Plus strategies serving both institutional and retail clients. William holds a Bachelor of Science degree in Business and Economics with a finance major from Lehigh University and an MBA, cum laude, in Finance from The Gabelli School of Business at Fordham University. He also holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. He is a member of the CFA Society Stamford and the Lehigh Wall Street Council. Residing in Greenwich for over 25 years, William is engaged in his community through coaching youth sports. He has coached football for the Glenville Mavericks in the Greenwich Youth Football League for the past two decades and has served on its board. His personal interests include baseball, basketball, football, golfing, music, reading, and spending time with his family.

Sarah Kohart is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following eight years at Jefferies & Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens, qualitative research, and a forward-looking framework to build model asset allocations.

Cornelia Crisci is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously employed at Wachovia Bank, N.A. since 1993. Outside of her advisory role, she serves as a power of attorney for a family member. 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 uses research and analytics to guide manager evaluations and investment selections, offering both brokerage and advisory solutions.

Jonathan Castle is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2009, with a brief tenure at Bofa Securities, Inc. in 2019. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rosalie Froom is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, with a one-year break between 2021 and 2022. Prior to her advisory career, she was affiliated with Barnard College of Columbia University for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Jomarie Padilla is a financial advisor with Morgan Stanley, holding a Series 66 designation and eleven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. 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 including tailored financial planning and manages approximately $2.74 trillion in client assets.

Dora Sung is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2015. She has 11 years of industry experience and is based in Greenwich, CT. Outside of her advisory role, she is involved with Calibre Capital LLC, a real estate-related business. Morgan Stanley Wealth Management offers a variety of advisory programs for individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored financial planning agreements.

Nicholas Byrnes is a financial advisor with J.P. Morgan Securities based in Greenwich, CT. He holds the Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at UBS Financial Services and HSBC. Outside of his advisory work, he is an owner and partner of Redding Golf & Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Julia Strickland is currently a Branch Leader, leveraging her experience to guide clients in achieving financial stability and success. In her role, she collaborates closely with local individuals, families, and small businesses to develop and implement personalized financial strategies that align with their unique goals. Julia focuses on simplifying complex financial concepts to empower clients to make informed decisions about their financial futures. She has held various positions in the financial sector, including Financial Consultant at Fidelity Investments since 2023, Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023, and ADP Relationship Manager at Bank of America between 2019 and 2020. Outside of her professional career, Julia has interests in art, fitness, music, traveling, and volunteering.

Robert Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. His prior roles include positions at Ameriprise Financial Services, UBS Financial Services, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, with advisory services delivered by a large network of representatives using both proprietary and third-party strategies.

Bernard Reidy Jr. is a financial advisor with Merrill who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a trustee for the St. Patricks Day Parade Foundation in New York City, primarily involved in fundraising activities. Merrill, together 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eugenia Miceli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo since 2016. Outside of her advisory role, she serves as a board member for 19 South Broadway Owners Corp, a cooperative building in Tarrytown, NY. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a large platform of financial advisors to offer both brokerage and advisory solutions.

Michael Tiefenthaler is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 license and six years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He has also worked in roles outside the financial industry, including at Augusta National Golf Club and Shore and Country Club. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Kelvin Tsui is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Fuel.Club Inc. and Zhongsheng Yulin Forestry Development, as well as time at Stony Brook University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to develop financial plans.

Janice Preko is a Series 66-credentialed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked in education roles at Ghana International School and SOS Hermann Gmeiner International College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured discovery processes and firm-approved planning tools.

Thomas Mc Candless is a financial advisor with Ameriprise in Eastchester, NY, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for The Miracle League of Westchester. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Laura Haynes is a financial advisor with LPL Financial in Westport, CT, holding a Series 66 license and with 25 years of industry experience. Her prior roles include positions at Merrill, UBS Financial Services, Mass Mutual Investors Services, and Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.