Mark Ellis is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Citi. Outside of his advisory role, Ellis serves as an arbitrator in investment and finance matters. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process leverages structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.

Melanie Powell is the Resident Director and Wealth Management Advisor at Merrill Lynch, overseeing advisory services and risk management in the West Nyack, New York office. In her role as a producing director and Vice President, she works closely with clients to understand their concerns and priorities and supports financial advisors in delivering client-centered services. Her expertise focuses on implementing wealth management strategies that emphasize portfolio construction aimed at reducing risk and minimizing taxes. Melanie holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor of Science degree in Economics with a concentration in Finance from the State University of New York at Oneonta. She participates in community activities, having been past president of the Broadacres Women's Golf League, and volunteers with local organizations such as the Center for Food Action and Habitat for Humanity. Melanie also engages with the community by offering investment education classes geared towards women investors. She resides in Bardonia, New York.

Eliezer Gewirtzman is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and nine years of industry experience. He has worked with Mass Mutual Investors Services since 2016 and with MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is the board president of Yedei Chesed, Inc., an organization that supports developmentally disabled individuals, and he is also a partner in a company providing speech language therapy services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client engagements as annual, collaborative processes using firm-approved analytical tools.

Mario Tripicchio is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 structured planning tools and investment research.

Tyler Kay is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and three years of industry experience. His background includes positions at Ameriprise and DoorDash, as well as roles related to sports organizations such as USA Hockey and the Metropolitan Golf Association. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Casey Smyth is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. Smyth has worked with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacqueline Cicale is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1985 and has partnered with Judith for over 37 years. Jacqueline specializes in portfolio strategy, focusing on creating wealth for both business clients and individuals. Her expertise includes designing strategies to manage cash flow, lending, corporate retirement plans, and stock option plans for business clients. For individual and family clients, she constructs investment portfolios aligned with their specific goals and regularly reviews and adjusts these portfolios in response to changes in global markets. Jacqueline holds a Bachelor's Degree from Mercy College of Health Sciences and holds the Professional Investment Advisor (PIA) designation. Over the years, she has been recognized multiple times by Forbes, including listings on the "Best-in-State Wealth Advisors," "Top Women Wealth Advisors Best-in-State," and "Best-in-State Wealth Management Teams" for several consecutive years. These recognitions reflect her sustained experience, client retention, and adherence to industry best practices.

Marc Goldstein is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate-sponsored financial planning solutions.

Ann Miller is a financial advisor at Morgan Stanley Wealth Management with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2016, following a one-year tenure at Citigroup Global Markets. 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, incorporating tailored financial planning and various investment strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Andrew Pinto is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lacrosse Unlimited and Northwestern Mutual. Outside of his advisory roles, he has teaching experience at Pace University and earlier worked with Cozy Noses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies to support its clients’ financial goals.

Forrest Close is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing close to 40 years of experience in the financial industry, including 25 years on the floor of the New York Stock Exchange. At Merrill Lynch, he is a member of the GC Group, which focuses on helping multigenerational families maintain their lifestyles and make informed decisions about their wealth through comprehensive strategies encompassing lending, insurance, and banking solutions. Forrest holds a B.A. in Economics from Columbia University and maintains several professional designations, including Certified Divorce Financial Analyst®, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). As a Senior Portfolio Advisor, he offers clients personalized financial strategies by managing custom investment portfolios, utilizing Merrill Lynch Wealth Management models, and selecting third-party investment strategies on a discretionary basis. In his personal life, Forrest enjoys spending time with his wife and two daughters, engaging in activities such as beach outings in summer and skiing in winter. He has been actively involved in his community, serving as President of the Board at Trackside Teen Center in Wilton, CT, and participating in his local church, Wilton Presbyterian Church.

David Rabideau is a Private Wealth Manager with Merrill Private Wealth Management. He serves as the primary and trusted advisor to families, building long-term personal relationships that often span multiple generations. David focuses on understanding his clients' needs and objectives through active listening and providing tailored financial solutions. With over 30 years of experience, David specializes in family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management, investment strategy, and tax minimization. His work emphasizes helping families efficiently manage, grow, and preserve their wealth by delivering integrated solutions such as wealth structuring, financial planning, public and private investments, liquidity management, and custom credit solutions. David is supported by a team committed to prioritizing clients' interests and serving as their primary financial advisor. David began his financial services career in 1991 as a Bank Examiner with the Federal Deposit Insurance Corporation. He spent 25 years at Citi Private Bank as a Managing Director and Global Private Banker before joining Merrill in 2022. He holds a Bachelor's Degree in Finance from Ithaca College and has earned the Personal Investment Advisor (PIA) designation. Outside of work, David is involved with Black Rock Church and enjoys baseball, boating, and golfing.

Liam Gormley is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Morrison V is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of his advisory role, he serves as Treasurer of the Junior Board for the Inner City Scholarship Fund in New York. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kevin Maguire is a financial advisor with Edelman Financial Engines, holding Series 63, 65, and 66 licenses and possessing 38 years of industry experience. He has been with Edelman Financial Engines since 2025 and previously worked at related entities including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Rob Sabel is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he has ownership interests in residential rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending.

Wesley January is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. His work history includes roles at Morgan Stanley since 2021 and prior employment at New York University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing advanced modeling tools.

Michael Lipani is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and has held ownership roles in GSXAWD Holdings, a personal holding company for automobiles, and SPQR Properties, a real estate business focused on rental income. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions.

Joseph Cohen is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and also at National Planning Corporation since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Radu Palasan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliate firms since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 that uses firm-approved tools and modeling techniques.