Christian Meier is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with the firm since 2025 and has experience at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of his advisory role, he has been involved with Manhattan University and has created content on YouTube over the past decade. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, technology-supported approaches to develop written recommendations tailored to client goals.

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.

William James III is a financial advisor with Merrill, holding a Series 66 credential and nine years of industry experience. He has worked at Bank of America, N.A., including the U.S. Trust and Private Wealth Management divisions, since 2013. Outside of his advisory role, he serves as executor for two estate matters. 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and charitable organizations.

Catherine Andrade is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC, Janney Montgomery Scott, LPL Financial, and Webster Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and investment solutions across various financial products.

Charles Falzone is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Charles Schwab & Co., Inc., where he has worked since 2023. His prior roles include positions at Fidelity Investments, Bank of America, Merrill, and Wells Fargo, among others. Outside of traditional advisory roles, he was involved with Pulse4Pulse LLC and Sanuwave Inc. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment platform.

Thomas Morton is a financial advisor with RBC Capital Markets in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with various wrap fee advisory programs. The firm offers tailored investment strategies using a combination of in-house and third-party managers, with options for tax management and responsible investing.

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.

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.

Donald Freeman III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously worked at Main Street Management Company. In addition to his advisory role, he serves as Treasurer and President of Carlson & Carlson, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and offering multiple platform solutions and proprietary model strategies.

Matthew DeChello is a Financial Consultant at Fidelity Investments, where he works collaboratively with clients to develop and adjust financial strategies tailored to their goals. He guides clients through financial planning processes focused on maximizing their relationship with Fidelity. Matthew has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before advancing to his current role in 2024. His prior experience includes positions at Barnum Financial Group from 2015 to 2021, where he progressed from Paraplanner to Financial Consultant, as well as a role as Financial Representative at Northwestern Mutual in 2015. Outside of his professional responsibilities, Matthew enjoys activities such as camping, cooking and baking, fitness, golf, and hiking.

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.

Max Brouard is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and J.P. Morgan Securities. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs centralized investment decisions through a five-member Investment Policy Committee, utilizing quantitative screening, qualitative research, and tax-aware processes to construct globally diversified portfolios.

David Aiello is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and three years of industry experience. Before joining Morgan Stanley in 2022, he worked at Sei and Florida Financial Advisors and spent four years at Ithaca College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Warren Pena is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds the CFP® designation and has worked at firms including Northwestern Mutual and Mass Mutual Life Insurance Company. In addition to his advisory role, he is a sales agent for individual life and health insurance and owns SoNo Financial LLC, an accounting and bookkeeping entity. MassMutual Investors Services provides financial planning and related services to individuals, business owners, trusts, and charitable organizations. The firm offers asset management, educational seminars, and tailored planning programs addressing areas such as divorce, estate settlement, and employer-sponsored benefits.

Nestor Mendez Gallione is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm leverages proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Gorsky is the Senior Resident Director at Merrill Lynch Wealth Management, leading the firm's office in Greenwich, Connecticut. He joined Merrill Lynch in 2005 and serves in a key leadership role within the organization. Michael's focus areas include executive compensation, family wealth management strategies, and institutional consulting. Throughout his career, Michael has been recognized multiple times by Forbes, including being named "Best-in-State Wealth Advisor" from 2021 through 2026 and earning designations among the "Top Next-Generation Wealth Advisors." He holds several FINRA registrations, including Series 7, 9, 10, 31, and 66, as well as life, accident, and health insurance licenses. Michael graduated with honors from Franklin & Marshall College, where he was a three-year NCAA Track & Field athlete. Outside of his professional role, Michael participates in community volunteering consistent with Merrill's tradition. His personal interests include cooking, photography, and running.

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.

Matthew Tackman is a Wealth Management Advisor and partner with The Tackman Group at Merrill Lynch Wealth Management. He collaborates with a diverse team to assist clients, primarily corporate executives and entrepreneurs, by managing their financial lives and streamlining their tasks. The group emphasizes consistent and structured client communication, focusing on maximizing the benefits of their clients' wealth for their families and important organizations. Matthew holds several professional designations, including Certified Private Wealth Advisor (CPWA) earned in 2017, Certified Plan Fiduciary Advisor (CPFA) obtained in 2018, Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides services to high-net-worth investors with a comprehensive approach that includes wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax minimization, and legacy planning. Matthew is a graduate of the University of Maryland. He lives in Westport, Connecticut with his wife Rebecca, who is also a University of Maryland graduate, and their three children: Ryan, Hailey, and Quinn. Matthew is involved in his community through the Kings Highway Elementary PTA and enjoys golf, volunteering at his children's schools, and spending time with his family.

Wendy Hindman Hauck is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at the Department of State and HomeServices Lending. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and supports clients through both direct and employer-sponsored planning services.

Ebakoliane Obiomon is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Obiomon served in various roles at the Department of Defense and attended the United States Military Academy. Outside of advisory work, Obiomon is a sole proprietor involved in real estate investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.