Clint Silver is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. He has held several roles at Morgan Stanley since 2022 and has a background that includes work in architecture and education. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Isabelle Glat is a financial advisor at Morgan Stanley with a Series 66 credential and no prior industry experience. Her work history includes positions at Morgan Stanley and H.I.G. Capital, as well as educational roles at the University of Pennsylvania and several private schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery processes and advanced modeling tools to support client planning, managing approximately $2.74 trillion in assets.

Audrey Flamio is a financial advisor with Osaic Wealth, Inc. in Mount Kisco, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Osaic since 2013. Outside of her advisory role, she is involved with Senior Services North America as an agent selling Medicare Advantage, Medicare Supplement, Part D, and Final Expense insurance plans. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and a variety of investment products to construct client portfolios.

Rashawn Perry Diop is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, with prior roles at Capital One Advisors, Capital One Investing, and UBS. Outside of his advisory work, he owns a childcare business called Precious Little Angel. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

James Sbarra is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014, and previously operated his own advisory practice from 2006 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Ever Onofre Gonzalez is a financial advisor with Fidelity in White Plains, NY, holding Series 65, Series 63, and Series 66 licenses and eight years of industry experience. His prior roles include positions at ThinkEquity LLC, Aegis Capital Corp, and Paulson Investment Co., LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Michael Von Essen is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research, capital markets services, and affiliated banking programs.

Michael Foley is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and modeling techniques in its financial planning process.

Anthony Marano is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 63 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is a designated notary public for the Bronx, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by proprietary tools and methodologies.

Daniel Purpura is a Series 66 licensed financial advisor with Merrill in Stamford, CT, and has four years of industry experience. His prior experience includes roles at Bank of America and Citizens Securities, Inc. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Paul Chadwick is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis methods such as Monte Carlo simulations to support its services.

Mark Durkin is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2024, he operated MVDurkin LLC for a decade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is recognized for its extensive retail advisor network and additional affiliated financial services.

Bradley Silverman is a financial advisor with Raymond James Financial, holding a Series 66 credential and over 23 years of industry experience. He co-owns C & B Wealth Management and is associated with The Silverman Group, a marketing entity under which he works as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored financial planning and investment consulting, employing analytical tools and non-discretionary strategies to guide client decisions.

Rachel Mc Cormack is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 16-year tenure at Merrill and a one-year period at Bank of America, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mary Hahn is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Victor Diune is a financial advisor with Morgan Stanley and holds a Series 66 designation. He has 20 years of industry experience, including 19 years at Merrill Lynch Trust Company before joining Morgan Stanley in 2025. Outside of his advisory role, he is involved as a manager and partner at KKRH, LLC, a property management company. Morgan Stanley Wealth Management provides tailored financial planning and investment advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a broad range of programs but does not provide individual security recommendations as part of its standalone financial planning.

Lisa Simmons is a Series 66-licensed financial advisor with Morgan Stanley in Stamford, CT, with 17 years of industry experience. She has been with Morgan Stanley and its predecessor firm since 2010. Outside of her advisory role, Simmons is an owner of a real estate business in Bridgeport, CT. 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 that utilize firm-approved tools and models to support client strategies.

Samantha Belport is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Wells Fargo Clearing and Cooperative Educational Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services across a wide range of areas including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.

Teresa Berishaj is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2018 and currently serves at Bank of America N.A. since 2024. Prior to Merrill, she was employed at Forte Capital Group and held academic roles at Manhattan College and Sacred Heart. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers a variety of model-based and discretionary investment strategies supported by internal and third-party managers.

Connor Mc Grath is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has worked at Morgan Stanley Smith Barney LLC since 2025 and has prior experience in investment-related roles at Rice University and Crossmark Global Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning services that utilize firm-approved tools and models to assist clients in developing tailored plans.