Johnny Exantus is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley since 2014. His credentials include Series 66 and Series 63 registrations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Maya Gallagher is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses. She began her career at Morgan Stanley Smith Barney LLC in 2026 and previously held positions at Hackensack Meridian Health and the International Tennis Hall of Fame. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Steven Schneider is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance services.

Robert Goughary is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. He works closely with clients to develop personalized financial strategies that address their long-term objectives. Mr. Goughary has experience in a range of areas including corporate benefits, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and speaks both English and Italian. He earned a Bachelor's Degree from Lehigh University and a Master's Degree from Domus Academy. Outside of his professional work, Robert spends time volunteering in the community and pursues personal interests such as antiquing, biking, painting, photography, reading, rock climbing, skiing, and spending time with his family.

David Ares III is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at SkyPath Private Wealth, Baltusrol Golf Club, and UBS. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment analysis frameworks. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based agreements.

David Carraturo is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior roles include positions at Citigroup, Prudential Insurance Company of America, Pruco Securities, LLC, and IRC Securities LLC. Outside of advising, he is involved in creative pursuits as an author, artist, musician, and background actor, and is a business owner of Bucket Hat Media, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to managed portfolios through advisory and brokerage channels. The firm combines advisor programs with sales of financial products and participates in lending programs while working with third-party asset managers and trust custodians.

Joanna Rrezja 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 and Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, she held positions at SL Green Realty, Hudson's Bay Company, Pace University, and Alice + Olivia. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process supported by firm-approved tools and a variety of advisory programs.

Joel Urena is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, Urena worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and held various positions within Morgan Stanley’s affiliated entities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves 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 structured planning tools and market scenario modeling to support its financial planning process.

George Lombardi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he assists his wife with financial matters under a power of attorney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jennefer Figuereo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

Dijana Stanisic is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2018 and is currently associated with Bank of America, N.A. since 2025. Prior to her financial services career, her background includes roles outside the industry at Jack Daniels Porsche and Mercedes Benz of Natick. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional entities.

Douglas Razzetti is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1995 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Matthew Quinlan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Lazard Asset Management LLC. Quinlan is based in Greenwich, CT. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Chasin is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at UBS Financial Services, Exos Securities LLC, and RBC Capital Markets. Outside of his advisory role, he serves on the board and fundraising committee for Virtual Enterprise International, a business school program for middle and high school students. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone plans.

Mercedes Paula is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, First Republic Bank, and Capital One Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Sydney Schneider is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has prior work history at Tortoise Investment Management and Littlejohn & Co. She also spent several years in educational roles at the University of Miami and Edgemont Jr. Sr. High School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs that include tailored financial planning and estate strategies. The firm utilizes a structured planning process supported by analysis tools such as Secular Return Estimates and Monte Carlo simulations.

Edward Quick III is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company and has experience in both educational and municipal sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Jeffrey Samsen is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at City National Bank, RBC Capital Markets, and Morgan Stanley. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Ava Gargiulo is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior work includes positions at East End Advisors and BODYARMOR Sports Nutrition, as well as academic and instructional roles at the University of Michigan and Windward School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Robert Dolliver is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of Concord Carlisle Youth Baseball and works as an assistant baseball coach at Middlesex School. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.