Antoine Ojeil is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2024, he worked for Citi Private Alternatives, LLC and Citigroup Global Markets from 2014 to 2024. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Collins Sr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill Lynch. He is also a general partner of Collins Capital Real Estate LLC and serves on the advisory boards of Collins Capital Investors Trust II LP and Collins Capital Investors Trust IV LP. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning supported by firm-approved tools and research from its Global Investment Committee.

Annamarie Lewis is a financial advisor with LPL Enterprise, holding a Series 63 designation and 15 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved in teaching personal development content through Landmark Worldwide and serves as a poll inspector for the Columbia County Board of Elections. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Matthew Klein is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and conducts principal trading, underwriting, and market-making activities.

Victoria Lopez is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Citigroup for 15 years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Natalie Vigunas serves as Vice President and Branch Leader at Fidelity, a role she has held since 2023. In this capacity, she is responsible for maintaining Fidelity's standard of care to ensure clients have exceptional financial planning experiences. She leads a team focused on developing client relationships by understanding their personal and financial situations to simplify complex financial planning concepts for better client comprehension and implementation. Natalie has been with Fidelity since 2006, progressing through various roles including Regional Planning Consultant from 2014 to 2023, Vice President and Financial Consultant from 2011 to 2014, Financial Consultant from 2009 to 2011, Investment Consultant from 2008 to 2009, and Financial Representative from 2006 to 2008.

Hope Galusha is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses. Galusha’s career includes roles at Morgan Stanley since 2025 and prior experience at Oppenheimer & Co in 2024. She also has an academic background from Yale University and Chadwick School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Brendan Mc Cauley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry for the past eight years, focusing on helping clients navigate the complexities of financial planning with strategies tailored to their unique priorities. His approach involves building personal connections and providing clients with clarity and transparency throughout their wealth management journey. Brendan's areas of expertise include Divorce Transition Planning, Executive and Equity Compensation Services, Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Portfolio Management, Women and Wealth, Sports & Entertainment, and Tax Minimization. He works as part of a team with over 70 years of combined experience dedicated to helping clients pursue their financial goals and improve their overall quality of life. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Brendan received his high school diploma from Saint Peter's Preparatory and earned a bachelor's degree from the Pennsylvania State University System. He is involved in professional organizations such as Pi Kappa Alpha and the Penn State Alumni Association - Northern New Jersey, and participates in community activities like Penn State THON™. Outside of work, Brendan enjoys football, reading, spending time with his family, traveling, and watching movies.

Youngji Kim is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY, bringing six years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020, Kim worked at JPMorgan Chase and the Delaware Valley Regional Center. Outside of financial advising, Kim operates an online retail business as a seller on Amazon. 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 supported by firm-approved tools and investment models.

Christopher Owens is a financial advisor at Morgan Stanley in Purchase, NY. He holds Series 65 and Series 63 licenses and has experience working at Morgan Stanley and KPMG, as well as prior roles in education. Owens has a background that includes four years at the University of Michigan and roles in secondary education before entering the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning service.

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.

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.

James Dunn is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity for 25 years, during which time he has held various roles including Vice President-Senior Account Executive, Financial Representative III and II, Retirement Investment Specialist, Senior Retirement Service Specialist, and Retirement Services Specialist. James focuses on wealth planning and assisting clients in pursuing their financial goals. He holds a California Insurance License. His career at Fidelity has provided him with extensive experience in financial consulting and retirement services. Outside of his professional work, James enjoys fishing, gardening, golf, outdoor adventures, spending time with pets, and reading.

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.

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.

Jeremy Rudd is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2014, with prior experience at Wells Fargo Clearing. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Brian Mchugh is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Celtic Marine Services and Phaidon International - Selby Jennings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting discretionary and non-discretionary advisory services as well as model portfolio delivery.