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.

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.

Lina Graciano is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. Her prior roles include positions at Merrill and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured planning tools and access to extensive resources.

Brian Jay is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017 and was self-employed prior to that. Outside of his advisory role, he is the sole proprietor of Project Stake, a digital currency venture, and serves as a board member of the Shippan Point Association, a community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm utilizes a structured planning process with proprietary tools and offers access to investment insights from its Global Investment Committee.

Steven Solomon is a financial advisor at RBC Capital Markets with 34 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2025 and is currently affiliated with City National Bank. Solomon is a trustee of the Jill E. Solomon Charitable Foundation, a small local charity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.

Henry Keating is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Marcelo Ippoliti is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes 15 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he serves as president of South Highland Properties, Inc. 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 analyses.

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.

Robert Schaefer is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS and as an independent contractor. Outside of finance, he owns and operates a yoga instruction business and a retail clothing company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.

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.

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.

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.

Kevin Stanley is a CFA® charterholder with 29 years of experience in the financial services industry. He is currently with Charles Schwab in Stamford, CT, where he has worked since 2022. Prior to Schwab, he spent seven years at Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment advisory solutions supported by centralized operations and a formal process for alternative investments.

Charles Mungai is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2010. Outside of his advisory role, he serves as treasurer and elder at Harvest Time Church in Greenwich, CT, where he participates in budgeting and spiritual activities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research and analytics.

Shauna Simpson 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 2019. Prior to this, she held positions in private family offices and was involved with Birth Bungalow LLC. Outside of her advisory role, Simpson owns and operates a dog training business called Right From The Start. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured discovery conversations and firm-approved tools, and manages approximately $2.74 trillion in client assets.

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.