Christian Robinson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Macy's, Cold Stone, Shoprite, and Baruch College. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

James Sears is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services, Edward Jones, and Michael Page. Sears has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, focusing on clients with significant assets in Ameriprise-managed accounts.

Mark Silverman is a Senior Financial Advisor at Merrill Lynch Wealth Management with 18 years of experience in financial advising, including 16 years at Merrill. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. He approaches client relationships by thoroughly understanding their unique financial situations and goals to develop personalized wealth management strategies. Prior to his career in financial advising, Mark spent nearly 30 years in the magazine publishing industry covering global entertainment and the golf industry. His educational background includes a Bachelor's Degree in Journalism from the Medill School of Journalism at Northwestern University. Additionally, he holds a Certificate in Sales Management from the Darden School at the University of Virginia and a Certificate from the Publishing Management Institute at the Kellogg School of Management at Northwestern University. He also holds the Personal Investment Advisor (PIA) designation. Mark is a lifelong resident of the suburban New York City area and lives in New Canaan, Connecticut with his wife Pam and their poodle Ziggy. He participates in community activities such as the Longest Day of Golf benefitting Cancer Care. Outside of his professional work, he enjoys cooking, golfing, racquetball, and watching movies.

Robert Hausmann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joseph Hinshaw IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Morgan Stanley since 2012 and previously spent five years at Citigroup Global Markets. 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 offers services through structured planning tools and strategies developed by its Global Investment Committee.

Ayumi Noda is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. Noda has been with Morgan Stanley since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers financial planning services both directly and through corporate agreements.

Janine Nebbia is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill from 2013 to 2021 before joining Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved processes.

Stephen Ortiz is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch/Bank of America, Fidelity Investments, and Municipal Credit Union prior to joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of products through its extensive regulatory registrations and affiliations.

Kathleen Bigelow is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matias Morales is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. His background also includes roles at Peoples United Bank and TD Bank, N.A. Mass Mutual Investors Services is 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, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.

Abdoulaye Diakite is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has prior work experience at CVS Pharmacy and educational institutions including Lehman College and the High School for Health Careers and Sciences. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Alec Chevreux is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to assist them in making important financial decisions and developing personalized strategies tailored to their goals. He prioritizes understanding each client's unique situation to provide guidance and long-term planning support. Alec's professional experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2026, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. This progression demonstrates his breadth of experience in financial consulting and investment advising. Outside of his professional work, Alec has interests in cooking and baking, fishing, fitness, exploring culinary experiences, outdoor adventures, and traveling.

Edward Laux is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in February 2019, bringing over 35 years of experience from the institutional side of Wall Street. Prior to his current role, he worked as an equity position trader and held leadership positions in US Equities at firms including Kidder Peabody, ABN AMRO Bank/Chicago Corp, and Cantor Fitzgerald. Edward leverages his expertise in risk, research, and client relationships to provide comprehensive wealth management services. His areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, philanthropic planning, individual and corporate investment strategy, and tax minimization. He collaborates closely with the Dyer Group, a top advisory team at Merrill Lynch, to enhance the scope of services offered to clients. Edward holds FINRA Series 7, 24, 55, 63, and 66 securities registrations and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Arts degree in Economics from Dartmouth College. Outside of his professional work, Edward participates actively in his community, serving on advisory boards such as the University of New Haven Executive Micro MBA Program, coaching travel basketball with the Greenwich YMCA, and contributing to the Stamford Board of Tax Assessment Appeals. He enjoys antiquing, basketball, cooking, golfing, reading, watching movies, yoga, and spending time with his family.

Christie Flynn is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 designation. 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, including tailored financial planning using structured discovery conversations and firm-approved tools.

Radhika Naini is a financial advisor at Morgan Stanley with 4 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to model potential outcomes.

Indira Valladares is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2014. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

David Heller is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Mass Mutual Investors Services, as well as Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as a managing director of Sanders Smith Ltd and provides insurance services as a sales agent. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment options, and supports various third-party managed-account platforms.

Nicholas Sivo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Dunkin' Brands, Apple, and the U.S. Soccer Federation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting 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.

Kelly Early is a financial advisor with Morgan Stanley, holding a Series 66 designation and over a decade of experience in the industry. Prior to joining Morgan Stanley in 2022, Kelly worked at Bank of America from 2014 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning using structured processes and firm-approved tools.

Ralitsa Delgado is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.