Laura Ciminera is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated service group since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 supported by firm-approved tools and models.

Steven Lobasso is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in managing an estate-related business in Amawalk, New York. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs structured planning tools and supports a broad range of investment and trading activities through its parent company.

Jamie Edwards is a financial advisor at Ameriprise with Series 63 and Series 66 credentials. He has been with Ameriprise since 2024 and has prior experience in education, including roles at Fairfield University and Darien Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc. and Boston Harbor Wealth Advisors. He is also the CEO and President of Fondi Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Colleen Sharkey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1988, initially working in the residential lending group before transitioning to financial advising. She focuses on helping clients manage wealth tailored to their individual needs, emphasizing liability management for both individuals and businesses. With over a decade of experience in residential lending, Ms. Sharkey provides specialized advice on liability management and plays a key role in retirement and employee benefits planning. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Ms. Sharkey earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Sacred Heart University. A lifelong resident of Stamford, Connecticut, Ms. Sharkey volunteers with organizations including the Fight For Two Foundation, Tough Like Tori Foundation, and UNICO-Stamford. She enjoys skiing, cooking, spending time with her family, and traveling.

Francisco Grether is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He began his career in the financial industry in 2026 and has experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Prior to his current role, he attended Villanova University and worked briefly at the Millbrook Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Brooke Thalacker is a financial advisor at Morgan Stanley in Greenwich, CT, holding a Series 66 designation. Brooke joined Morgan Stanley in 2025 after prior experience at the University of Oregon and New Canaan Public Schools. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Aidan Tessler is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Family Management Corporation and Fitzsimmons Abrams LLP, and he has academic experience from the University of Florida. Outside of his advisory work, he was involved with Camp Chen-A-Wanda. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and proprietary planning tools.

Scott Kelly is a financial advisor with Raymond James Financial in Westport, CT, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior experience includes positions at Ameriprise and Wells Fargo Clearing. He serves on the board of the Umbrella Club, a nonprofit organization based in Stamford, CT. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and a broad advisor network.

Robert Grillo is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial since 2009. He has worked at Raymond James Financial Services, Inc. since 2001. Outside of his advisory role, he is a partner in Noble Property Management, LLC, a family-owned real estate business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, employing tailored, non-discretionary strategies that incorporate risk profiling and scenario modeling. The firm also provides specialized municipal advisory services and customized retirement plan consulting.

Christopher Busch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a structured planning process supported by firm-approved tools and market scenario modeling.

Spencer Glaser is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Equitable, and various financial services firms. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lilly Heller is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at End Point Corp. and attended the University of Wisconsin-Madison. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2017, he worked at NFP Securities, Inc. for five years. Ross is involved in related business activities including The Ross Company and Asterion Wealth Advisory Group, which operate as DBAs for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.

Richard Cossa is an Investment Consultant currently working at Fidelity Investments since 2023. He has accumulated over 17 years of experience in the financial industry, having held various financial advisory roles at firms such as Mahoney Asset Management, Lincoln Financial, Chase Investments, Oppenheimer & Co., Wells Fargo Advisors, and Morgan Stanley. Throughout his career, Richard has developed expertise in navigating different market cycles with a focus on asset allocation and delivering customer service aimed at guiding clients through their retirement planning. His professional journey reflects a consistent commitment to supporting clients in achieving their financial goals. Outside of his professional work, Richard has interests in baseball, fitness, football, golf, and yoga.

Rosalind Mouzouris is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser network and a range of portfolio management styles.

Sevdi Dauti is a CFP® professional with 26 years of industry experience, currently serving at Morgan Stanley. Prior to joining Morgan Stanley in 2025, he worked for 15 years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using approved tools and modeling techniques to assist clients in developing personalized plans.

James Iseman is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Daniel Hamilton is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors, LLC, Eze Castle Integration, and Hamilton and Hamilton PC. He has also worked in education at Fordham University and Lincoln Sudbury Regional High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and governance roles.

Lukasz Skowronski is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a prior role at JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its Financial Advisors and Estate Planning Strategies Group.