Christopher Vordemesche is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing 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 offers planning services supported by firm-approved tools and structured discovery processes.

Jonathan Bifulco is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and 15 years of industry experience. He previously worked at UBS International/UBS AG for 10 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a 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 such as Monte Carlo simulations to support its financial planning process.

Juliana Panov is a financial advisor at Morgan Stanley with five years of industry experience. She joined Morgan Stanley in 2020 after working at SIE Exam Prep and CBG Composites GmbH. She holds the Series 66 designation. 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 supported by firm-approved tools and market modeling techniques.

Matthew Nesbitt is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he had brief roles at The Herbst Group, LLC and other positions outside the finance sector, including time as a full-time student. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Ashley Aurigemma is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley since 2014. She holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves individual and institutional clients, offering 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 analysis.

Benjamin Chambeau is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 registrations. Prior to his current role, he worked in the Department of Criminal Justice and has been involved with Hamilton Farm Golf Club and the University of South Carolina. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process utilizes structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Gerald Santoro is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. 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 a range of multi-asset model portfolios supported by centralized supervision and custody services.

Clint Silver is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. He has held several roles at Morgan Stanley since 2022 and has a background that includes work in architecture and education. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Isabelle Glat is a financial advisor at Morgan Stanley with a Series 66 credential and no prior industry experience. Her work history includes positions at Morgan Stanley and H.I.G. Capital, as well as educational roles at the University of Pennsylvania and several private schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery processes and advanced modeling tools to support client planning, managing approximately $2.74 trillion in assets.

Mark Vanderburg is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He worked at Merrill from 2012 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor client solutions.

Rashawn Perry Diop is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, with prior roles at Capital One Advisors, Capital One Investing, and UBS. Outside of his advisory work, he owns a childcare business called Precious Little Angel. 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 strategies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Leslie Eisen Abrams is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Michael Foley is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and modeling techniques in its financial planning process.

William Jarvis is a financial advisor with Merrill in Westport, CT, holding Series 63, Series 65, and Series 66 licenses and having 24 years of industry experience. He previously worked at Commonfund for 11 years before joining Merrill in 2017. He established a company called Greenwich Strategic Advisors LLC, which is no longer active. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Marano is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 63 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is a designated notary public for the Bronx, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by proprietary tools and methodologies.

Daniel Purpura is a Series 66 licensed financial advisor with Merrill in Stamford, CT, and has four years of industry experience. His prior experience includes roles at Bank of America and Citizens Securities, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Tanuja Katre is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and has been with Merrill since 2021. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Paul Chadwick is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual 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 utilizes structured planning tools and analysis methods such as Monte Carlo simulations to support its services.

Brandon Troiano is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. He is based in Westport, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with a range of advisory and brokerage options for implementation.

Tyler Lettieri is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Enterprise Holdings. 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 both brokerage and advisory solutions.