Lindsey Hendler is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at Landmark Wealth Group - Ameriprise Financial. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jacob Buerke is a financial advisor at Morgan Stanley with eight years of industry experience. He has held roles at Morgan Stanley since 2019 and previously worked at FINRA from 2013 to 2019. Outside of his advisory work, Buerke is involved in entrepreneurial ventures including affiliate marketing of premium cigars and technology businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 incorporating firm-approved tools and scenario modeling.

Aljonell Saunders is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles at Bank of America, CVS, Carter's, and Gap, Inc. She has also held academic positions at Lehman College and Bronx Community College. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andre Zumtaugwald is a financial advisor at Edward Jones with a Series 66 designation. He joined Edward Jones in 2024 and has prior experience at McKinsey & Company from 2016 to 2024. He holds an MBA from Stanford University earned between 2018 and 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kristina Lopez is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY, where she has worked since 2014. She has 11 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and models.

Adam Rosenblatt is a financial advisor with J.P. Morgan Securities in Monsey, NY, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at Money Concepts Capital Corp, Investors Advantage Portfolios, LLC, and Chipotle. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jonah Evangelista is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kevin Petersen is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Stifel Nicolaus, Credit Suisse Securities, and E*Trade. Petersen is based in Purchase, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and scenario modeling.

Nicholas Esposito is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Securities since 2014, also serving at JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Michael Longo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc. from 2009 to 2020. Outside of his advisory role, he is involved with Longo Financial Services, Inc., where he functions as a non-variable insurance agent offering fixed annuities, term life insurance, whole life insurance, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supporting a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Paula Dierking is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2014. 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 model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Vowinkle currently serves as Vice President and Branch Leader at Fidelity Investments. In this role, he leads and coaches a team of associates to deliver exceptional experiences for clients. Prior to this, he held several positions at Fidelity Investments, including Assistant Branch Leader from 2021 to 2023, Chapter Member for Service Design and Delivery between 2020 and 2021, Team Leader for Workplace Planning & Advice from 2018 to 2020, and Onboarding Manager from 2016 to 2018. Earlier roles include Senior Investment Specialist, Senior Financial Specialist, and Financial Representative, all within Fidelity Investments. Ryan's professional experience spans various aspects of financial services, focusing on team leadership and client service delivery. Outside of work, he enjoys family activities, fitness, running, and soccer.

Genevieve Deinard is a financial advisor at Morgan Stanley with one year of industry experience. She previously worked at Gage Wealth Advisors for two years and has held various roles dating back to 2006. Genevieve holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Anthony Lehman is a financial advisor at Morgan Stanley with four years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at Investment Metrics and Informa Investment Solutions. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Stephen Ryan is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. 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 financial planning process supported by firm-approved tools.

Zachary Niklaus serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is a partner at Davies, Niklaus & Associates. In his role, he engages in investment management, financial planning, and client relations, focusing on high net worth individuals, families, and businesses. His advisory practice centers on clients with complex financial situations, including those experiencing liquidity events, managing concentrated equity, business transitions, or addressing multigenerational planning. He collaborates closely with clients' attorneys and CPAs to align investment strategies with estate, tax, and legacy goals. Zachary holds a Bachelor of Arts in Economics and a Bachelor of Science in Energy & Environmental Policy from the University of Delaware Alfred Lerner College of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several licenses, including Senior Portfolio Advisor (Merrill), Insurance Producer License, Series 66, and Series 7. His client focus encompasses areas such as college education planning, corporate executive services, family wealth management strategies, liquidity management, and socially responsible investing. Born and raised in Greenwich, Connecticut, Zachary is a dual citizen of the United States and Switzerland. His personal interests include cooking, golfing, hiking, music, spending time with family, tennis, traveling, and watching movies. He is involved with the B+ Foundation in his community.

Jacob Berkowitz is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 designations and six years of industry experience. His career includes roles at multiple JPMorgan entities since 2017. Outside of finance, he is an owner and partner at Figure.AI, an AI autonomous robotics company based in Sunnyvale, California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Sandrea Brooks is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Brookfield Asset Management, SS&C Technologies, and Hollis Cobb Associate. Outside of her advisory role, she serves as a board member for the US-Africa Children's Fellowship, a nonprofit focused on hardship assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer partnerships.

Brianna Perez is a Series 66 credentialed financial advisor with Morgan Stanley, where she has worked since 2018. She has six years of industry experience, including prior work at Baruch College. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and planning services.

Joseph De Gregoris is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The Vanguard Group, National Debt Relief, and NextJump. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and modeling techniques.