Youngji Kim is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Outside of her advisory role, she operates an online retail business as a seller on Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering 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 and modeling techniques in its financial planning process.

Christopher Owens is a financial advisor with Morgan Stanley in Purchase, NY. He holds Series 63 and Series 65 licenses and has recently begun his career in the financial industry following prior experience at KPMG and Edgewater Federal Solutions. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support its financial planning process.

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 with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he serves as treasurer and elder at Harvest Time Church in Greenwich, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Katherine Carmain is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and one year of industry experience. Before joining Morgan Stanley, she spent five years at Yale University and seven years at The Kinkaid School. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process using approved tools and market modeling techniques, managing approximately $2.74 trillion in client assets.

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.

Michael Hershey is a financial advisor with J.P. Morgan Securities in Darien, CT, holding a Series 63 designation and 43 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Sarah Kohart is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2018 and previously was with Jefferies & Company, Inc. from 2010 to 2018. She holds Series 63 and Series 65 credentials. 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.

David Blumenthal is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY, where he has worked since 2015, bringing seven years of industry experience. Outside of his advisory role, he owns and operates DJ David Michael Productions, a music-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Cornelia Crisci is a financial advisor with Wells Fargo Clearing in Dobbs Ferry, NY, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She also serves as a power of attorney for her father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Jonathan Castle is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2009, with a brief tenure at Bofa Securities, Inc. in 2019. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rosalie Froom 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 2018, with a one-year break between 2021 and 2022. Prior to her advisory career, she was affiliated with Barnard College of Columbia University for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Jomarie Padilla is a financial advisor with Morgan Stanley, holding a Series 66 designation and eleven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Dora Sung is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2015. She has 11 years of industry experience and is based in Greenwich, CT. Outside of her advisory role, she is involved with Calibre Capital LLC, a real estate-related business. Morgan Stanley Wealth Management offers a variety of advisory programs for individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored financial planning agreements.

Nicholas Byrnes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at UBS Financial Services and HSBC entities. He is also an owner and partner in Redding Golf & Country Club LLC. 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 applying an ESG eligibility framework in their investment process.

Julia Strickland is currently a Branch Leader, leveraging her experience to guide clients in achieving financial stability and success. In her role, she collaborates closely with local individuals, families, and small businesses to develop and implement personalized financial strategies that align with their unique goals. Julia focuses on simplifying complex financial concepts to empower clients to make informed decisions about their financial futures. She has held various positions in the financial sector, including Financial Consultant at Fidelity Investments since 2023, Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023, and ADP Relationship Manager at Bank of America between 2019 and 2020. Outside of her professional career, Julia has interests in art, fitness, music, traveling, and volunteering.

Robert Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Ameriprise Financial Services and Ameriprise Financial Services, LLC for a combined 12 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

Bernard Reidy Jr. is a financial advisor with Merrill who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a trustee for the St. Patricks Day Parade Foundation in New York City, primarily involved in fundraising activities. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.