Kelvin Tsui is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Fuel.Club Inc and Zhongsheng Yulin Forestry Development, and attended Stony Brook University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm‑approved tools and models.

Janice Preko is a Series 66-credentialed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked in education roles at Ghana International School and SOS Hermann Gmeiner International College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured discovery processes and firm-approved planning tools.

Thomas Mc Candless is a financial advisor with Ameriprise in Eastchester, NY, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for The Miracle League of Westchester. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Laura Haynes is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at LPL Financial and Webster Bank since 2019 and has prior experience with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Mueller is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets starting in 2003. Outside of his advisory role, he manages a rental property in Ridgefield, Connecticut. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including its Financial Advisors and Estate Planning Strategies Group.

Eric Chin is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as teaching and educational roles at Fordham University, Bentley University, Kumon Educational, and Iona Preparatory School. He also serves as a trustee for a trust in Sarasota, Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment analysis to deliver tailored financial strategies while offering a broad range of retail and institutional investment options.

Gregory Shevlin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at JPMorgan Chase Bank, First Republic Securities, and Wells Fargo. He is based in White Plains, NY. J.P. Morgan Securities 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 in its recommendations.

Susan Kaupie is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Centric Property Group for five years. Kaupie is based in New Canaan, CT. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colleen Cawley is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for five years. Outside of finance, she has experience in the hospitality industry and small business management. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Jill Scalisi is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She previously worked at firms including Kopentech LLC, Academy Securities Inc, and Tigress Financial Partner. Outside of finance, she is the founder and CEO of Scalisi Cosmetics LLC, a cosmetics manufacturing and distribution business she has operated since 2009. 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.

Lissette Figueroa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at UBS Financial Services for five years before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Santiago is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent 21 years with Prudential Insurance Company of America and PRUCO Securities, LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Robert Valdivieso is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he is involved in managing a rental property in Miami, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Steven Gwon is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

William Robins is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch as part of the Accelerated Growth Program in 2020, bringing experience in addressing the financial needs of affluent clients. William holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from New York University with a concentration in Economics. His advisory approach centers on providing a holistic and strategic planning process focused on the overall client experience. William works with business leaders and entrepreneurs to prioritize and achieve life goals through services including balance sheet analysis, cash flow management, retirement planning, and portfolio construction. As a Senior Portfolio Advisor, he manages discretionary investment strategies utilizing model portfolios and third-party investments, emphasizing short-term volatility reduction and long-term risk management while collaborating with clients' advisors on tax, liability, and estate considerations. Outside of his professional role, William resides in Pound Ridge, New York, with his wife and two sons. His personal interests include golfing, and he is a member of the Whippoorwill Club in Chappaqua, New York. The family enjoys spending time in Vermont where his sons compete in alpine racing.

Mark Ellis is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Citi. Outside of his advisory role, Ellis serves as an arbitrator in investment and finance matters. 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 financial planning process leverages structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.

Emma Leibell is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services since 2019 and previously worked at the University of Connecticut from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Mario Tripicchio is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 and financial planning services supported by structured planning tools and investment research.

Tyler Kay is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and three years of industry experience. His background includes positions at Ameriprise and DoorDash, as well as roles related to sports organizations such as USA Hockey and the Metropolitan Golf Association. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Alexandra Allen is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Raem Capital for nine years before joining Merrill. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.