Peter Chieco is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers a range of retail and institutional investment options.

Stefano Carlacci is a Series 65-licensed financial advisor with Morgan Stanley, where he has worked since 2022. He has four years of industry experience, including prior roles at SCF Investment Advisors, Old Bridge Capital Advisors, and Ipreo Holdings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process incorporates firm-approved tools and modeling techniques, with a focus on advisory services rather than individual security recommendations.

Kai Weinstein is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and less than one year of industry experience. His prior work includes roles at JPMorganChase and Westchester Benefit Group. Outside of finance, he has been involved in educational activities including running a homeschool academy and working with local schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

William Shea is a financial advisor with Merrill in Greenwich, CT, holding a Series 66 credential and 34 years of industry experience. He has worked at Merrill since 2001 and Bank of America since 2009. Shea serves as an advisory board member on the finance committee for St. Michael’s Church, a charitable organization in Greenwich. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jeannine Lennon is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked at MBIA for ten years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Anthony Greier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he is a 50% owner and silent partner in a business unrelated to investments. Wells Fargo Clearing provides retirement plan consulting 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 modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Alexander Delia is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, UBS Financial Services, and Regeneron Pharmaceuticals. Outside of finance, he was involved with Delia Dentistry and has multiple years affiliated with Fordham University. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Paul Treistman is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, fixed annuities, health, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Emma Bauer is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Verition Fund Management and Citco Fund Services. Bauer completed her education at the University of Virginia and previously worked at Cold Spring Harbor Jr./Sr. High School. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include sophisticated modeling techniques but does not make individual security recommendations as part of its standalone planning program.

Toni Cristiano is a financial advisor at Morgan Stanley with a Series 66 credential and approximately one year of industry experience. Prior to joining Morgan Stanley, Toni held roles at Four Hands and served in various capacities at High Point University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery and firm-approved planning tools.

Robert Geveda is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 10 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Tom Burns is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he partners with clients to develop tailored financial plans aimed at meeting their individual needs. He focuses on educating clients about their financial situations and assisting them through a process that leverages strategies and Fidelity's expertise to build, protect, or distribute wealth.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Steven Kalt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. Outside of his advisory role, he is involved with Oberman Companies in a property and casualty-related business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Benjamin Rosenthal is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials. He has one year of industry experience, including prior roles at JPMorgan Chase and Knollwood Investment Advisory. His background also includes academic experience at the University of Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Kumar is involved in managing multiple residential rental real estate properties. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Rena Kaufman is a Series 66 licensed financial advisor at Morgan Stanley with seven years of experience in the industry. Her background includes roles at Morgan Stanley since 2019, a position at Two Trees Management Co., and involvement with Warren Levi Martial Arts & Fitness. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory services supported by structured planning tools and a broad range of investment programs.

Michael Walker is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he operates an online retail store called M&A Central. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Alyson Cifu is a financial advisor with Merrill in White Plains, NY, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates these services with Bank of America’s broader platform, providing access to a wide range of products and investment approaches.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Royal Alliance Associates and PCI Staff Leasing. Outside of his advisory role, Boffa is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.