Graham Opdyke is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity in 2025, he worked at Enterprise Mobility and has a background that includes roles at the University of Maryland and Cross Street Flower Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a diversified investable universe. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and formal governance procedures.

Susan Daley is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her current role, she was employed at Symbiosys Consulting LLC and DocFinity by OIT. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Marina Ruiz De Gauna Frances is a Series 66 licensed advisor with J.P. Morgan Securities, based in Greenwich, CT. She has three years of industry experience, including prior roles at UBS Financial Services and JPMorgan Chase Bank. Her background also includes positions at Greenwich Country Club and Manhattanville College. 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 operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence.

Armando Olivieri III is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America N.A. since 2020. His prior roles include positions at Acuris, Guidepoint, and Omnicom, as well as a period of unemployment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, alongside trading, account administration, and custody support.

Mary Grygier is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked primarily with Morgan Stanley since 2023. Prior to her advisory role, she has experience at Colgate University and Ridgewood Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies without individual security recommendations as part of standalone plans.

Alexander Palios is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® and Series 66 designations. Palios serves as a board member for Project Purple, a charitable nonprofit based in Seymour, Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and Corporate Financial Planning agreements.

Thomas Oakes is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, he worked at Buckman, Buckman & Reid, Inc., San Blas Securities, and Paulson Investment Company, LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning solutions.

Benjamin Kozera is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and having 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Kozera serves as a board member of The Susie Foundation, a charity focused on children, youth, economic assistance, and medical causes. 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 manages approximately $2.74 trillion in client assets through a structured discovery process and firm-approved planning tools.

Leslie Williams is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 22 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2013 and 2015, respectively, and has served on the board of Enexus Corp., an industrial manufacturing equipment company, since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Marie Pascale is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2003. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 a structured planning process supported by firm-approved tools and committee-driven return estimates.

Stephen Pavia is a financial advisor with Merrill, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. He previously worked at JP Morgan Securities LLC, JP Morgan Chase Bank, and Wells Fargo Advisors. 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.

Jared Di Pietro is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses. He has held positions at several firms, including JPMorganChase and Prosek Partners, and began his current role in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by proprietary planning tools and a structured discovery process.

Christina Leonelli is a Series 66-licensed financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley 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 utilizing firm-approved planning tools and a structured discovery process.

Albert Garcia is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at American Federal Mortgage, BJ's Wholesale Club, and Prudential Financial, Inc. Outside of his advisory role, he is involved in property management through ownership of a real estate business. 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 employs a structured planning process supported by firm-approved tools and research.

Richard Camarda is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors Inc. and related entities since 2012. He is also involved as owner of Southport Financial Group, where he serves as branch manager and securities sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gregg Woolven is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Advanced Corporation Solutions, Principal Financial Services, and Trinet. 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 a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Goldstein is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and 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 wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and models to assist clients in developing their financial plans.

Sandra Bright is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and has been with UBS since 1999. Outside of her advisory role, she has been involved with Woodway Country Club since 1990. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Gregory Keefer is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with a residential co-op in Larchmont, NY. 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 that utilize structured processes and firm-approved tools.

Kathryn Lefever is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Her background includes roles at Morgan Stanley since 2024 and experience in education at institutions such as Georgetown University, Rye Country Day School, and Hommocks Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a range of investment and financial services.