Deividas Vilys is a Series 66-licensed financial advisor with Morgan Stanley in Greenwich, CT, possessing two years of industry experience. Prior to joining Morgan Stanley, he held positions at Middlebury College and Gulf Coast High School. 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 including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Lindsay Sabel is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over twenty years of experience in the financial services industry. Before transitioning to wealth management, Lindsay worked at a Connecticut-based multi-strategy hedge fund and spent 14 years in various trading, sales, and leadership roles at UBS Investment Bank. She also held an institutional strategy position at Wells Fargo Investment Bank, where she managed client strategy for the equities division. Lindsay earned a Bachelor's Degree in Psychology and English from Yale University. She holds the FINRA Series 7, 24, 63, and 66 registrations, as well as professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and sports and entertainment. She lives in New Fairfield, CT with her husband, son, and three dogs. Her personal interests include cooking, golfing, pickleball, running, and soccer.

Sophie Small is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Morgan Stanley, she was involved in various roles including managing the Eno Vino Wine Bar and Bistro and participating in university governance and nonprofit organizations. She has served on boards and committees related to community and religious groups. 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 discovery processes and advanced modeling tools.

Hudson Stedman is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fetch Pet Insurance and Aequatic, as well as involvement with the Trustees of Princeton University and The Pharo Foundation. He has been engaged with Shred Kids' Cancer for over a decade. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

Luigi Cicconi is a Planning Consultant at Fidelity Investments, where he works as a co-advisor alongside clients and their wealth management teams. In this role, he focuses on ensuring that financial plans serve as clear roadmaps for clients' milestones and supports informed financial decision-making. Luigi began his role at Fidelity Investments in 2026. Further details regarding his education, credentials, areas of expertise, or personal interests have not been provided.

Paul Curtis is a financial advisor with Wells Fargo Clearing in Stamford, CT, holding Series 63 and Series 66 credentials and 30 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Seersite LLC. Outside of his advisory work, he serves as co-treasurer for the Staples High School Cross Country Team in Westport, CT. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Vivian Spyropoulos is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2012. Spyropoulos holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a select group of Wealth Advisors on a non-discretionary basis.

John Briganti is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and operates his own CPA firm, John K Briganti CPA PC, providing tax preparation and accounting services since 1985. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, with a range of discretionary and non-discretionary implementation options.

Easton Sayre Mc Gill is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Morgan Stanley, his experience includes roles in education and seasonal work at Harvey Cavalier camp. 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 methodologies.

Estefania Munguia is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and two years of industry experience. She previously worked at CBSI Services Inc, Digitech Computers LLC, and Bonnie Briar Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 services both directly and through corporate financial planning agreements.

Anthony Pires is a CFP® and ChFC® affiliated with Mass Mutual Investors Services, with two years of industry experience. His prior work includes roles at Scharf & Selden, Wealth Management of Raymond James, and Meridian Risk Management. Outside of financial services, he has experience working at Buon Amici Italian Restaurant and involvement with Greenburgh Parks and Rec. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver collaborative, written recommendations.

Michael Kislin is a financial advisor with Morgan Stanley, holding CFP® and CFA® credentials and over 23 years of industry experience. His professional background includes roles at J.P. Morgan Securities and Morgan Stanley Smith Barney, and he also owns Kislin Family Ventures, LLC, a company involved in aerial photography. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools to help clients develop personalized financial strategies.

John Goodwin is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, Goodwin has engaged in writing, having published a novel and working on a second one, and he serves in local government roles including as a commissioner and committee member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and research.

Emma Maldon is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and several hospitality-related businesses. She has also worked at Hamilton College in various capacities. J.P. Morgan Securities 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 its recommendations.

Charles White is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held roles at Morgan Stanley and Morgan Stanley Smith Barney since 2014. Outside of advisory work, he is involved in estate administration as an executor. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Anthony Quattrochi is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He currently serves in roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Paty Susana is a financial advisor at Morgan Stanley with 17 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley Smith Barney LLC since 2010 and Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 that incorporates firm-approved tools and market-based modeling techniques.

Thomas Moeller is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, EnvoyNow, and Quicken Loans. His background also includes a four-year period at Indiana University Bloomington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships as well as corporate financial planning agreements.

Sanjiv Jaswal is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the Estate Planning Council of Westchester County and is the Director of Membership for the Larchmont Chamber of Commerce. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs and products through an integrated platform combining advisory and brokerage services.

Dominick Abitino is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill. He is currently based in Purchase, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.