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.

Sultan Bilal 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 MML Investors Services and Mass Mutual Life Insurance Company since 2013. In addition to his advisory work, he is involved in non-MassMutual insurance brokerage, focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, employing firm-approved analytical tools to support collaborative, goal-oriented client engagements.

William Edelson is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent specializing in individual life, property/casualty, health, disability, long-term care, and fixed annuities, and serves as an executor for a family estate. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Nicholas Byrnes is a financial advisor with J.P. Morgan Securities based in Greenwich, CT. He holds the Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at UBS Financial Services and HSBC. Outside of his advisory work, he is an owner and partner of Redding Golf & Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Erich Williams is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has built a career focused on understanding clients' goals and helping them develop investment plans that align with their financial objectives to provide peace of mind. Erich's professional experience includes roles as a Private Banker at Merrill Lynch from 2021 to 2023 and at Morgan Stanley Private Bank from 2017 to 2021. Prior to that, he served as a Financial Advisor at Merrill Lynch between 2015 and 2017 and at Morgan Stanley from 2012 to 2014. Outside of his professional work, Erich is interested in art, baseball, museums, parenthood, and reading.

Sami Aslam is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to helping them achieve those objectives. Sami provides ongoing advice and adjusts investment plans as clients’ situations evolve. He holds the Personal Investment Advisor (PIA) designation and has completed an Associate's Degree at Nassau Community College. Sami is fluent in English and Urdu. His professional focus includes assisting clients with managing competing financial priorities such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Sami emphasizes personalized, one-on-one collaboration to create strategies aligned with what matters most to each client and their family.

Eugenia Miceli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo since 2016. Outside of her advisory role, she serves as a board member for 19 South Broadway Owners Corp, a cooperative building in Tarrytown, NY. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a large platform of financial advisors to offer both brokerage and advisory solutions.

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.

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 licenses and has previously worked at First Republic Securities Company, Wells Fargo Clearing Services, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations.

Susan Kaupie is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019, following five years at Centric Property Group. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colleen Cawley is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 credentials with four years of industry experience. She previously worked at Goldman Sachs for five years and has experience outside finance including roles at Villanova University, Carriage House Restaurant & Tavern, and Crystal Clear Pools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and supports a broad array of investment and financial services.

Jill Scalisi is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at several firms including JPMorgan Chase Bank, N.A., Kopentech LLC, and Academy Securities Inc. Outside of finance, she is the founder and CEO of Scalisi Cosmetics LLC, a cosmetics manufacturing and distribution business she started in 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

David Barrett is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with Cetera Investment Advisers since 2016 and with Cetera Financial Specialists LLC since 2005. Outside of his advisory work, he serves as the executor of his parents' wills. Cetera Investment Advisers is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes both affiliated and third-party managers.

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 22 years of industry experience. He has worked at Morgan Stanley since 2016, with previous positions at UBS Financial Services, UBS International Inc., and Merrill. Outside of his advisory role, he is a sole proprietor of a rental property business in Miami, Florida. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning, with approximately $2.74 trillion in client assets under management. The firm employs a structured financial planning process supported by firm-approved tools and utilizes proprietary modeling techniques to support client decision-making.

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 Client Experience Advisor at Merrill Lynch Wealth Management, specializing in holistic strategic planning and client relations. He provides clients with a comprehensive understanding of financial solutions available through Merrill and Bank of America, serving as a singular point of contact across the enterprise. His role involves maintaining close contact with clients to deliver efficient, best-in-class service and leveraging resources such as the Chief Investment Office to guide investment decisions. Robins' expertise encompasses a broad range of financial planning areas, including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, special needs planning strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation, underscoring his commitment to acting in his clients' best interests. He earned a Bachelor's Degree from New York University. Outside of his professional life, Robins engages in activities such as basketball, biking, cooking, golfing, hiking, music, skiing, spending time with family, traveling, and writing. His personal philosophy centers on helping clients uncover what matters to them and their families to create strategies for their financial goals.

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.