Brianna Perez is a Series 66 credentialed financial advisor with Morgan Stanley, where she has worked since 2018. She has six years of industry experience, including prior work at Baruch College. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and planning services.

Joseph De Gregoris is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group, Inc. for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides structured planning supported by firm-approved tools and modeling techniques.

Sonyalis Marrone is a financial advisor at Primerica Advisors with 27 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1994. Her credentials include the Series 63 designation. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Eric Johnson is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services, Bank of America, Merrill, and Waddell & Reed. Outside of his advisory role, he serves as co-trustee of the Johnson Family IRR Trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools and technology.

Tahoe Peck is a financial advisor at Morgan Stanley with 18 years of industry experience. He has previously worked at Axa Advisors LLC from 2014 to 2018 and has been with Morgan Stanley since 2019. Tahoe holds Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

Raymond Perez Astwood is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs, TD Bank, Macy’s, and Fairleigh Dickinson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves as a council member for the borough of Oradell, New Jersey. 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, offering model-based and discretionary strategies supported by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Daniel Polizzotti is a financial advisor at Osaic Wealth with 37 years of industry experience. He holds CFP® and ChFC® designations and has worked at Osaic since 2018, following a 29-year tenure at Signator Investors, Inc. Outside of his advisory role, he serves as a board member of the Jersey Girls Lacrosse Association and volunteers as a part-time coach for young skiers at Windham Mountain. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Ryan Clay is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Magis Capital Partners LLC, and Hennion & Walsh. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its broad retail and institutional platform.

Maya Gallagher is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses. She began her career at Morgan Stanley Smith Barney LLC in 2026 and previously held positions at Hackensack Meridian Health and the International Tennis Hall of Fame. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Megan Connors is a financial advisor at Morgan Stanley in Paramus, NJ, with 11 years of industry experience. She holds Series 65 and Series 63 licenses and worked at Sanford C. Bernstein & Co., LLC for 10 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its advisory process.

David Carraturo is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Citigroup, Prudential Insurance Company of America, Pruco Securities, and IRC Securities. Outside of his advisory role, Carraturo is involved in artistic and entrepreneurial pursuits, including authoring, music, acting, and co-owning a media company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Joanna Rrezja is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, she held positions at SL Green Realty, Hudson's Bay Company, Pace University, and Alice + Olivia. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process supported by firm-approved tools and a variety of advisory programs.

Joel Urena is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee-driven investment insights in its financial planning process.

George Lombardi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he assists his wife with financial matters under a power of attorney. 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 services. The firm’s advisory process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Abraham Fishweicher is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advising. He works with affluent clients across the Tri-State area and nationwide, including professional entertainers, physicians, senior financial executives, attorneys, business owners, retirees, and non-profit organizations. His focus areas include family wealth management strategies, liquidity management, personal retirement planning, portfolio management, sports and entertainment, tax minimization, and retirement income. Before joining Merrill Lynch Wealth Management in 1980, Abe gained experience at Paine Webber and Prudential Bache Securities, beginning his career in auditing, specifically auditing broker dealer firms. He holds a Bachelor's degree from Roosevelt University in Chicago, where he also played on the basketball team. Abe is a Personal Investment Advisor (PIA) and applies his accounting background to emphasize tax efficiency and integrate various components of clients’ financial circumstances. Abe and his team customize client portfolios across multiple asset classes, utilizing research from Merrill and other Wall Street resources to align portfolios with clients’ goals and risk tolerance. He emphasizes educating clients on asset allocation and maintaining disciplined portfolio rebalancing. Outside of work, Abe serves on his synagogue’s board, enjoys traveling, and follows baseball, basketball, and football. He lives in Fair Lawn, New Jersey, with his wife Renee and their four children.

Trevor Crochet is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Deal Casino Beach Club and Monmouth Beach Bath and Tennis Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 scenario modeling to develop tailored plans.

Thomas Stergiou is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2013. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mercedes Paula is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at First Republic Bank and Capital One Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

Sydney Schneider is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has prior work history at Tortoise Investment Management and Littlejohn & Co. She also spent several years in educational roles at the University of Miami and Edgemont Jr. Sr. High School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs that include tailored financial planning and estate strategies. The firm utilizes a structured planning process supported by analysis tools such as Secular Return Estimates and Monte Carlo simulations.