Don Goldstein is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 27 years of experience in the financial services industry. He specializes in working with high net worth individuals and small business owners, focusing on developing diverse and disciplined long-term investment strategies. Don’s approach centers on identifying clients’ financial goals and creating personalized plans to help them pursue those objectives over time. Throughout his career, Don has concentrated on areas such as college education planning, family wealth management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from Fairleigh Dickinson University and the Professional Investment Advisor (PIA) designation. In addition to his professional work, Don dedicates time to community involvement, reflecting the Merrill tradition of local service. His personal interests include boating, golfing, skiing, and traveling. He emphasizes working closely with clients one-on-one to tailor financial strategies that align with their long-term goals.

Brian Jay is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017 and was self-employed prior to that. Outside of his advisory role, he is the sole proprietor of Project Stake, a digital currency venture, and serves as a board member of the Shippan Point Association, a community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm utilizes a structured planning process with proprietary tools and offers access to investment insights from its Global Investment Committee.

Steven Solomon is a financial advisor at RBC Capital Markets with 34 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2025 and is currently affiliated with City National Bank. Solomon is a trustee of the Jill E. Solomon Charitable Foundation, a small local charity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.

Dara Hubbard is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and worked previously at Morgan Stanley for five years before joining Merrill in 2017. Outside of her advisory role, she works as a receptionist at Ramsey Veterinary Hospital. 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 and profit-sharing plans, corporations, and charitable organizations.

Henry Keating is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. 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 a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Marcelo Ippoliti is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes 15 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he serves as president of South Highland Properties, Inc. 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 analyses.

Antoine Ojeil is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2024, he worked for Citi Private Alternatives, LLC and Citigroup Global Markets from 2014 to 2024. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Collins Sr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill Lynch. He is also a general partner of Collins Capital Real Estate LLC and serves on the advisory boards of Collins Capital Investors Trust II LP and Collins Capital Investors Trust IV LP. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning supported by firm-approved tools and research from its Global Investment Committee.

Robert Schaefer is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS and as an independent contractor. Outside of finance, he owns and operates a yoga instruction business and a retail clothing company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.

Shanta Ajodha is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2017. In addition to her advisory roles, she has been involved with Berkeley College since 2010. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kenneth Dipaola is a CFP® professional with 45 years of industry experience, currently serving as an advisor at LPL Financial since 1999. He operates from Hackensack, NJ, and has involvement with The Senior Group, an S-Corp focused on accounting and payroll services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Annamarie Lewis is a financial advisor with LPL Enterprise, holding a Series 63 designation and 15 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved in teaching personal development content through Landmark Worldwide and serves as a poll inspector for the Columbia County Board of Elections. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Matthew Klein is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and conducts principal trading, underwriting, and market-making activities.

Victoria Lopez is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Citigroup for 15 years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Hope Galusha is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses. Galusha’s career includes roles at Morgan Stanley since 2025 and prior experience at Oppenheimer & Co in 2024. She also has an academic background from Yale University and Chadwick School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Brendan Mc Cauley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry for the past eight years, focusing on helping clients navigate the complexities of financial planning with strategies tailored to their unique priorities. His approach involves building personal connections and providing clients with clarity and transparency throughout their wealth management journey. Brendan's areas of expertise include Divorce Transition Planning, Executive and Equity Compensation Services, Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Portfolio Management, Women and Wealth, Sports & Entertainment, and Tax Minimization. He works as part of a team with over 70 years of combined experience dedicated to helping clients pursue their financial goals and improve their overall quality of life. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Brendan received his high school diploma from Saint Peter's Preparatory and earned a bachelor's degree from the Pennsylvania State University System. He is involved in professional organizations such as Pi Kappa Alpha and the Penn State Alumni Association - Northern New Jersey, and participates in community activities like Penn State THON™. Outside of work, Brendan enjoys football, reading, spending time with his family, traveling, and watching movies.

Youngji Kim is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY, bringing six years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020, Kim worked at JPMorgan Chase and the Delaware Valley Regional Center. Outside of financial advising, Kim operates an online retail business as a seller on Amazon. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Christopher Owens is a financial advisor at Morgan Stanley in Purchase, NY. He holds Series 65 and Series 63 licenses and has experience working at Morgan Stanley and KPMG, as well as prior roles in education. Owens has a background that includes four years at the University of Michigan and roles in secondary education before entering the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning service.

Kevin Stanley is a CFA® charterholder with 29 years of experience in the financial services industry. He is currently with Charles Schwab in Stamford, CT, where he has worked since 2022. Prior to Schwab, he spent seven years at Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advisory solutions supported by centralized operations and a formal process for alternative investments.

Charles Mungai is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2010. Outside of his advisory role, he serves as treasurer and elder at Harvest Time Church in Greenwich, CT, where he participates in budgeting and spiritual activities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research and analytics.