Michael Jabara is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63 designation. Outside of his advisory role, he is a partner in ownership of a commercial building in Ridgefield, Connecticut. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Ebakoliane Obiomon is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he served in various roles at the Department of Defense from 2020 to 2025 and attended the United States Military Academy from 2016 to 2020. Outside of his advising role, he is involved in a sole proprietorship related to real estate accounting and bookkeeping. 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 firm-approved tools and investment research.

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.

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.

Eric Goldsmith is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 21 years of industry experience, including roles at Metlife Securities and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns and manages Goldy Lux 8 LLC, which provides group and individual insurance products, and he also offers financial planning services related to life settlements. 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 seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools and offering a range of investment and planning services.

Marcelo Ippoliti is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory role, he serves as president of South Highland Properties, Inc., a real estate company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, supporting clients with tailored investment and estate planning strategies.

Nathaniel Francois is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include multiple positions at JPMorgan Chase Bank and recent employment at J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

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 eight years of industry experience. He holds a Series 66 designation and previously worked at UBS and as an independent contractor. Outside of advising, he owns two small businesses, including a yoga instruction LLC and a retail clothing LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet specific net worth criteria. The firm integrates advisory services with various financial products and referral channels to deliver customized recommendations.

Shanta Ajodha is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2011. In addition to her advisory roles, she has been affiliated 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Annamarie Lewis is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds a Series 63 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she teaches personal training and development courses for Landmark Worldwide and serves as a poll inspector for the Columbia County Board of Elections. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform that combines advisory services with active sales of other financial products.

Matthew Klein is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Jeffry Christensen is a financial advisor at Ameriprise with 33 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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 at Morgan Stanley with Series 63 and Series 65 licenses. Galusha joined Morgan Stanley in 2025 after a one-year tenure at Oppenheimer & Co and has no prior industry experience before 2024. Prior to entering the financial industry, Galusha studied at Yale University and worked at Chadwick School. Morgan Stanley Wealth Management serves both 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 offers planning services supported by its Global Investment Committee’s research and firm-approved tools.

Youngji Kim is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Outside of her advisory role, she operates an online retail business as a seller on Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Christopher Owens is a financial advisor with Morgan Stanley in Purchase, NY. He holds Series 63 and Series 65 licenses and has recently begun his career in the financial industry following prior experience at KPMG and Edgewater Federal Solutions. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support its financial planning process.

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 with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he serves as treasurer and elder at Harvest Time Church in Greenwich, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.