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.

Justin Carlson is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor AxA Advisors, where he worked for nine years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.

Antoine Ojeil is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Citi Private Alternatives and Citigroup Global Markets. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies implemented by Managed Account Advisors LLC and features integration with Bank of America’s corporate platform.

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 Bank of America, N.A. since 2011. Additionally, she has been affiliated with Berkeley College since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s platform, which includes access to a broad spectrum of financial products and services.

Kenneth Dipaola is a CFP® professional with 44 years of industry experience, currently serving as an advisor at LPL Financial since 1999. He holds a Series 63 license and operates out of Hackensack, NJ. Kenneth is involved with The Senior Group, an S-Corp used for accounting and equipment leasing purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial services supported by research and model portfolios, catering to both discretionary and non-discretionary management needs.

Maikel Cotrina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Citigroup Global Markets and Santander Securities before joining J.P. Morgan in 2025. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Jared Craig is a financial advisor at Equitable Advisors with a Series 66 credential and one year of experience at the firm. His prior work includes roles at several country clubs and a university, as well as experience with Crisdel Inc. and Full Count Baseball. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.

Brendan Mc Cauley is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over eight years of experience, he focuses on helping clients take the stress out of financial planning so they can concentrate on their personal priorities. Brendan's approach centers on building genuine connections to understand and pursue clients' unique ambitions, including areas such as divorce transition planning, executive and equity compensation services, family wealth management strategies, and tax minimization. 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 earned his high school diploma from Saint Peter's Preparatory and a bachelor's degree from the Pennsylvania State University System. He is affiliated with professional organizations such as Pi Kappa Alpha and the Penn State Alumni Association - Northern New Jersey. Outside of his professional role, Brendan is involved in community activities including Penn State THON™. He enjoys football, reading, spending time with his family, traveling, and watching movies.

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.

Chris Livingston is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, LLC and Santander Bank, NA. He is also an associate at Oakfield Wealth Management. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment platforms.

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.

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.