Easton Sayre Mc Gill is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Morgan Stanley, his experience includes roles in education and seasonal work at Harvey Cavalier camp. 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 supported by firm-approved tools and methodologies.

Michael Kislin is a financial advisor with Morgan Stanley, holding CFP® and CFA® credentials and over 23 years of industry experience. His professional background includes roles at J.P. Morgan Securities and Morgan Stanley Smith Barney, and he also owns Kislin Family Ventures, LLC, a company involved in aerial photography. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools to help clients develop personalized financial strategies.

John Goodwin is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, Goodwin has engaged in writing, having published a novel and working on a second one, and he serves in local government roles including as a commissioner and committee member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and research.

Ricky Chernok is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2019. Outside of his advisory role, he serves on the board of trustees for TCS-Synagogue in Westport, 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 broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Emma Maldon is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual Investment Management and Hamilton College. Outside of finance, her background includes roles in hospitality and brewing industries. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, emphasizing a non-discretionary approach where clients retain final decision authority.

Charles White is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2026. His prior experience includes positions at Avatar Associates, Presidio Asset Management LLC, and Avatar Investors Associates Corp. Outside of advising, he is involved in estate administration as an executor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and advisory services, managing approximately $2.74 trillion in client assets, with a range of advisory programs supported by structured planning tools and investment research.

Anthony Quattrochi is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He currently serves in roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Paty Susana is a financial advisor at Morgan Stanley with 17 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley Smith Barney LLC since 2010 and Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 that incorporates firm-approved tools and market-based modeling techniques.

Michael Iandoli is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. He has been affiliated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and a range of affiliated portfolio services.

Thomas Moeller is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, EnvoyNow, and Quicken Loans. His background also includes a four-year period at Indiana University Bloomington. 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 investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships as well as corporate financial planning agreements.

Joshua Miller is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015, and previously spent four years with Northwestern Mutual Investment Management. He is based in Wilton, CT. 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. Their advisory process involves centralized due diligence using quantitative and qualitative research, and may incorporate an ESG eligibility framework.

Sanjiv Jaswal is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Jaswal serves as a board member of the Estate Planning Council of Westchester County and is a director of membership for the Larchmont Chamber of Commerce. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust custody and trustee services.

Dominick Abitino is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery and firm-approved tools, serving clients through direct and corporate financial planning agreements.

Patricia Carrera is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors since 2008 and was previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she serves as the executor of her deceased father's estate in Westchester County, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of proprietary and third-party programs, including discretionary management options and ERISA fiduciary services, to tailor solutions across mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Marilyn Keyser is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management serves 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 employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

James Arca is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, he was affiliated with Indiana University and FV Storm Group Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that emphasizes advisory services without providing individual security recommendations in standalone plans.

Andrea Rickard is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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.

Jasmine Warner is a financial advisor with Primerica Advisors in Yonkers, NY, holding a Series 63 designation and 12 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services. In addition to her advisory work, she receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and employs a tiered wrap-fee structure for its services.

Katherine Grant is a Series 66-credentialed financial advisor at J.P. Morgan Securities with seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at Merrill and First Ascent Charitable Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with an advisory process supported by centralized due diligence and a range of derivatives and commodities capabilities.

Patrick Nolan is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Wells Fargo Clearing and ICR. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options that leverage Wells Fargo’s research and tools.