Brad Currao is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Park Avenue Securities, Big League Talent Ace's, and Guardian Life Insurance Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 modeling techniques.

David Amato is a financial advisor with Cetera Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and various other financial firms. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides diverse investment solutions through a multi-manager platform that features discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Corcoran is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Kaseya and the Herbert Wellness Center, among others. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Kiel Camken is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has 13 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously spent two years with Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Anthony Spinelli is a financial advisor with Mass Mutual Investors Services in Bronx, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His previous roles include tenures at JP Morgan Securities and JP Morgan Chase Bank. In addition to his advisory work, he is an independent real estate agent representing clients in property transactions. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses detailed client data and firm-approved software to develop written financial recommendations within annual planning engagements.

Bill Jones is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients to develop personalized financial plans tailored to their individual and family needs, regularly reviewing these plans to ensure alignment with their evolving priorities. He collaborates with a team of wealth planning specialists to provide comprehensive support throughout the financial planning process. Bill joined Fidelity Investments in 2013 and has held several positions within the company, including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant, Investment Consultant, and Financial Consultant before assuming his current role in 2024. His experience spans various areas of financial advising, including investment consulting and retirement solutions. Outside of his professional responsibilities, Bill enjoys golf, reading, skiing, and traveling.

Anthony Chuck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked for Morgan Stanley Private Bank, National Association, where he spent 10 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

George Kanas is a CFP®-designated financial advisor with 43 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously spent 13 years at UBS Financial Services. Kanas serves as a trustee and financial advisor for several family trusts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide customized portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Penelope Villada is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses. She has experience working at Morgan Stanley since 2025, along with prior roles at Weatherford, Hampshire Regional High School, and the University of Georgia. Outside of finance, she was involved with La Vera Cruza Mexican Restaurant from 2020 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including financial planning, investment solutions, and estate planning strategies.

Matthew Libien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he serves as treasurer for The Actors Temple/Congregation Ezrath Israel and The Tenafly Foundation, where he is involved in financial oversight and fundraising activities. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions.

Michael Levine is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Oppenheimerfunds for 24 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alfred Tolli is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Merrill. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm’s approach emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, along with access to various financial planning and insurance-related services.

Ahkiel White is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016, including a period at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is involved in an art and culture venture called The Interlude, where he works as an author. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Sunhee Lee is a financial advisor with LPL Financial in Englewood, NJ, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. Prior to joining LPL Financial in 2017, Lee worked for Axa Advisors, LLC for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 investment adviser representatives.

Daniel Mannion is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held his current role at Morgan Stanley Smith Barney LLC since 2012 and holds a Series 63 designation. 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 structured discovery processes and firm-approved tools.

Joseph Chwe is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he worked at TD Bank from 2022 to 2026 and held various roles in education and retail. 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 individuals, high-net-worth clients, and institutional investors.

Christopher Cameron is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and affiliated entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Timothy Nervegna is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cetera since 2023 and also maintains advisory roles with Debany Financial Group, LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he is an insurance agent licensed to sell life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers multiple investment management and financial planning services through a multi-manager platform with access to various model portfolios and third-party managers.

Barbara Napolitano is a Branch Leader at Fidelity Investments, a position she has held since 2024. In her role, she partners with associates to grow and develop their skills with the goal of delivering an exceptional client experience through building strong client relationships and co-creating personalized financial plans. Barbara has been with Fidelity Investments since 2019, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Client Experience Associate. Her experience spans client relationship management and financial planning within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Robert Murray is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. He has worked with multiple Morgan Stanley entities since 2012, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Murray also serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.