Shauna Simpson is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to this, she held positions in private family offices and was involved with Birth Bungalow LLC. Outside of her advisory role, Simpson owns and operates a dog training business called Right From The Start. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured discovery conversations and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Adam Riegelhaupt is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he is involved as a director and CFO of APE Wear LLC, a t-shirt printing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process involving firm-approved tools and scenario modeling.

Michael Hershey is a financial advisor with J.P. Morgan Securities in Darien, CT, holding a Series 63 designation and 43 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

William Healey is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on multi-generational families and accomplished professionals. He assists clients in defining their objectives, developing thoughtful financial plans, and simplifying complex investment, tax, and long-term planning decisions. Prior to joining Merrill Lynch in 2019, William accumulated over 30 years of experience in institutional asset management, serving in leadership roles at State Street Global Advisors, GE Asset Management, and MetLife. He was most recently Head of Active Fixed Income Portfolio Management and Global Rates at State Street, where he led portfolio management for Core and Core Plus strategies serving both institutional and retail clients. William holds a Bachelor of Science degree in Business and Economics with a finance major from Lehigh University and an MBA, cum laude, in Finance from The Gabelli School of Business at Fordham University. He also holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. He is a member of the CFA Society Stamford and the Lehigh Wall Street Council. Residing in Greenwich for over 25 years, William is engaged in his community through coaching youth sports. He has coached football for the Glenville Mavericks in the Greenwich Youth Football League for the past two decades and has served on its board. His personal interests include baseball, basketball, football, golfing, music, reading, and spending time with his family.

Shariq Ali is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley Private Bank and Bank of America, with a career beginning at Merrill. Outside of finance, he holds a minority ownership stake in a manufacturing business based in Kolkata, India. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing services such as investment policy statement preparation, performance reporting, and participant education. The firm employs an IPS-driven process grounded in modern portfolio theory and offers a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Dunn is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity for 25 years, during which time he has held various roles including Vice President-Senior Account Executive, Financial Representative III and II, Retirement Investment Specialist, Senior Retirement Service Specialist, and Retirement Services Specialist. James focuses on wealth planning and assisting clients in pursuing their financial goals. He holds a California Insurance License. His career at Fidelity has provided him with extensive experience in financial consulting and retirement services. Outside of his professional work, James enjoys fishing, gardening, golf, outdoor adventures, spending time with pets, and reading.

Sarah Kohart is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2018 and previously was with Jefferies & Company, Inc. from 2010 to 2018. She holds Series 63 and Series 65 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David Blumenthal is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY, where he has worked since 2015, bringing seven years of industry experience. Outside of his advisory role, he owns and operates DJ David Michael Productions, a music-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Cornelia Crisci is a financial advisor with Wells Fargo Clearing in Dobbs Ferry, NY, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She also serves as a power of attorney for her father. 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 advisory process is IPS-driven and includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Jonathan Castle is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2009, with a brief tenure at Bofa Securities, Inc. in 2019. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rosalie Froom is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, with a one-year break between 2021 and 2022. Prior to her advisory career, she was affiliated with Barnard College of Columbia University for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Jomarie Padilla is a financial advisor with Morgan Stanley, holding a Series 66 designation and eleven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Dora Sung is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2015. She has 11 years of industry experience and is based in Greenwich, CT. Outside of her advisory role, she is involved with Calibre Capital LLC, a real estate-related business. Morgan Stanley Wealth Management offers a variety of advisory programs for individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored financial planning agreements.

Sultan Bilal is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company since 2013. In addition to his advisory work, he is involved in non-MassMutual insurance brokerage, focusing on individual and group life and health insurance. 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 programs, employing firm-approved analytical tools to support collaborative, goal-oriented client engagements.

William Edelson is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent specializing in individual life, property/casualty, health, disability, long-term care, and fixed annuities, and serves as an executor for a family estate. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Nicholas Byrnes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at UBS Financial Services and HSBC entities. He is also an owner and partner in Redding Golf & Country Club LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment process.

Yasin Halimi is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and has held positions at several other companies including Chanel and Coty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sami Aslam is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to helping them achieve those objectives. Sami provides ongoing advice and adjusts investment plans as clients’ situations evolve. He holds the Personal Investment Advisor (PIA) designation and has completed an Associate's Degree at Nassau Community College. Sami is fluent in English and Urdu. His professional focus includes assisting clients with managing competing financial priorities such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Sami emphasizes personalized, one-on-one collaboration to create strategies aligned with what matters most to each client and their family.

Eugenia Miceli is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a board member for a cooperative building in Tarrytown, NY. 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 uses an IPS-driven, modern portfolio theory-based approach and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kelvin Tsui is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Fuel.Club Inc and Zhongsheng Yulin Forestry Development, and attended Stony Brook University. 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 models.