Christopher Willson is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and bringing 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Shiv Kathrotiya is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley & Co., LLC and Morgan Stanley Smith Barney LLC since 2017, as well as Heritage Financial Consultants LLC and Towson University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning through direct individual engagements and Corporate Financial Planning agreements.

Michael Rubinstein is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through a structured process that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Nick Dematteis is a financial advisor with Ameriprise in New Rochelle, NY, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill. Outside of his advisory work, he is the owner of ZPD Holding LLC, a holding company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored retirement income advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Jill Marino is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 12 years. Outside of her advisory role, she is a notary public in Buchanan, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Jennie Wright is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has previously worked at Citigroup and Webster Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Delo is a CFP® professional affiliated with Cetera, holding Series 63 and Series 66 licenses, and has 23 years of industry experience. Prior to joining Cetera in 2024, he worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he owns an automotive oil change and preventive maintenance business. Cetera Investment Advisers LLC serves individual investors, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets with more than 10,000 advisors nationwide.

Christopher Kelly is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Chase Bank since 2016. Kelly was also involved with Focus Artists from 2015 to 2019. 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 firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and the use of both quantitative and qualitative research methods.

Anthony Macagna is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2013 and as an Investment Adviser at MetLife Securities from 2009 to 2013. His professional focus includes helping families pursue tax-efficient investing and integrating estate planning considerations into his comprehensive financial strategies. Anthony emphasizes building partnerships based on trust and clarity, guiding clients with strategies aligned to their goals and ensuring they understand the reasoning behind every decision. He leads his clients with a collaborative approach and looks forward to introducing them to his team.

Mark Weisser is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by proprietary research and third-party analytics.

Christopher Vordemesche is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and structured discovery processes.

Susan Daly is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2011. Outside of her advisory role, she is a notary public in Yonkers, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Rafael Medina is a financial advisor with J.P. Morgan Securities in Yonkers, NY, holding Series 63 and Series 65 licenses. He has 18 years of industry experience, including 14 years at J.P. Morgan Securities and has also been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible investment strategies and incorporates ESG criteria.

Jonathan Bifulco is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and 15 years of industry experience. He previously worked at UBS International/UBS AG for 10 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its financial planning process.

Linda Miller is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. She has been associated with Cetera Wealth Services since 2013 and with Cetera since 2023. Outside of her advisory role, she serves as treasurer for the Westchester Needle Artists Chapter of the American Needle Point Guild and is a trustee for The Osborn, a nonprofit retirement community. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies.

Matthew Nesbitt is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he had brief roles at The Herbst Group, LLC and other positions outside the finance sector, including time as a full-time student. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Carolyn Simon is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Wells Fargo Bank, and Regent Atlantic. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Ashley Aurigemma is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley since 2014. She holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves individual and institutional clients, offering 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 supported by firm-approved tools and analysis.

Benjamin Chambeau is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes roles with the Department of Criminal Justice and extended involvement with Hamilton Farm Golf Club. 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 models.

Susan Witt is a financial advisor at Morgan Stanley in Paramus, NJ, with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.