Nikita Boyadzhyants is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previous experience at Equitable Advisors, Baruch College, New York Life Insurance, and two educational institutions. Morgan Stanley Wealth Management serves 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 uses structured planning processes and advanced modeling tools as part of its service.

Thomas Heinbockel is a CFP® and Series 66-licensed advisor with Edward Jones in Nyack, NY, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including managed solutions and separately managed accounts, operates under a fiduciary standard, and supports its services with a nationwide network of over 23,000 financial advisors.

Karina Vega Gonzalez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Her prior roles include positions at TD Private Client Wealth LLC and various TD Bank entities. 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 its recommendations.

Daniel Gao is a financial advisor at OSAIC with three years of industry experience. His prior roles include positions at Lincoln Financial Advisors, JPMorgan Chase, Citigroup, and Fidelity Investments. Outside of his advisory work, he is the sole owner and president of New Horizons Advisory Group LLC, providing market research and consulting services, and he also offers various insurance products as a licensed agent. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services supported by asset-allocation tools and access to third-party managers. The firm operates a complex platform with multiple mergers and private-equity ownership, delivering a broad array of portfolio management options and financial planning services.

George Buck is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at HB Capital Partners from 2016 to 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered by a large network of investment adviser representatives.

Anna Soave is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Peoples United Advisors Inc, and M&T Bank/Peoples United Bank. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Thomas Lucas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for over 17 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 investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical for large institutional advisors.

John Patrick O'Donoghue is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Greenwich, CT office. He has been with the firm since 2005 and is part of the Bryce O'Donoghue Group. Before this role, John specialized in Capital Markets within Merrill's Investment Solutions Group (ISG), where he collaborated with Financial Advisors to provide innovative solutions tailored to the needs of ultra-high-net-worth clients. John brings expertise in Market Linked Investments, concentrated stock strategies, equity IPOs, new issue debt, and fixed income trading to develop portfolios aimed at achieving his clients' financial objectives. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Education Planning, Executive Compensation, Family Wealth Management Strategies, and Managing New Wealth. He holds a Bachelor of Arts degree in Economics and Political Science from Providence College and earned a high school diploma from Regis High School. John is a Personal Investment Advisor (PIA) and resides in Larchmont, NY with his wife and three daughters. Outside of work, he enjoys golfing, reading, traveling, and spending time with his family.

Daniella Reyes Arroyave is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Florida International University and has been involved with Innova Seeds Company, an agriculture business, for nine years. 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 planning process includes structured discovery conversations and modeling tools, delivering tailored solutions primarily in an advisory capacity.

Robert Kolenberg is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at Oppenheimer & Co. Inc and Merrill. In addition to his financial career, he has worked in the brewing industry with Athletic Brewing Company and Counter Weight Brewing Company. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers both direct and employer-based financial planning services.

Khary Miller is a financial advisor with LPL Financial based in Tarrytown, NY, holding Series 63 and Series 65 credentials and with 23 years of industry experience. He has worked at firms including Lexco Wealth Management, Clearstone Wealth Strategies, Voya Financial Advisors, and Pinnacle Wealth Management. Outside of his advisory roles, Miller serves as a firefighter in White Plains, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by research and technology tools.

Chadd Kirk is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018. His prior experience includes roles at FiDi Asset Management and BlueCrest Capital Management. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Edward Iannone is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings a disciplined approach to financial planning, emphasizing risk mitigation and tax efficiency in investing. Edward focuses on various client needs including college education planning, executive compensation, legacy planning, personal retirement planning, and retirement income. He utilizes his institutional background and military discipline to create tailored financial strategies aligned with his clients' aspirations and legacies. Prior to his career in financial services, Edward was commissioned as a Naval Officer and served aboard the destroyer USS Barney. He holds a Bachelor's degree from the United States Naval Academy. Edward's professional designations include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He has experience advising clients through significant life transitions such as divorce, death of a loved one, career changes, and business sales. Edward is actively involved in his community in Westport, Connecticut. He has served on the Westport Board of Finance, the Parks & Recreation Commission, and the Staples High School Lacrosse Association board. Additionally, he is a member of the Sticks for Soldiers Board and participates in the Westport PAL Lacrosse Board. Edward lives in Westport with his wife and three children.

Asiel Cunill is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2018, he worked at Sears and held roles at Florida International University and Miami Dade College. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kristie Jones is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves on the Finance and Investment Committees of the Kappa Kappa Gamma Foundation, a fraternal society focused on education. 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 approach includes structured discovery conversations and firm-approved planning tools but does not offer individual security recommendations as part of its standalone planning.

Kevin Edwards is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Edwards is also involved with a trust business based in Greenwich, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and investment committee resources.

Taro Zimmerman is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held various roles including positions at Cornell University, AlphaSights, and Shift Space Capital. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

Julia Strayer is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2000. Prior to this role, Julia served as a vice president and private banker at BankBoston's Private Bank for seven years, where she was responsible for asset management and trust services. Before her tenure at BankBoston, she worked in marketing with Merrill for nine years. Julia's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, as well as sports and entertainment. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her educational background includes a Bachelor's degree from The Ohio State University, an MBA from New York University's Stern School of Business, and a Master's degree from Sarah Lawrence College. Julia has appeared on CNBC's "Power Lunch," CBS's "This Morning," WGCH's "Women in Business," and has been featured in USA Today. Outside of her professional work, she has interests in photography, reading, tennis, and writing.

Joseph Silva is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Tripodi is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2024, he held roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as positions in other industries including DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that encompass various investment and planning strategies.