Dalia El Bettadini is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. She has worked at UBS since 2023 and previously held positions at TD Bank, Western Connecticut State University, and Brookfield High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Jeffrey Ferraro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include positions at TD Bank NA and Paritas Capital Management, LLC. Outside of finance, he is a certified firearm instructor through the National Rifle Association, teaching firearm safety for Connecticut pistol permits. 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 investment recommendations.

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.

Ashley Kaiser is a financial advisor with UBS Financial Services in Ridgefield, CT, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client plans.

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.

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.

Anthony Tringali is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2020 and previously spent eight years with Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research and third-party subadvisors.

Ryan Kelly is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Allen J. Reyen, Inc., Metrix Marketing, Inc., and Argus Investor's Counsel, Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

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.

John Pannozzo III is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017. Prior to that, he was with Columbia Management Investment Advisers and Columbia Management Investment Distributors from 2014 to 2017. 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 affiliated brokerage, distribution, and investment management capabilities.

Michael Gorman is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Morgan Stanley in Stamford, CT. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2012 and 2018, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide 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 supported by firm-approved tools and market outcome modeling.

Michael Ragusa is a financial advisor at Morgan Stanley with six years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at the University of Connecticut and RCM Builders Group. Ragusa holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools to develop personalized financial plans.

Donna Colucci is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she serves as a board member of the Rotary Club of Lake Mahopac. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jason Medoff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Jason worked at Peoples Securities, Inc, where he served as Financial Consultant, AVP from 2013 to 2017 and as Investment Associate from 2011 to 2013. His financial services career also includes roles at Northstar Financial Planning and Putnam Investments. Jason is a Certified Financial Planner™ who collaborates with clients to develop personalized financial plans tailored to retirement and other life events. He and his team focus on understanding clients' goals and priorities to help them work toward financial security and comfort.

Josh Haber is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 14-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Tyler Witt is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2021. Prior to his advisory role, he was affiliated with Indiana University and Great Neck South High School. Morgan Stanley Wealth Management serves 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 uses structured planning tools supported by its Global Investment Committee to guide financial strategies.

Joseph Piacitelli is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2022, he worked at Userve from 2019 to 2021 and had periods of unemployment between 2012 and 2019 and again from 2021 to 2022. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including tailored financial planning supported by 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.

Roman Adrianowycz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he operates a part-time business called Adrian Sports, which involves retail sports equipment and administration. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages substantial client assets and offers various investment and planning services through its Financial Advisors and specialized groups.