James Fucigna is the founder and principal of The Fucigna Group at Morgan Stanley. With more than 40 years of experience as a financial advisor, James has significant experience helping companies administer their equity compensation plans. His focus is helping executives manage their individual equity plans and integrating this important benefit to a comprehensive wealth management plan. James is a regular speaker on Executive Trading at local and national meetings of the National Association of Stock Plan Professionals (NASPP). © 2025 Morgan Stanley Smith Barney LLC. Member SIPC.

Michael has been partnering with clients for 23 years to find solutions for their families’ needs. After graduating from UCLA in 2000 with a degree in Economics, Michael began his career in the industry at PaineWebber working in Operations to learn how its business was run and how to lead a team of professionals of up to 200 direct reports. He has spent most of his 23-year financial services career in the Los Angeles area with UBS Financial Services Inc., teaming with advisors and clients to find innovative solutions for their investment, planning, and service needs.

 Michael currently holds his FINRA Series 7, 66, 9 & 10, Health, Accident and Life Insurances licenses. He recently attained his Executive MBA from Loyola Marymount University in May of 2023 to further serve his C-suite clients and their needs.

 He is involved in the community partnering with The Los Angeles Urban League, The Fulfillment Fund, LA Works, and The Boys and Girls Club helping young leaders in underserved communities gain access to financial acumen, business, and life skills. He enjoys outdoor activities with his family, including soccer, volleyball, hiking, and attending concerts and sporting events.

Dan Bird provides leadership, direction, functional expertise and consultation for the design of competitive plans and programs for BSC's senior level employee total rewards programs including base, bonus, equity, recognition, executive benefits and perquisites as applicable. Dan is the Plan Administrator for BSC’s global stock program, a member of the Morgan Stanley Client Advisory Board as well as the leader of BSC’s ongoing Pay Equity initiatives.

Amy Reback is a financial services executive with 28 years of industry experience. Prior to joining J.P. Morgan Wealth Management, she was GEO's interim executive director and an acquisition and strategy consultant for Empower Stock Plan Services during their acquisition and integration of OptionTrax. 

For 20 years, Ms. Reback held various leadership roles at Charles Schwab, including executive leadership roles in retail wealth management, corporate relationship development, and as head of the Schwab Stock Plan Services business for six years. 

Her passion centers on building competitive business strategies, delivering seamless solutions for stock plan leaders, and empowering participants to achieve stronger financial futures. Earlier in her career, she held positions at Deutsche Bank Securities, JP Morgan Chase, and Hambrecht and Quist. 

She holds a B.A. in International Relations from the University of California, Davis, and holds FINRA Series 7, 63, 66, 9, 10, and 24 licenses. Amy lives in Colorado with her husband Dan, their two boys and three dogs.