Christopher Martin is a CFA® charterholder with 11 years of industry experience. He is currently with Jefferies Investment Advisers LLC, having joined in 2023. His prior experience includes roles at JPMorgan Chase and Rochdale Investment Management. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and uses third-party financial planning software to support scenario analysis and goal-based recommendations.

Lester Kuan is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process that includes balance sheet and cash flow reviews, tax and estate planning, executive compensation analysis, and philanthropic planning.

William Salotto is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He previously worked at Morgan Stanley and Brown Brothers Harriman. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers customized, collaborative planning that includes a variety of topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to support its process.

Erik Finwall is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. He previously worked at Voya Investment Management Co., LLC and affiliated entities for 11 years before joining Jefferies in 2025. He holds the Series 63, Series 65, and Series 66 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process using third-party software and probability-based simulations to support a range of planning topics including tax, estate, and philanthropic planning.

Romel Rodriguez is a financial advisor at Jefferies Investment Advisers LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at Jefferies since 2023, having previously been with Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2023. Outside of his advisory role, he is the owner of H&2R Group LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process using third-party software and probability-based outcome simulations, while separating its fiduciary planning role from implementation services.

Leandro Milititsky is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Jefferies LLC and its affiliated entities since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support their recommendations.

Ileana Platt is a financial advisor at Jefferies Investment Advisers LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with various Jefferies entities since 2015. Outside of her advisory role, she is a general partner in a real estate partnership and serves as a director of a real estate holding company. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses, using a customized and collaborative planning process supported by third-party software and scenario analysis.

Ana Avina is a financial advisor at Jefferies Investment Advisers LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Jefferies LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process supported by third-party software and offers a wide range of planning topics including tax, estate, executive compensation, and philanthropic planning.

Caroline Ramirez is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Jefferies LLC, Leucadia Asset Management LLC, Hall Capital Partners, and ClearBridge Investments. Prior to her advisory roles, she was affiliated with Hughes Hubbard & Reed LLP and the University of Scranton. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

Solomon Chehebar is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Jefferies LLC since 2019 and previously held positions at Leucadia Asset Management LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm offers a broad range of planning topics and employs third-party software tools to support probability-based financial outcomes while maintaining a separation between planning and implementation roles.

Rosemarie Whyte Sewell is a financial advisor at Jefferies Investment Advisers LLC with six years of industry experience. She holds a Series 66 designation and has worked at Jefferies LLC since 2019, including her current role at Jefferies Investment Advisers since 2023. Prior to that, she was employed at PNC Bank and Sagicor Group Jamaica Limited. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process covering a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

Fred Ostrove is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Jefferies & Company, Inc. since 2006 and previously worked at Leucadia Asset Management LLC from 2006 to 2023. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base including individuals, trusts, estates, foundations, and corporations. The firm uses a customized, collaborative process supported by third-party software to develop and periodically review comprehensive financial plans.

Qing Yin is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. Their prior roles include positions at Jefferies LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Cathay Bank. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that incorporates third-party software and scenario analysis to support goal-based financial planning.

Kristian Linnet is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Jefferies and Company, Inc. since 2012. Outside of his advisory role, he is the owner of Linnet Development LLC, a real estate construction and development business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and utilizes third-party software and scenario analysis tools to support client planning.

Bryan Pinedo is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Optima Fund Management, and Cerulli Associates. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a collaborative, customized planning process using third-party software and scenario analysis to support goal-based financial planning.

Jaime Fals Jr. is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Jefferies LLC since 2015. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis to develop comprehensive financial plans.

Triana Raquel Arellano is a financial advisor at Jefferies Investment Advisers LLC with a Series 66 credential and one year of industry experience. She has previously worked at Insigneo Securities LLC and Wells Fargo Clearing Services. Jefferies Investment Advisers LLC offers fee-based financial planning services to a variety of clients including individuals, trusts, and corporations. The firm employs a customized, collaborative planning process utilizing third-party software and Monte Carlo simulations to support goal-based financial analysis.

Emily Rosen is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds the Series 66 designation and has been with Jefferies since 2022. Prior to her financial advisory role, she studied at Syracuse University and completed her secondary education at Upper Dublin High School. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a collaborative planning process tailored to client goals and utilizes third-party software, including Monte Carlo simulations, to support probability-based financial outcomes.

Kendra Rizkalla is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Siguler Guff & Company, LP for ten years. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm employs third-party financial planning software and scenario analysis to support its recommendations, while maintaining a separation between planning and implementation services.