Mitchell Lui is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and two years of industry experience. He previously worked at Banco Santander SA and held roles at Jefferies LLC and several other organizations. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a collaborative planning process tailored to client goals and uses third-party software to deliver comprehensive financial plans without offering security-specific investment recommendations.

Scott Sussman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Jefferies LLC since 2018 and previously spent 16 years at Citigroup Global Markets. Outside of his advisory work, he serves as CFO of The Mannis Foundation Inc. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations, using a customized, collaborative process supported by third-party financial planning software.

Franklyn Collymore is a financial advisor at Jefferies Investment Advisers LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Jefferies LLC since 2018, with prior experience at Leucadia Asset Management LLC and Morgan Stanley. 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 covering a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Thomas Savino is a financial advisor at Jefferies Investment Advisers LLC in New York, NY. He holds a Series 66 credential and has recently begun his career in the financial industry, joining Jefferies LLC in 2024. Prior to this, he was involved in a family landscaping business for five years. 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 range of planning topics through a customized, collaborative process supported by third-party financial planning software and probability-based outcome analyses.

Nicholas Henderson is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Linqto Investment Management, LLC, Linqto Capital, LLC, and Linqto, Inc. in various roles. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a customized planning process that includes balance sheet reviews, tax and estate planning, and philanthropic planning. The firm uses third-party software and probabilistic modeling to support its collaborative recommendations while maintaining a separation between fiduciary planning and implementation.

Laurie Goodman is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., Leucadia Asset Management LLC, and Jefferies LLC. She serves on the advisory boards of Two Sigma Venn Organization and Johns Hopkins University’s Center for Financial Economics, providing guidance on product development and academic program needs. Jefferies Investment Advisers LLC offers fee-based financial planning services to a range of clients including individuals, trusts, and charitable organizations, using a customized, collaborative process supported by third-party planning software and scenario analysis.

Kristin Venne is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Jefferies Investment Advisers since 2023 and has been with Jefferies LLC since 2015, including a prior role at Leucadia Asset 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 offers a collaborative, customized planning process using third-party software and probabilistic modeling to assist clients across a broad range of financial planning topics.

Dillon O’Brien is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previous work experience at Jefferies LLC, Capco, Ernst & Young, RSM, Lowe’s, Wake Forest University, and Virginia Polytechnic Institute and State University. 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 covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Michael Ross is a CFP® with 25 years of experience in the financial services industry. He is currently with Jefferies Investment Advisers LLC and has held various roles within the Jefferies organization since 2013, including positions at Jefferies Insurance Brokerage and Leucadia Asset Management LLC. His prior experience also includes roles at Lenox Advisors, Wells Fargo Clearing, and Prudential Equity Group. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, foundations, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and scenario analysis to assist clients with topics such as tax and estate planning, executive compensation, and philanthropic planning.

David Wood is a financial advisor at Jefferies Investment Advisers LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Jefferies LLC, Leucadia Asset Management LLC, Bank of America, and Merrill. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and other entities through a customized, collaborative process using third-party software and analytical tools. The firm offers a range of planning topics, including tax, estate, executive compensation, and philanthropic planning.

Samuel Brick is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC, JPMorgan Distribution Services, Inc., Keybank, Flyer Enterprises, Artstreet Cafe, and Communion Of Saints School & Parish. 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 that covers a broad range of financial topics.

Jacqueline Townsend is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at The Investment Center, Inc. and Innovation Boosters. Outside of her advisory role, she owns and coaches at Jax First Mile LLC, a business focused on running coaching, and also works at Pizza One, a restaurant. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various business entities. The firm employs a customized, collaborative planning process utilizing third-party financial planning software and serves clients through a fiduciary planning role distinct from implementation and execution.

Stephanie Farella is a CFP® with nine years of industry experience, currently serving as a financial advisor at Jefferies Investment Advisers LLC. Her prior roles include positions at Calamos Financial Services LLC, Morgan Stanley Private Bank, and Oppenheimer. Outside of finance, she is involved as a limited partner focusing on interior and menu design for a coffee shop venture. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm offers a collaborative, customized planning process that utilizes advanced financial planning software and scenario analysis to address a wide range of planning needs.

Ryan Casper is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2017 to 2023. 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 process that includes goal setting, financial analysis, and periodic review. The firm employs third-party software and scenario-based modeling to assist planning but does not offer security-specific investment recommendations.

David Betances is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and 15 years of industry experience. He has worked at Jefferies LLC since 2017 and Wells Fargo Advisors from 2010 to 2017. Outside of finance, he is a 50% owner of DEB Marine Services Inc, a boat services and parts company in Miami Beach, Florida. 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 including tax and estate planning, executive compensation, and philanthropic planning.

Joshua Wolfel is a financial advisor with Jefferies Investment Advisers LLC in New York, NY. He holds a Series 66 designation and has been with Jefferies since 2024, including roles at Jefferies LLC prior to joining the advisory team. His background includes positions at Capco and Savana Inc, with earlier experience in retail and education sectors. 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 range of planning topics and employs a collaborative process supported by third-party financial planning software, focusing on customized client goals without providing security-specific investment recommendations.

Daniel Fitzgerald is a financial professional with five years of industry experience, currently with Jefferies Investment Advisers LLC. He holds a Series 66 designation and has prior experience at firms including Murnick Financial Group, Cetera, and TD Ameritrade. Outside of advising, he manages project intake and governance for Sun Life US, focusing on project status reporting and risk validation. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, and corporations. The firm employs a customized, collaborative planning process supported by third-party software and offers a variety of planning topics such as tax, estate, and philanthropic planning.

Diana Mirabal is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and 13 years of industry experience. Her career includes roles at Jefferies LLC, PNC Investments, and BBVA Wealth Solutions Inc. She is also the managing member of a mobile auto detailing business based in Florida. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals and various entities, employing a customized, collaborative planning process that utilizes financial planning software and scenario analysis. The firm separates its fiduciary planning function from implementation and custody services, which are often handled through affiliated broker-dealer entities.

Patrick Walker is a financial advisor at Jefferies Investment Advisers LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and the State of Ohio. He joined Jefferies LLC in 2021 and Jefferies Investment Advisers LLC in 2023. 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 supported by third-party software and tools to assess probability-based financial outcomes.

Andres Ricketts is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 credential and has worked previously at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of finance, he is a member of an electronic device repair 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 that incorporates third-party software and scenario analysis to assist clients in a range of financial planning topics.