Kevin Sincavage is a financial advisor with LPL Financial in Paramus, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked for Private Portfolio Partners, LLC, where he spent 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mami Ogawa is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Skylands Global LLC and Lord Capital LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that blends fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to registered investment companies, and developer of model portfolios using systematic methodologies.

Vivian Spyropoulos is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2012. Spyropoulos holds Series 63 and Series 65 licenses. 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 broker-dealer and investment adviser registrations, delivering recommendations through a select group of Wealth Advisors on a non-discretionary basis.

John Briganti is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and operates his own CPA firm, John K Briganti CPA PC, providing tax preparation and accounting services since 1985. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, with a range of discretionary and non-discretionary implementation options.

Easton Sayre Mc Gill is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Morgan Stanley, his experience includes roles in education and seasonal work at Harvey Cavalier camp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Christopher Hanly is a financial advisor with Raymond James & Associates in Paramus, NJ. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2021, he worked for Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2021. Hanly is also a member of Legacy Benefit Assurance LLC, where he sells insurance products and receives commissions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Anthony Pires is a CFP® and ChFC® affiliated with Mass Mutual Investors Services, with two years of industry experience. His prior work includes roles at Scharf & Selden, Wealth Management of Raymond James, and Meridian Risk Management. Outside of financial services, he has experience working at Buon Amici Italian Restaurant and involvement with Greenburgh Parks and Rec. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver collaborative, written recommendations.

Michael Kislin is a financial advisor with Morgan Stanley, holding CFP® and CFA® credentials and over 23 years of industry experience. His professional background includes roles at J.P. Morgan Securities and Morgan Stanley Smith Barney, and he also owns Kislin Family Ventures, LLC, a company involved in aerial photography. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools to help clients develop personalized financial strategies.

Andrew Maldonado is a financial advisor with Merrill in Paramus, NJ, holding Series 66 and Series 63 licenses and 27 years of industry experience. He worked previously at MBSC Securities Corporation for eight years before joining Merrill in 2022. Maldonado serves as a Tennis Trustee at the Beacon Hill Club and holds board positions with the Commerce & Industry Association of New Jersey and the New Jersey Policy Research Organization Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Braunstein is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and joined Mass Mutual Investors Services in 2017. Braunstein also operates an outside insurance sales business focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved analytics, offering recommendations without discretionary authority.

Charles White is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held roles at Morgan Stanley and Morgan Stanley Smith Barney since 2014. Outside of advisory work, he is involved in estate administration as an executor. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Anthony Quattrochi is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He currently serves in roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Paty Susana is a financial advisor at Morgan Stanley with 17 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley Smith Barney LLC since 2010 and Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-based modeling techniques.

Thomas Moeller is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, EnvoyNow, and Quicken Loans. His background also includes a four-year period at Indiana University Bloomington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships as well as corporate financial planning agreements.

Sanjiv Jaswal is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the Estate Planning Council of Westchester County and is the Director of Membership for the Larchmont Chamber of Commerce. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs and products through an integrated platform combining advisory and brokerage services.

Dominick Abitino is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill. He is currently based in Purchase, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Searsann Hidalgo is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2017. Prior to her financial services career, she spent nine years in the pharmaceutical industry at Boehringer Ingelheim Pharmaceuticals and two years at Taro Pharmaceutical. Hidalgo also owns Envi$ionaire$ Bookeeping & Tax Solutions, a tax preparation and accounting services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and partners with third-party asset managers and BNY Mellon Advisors for portfolio implementation.

Marilyn Keyser is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

James Arca is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, he was affiliated with Indiana University and FV Storm Group Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that emphasizes advisory services without providing individual security recommendations in standalone plans.

Andrea Rickard is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.