Jasmine Warner is a financial advisor with Primerica Advisors in Yonkers, NY, holding a Series 63 designation and 12 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services. In addition to her advisory work, she receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and employs a tiered wrap-fee structure for its services.

Katherine Grant is a Series 66-credentialed financial advisor at J.P. Morgan Securities with seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at Merrill and First Ascent Charitable Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with an advisory process supported by centralized due diligence and a range of derivatives and commodities capabilities.

Lais De Quadros is an International Wealth Advisor with Merrill Lynch Wealth Management and has been part of the Vieira Wealth Management Group since 2015. Her professional role emphasizes supporting business development and management activities with a focus on service model delivery and client acquisition processes. Lais brings a unique perspective to her work based on her background in information technology and finance, which informs her approach to improving productivity and enhancing the client experience through technological innovation. She specializes in family wealth management strategies, international wealth management, legacy planning, LGBT wealth planning, tax minimization, and retirement income, among other areas. Lais works closely with professionals, entrepreneurs, and families, particularly those with complex financial situations involving assets in multiple jurisdictions. She collaborates with clients' trusted professional advisors to complement the banking and investment capabilities offered by Bank of America and Merrill Lynch. Lais holds a Bachelor's degree in Computer Science from Rutgers University and an MBA in Finance and Information Technology from The Wharton School of Business, University of Pennsylvania. She is accredited as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Fluent in Portuguese and English, she also has proficiency in Spanish and Italian. Outside of work, Lais enjoys spending time with family and friends, traveling, and participating in physical activities such as biking, running, and triathlons. She values deep client relationships and dedicates herself to developing personalized financial strategies that align with clients' long-term goals.

Vaughn Feighan is a financial advisor at Ameriprise with four years of industry experience. He has worked at Ameriprise since 2017 with a brief period at Daversa Partners and holds a Series 66 designation. Outside of his advisory role, Feighan provides mediation services to divorcing couples and has completed continuing education to receive certification in mediation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing tax-aware withdrawal advice.

William Zeltner is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank NA for ten years. Zeltner maintains non-practicing law licenses in New York and Connecticut. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services with an investment process grounded in modern portfolio theory and includes a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Giacomarro is a CFP® with 28 years of industry experience. He is currently a financial advisor at J.P. Morgan Securities and has held roles there and at JPMorgan Chase Bank since 2021. Prior to that, he spent 10 years with UBS Financial Services. Outside of his advisory work, he is an owner and partner in private investment and real estate ventures with minimal active involvement. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Lloyd Mcclean is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and formerly was associated with AXA Advisors, LLC. Outside of financial advising, he is president of Moses McClean Productions, LLC, a music services company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of advisory models and third-party asset managers.

Peter Ju is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016, and previously spent three years with Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model portfolios and incorporates ESG considerations.

Brigitte Davison is a CFP® and ChFC® designated financial advisor with 31 years of industry experience. She has worked at Ameriprise for 30 years before joining Raymond James Financial Services Advisors, Inc. She is based in Valhalla, NY. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through its extensive advisor network and specialized consulting programs.

Gregory Raue is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at National Planning Corporation and LEXCO Wealth Management, Inc., where he continues to provide financial planning through an independent advisory firm. Outside of his advisory work, he has volunteered with the Fox Lane Sports Boosters Club since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and platforms, servicing over 22,800 advisors and supervising more than $819 billion in discretionary assets.

Kevin Kobs is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. His past roles include positions at Gordon Wealth Financial Life Advisors and RCG Ventures, as well as studies at the University of Miami. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, with approximately $2.74 trillion in client assets under management. The firm’s financial planning includes structured discovery processes and uses various modeling tools but requires clients to implement and update their plans.

Jacqueline Clowry is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley and Morgan Stanley & Co. Incorporated since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling without providing individual security recommendations as part of standalone financial plans.

Daniel Costello is a financial advisor with Morgan Stanley based in Purchase, NY. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Silver Spring Country Club and held roles at Wolf and Company, Hartree Partners LLC, Hudson Country Montessori School, and the YMCA of Western CT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Louis Giangrande is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has six years of industry experience. He has worked with MML Investors Services, LLC since 2020 and with Mass Mutual Life Insurance Co since 2017. Outside of financial services, he is also a story producer and writer for ITV Studios America. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative annual planning to develop tailored financial recommendations.

Steven Noce is a financial advisor with Merrill in White Plains, NY, holding Series 63 and Series 66 registrations and has 25 years of industry experience. His prior work includes roles at Valic Financial Advisors from 2014 to 2018. Outside of his advisory career, he participates in the Amazon Flex program as a delivery driver. 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, offering model-based and discretionary investment strategies for individuals and institutional clients.

Whitney Figueroa is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and previously worked at Woodbury Financial Services Inc. Prior to her financial advisory roles, she held positions in healthcare at CareOne at Teaneck and Genesis Healthcare. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and third-party manager options.

Adriana Lemus Muyshondt is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ernst & Young. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and portfolio modeling techniques as part of its advisory process.

G Diddel is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Questar Asset Management and Questar Capital Corporation from 2015 to 2019 and has been involved with Diddel & Diddel since 1986. In addition to his advisory work, he provides holistic personal and life coaching. OSAIC Wealth serves a diverse clientele including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party money managers.

Ryan Russo is a CFP® professional with 15 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at OSAIC, American Portfolios Financial Services, Inc., and Equitable Advisors. Russo is also a co-founder of Focus Financial Group Management & Consulting LLC, which is involved in life insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms.

Margaret Valdes is a Financial Advisor at Merrill Lynch Wealth Management with 15 years of experience. She specializes in providing personalized wealth management strategies tailored to the unique needs of her clients. Her client base ranges from families building retirement savings to high-net-worth families managing intergenerational wealth. Margaret's areas of expertise include education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, and small business strategies among others. She holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor of Science in Business Administration from the University of Connecticut as well as a Master of Science in Management from Albertus Magnus College. Fluent in English and Polish, Margaret integrates her professional skills with a commitment to personalized guidance and a disciplined approach to wealth management. Outside of her professional life, she enjoys biking, cooking, gardening, ice skating, skiing, spending time with family, tennis, and traveling.