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.

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.

Peter Ju is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence approach. The firm incorporates an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis.

Brigitte Davison is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining Raymond James in 2025, she spent three decades at Ameriprise. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

Gregory Raue is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with LPL Financial and LEXCO Wealth Management, Inc. since 2017. He also volunteers with the Fox Lane Sports Boosters Club, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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 at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Valic Financial Advisors. Outside of his advisory role, he participates in the Amazon Flex program delivering packages. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ching Man Wong is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was employed at HSBC Bank USA and HSBC Securities from 2014 to 2020. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Louis Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2000 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various asset management and brokerage products through an integrated advisory and brokerage platform.

Amir Asadi is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds a Series 63 designation and has worked at MML Investors Services since 2015 and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he volunteers with the Rotary Club and serves as an Area Director for Toastmasters International, supporting public speaking development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and specialized event-driven planning programs.

Thomas Heinbockel is a CFP® and Series 66-licensed advisor with Edward Jones in Nyack, NY, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including managed solutions and separately managed accounts, operates under a fiduciary standard, and supports its services with a nationwide network of over 23,000 financial advisors.

Karina Vega Gonzalez is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TD Private Client Wealth LLC and TD Bank N.A. prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Daniel Gao is a financial advisor at OSAIC with three years of industry experience. His prior roles include positions at Lincoln Financial Advisors, JPMorgan Chase, Citigroup, and Fidelity Investments. Outside of his advisory work, he is the sole owner and president of New Horizons Advisory Group LLC, providing market research and consulting services, and he also offers various insurance products as a licensed agent. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services supported by asset-allocation tools and access to third-party managers. The firm operates a complex platform with multiple mergers and private-equity ownership, delivering a broad array of portfolio management options and financial planning services.

Khary Miller is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also involved with Lexco Wealth Management, an independent registered investment advisor firm, where he provides financial planning and consulting services. His prior experience includes roles at Voya Financial Advisors, Pinnacle Wealth Management, and National Planning Corporation. Additionally, he serves as a firefighter in White Plains, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Avinoam Efraim is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Taro Zimmerman is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held various roles including positions at Cornell University, AlphaSights, and Shift Space Capital. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

Andre Korogodon is a CFP® with over 41 years of experience in the financial industry. He is currently affiliated with Cambridge Investment Research Advisors and previously spent two decades at Cantella & Co., Inc. He is also the owner of Repertoire Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple custody platforms.

Brendan Russo is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Capital Group for five years before joining Equitable Advisors in 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Nour Shurbaji is a CFP® with six years of industry experience, currently serving with LPL Enterprise. Their career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Shurbaji also maintains a long-term involvement with Bashar Hakim & Hakim Consulting LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Peter Lennon is a CFP®-certified financial advisor with J.P. Morgan Securities and has 17 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2013. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer a range of bank products and services, including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory capabilities with brokerage and investment management services, operating on a non-discretionary basis where clients retain final decision authority.