Eliot Meshulam is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMORGAN Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Stephen Kreher is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at the Austin Chamber of Commerce from 2012 to 2017. Kreher also serves as a consultant with Guidepoint. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models.

Ana Grandjacques is a financial advisor at Morgan Stanley with 23 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Todd O'Connell Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at Bankers Life Advisory Services, Bankers Life Securities, and Scott Merl PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs emphasizing structured financial planning and employs various modeling tools to assist in client planning.

Benito Moneta is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Citigroup/Citibank, and involvement with several private companies across different sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Yocari Lara is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 13 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Western International Securities, Inc. for seven years and SW Financial for one year. She is also engaged in independent contracting and personal services outside of her investment advisory role. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice and account management delivered primarily by investment adviser representatives using both custom and third-party strategies.

Francis Obrien is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior work includes roles at Hightower Securities and AIG Capital Services. Obrien operates Cassa Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kenneth Germann is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a rental property in New Canaan, CT. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Lucy Chen is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes positions at Nomura and Morgan Stanley, as well as time spent at Cornell University. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

Laura Ciminera is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated service group since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Mauro Puello is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has been in the industry since 2025 and previously worked at Total Deployment Solutions, The Wright Star, FX Trading Academy, and Cardinal Bridge LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, and offers a range of financial planning, investment consulting, and municipal advisory services.

Steven Lobasso is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in managing an estate-related business in Amawalk, New York. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs structured planning tools and supports a broad range of investment and trading activities through its parent company.

Jamie Edwards is a financial advisor at Ameriprise with Series 63 and Series 66 credentials. He has been with Ameriprise since 2024 and has prior experience in education, including roles at Fairfield University and Darien Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc. and Boston Harbor Wealth Advisors. He is also the CEO and President of Fondi Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Francisco Grether is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He began his career in the financial industry in 2026 and has experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Prior to his current role, he attended Villanova University and worked briefly at the Millbrook Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Brooke Thalacker is a financial advisor at Morgan Stanley in Greenwich, CT, holding a Series 66 designation. Brooke joined Morgan Stanley in 2025 after prior experience at the University of Oregon and New Canaan Public Schools. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Aidan Tessler is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Family Management Corporation and Fitzsimmons Abrams LLP, and he has academic experience from the University of Florida. Outside of his advisory work, he was involved with Camp Chen-A-Wanda. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and proprietary planning tools.

Robert Grillo is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial since 2009. He has worked at Raymond James Financial Services, Inc. since 2001. Outside of his advisory role, he is a partner in Noble Property Management, LLC, a family-owned real estate business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, employing tailored, non-discretionary strategies that incorporate risk profiling and scenario modeling. The firm also provides specialized municipal advisory services and customized retirement plan consulting.

Christopher Busch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Kenneth Helman is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Wells Fargo Advisors since 2016, following seven years at Oppenheimer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.