Keith Hagerty is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients' goals and risk tolerances.

Charles Taylor is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and DAVID LERNER ASSOCIATES INC. Taylor has an ownership interest in a short-term rental business in Southern Vermont. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, consulting, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Brittney Robinson is a Series 66-licensed financial advisor affiliated with J.P. Morgan Securities, with three years of industry experience. She previously worked at Stifel Financial Corp for four years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Peter Swansen Jr. is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services Inc., National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a partner at Corporate Plans Retirement Strategies, LLC, where he oversees staff and provides ongoing client service and employee benefit reviews. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and clients ranging from individuals to institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management.

Sophie Small is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Morgan Stanley, she was involved in various roles including managing the Eno Vino Wine Bar and Bistro and participating in university governance and nonprofit organizations. She has served on boards and committees related to community and religious groups. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

Hudson Stedman is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fetch Pet Insurance and Aequatic, as well as involvement with the Trustees of Princeton University and The Pharo Foundation. He has been engaged with Shred Kids' Cancer for over a decade. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

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.

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.

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.

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 Series 66-licensed financial advisor with Merrill, based in White Plains, NY, and has eight years of industry experience. She has been with Merrill since 2016. 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 to individuals, high-net-worth clients, and institutional investors. The firm leverages Bank of America’s broader corporate platform to provide access to a wide array of financial products and services.

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.