Dominick Abitino is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery and firm-approved tools, serving clients through direct and corporate financial planning agreements.

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.

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.

Francesco Federico is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank, PNC Bank, and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving institutional clients with tailored plan-level solutions.

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.

Gary Bonavita is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 42 years of industry experience. His prior experience includes nearly four decades with Metropolitan Life Insurance Company and MetLife Securities Inc. He also serves as a notary public, providing document witnessing services without charge. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that utilize firm-approved software to analyze client goals and deliver written recommendations.

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.

Jacob Buchanan is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Webull Financial and Select Dental Management. Outside of his advisory role, he assists with management and administrative services for family business entities focused on real estate and financial affairs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and global research to tailor plans aligned with client goals and risk tolerances. The firm’s platform includes wealth management, institutional trading, and capital markets services.

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.

Scott Hosier is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since January 2001 and has held various leadership roles, including management positions in the Wayne office since 2007 and serving as Resident Director in the Upper Montclair office in 2011. In his current capacity, Scott focuses on helping clients navigate significant financial decisions by providing personalized strategies tailored to their priorities and goals. His areas of expertise include family wealth management strategies, managing new wealth, portfolio management services, and retirement income. Scott graduated with a Bachelor's degree from Wheaton College in 1993. He earned his Chartered Retirement Planning Counselor℠ (CRPC®) designation in August 2006 and holds several other professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott has also conducted seminars on topics such as estate planning services, retirement plan assets, and college 529 planning throughout northern New Jersey. Residing in Midland Park, New Jersey, Scott lives with his wife, Mary, and their four children: Jacob, Jillian, Karalyn, and Caleb. He has been actively involved in his community, serving as Chairman of the Board at Young Life Bergen County for over two years and coaching many of his children's sports teams. In his personal time, Scott enjoys music, photography, traveling, listening to podcasts, and spending time with his family.

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.