Alfonso Giudici is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Equitable Advisors and Abeille Bravure. He is also the owner of Vox Trend Media LLC, a business focused on media direction and vision planning. 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 including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and firm-supported research.

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.

Joseph Ausanio is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2004. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Deividas Vilys is a Series 66-licensed financial advisor with Morgan Stanley in Greenwich, CT, possessing two years of industry experience. Prior to joining Morgan Stanley, he held positions at Middlebury College and Gulf Coast High School. 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 including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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.

John Briganti is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and operates his own CPA firm, John K Briganti CPA PC, providing tax preparation and accounting services since 1985. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, with a range of discretionary and non-discretionary implementation options.

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.

Christopher Hanly is a financial advisor with Raymond James & Associates in Paramus, NJ. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2021, he worked for Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2021. Hanly is also a member of Legacy Benefit Assurance LLC, where he sells insurance products and receives commissions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

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.

Emma Maldon is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and several hospitality-related businesses. She has also worked at Hamilton College in various capacities. J.P. Morgan Securities 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.

Jason Braunstein is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and joined Mass Mutual Investors Services in 2017. Braunstein also operates an outside insurance sales business focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved analytics, offering recommendations without discretionary authority.

Charles White is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2026. His prior experience includes positions at Avatar Associates, Presidio Asset Management LLC, and Avatar Investors Associates Corp. Outside of advising, he is involved in estate administration as an executor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and advisory services, managing approximately $2.74 trillion in client assets, with a range of advisory programs supported by structured planning tools and investment research.

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.

Sanjiv Jaswal is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Jaswal serves as a board member of the Estate Planning Council of Westchester County and is a director of membership for the Larchmont Chamber of Commerce. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust custody and trustee services.

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.