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.

Sherry Swenson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds a Series 66 designation and has been with UBS since 1987. Outside of her advisory work, she is involved with the Indian Hills High School Boys Soccer Boosters Association as a fundraiser and alumni member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

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.

Thomas Divito Jr. is a financial advisor with Merrill in Paramus, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He has been associated with Merrill since 2007 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm integrates strategic asset allocation and tax-aware strategies, supported by Bank of America’s trading and custody infrastructure.

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.

Matthew Brogan is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Merrill and its parent Bank of America since 2013. Outside of his advisory role, he holds a power of attorney position for an entity named F A B based in Beach Haven, New Jersey. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Glenn Cohen is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Clearing. Outside of his advisory duties, he is involved with Lifepolicy Pros, focusing on non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for research and operations.

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.

Spencer Glaser is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Equitable, and various financial services firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mary Jo Kerrigan is a financial advisor at LPL Financial with five years of industry experience. She previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America for ten years and spent one year at Equitable Advisors. Kerrigan serves as a board member of the Rensselaer Newman Foundation and is Co-President of the Washington Elementary Home School Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

James Dimitriou is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2011 and previously held positions at Raymond James Financial and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lilly Heller is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at End Point Corp. and attended the University of Wisconsin-Madison. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research.