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.

Whitney Figueroa is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and previously worked at Woodbury Financial Services Inc. Prior to her financial advisory roles, she held positions in healthcare at CareOne at Teaneck and Genesis Healthcare. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and third-party manager options.

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.

Ryan Russo is a CFP® professional with 15 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at OSAIC, American Portfolios Financial Services, Inc., and Equitable Advisors. Russo is also a co-founder of Focus Financial Group Management & Consulting LLC, which is involved in life insurance sales. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms.

Eric Genco is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 16 years of industry experience. He has worked at Morgan Stanley since 2018 and previously at Citigroup from 2014 to 2018. 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. The firm manages approximately $2.74 trillion in client assets and offers financial planning that includes structured discovery processes and scenario modeling tools.

Siobhan Langa is a Financial Consultant currently working at Fidelity Investments since 2020. She is focused on developing strong relationships with clients by understanding their unique goals, needs, and concerns to assist them in working toward and maintaining sound financial plans. Prior to her current role, Siobhan accumulated experience in product management at UBS Financial Services from 1995 to 2012. Her professional background spans various aspects of financial services, contributing to her expertise in the field.

Evan Pulliam is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors and Serino Coyne (Omnicom Group). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and its integration of advanced technologies such as AI in its research.

Ching Man Wong is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following prior roles at HSBC Bank USA, HSBC Securities, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their approach integrates centralized due diligence with systematic quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Michael Lefflbine is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Fieldpoint Private, E*TRADE Securities, and Northwestern Mutual. Outside of his advisory role, he is a co-founder of an Indoor Flag Football League, where he manages the website, schedules, and game-day operations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on structured financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Thomas Cox is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Thomas Murray is a financial advisor with Mass Mutual Investors Services in Armonk, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance Company, OSAIC, FSC Securities Corporation, Guardian, Park Ave Securities, and Pdq Security. He also conducts outside insurance sales as a broker specializing in life insurance, long-term care, and fixed annuities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management through collaborative, annual engagements that utilize firm-approved software and provide written recommendations without investment discretion.

Louis Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2000 and Pruco Securities, LLC from 2000 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust custody offerings.