Vivian Spyropoulos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at JPMorgan Chase Bank, NA and its affiliated entities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team and includes access to broader derivatives and commodities capabilities.

John Briganti is a financial advisor with Cambridge Investment Research Advisors in Harrison, NY, holding a Series 63 license and 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and also operates a CPA practice providing tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

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.

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.

John Goodwin is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, Goodwin has engaged in writing, having published a novel and working on a second one, and he serves in local government roles including as a commissioner and committee member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and research.

Emma Maldon is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual Investment Management and Hamilton College. Outside of finance, her background includes roles in hospitality and brewing industries. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, emphasizing a non-discretionary approach where clients retain final decision 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.

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.

Katherine Grant is a Series 66-credentialed financial advisor at J.P. Morgan Securities with seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at Merrill and First Ascent Charitable Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with an advisory process supported by centralized due diligence and a range of derivatives and commodities capabilities.

Lais De Quadros is an International Wealth Advisor with Merrill Lynch Wealth Management and has been part of the Vieira Wealth Management Group since 2015. Her professional role emphasizes supporting business development and management activities with a focus on service model delivery and client acquisition processes. Lais brings a unique perspective to her work based on her background in information technology and finance, which informs her approach to improving productivity and enhancing the client experience through technological innovation. She specializes in family wealth management strategies, international wealth management, legacy planning, LGBT wealth planning, tax minimization, and retirement income, among other areas. Lais works closely with professionals, entrepreneurs, and families, particularly those with complex financial situations involving assets in multiple jurisdictions. She collaborates with clients' trusted professional advisors to complement the banking and investment capabilities offered by Bank of America and Merrill Lynch. Lais holds a Bachelor's degree in Computer Science from Rutgers University and an MBA in Finance and Information Technology from The Wharton School of Business, University of Pennsylvania. She is accredited as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Fluent in Portuguese and English, she also has proficiency in Spanish and Italian. Outside of work, Lais enjoys spending time with family and friends, traveling, and participating in physical activities such as biking, running, and triathlons. She values deep client relationships and dedicates herself to developing personalized financial strategies that align with clients' long-term goals.

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.