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.

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 with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill. He is currently based in Purchase, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill and was involved with the First Ascent Charitable Foundation. J.P. Morgan Securities LLC 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.

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.

William Zeltner is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank NA for ten years. Zeltner maintains non-practicing law licenses in New York and Connecticut. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services with an investment process grounded in modern portfolio theory and includes a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Giacomarro is a CFP® with 27 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He previously worked at UBS Financial Services for ten years before joining J.P. Morgan in 2021. Outside of his advisory role, he is involved as an owner and partner in private investment ventures and real estate development entities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lloyd Mcclean is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and formerly was associated with AXA Advisors, LLC. Outside of financial advising, he is president of Moses McClean Productions, LLC, a music services company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of advisory models and third-party asset managers.

Peter Ju is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence approach. The firm incorporates an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis.

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.