Gregory Raue is a financial advisor with LPL Financial and LEXCO Wealth Management, Inc., holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at National Planning Corporation from 2013 to 2017. Outside of his advisory roles, he has volunteered with the Fox Lane Sports Boosters Club, Inc. since 2009. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools and overseen across a large network of advisors.

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 a Series 66 designation and has prior experience at Woodbury Financial Services. Whitney’s background also includes roles outside financial services, including work in healthcare at CareOne at Teaneck and Genesis Healthcare. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes.

Adriana Lemus Muyshondt is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Ernst & Young. Her background also includes roles at the University of Notre Dame and Gulliver Preparatory School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using a structured process and firm-approved tools, serving clients directly and through corporate financial planning agreements.

G Diddel is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. Their career includes roles at Questar Asset Management and Questar Capital Corporation from 2015 to 2019, alongside operating Diddel & Diddel since 1986. Outside of advisory work, Diddel is involved in holistic personal and life coaching through their own business. OSAIC serves a broad client base, including individual, high-net-worth, institutional, and charitable clients, providing integrated brokerage and advisory services. The firm uses advanced portfolio construction tools and offers access to multiple investment platforms and third-party money managers.

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.

Margaret Valdes is a Financial Advisor at Merrill Lynch Wealth Management with 15 years of experience. She specializes in providing personalized wealth management strategies tailored to the unique needs of her clients. Her client base ranges from families building retirement savings to high-net-worth families managing intergenerational wealth. Margaret's areas of expertise include education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, and small business strategies among others. She holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor of Science in Business Administration from the University of Connecticut as well as a Master of Science in Management from Albertus Magnus College. Fluent in English and Polish, Margaret integrates her professional skills with a commitment to personalized guidance and a disciplined approach to wealth management. Outside of her professional life, she enjoys biking, cooking, gardening, ice skating, skiing, spending time with family, tennis, and traveling.

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.

James Weinstock is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Janney Montgomery Scott for 17 years and City National Bank for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies using a variety of in-house and third-party managers.

Ching Man Wong is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was employed at HSBC Bank USA and HSBC Securities from 2014 to 2020. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

David Sarver is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. David serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected events. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. David's areas of expertise include college education planning, executive compensation, equity compensation services, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, legacy planning, portfolio management services, sports and entertainment, and retirement income. He holds a Bachelor's Degree from the University of Illinois System and has earned several professional designations including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved with the Norfield Children's Center and has personal interests that include baseball, bowling, chess, hiking, reading, spending time with his family, table tennis, and traveling.

Thomas Murray is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at FSC Securities Corporation, Guardian, Park Ave Securities, and Pdq Security. He is also engaged in outside insurance sales as an insurance broker specializing in life insurance, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning services structured as annual collaborative relationships using firm-approved analytical tools.

Stephen Scalero is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Unimin Corp and Soule Blake & Wechler. He is based in Stamford, CT. 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, and institutional investors.

Brett Sigler is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Sigler is also a member of the Estate Planning Council of Lower Fairfield County. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and advisory platforms supported by automated tools and third-party money managers.

Amir Asadi is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds a Series 63 designation and has worked at MML Investors Services since 2015 and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he volunteers with the Rotary Club and serves as an Area Director for Toastmasters International, supporting public speaking development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and specialized event-driven planning programs.