Gary Bonavita is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 42 years of industry experience. His prior experience includes nearly four decades with Metropolitan Life Insurance Company and MetLife Securities Inc. He also serves as a notary public, providing document witnessing services without charge. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that utilize firm-approved software to analyze client goals and deliver written recommendations.

Donald Ross is a Wealth Management Advisor with over 30 years of experience in financial and wealth management. He provides services focused on money management and estate planning, assisting clients with personal and corporate investment strategies, retirement planning, and corporate executive services. As a member of the RS Group, he aims to connect clients' personal goals to financial strategies tailored to their needs. Mr. Ross holds a Bachelor's Degree from Rutgers University. He has earned the designation of Personal Investment Advisor (PIA). In addition to his professional responsibilities, he serves as the coach for the Rutgers University Men's Rugby Club and is involved in community activities including volunteer work with the VA New Jersey Health Care System at East Orange Hospital. Outside of his professional and community engagements, Donald Ross enjoys sailing with his wife and three children. His personal interests also include ice hockey, traveling, and yoga.

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® with 30 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., joining in 2025 after 30 years at Ameriprise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and employs advanced analytical tools and risk profiling in its advisory process.

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 at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LEXCO Wealth Management, Inc. and National Planning Corporation. Raue has volunteered with the Fox Lane Sports Boosters Club, Inc. since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research.

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.

Peter Kuo is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of industry experience. Prior to joining J.P. Morgan, he held positions at Equitable Financial Life Insurance, Gideon Strategic Partners, and has experience in the fitness and restaurant industries. 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 an ESG eligibility framework in its recommendations.

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 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 eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Fieldpoint Private and E*TRADE Securities LLC. Outside of his advisory work, he is a co-founder of an Indoor Flag Football League, where he helps develop the website, schedule games, and oversee operations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models, with an emphasis on advisory services rather than individual security recommendations.

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.