Brian Cain is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services. He has been with Raymond James & Associates since 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Christopher Bellini is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has been with Fidelity-affiliated firms since 2011. Outside of his advisory role, Bellini is involved in managing several real estate properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

James Hammer is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Outside of his advisory role, he conducts non-variable insurance and annuity sales and serves as a successor trustee for a family trust. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and managed accounts. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios across various asset classes.

Anthony D'Alessandro is a Wealth Management Planning Consultant at Fidelity Investments, where he is part of the Private Wealth Management team. In this role, he focuses on providing financial planning services to high net worth families. He has been with Fidelity Investments since 2017, beginning as a Financial Representative and progressing through roles including Relationship Manager and Planning Consultant before his current position. Prior to joining Fidelity, Anthony worked as a Financial Consultant at Laidlaw & Company Ltd. from 2015 to 2017. Outside of his professional responsibilities, Anthony has interests in board games, cars, golf, pets, snowboarding, and traveling.

Valerie Vinbaytel is a financial advisor at Raymond James & Associates with 16 years of industry experience. She has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. She holds Series 63, Series 65, and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Jerry Wade is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America, Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities Inc. He also owns On Point Strategic Planning, LLC, which he markets as a Veteran Owned business. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Robert Gude is a financial advisor with LPL Financial in Montville, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., The Investment Center, Inc., and IC Advisory Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Thomas Kingsley is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Bloomberg Tradebook, Guidepoint, Alphasights, Third Bridge, Gerson Lehrman Group, and Telk Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of algorithmic methods and formal advisory roles within Fidelity’s institutional wealth platform.

Arthur Katz is a financial advisor with OSAIC in Paramus, NJ, holding a Series 63 designation and 38 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 27 years before joining OSAIC in 2025. Besides his advisory role, he is also engaged as an insurance agent offering accident, health, disability income, and traditional life insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk assessments, and access to multiple investment platforms and third-party managers.

David Natt is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Autonomous Research US LP for six years. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Steven Fuchs is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved in ventures such as Meadows Home Care LLC and Hudson Valley Hoosiers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Mira Mizrahi is a CFP®-designated financial advisor with LPL Financial in Teaneck, NJ, bringing 36 years of industry experience. She has been with LPL Financial since 2010. LPL Financial serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning and various advisory programs supported by research and multiple portfolio management options.

Joyce Rojas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has worked with J.P. Morgan Chase and J.P. Morgan Securities from 2012 to 2021 before joining LPL Financial in 2021. Outside of her advisory role, she operates My Success Studio, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Simone is a Series 66-licensed financial advisor with eight years of industry experience, currently with UBS Financial Services in Paramus, NJ since 2017. Prior to joining UBS, he worked in the Bucknell University Department of Community and Leadership while completing his education at Bucknell University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Kenneth Kurzer is a Series 65-licensed financial advisor with Raymond James & Associates in Hackensack, NJ, bringing six years of industry experience. He has been a partner at The Kurzer Group, a CPA firm, for over 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research resources and a range of portfolio management styles.

Barry Cavagnaro is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds the Series 63 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, delivering services that include fee-based financial planning and portfolio management supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and operates a diverse platform including futures commission merchant activities and securities-backed lending.

Jeffrey Gravenhorst is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Lawrence Siliato is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 42 years of industry experience. His career includes nearly four decades at Metlife Securities Inc. before joining Mass Mutual in 2016. He is also involved in health and group insurance sales through a non-MassMutual brokerage. Mass Mutual 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, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Timothy Coughlin is a financial advisor at UBS Financial Services with 29 years of industry experience. He previously worked at JPMorgan Chase Bank NA for nine years before joining UBS in 2026. He holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated banking programs.

Yash Dalal is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Dalal serves as a board member for the Asha-Vijay Foundation, a private nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by firm-approved tools.