Daniel Santos is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with active sales of other financial products.

Felix Menezes is a financial advisor with Equitable Advisors in Plainsboro, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he owns and manages a rental condominium property. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to client goals and risk tolerance.

Kyle Tierney is a financial advisor at UBS Financial Services with the Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Creative Financial Group and Equitable Advisors and held positions in education at The College of New Jersey, John P. Stevens High School, and Woodrow Wilson Middle School. 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, supported by research from its Chief Investment Office and UBS Global Research.

Nicholas Gentile is a CFP® with eight years of industry experience, currently serving at Mass Mutual Investors Services in Warren, NJ. His prior work includes roles at Minnesota Life Insurance Co., Allied Wealth Partners, Securian Financial Services Inc., and Tenneco Inc. Outside of his advisory duties, he works as a non-MassMutual insurance broker specializing in group health and property/casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and provides a range of services, including specialized event-driven planning programs.

Douglas Frew is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at UBS Financial Services for eight years before joining LPL Financial. He is also involved in Frew Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Andrew Crozier is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes positions at LPL Enterprise, The Prudential Insurance Company of America, and various educational institutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to client goals.

Irving Estevez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America and Walgreens. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Amerio is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2006. Outside of his advisory role, he maintains a LinkedIn profile and dedicates limited non-trading time there. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Paul Schmidt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 35 years of experience in financial advising, helping individuals and businesses plan and achieve their financial goals. Paul's expertise spans managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's Degree from Nyack College and has earned the Personal Investment Advisor (PIA) designation. Paul follows a personalized approach to portfolio management, emphasizing availability and support for clients during both challenging and prosperous times. Beyond his professional role, he is involved in coaching the golf teams at McKee Staten Island Technical High School. Paul lives in Staten Island, NY, with his wife Wendy, and they have two daughters working in accounting and finance. His personal interests include antiquing, golfing, and spending time with his family.

Otto Arias Jr. is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2020. Prior to that, he spent nine years at BNY Mellon Capital Markets and 26 years at The Bank of New York Mellon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Rohit Mehrotra is a financial advisor at Edelman Financial Engines with 20 years of industry experience and holds a Series 66 designation. He has worked at several firms including JPMorgan Securities LLC, Silicon Valley Bank, and First Citizens Investor Services. Outside of his advisory role, Mehrotra serves on the boards of the McCarter Theatre and Big Brothers Big Sisters Independence Region, as well as advisory councils for Rutgers Health Leadership and the Tuck School of Business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term strategies.

Thomas Honan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked with firms including Allied Wealth Partners and Minnesota Life Insurance Co. Outside of finance, he has been involved in a catering business making and serving pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Peter Issackedes is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has worked in education and retail, including roles at Wegmans Food Markets, Bergen Community College, Pascack Valley High School, and Holdrum Middle School. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and institutional clients. The firm offers financial planning, model portfolio programs, and access to brokerage and insurance products through an integrated platform that combines advisory services with other financial products and lending programs.

Timothy Yagasits is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to provide customized financial solutions.

David Watson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metlife Securities prior to joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, municipal advisory services, and institutional consulting through specialized divisions.

Olanrewaju Badmus is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Equitable Advisors and was involved with Gracious Services, Inc. for five years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

William Kostecki is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with MML Investors Services and MassMutual since 2016. Outside of his advisory role, he serves as an assistant varsity hockey coach and is the vice president of the New Jersey chapter of Hockey Players in Business, a nonprofit organization focused on event planning and networking. 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 emphasizes annual collaborative financial planning engagements using firm-approved tools and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Sherry Maclean Maurer is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. She has worked at LPL Financial since 2011 and has operated the Maclean Agency, LLC since 1993. Maurer holds a real estate license used primarily for referral purposes through Callaway Henderson Sotheby's International Realty in Princeton, NJ, and engages in transition management consulting through Maclean Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology including machine learning.

Richard Cieri is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1996, and previously was associated with Burton Cieri Delsordi & Co. for 49 years. In addition to advisory services, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Jesse Kent is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.