Angella Dorsch is a financial advisor at Edward Jones with a Series 66 designation and 16 years of experience at the firm. She is based in Wayne, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a national network of financial advisors and branch offices.

Craig Seminara is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds the Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously serving at MassMutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he is involved in health and group life insurance sales. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

David Laster is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at Edward Jones since 2018 and previously was with Merrill from 2010 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets and supported by a nationwide network of more than 23,700 financial advisors.

John Lancia is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Pruco Securities LLC. His background also includes roles outside finance, such as working at Colony Grill and in media services at Hartwick College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software tools and offering a range of planning programs including divorce, estate-settlement, and employer-sponsored planning.

Nicholas Dimitriou is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, Dimitriou is involved in independent insurance agency work and owns a business providing accounting and payroll services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Isaac Frankel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leverages more than 25 years of investment management experience, including roles as a fixed income portfolio manager for mutual funds, pension plans, endowments, insurance companies, and high-net-worth individuals. Since joining Merrill in 2011, Isaac has applied the Goals-Based Wealth Management process to create personalized financial plans tailored to each client's unique needs and goals. He collaborates closely with internal partners at Bank of America and Merrill to implement wealth-building and income-generating strategies. Isaac holds a bachelor's degree in engineering and computer science from Princeton University and an MBA in finance from the Wharton School at the University of Pennsylvania. He is a Certified Financial Planner (CFP) certificant and a Personal Investment Advisor (PIA). His professional affiliations include membership in the Estate Planning Council of Bergen County. Additionally, he has served as an adjunct instructor of Economics and Finance at Fairleigh Dickinson University and volunteered as an income tax preparer with The Food Bank of New York City's VITA program. Outside of his professional work, Isaac resides in Fort Lee, New Jersey, with family members living in Boston and New York City. His personal interests include music, reading, skiing, tennis, spending time with family, and watching movies.

Anthony Mccrimlisk is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2008. Based in Paramus, NJ, his career spans nearly two decades at the firm. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.

Michael Stevens is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and eight years of industry experience. He previously worked at Trillium Management, LLC from 2015 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to client goals.

Carlos Gutierrez is a Financial Consultant currently working at Fidelity Investments. He has held various positions within Fidelity Investments since 2022, including Investment Consultant and Financial Consultant. Prior to his roles at Fidelity, Carlos served as an AVP Financial Advisor at Merrill Lynch from 2018 to 2022. Carlos specializes in simplifying the financial planning process by fostering clear communication and providing ongoing support. He strives to help clients feel educated, informed, and confident as they navigate their financial planning. Outside of his professional responsibilities, Carlos is interested in activities such as camping, cooking and baking, fitness, outdoor adventures, reading, and volunteering.

Walter Golczewski is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cetera since 2016 and also operates a tax consulting and accounting business in Wayne, NJ. Additionally, he serves as a treasurer for a local homeowners association and works as a Certified Divorce Financial Analyst assisting couples with financial aspects of divorce. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

Douglas Fischer is a financial advisor with Merrill holding a Series 66 designation. He has one year of industry experience, previously working at UBS Financial Services Inc. and US Bank. Before entering the financial industry, Fischer worked in education at Rutgers University and Morris Knolls. Merrill, along 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danielle Furze is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, Furze serves on the finance committee of the Girl Scouts of Northern New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Ernesto Marques is a financial advisor with Merrill in Paramus, NJ, holding a Series 66 credential and 15 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of advising, he is the owner of ARA Marketplace LLC, an e-commerce retail business. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Susan Mcgeachen is a financial advisor with Ameriprise in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes 11 years at UBS Financial Services and over six years with Ameriprise. Outside of her advisory role, she has involvement in multi-family real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Melanie Harada is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ, holding Series 63 and Series 66 credentials and with 23 years of industry experience. She has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2007. Outside of her advisory role, she serves as a trustee for the Hillsdale Free Public Library, advising on charitable donation use and helping raise awareness of the library’s offerings. MML 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 programs, providing ongoing, collaborative planning engagements typically recommending investment strategies rather than specific products.

Lisa Szalankiewicz is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2015. Outside of her advisory role, she has acted in plays, commercials, and TV under the names Lisa Szalankiewicz and Lisa Szalan, and serves as power of attorney and co-executor of her aunt’s will. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, including discretionary and non-discretionary options, and manages over $256 billion in assets.

Anthony Browne is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has worked at Merrill since 1998 and Bank of America since 2009. Outside of advising, he is an investor and general partner in a restaurant business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Greg Bauer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he serves as a co-trustee for multiple 401(k) plans associated with Client Centric Advisors. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, wealth-transfer, and specialized services such as business-owner transition and sports & entertainment planning.

Louis Zaccaro is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he owns and operates Zaccaro Wealth Management and Zaccaro Tax Planning, providing insurance products and tax preparation services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services using advanced asset-allocation tools, multiple investment platforms, and access to third-party managers to support both discretionary and non-discretionary portfolio management.

Donald Worster is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Cetera since 2007 and was previously associated with Cetera Financial Specialists LLC and Worster and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, portfolio management services, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.