Lawrence Rosen is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he owns a consulting business, LJR Consulting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to deliver tailored recommendations.

Peter Manke is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Thrivent Investment Management since 2009 and Thrivent Financial for Lutherans since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from its managed-account programs, and does not provide portfolio management for institutional clients.

Kevin Bishop is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding a Series 66 credential and four years of industry experience. He previously worked at UBS Financial and spent time in academic roles at the University of Dayton and Seton Hall Prep. Outside of his advisory work, Bishop coaches youth hockey with the Jersey Colts Ice Hockey Club. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute and third-party sources to offer diversified portfolio solutions and operates at a large scale with over 14,000 advisors and $671 billion in assets under management.

Vincent Rago is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes roles at Bank of America, Merrill, American Income Life, and ExxonMobil. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates both quantitative and qualitative research in its recommendations.

Jeffrey Astor is a financial advisor at Edward Jones with over 16 years of industry experience. He holds a Series 66 designation and has previously worked at Broad Financial and as president of Y Astor & Associates, where he is also a writer. He has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Anthony Estrada is a CFP® professional with 10 years of industry experience. He has been with Edelman Financial Engines since 2025 and previously worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term strategies.

Eamonn Gaffney is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for seven years and AXA Advisors, LLC for two years. Gaffney is also active as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance under his own business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization using various client-driven tools and third-party managers.

Robert Caralyus is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2023. Outside of his advisory role, he is also a notary. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various program structures and custodial relationships.

Mary O'Brien is a Series 66 licensed financial advisor with Merrill in Paramus, NJ, with 17 years of industry experience. She has worked at Merrill since 2009 and concurrently at Bank of America N.A. since 2007. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Franzese is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. He has also been affiliated with Franzese & Balian since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marie Green is a financial advisor with Edward Jones in Cortlandt Manor, NY, holding a Series 63 designation and over 21 years of industry experience. She has been with Edward Jones since 2004. Outside of financial advising, she is a part-owner of the New Jersey Pride professional outdoor lacrosse team, where she participates in budget, hiring, and marketing decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Ian Smolinski is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase & Co. and Prudential Insurance Co. Outside of advisory work, he is involved with E2 Project Management LLC. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with advisory services that include financial planning and access to third-party asset managers.

Barima Anyane Yeboah is a financial advisor with LPL Enterprise in Nanuet, NY, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he worked at the University of Mount Saint Vincent for 14 years. Outside of his advisory role, he is involved with several organizations including serving as Vice President for Membership at African American Franchise Brands and working as an athletic trainer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Richard Hodgman is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 33 years of industry experience. He has been with Cetera Investment Advisers, LLC since 2017 and Cetera Financial Specialists LLC since 2005. In addition to his advisory work, he is a managing partner at an accounting and tax consulting firm and serves in leadership roles for several nonprofit and community organizations, including as president of the Board of Trustees for the Emerson Public Library and as Grand Knight of a local Knights of Columbus council. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with over $256 billion in assets under management.

Sean Durkin is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Lasala is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at John Hancock Life Insurance Co. and Signator Investors, Inc. He also operates as an insurance broker specializing in property and casualty, long-term care, disability, and group health insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors with a range of brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering both discretionary and advisor-managed strategies.

Peter Davis is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, SSB since 2023, Charles Schwab & Co., Inc. since 2022, and Tdameritrade, Inc. from 2013 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Fred Kleinfeld is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at Metlife Securities, PNC Investments, and The Prudential Insurance Company of America. Outside of his advisory work, he owns a cooperative apartment rental. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital markets approach and includes capabilities in derivatives and commodities.

Gregory Smith is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He focuses on providing personalized financial planning services tailored to each client's unique goals. His approach emphasizes proactive guidance and transparent support to help clients achieve their financial objectives with confidence. Gregory has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, and WMS Specialist. Prior to that, he worked as a Registered Assistant at EBNY Financial and as a Financial Professional at Equitable Advisors. Outside of his professional career, Gregory enjoys socializing with friends, playing golf, spending time at the lake, watching movies, playing soccer, and swimming.

Dominique Israel is a Financial Consultant at Fidelity Investments, a role held since 2020. With over 25 years of experience in the financial services industry, Dominique has held various positions including Vice President Senior Financial Advisor at M&T Securities, Vice President Financial Advisor at HSBC and Capital One Financial Advisors, as well as Financial Advisor roles at Sovereign Investments, WM Financial Services, BNY Financial, and Investment Consultant at First Union Financial Services. Dominique is a Certified Financial Planner and Certified Private Wealth Advisor, focusing on developing and implementing holistic financial plans that incorporate clients' passions and overall objectives to achieve financial wellness. Dominique holds a California Insurance License. Outside of work, Dominique enjoys cooking and baking, fitness activities, spending time with pets, reading, and traveling.