Justin Anuario is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ic Advisory Services, Inc. and The Investment Center. He also serves as a FINRA arbitrator, participating on arbitration panels related to investment disputes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives, offering a variety of financial planning and asset management solutions alongside non-advisory financial services.

Parth Patel is a financial advisor with LPL Enterprise in Bedminster, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and Nova Capital Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and a wrap program, along with affiliated insurance and trust services.

Frank Fischer is a CFP® with over 20 years of experience in the financial services industry. He has been with Raymond James Financial and its affiliated entities since 2006. Outside of his advisory role, he leases part of his farm property for a large-scale solar power facility and owns a small apartment house on the same property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, while also maintaining unique municipal advisory services and specialized retirement plan consulting programs.

Jason Newcomb is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with LPL Financial and has held prior roles at Cetera, Minnesota Life Insurance Company, and Langdon Ford Financial. Newcomb is also associated with Newroads Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party investment strategies.

James Vincent Greco is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years and AXA Advisors, LLC for one year. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools such as asset-allocation models and automated rebalancing to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternatives.

Cynthia Wagner is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Ameriprise since 2017 and previously spent eight years with UBS Financial Services Inc. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Robert Bacino is a financial advisor with Ameriprise Financial Services, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including previous roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Bacino also serves on the Board of Directors and Finance Council at St. Magdalen's Church in Flemington, NJ. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers detailed retirement income planning and recommendations focused on dependable income and tax-aware withdrawal strategies.

Sophia Stuart Rockefeller is a financial advisor affiliated with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, managing new wealth, financial services focused on women, and tax minimization. Born and raised in Minsk, Belarus, Sophia earned multiple degrees including a Bachelor's and Master's from Belarussian State University, a Doctorate from the National Academy of Sciences, a Bachelor's from Southern New Hampshire University, and an Associate's Degree from the Community College of the Air Force. She also completed an accredited certificate program at Dartmouth College. Sophia holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Before transitioning to finance, Sophia was invited to teach and conduct research at Dartmouth College. She serves as a finance manager in the U.S. Air Force Reserves. She founded Freeze Dry Inc, a company specializing in freeze dried snacks, and leads the Lady Boss Women Entrepreneurial Club, a network supporting over 2500 women entrepreneurs. Her interests include historic forts and castles, reading, traveling, cats, real estate, cooking, horseback riding, and spending time with her family.

Michael Tekin is a financial advisor at LPL Financial with 31 years of industry experience. He held a position at FSC Securities Corporation for 23 years prior to joining LPL Financial in 2023. He holds a Series 63 designation and is based in Flemington, NJ. His outside business activity includes insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diversified investment strategies and technology-supported advisor tools.

Connor O'Reilly is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. Further details regarding his experience, educational background, or personal interests have not been provided.

David Xi is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 25 years of industry experience, including prior roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Summit Equities, Inc. In addition to his advisory work, he is involved in outside insurance sales and owns Bethel Wealth Guardians LLC, which markets MassMutual and affiliated products. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing planning relationships and offers a variety of programs, including estate settlement and employer-sponsored planning.

John Kayser is a financial advisor with Charles Schwab holding a Series 66 designation and 24 years of industry experience. He previously worked at BlackRock Investments, Inc. for 18 years before joining Charles Schwab. 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 relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated investment and custody services.

Allan Samilow is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Merrill since 2009 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a consultant and independent contractor for Dream Vacations/World Travel Holdings, where he has access to travel agent pricing on cruises, hotels, and airfare. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Larson is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning through detailed recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Patricia Sadowski is a Series 66-licensed financial advisor with 21 years of industry experience. She has been with Merrill and Bank of America since 2009. Outside of her advisory role, she serves as an executor for her parents' estate. 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.

Josef Stark is a financial advisor with LPL Financial based in Bedminster, NJ. He holds the Series 66 designation and has 20 years of industry experience. Prior to joining LPL Financial, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and custom strategies supported by technology tools.

Zamira Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to help clients pursue their long-term financial goals. She works closely with families, professionals, and small business owners, collaborating with other trusted professionals such as attorneys and accountants to provide a comprehensive view of each client's financial situation. Her approach emphasizes customized solutions that go beyond portfolio management to include wealth transfer and estate planning. With over 15 years of experience in the finance industry, Zamira holds a bachelor's degree in Finance from Fairleigh Dickinson University. She maintains a range of securities registrations through FINRA, including Series 7, 9, 10, 63, and 65, as well as multiple insurance licenses such as Life, Accident and Health, Variable Life, Variable Annuity, Property and Casualty, and certification in Long Term Care. Her background also includes experience in human resources and accounting, and she is well-versed in Medicare, assisting clients in navigating related complexities. Zamira holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional career, Zamira lives in Randolph, NJ with her husband David and their two children. She spends her free time gardening, running for charitable causes, volunteering in her children's activities, hiking, skiing, enjoying music, and traveling. Fluent in both English and Spanish, Zamira brings a broad perspective to her client relationships.

John Cicmansky is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He specializes in building customized financial plans that prioritize the personal and financial needs of his clients and their families. His approach involves collaborating closely with clients to determine investment decision preferences and to simplify their financial lives. Prior to his current position, John worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2011 to 2022. He also served as a Registered Representative at AXA Advisors LLC in 2010. He holds a California Insurance License. Outside of his professional work, John enjoys camping, golf, kayaking, skiing, softball, and volunteering.

Frank Mastrosimone is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 49 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Royal Alliance Associates, Inc. Outside of advising, he occasionally assists his wife with her real estate transactions through Weichert Realtors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Samuel Santiago is a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team provide a full range of wealth management services tailored to corporate executives, business owners, and their families. With over two decades of experience in the financial services industry, Samuel joined Merrill Lynch Wealth Management in 1999. His expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. He assists corporate executives in integrating these benefits into a long-term financial strategy. Samuel emphasizes a comprehensive approach to wealth management that starts with understanding each client's individual goals. He also focuses on uncovering behavioral finance tendencies to better support clients in achieving their financial objectives. Samuel holds a Personal Investment Advisor (PIA) designation and has completed a non-accredited certificate program at Middlesex County College. Outside of work, his personal interests include adventure sports, biking, hiking, music, reading, running, spending time with his family, traveling, watching movies, and woodworking.