Joshua Gilenson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley for six years and Citigroup Global Markets for two years. Outside of his advisory role, he holds a real estate license and is involved in mortgage and real estate services through J Realty Group. 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, wrap and model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Brian Higgins is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 1983 and also has tenure at Bank of America, N.A. since 2012. Merrill serves a diverse client base that includes individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and monitoring through its CIO and platform oversight and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Lam Wong Carbone is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior experience includes roles at People's United Bank, Chase Investment Services Corp., and People's Securities, Inc. He also provides notary services for bank and investment clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment solutions supported by advanced operational tools.

Adam Riback is an Investment Consultant at Fidelity Investments, based in the Nanuet, NY Investor Center. He collaborates with clients to develop customized financial plans that align with their short and long-term goals, emphasizing strong relationships and trust with clients and their families. Adam has been with Fidelity Investments since 2021, advancing from Financial Consultant to Planning Consultant before his current role as Investment Consultant. Prior to joining Fidelity, he served as a Senior Financial Consultant at TD Ameritrade from 2019 to 2021 and as a Financial Specialist at Allstate Life and Retirement from 2015 to 2019. He holds an AR Insurance License. Outside of his professional work, Adam enjoys outdoor activities such as camping, hiking, kayaking, scuba diving, and skiing. He also dedicates time to volunteering in his community.

Shraga Goldhirsch is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his advisory career in 2026. He has been associated with Massachusetts Mutual Life Insurance Company since 2012. 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 software and collaborative planning processes.

Charles Camilleri is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Ameriprise Financial Services, LLC for 20 years before joining Raymond James Financial Services Advisors, Inc. in 2025. He is also the owner of Camilleri Wealth Management, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm uses analytical tools and tailored strategies to support client goals and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Liang Wang is a financial advisor at Edward Jones with four years of industry experience. He has held his current role since 2022 and previously worked at Fast Communication from 2004 to 2022. Wang holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Jose Vicente Jr. is a CFP®-designated financial advisor with Ameriprise, bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of NJ2CA, LLC, a financial planning business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while emphasizing the use of Ameriprise-managed accounts.

Bridget Deverna is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her prior experience includes roles at NewEdge Wealth and Fidelity Investments, as well as work in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Renda is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in selling health insurance with various companies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to third-party asset managers and insurance products through affiliated entities.

Carla Mathias is a financial professional with 41 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has previously worked at firms including Summit Financial Group Inc and Planning Concepts Corporation. Outside of her advisory role, she serves as president of the Mathias Family Corporation, a commercial property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Ardell Roan is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Clearing Services LLC, Bankers Life, and Morgan Stanley Smith Barney. He has also been affiliated with SUNY Orange since 2018. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Michael Sadowski is a CFP®-designated financial advisor with LPL Financial, based in Upper Saddle River, NJ, and has four years of industry experience. He previously worked at Wells Fargo Advisors for five years and has two years of experience with the Boy Scouts of America, Northern New Jersey Council. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

David Schulman is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at First Republic Investment Management, Wells Fargo Clearing, and Wells Fargo Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

James Kivlehan is a financial advisor with Wells Fargo Advisors in New City, NY. He holds a Series 66 designation and has 14 years of industry experience, including 14 years at Edward Jones before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with client engagements typically structured as discrete planning projects.

Christopher Gaetano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans that align with their individual goals and circumstances. He employs a structured financial planning process to address clients' short and long-term objectives and adapts strategies over time to reflect changes in clients' lifestyles. He has been with Fidelity Investments since 2019, gaining experience in various roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2026. This progression within the company showcases his familiarity with diverse aspects of financial services. Outside of his professional work, Christopher has interests in beach activities, attending concerts, hiking, skiing, and traveling.

Louis Ferriello is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and manufacturing consultant at Slider Sports Seats, Inc., a consulting business focused on product vision. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary wealth management and related services.

Corey Albright is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions in various industries including automotive and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Kenneth Carter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked in various capacities at Wells Fargo since 2009. Outside of finance, he has ownership interests in multiple European Wax Center franchises in Stamford, CT, offering retail personal care services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with other financial products through a large network of advisors.

Larry Deutsch is a financial advisor with Edward Jones, holding CFP® and Series 66 designations and bringing six years of industry experience. Before joining Edward Jones in 2019, he worked at Milgo Bufkin and spent over three decades at Linear Lighting. Outside of his advisory role, he is a partial owner of several businesses, including a sales agency and two real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.