Russell Meccia is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked with Wells Fargo Bank, NA and Raymond James Financial Services, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

John Geraghty is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 credentials and 20 years of industry experience. He previously worked for Rochdale Investment Management for 18 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

John Orlikowski is a financial advisor with TD Private Client Wealth LLC in Ramsey, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, Equitable Advisors, and AXA Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a blend of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers, with custody and reporting supported by third-party custodians.

Jay Choi is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2005. In addition to his advisory role, he is president of JC Financial Group, Inc., which provides tax accounting, filing services, and property and casualty insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management.

Michael Littmann is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked with Northwestern Mutual in various roles from 2023 to 2026 and spent ten years at International Aromatics Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

John Kakolewski is a financial advisor at RBC Rochdale, LLC with 19 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. He has worked at Rochdale Investment Management LLC and RIM Securities LLC since 2006. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across various asset classes.

Paul Orazio is a CFP® with 42 years of experience in financial advisory services. He is currently affiliated with Commonwealth Financial Network, where he has worked since 2017. Prior to that, he spent 13 years at National Planning Corporation and has been operating Orazio Financial since 1991. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion to construct portfolios from diverse securities and insurance products while also offering managed model portfolios through its Investment Management and Research team.

Fran Wolfson Keegan is a Series 63 licensed advisor at GWN Securities Inc. with 34 years of industry experience. She previously worked at Nationwide Advisory Services, Inc. for 31 years and has held a longstanding role with Nationwide Insurance Co. outside of her advisory work. She is actively involved in community organizations including the Yonkers Chamber of Commerce and serves as secretary of the Indian Field Hunting & Fishing Club, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm’s large network of advisors manages approximately $3.65 billion across various managed-account programs and model portfolios, utilizing a mix of traditional and legacy market-timing strategies.

Timothy Murphy is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup, Charles Schwab, LPL Financial, and MBO Partners. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a range of strategic and tactical portfolio approaches combining affiliated and third-party sub-managers.

Kirk Feret is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kevin Mangam is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and has operated the Mangam Agency since 2015. In addition to advisory services, he is involved in non-variable insurance sales, including health, life, and group insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Kennith Bunis is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Coyne is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2000 and 2001, respectively. Coyne also operates his own tax practice as a CPA, a role he has maintained since 1982. Additionally, he was affiliated with Dominican College for 35 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Dawn Parrino is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has held various roles within Fidelity entities since 2010. Outside of her advisory work, Parrino is involved in holistic health coaching and participates in the distribution and discussion of essential oils as part of a holistic lifestyle. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

James Puckett is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is a chemistry tutor and an adjunct instructor at Assumption College for Sisters. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Kevin Mahoney is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

Michael Macieira is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include long-term positions with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in property and casualty insurance through the Roman Insurance Agency Inc., where he serves clients in personal and commercial lines. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that supports both advisory services and insurance sales.

Phillip Shetsen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisor role, he operates Bona Vita Benefits Group LLC, providing consultative services to individuals and business owners. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active financial product sales.

Charlene Sasso is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, where she spent over a decade before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.