Michael McGee is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002, totaling 24 years at both firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Ronald Pompei Jr. is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Crown Capital Securities for 22 years. Outside of his advisory work, he is involved in tax preparation and pursues interests as a musician. 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 portfolios, third-party asset management, and institutional platforms.

Michael Luftman is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 29 years of industry experience. His prior experience includes 16 years at Metlife Securities Inc. and over a decade with MassMutual Life Insurance. He also owns an S-Corp for tax purposes and works as an insurance broker specializing in individual life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual collaborative planning relationships using firm-approved software and delivers written recommendations without investment discretion.

Thomas Watkins is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. His work history includes roles at Cetera Investment Advisers, Jack Schroeder And Associates, and Thompson And Thompson Consulting. Outside of his advisory work, he owns and operates a tax and accounting business and serves as president of the Totowa Public Library board. Cetera Investment Advisers LLC is a large SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and retirement services across multiple program structures.

Samantha Price is a Senior Financial Advisor at Merrill Lynch Wealth Management with 15 years of experience at the firm. She leads The Price Group, assisting affluent clients and business owners in developing and implementing both short and long-term financial strategies. The group's approach promotes "financial wellness" through a combination of professional investment management, home financing, insurance, and other services to help clients make sound financial decisions for the future. Samantha holds the Chartered Retirement Planning Counselor (CRPC™), Accredited Domestic Partnership Advisor (ADPA™), and Personal Investment Advisor (PIA) designations from The College for Financial Planning Institutes Corp. She earned a Bachelor's Degree from Loyola University Chicago and graduated from Waldwick High School. She is fluent in English, Spanish, and Italian. Residing in Bergen County, New Jersey, Samantha is involved in several professional and community organizations, including the Merrill Lynch Women's Exchange, Waldwick Chamber of Commerce, Waldwick Lions Club, Habitat for Humanity Bergen County Women Build Committee, and Bank of America LGBT Pride Ally. She also contributes to causes such as the American Cancer Society, American Heart Association, and National Multiple Sclerosis Society. Outside of her professional work, Samantha enjoys baseball, dancing, fishing, gardening, music, soccer, softball, and spending time with her family.

Gregory Field is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Edward Jones in 2017, he operated Field Consulting, a telecommunications business, for 12 years. He also serves as an Education Coordinator for BNI in White Plains, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Edward Kovac is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 26 years of industry experience. His prior work includes roles at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. He serves as a volunteer board member for organizations providing services and information to elderly and sight-impaired individuals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as an annual, collaborative process using analytical software and generally recommends investment categories and strategies rather than specific products.

Sonalika Lovato is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously was with MetLife Securities Inc from 2014 to 2017. Outside of advising, she is also licensed as an insurance agent, offering individual and group life, health, disability, LTC, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved software and structured annual planning relationships.

John Barbary is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 36 years of industry experience. He previously worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment implementation is primarily model-driven, with services that include financial planning, access to third-party asset managers, and participation in a wrap program.

John Szot is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Primerica Advisors since 2021 and has been affiliated with Primerica Financial Services since 2014. Outside of his advisory role, he serves with the Park Ridge Police Department and owns a small business, Lamplighter Lane LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Richard Cutler is a CFP®-certified financial advisor with 40 years of industry experience. He currently works with LPL Financial and has previously been affiliated with Linsco/Private Ledger Corp., Cutler Financial Services, LLC, and Nathan & Lewis Securities, Inc. In addition to his advisory work, Cutler is an independent insurance agent specializing in property and casualty, business, health, and disability insurance products. 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 advisory and brokerage services through a large network of representatives, utilizing various investment models, third-party asset managers, and customized strategies.

Mark Fleksher is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at several firms, including a long tenure at Securities America Advisors, Inc., and operates Prestige Wealth Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services through a large network of advisors, utilizing various portfolio strategies and technology tools while overseeing substantial discretionary assets.

Ashley Cassera is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 66 designation and has been with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios using systematic methodologies.

John Murphy is a financial advisor at Osaic Wealth with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including American Portfolios Advisors, HSBC Bank USA, J.P. Morgan Securities, and Chase Investment Services. He is also licensed to sell insurance products, including fixed annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to third-party money managers across multiple platforms.

Joshua Bakhash is a financial advisor with LPL Financial in Woodcliff Lake, NJ. He holds a Series 66 designation and has 18 years of industry experience, including more than 19 years with LPL Financial. He also holds a real estate license in New Jersey, though he is not actively engaged in real estate activities. 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 advisory services, including model portfolios and third-party asset management, supported by technology-driven research and operational tools.

Paul Donato is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Donato operates under the DBA Empire Financial Advisors for his LPL business. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gregory Sinno is a financial advisor with Cetera, holding a Series 63 designation and possessing 29 years of industry experience. He has worked at Cetera and its affiliated entities since 2019, following a 23-year tenure at Foresters Financial. Outside of his advisory role, he serves as a trustee for Parents Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial consulting services through a multi-manager platform with discretionary and non-discretionary options.

Oran Yacobi is a financial advisor with Ameriprise in Allendale, NJ, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is involved in consulting through a separate business entity, EME Consulting. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brian Roberts is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at LPL Financial since 2017 and currently serves clients through Webster Bank, where he has worked since 2021. Outside of his advisory role, Roberts is a notary. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various discretionary and non-discretionary strategies.

Kimberly Garcia is a financial advisor at Stifel with 16 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Outside of her advisory role, she co-owns a residential rental property with her spouse. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.