William Mcdavitt is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

Tricia Pape is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2018. Outside of her advisory role, she is also licensed as an insurance agent offering life, disability, long-term care, and fixed annuity products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver goal-based written recommendations.

Joseph Bonfiglio is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Cetera and has held roles with various Avantax entities over three decades. He also owns an accounting and tax preparation business focused on individual tax planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual, retirement plan, corporate, charitable, and institutional investors. The firm offers diversified portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform supporting discretionary and non-discretionary strategies.

Cindy Medric Ducore is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and more than 36 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning and retirement plan consulting through a variety of asset-management programs and third-party advisory solutions.

Salvatore Marino is a CFP® professional with 27 years of industry experience, currently advising clients at Edelman Financial Engines in Red Bank, NJ. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, The Mutual Fund Store, TIAA-CREF, and Merrill. Outside of his advisory work, he manages a rental property in Staten Island. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment management and serving approximately 477,000 clients with a range of diversified portfolios and innovative product exposures.

Alexander Pritsker is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior work includes roles at Bank of America, Wells Fargo, and PNC Bank. 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, and institutions, utilizing internal and third-party portfolio managers.

Daniel Barsnica is a financial advisor with LPL Financial, holding a Series 66 credential and 21 years of industry experience. He has worked at LPL Financial since 2024, with prior roles at TFS Securities, Inc. and Ameriprise spanning 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, utilizing a variety of investment strategies and technological tools.

Carlos Esteves is a CFP® professional with 36 years of industry experience, currently with Wells Fargo Clearing since 2016. His prior experience includes roles at PNC Wealth Management, PRUCO Securities, LLC, and PGIM Investments LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Nancy Stewart is a financial advisor with J.P. Morgan Securities in Metuchen, NJ, holding Series 63 and Series 65 licenses and having 43 years of industry experience. She has worked with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 1997. 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, with a process supported by centralized due diligence and a mix of quantitative and qualitative research.

Lori Gallelli is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Ocean City Home Bank. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brad Seamon is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is a partner in a real estate-related business focused on home maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Shaun Roberts is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Insurance Agency, Ambit Energy, and ownership of SRA Wealth Advisors, LLC. He serves as treasurer for Blue Knights International Law Enforcement Motor, managing financial records and dues collection. Cetera Investment Advisers LLC is an SEC-registered adviser offering services to individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Amira Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients’ priorities and developing strategies to help them pursue their short-, mid-, and long-term financial goals. Her services include assistance with general investing, retirement planning, and preparing for unforeseen financial needs. Amira also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Amira holds a Bachelor's Degree from the University of Illinois System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Arabic. Outside of her professional work, Amira is involved with the community organization Feed My Starving Children.

Nicholas Siragusa is a financial advisor with Wells Fargo Advisors in Staten Island, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill and has had two separate tenures at Wells Fargo Advisors. Outside of his advisory work, he owns and operates a vintage watch consulting business. 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 that include cash-flow, retirement, education, and specialized niche services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client letters, with implementation optional through the firm’s brokerage or advisory programs.

Christopher Sclafani is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and MassMutual entities. He also offers Medicare Part C and supplement plans through United Health Care. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities, utilizing model-driven portfolio management and offering access to third-party asset managers and insurance products.

Melissa Kennedy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Alan Login is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Jay Shah is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Bank and Borgata Casino Hotel & Spa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Arron Reid is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill for 21 years and Lincoln Financial Advisors for 2 years. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

Carmine Anzalone III is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of his advisory role, he also serves as a New Jersey State Pension Consultant, assisting state employees with pension and retirement planning. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, without sponsoring its own wrap fee program, relying on affiliations with third-party program sponsors and asset managers.