Nicholas Gentile is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2019. His prior roles include positions at Minnesota Life Insurance Co., Allied Wealth Partners, and Securian Financial Services Inc. He also works as an insurance agent specializing in group health and property/casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning relationships using approved analytical tools and provides specialized services such as divorce planning and estate-settlement programs.

Andrew Crozier is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes positions at LPL Enterprise, The Prudential Insurance Company of America, and various educational institutions. 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 tools to deliver written recommendations tailored to client goals.

Kevin Amerio is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2006. Outside of his advisory role, he maintains a LinkedIn profile and dedicates limited non-trading time there. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Jennifer Fernandez is a financial advisor at Fidelity with seven years of industry experience. She has worked at several notable firms including JPMorgan Chase Bank, Merrill, Bank of America, and Prudential before joining Fidelity. In addition to her advisory role, she is the managing member of Koala Kids Wear LLC, an online retail business specializing in children's clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base through discretionary portfolio management, fund advisory, and model portfolio services.

Peter Issackedes is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has worked at Wegmans Food Markets, Bergen Community College, Pascack Valley High School, and Holdrum Middle School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning, trust custody, insurance products, and lending programs.

Olanrewaju Badmus is a Series 66-licensed financial advisor with LPL Enterprise in Bedminster, NJ, and has one year of industry experience. His prior work includes roles at Equitable Advisors and Gracious Services, Inc., as well as time at the University of North Carolina Wilmington. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and insurance services.

William Kostecki is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with MML Investors Services and MassMutual since 2016. Outside of his advisory role, Kostecki serves as an assistant varsity hockey coach and is the vice president of the New Jersey chapter of Hockey Players in Business, a nonprofit organization focused on event planning and networking. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jesse Kent is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Eric Taylor is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Kellen Hardy is a CFP® with five years of experience advising clients at Mass Mutual Investors Services. He holds the Series 66 designation and has worked at MML Investors Services, LLC and MassMutual Life Insurance Co since 2021. In addition to his advisory role, Hardy is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports event-driven planning such as estate settlement and employer-sponsored programs.

George Rinehart is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors LLC and Kemper Sports. Outside of his financial career, he has experience working at Seton Hall University and in the hospitality sector. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using advanced software tools, along with specialized programs such as divorce planning and employer-sponsored planning services.

Matthew Tripodi is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and co-create financial plans aligned with their goals. He has professional experience as a Workplace Planning Consultant at Fidelity from 2022 to 2026 and served as a High Net Worth Service Associate at Fidelity from 2021 to 2022. Through these roles, he has worked closely with clients to provide personalized financial guidance tailored to their unique situations.

Lee Quenault is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2012 and holds a Series 63 designation. Outside of his advisory role, he oversees design and sales direction for Quenault LLC, an online retailer specializing in custom platform tennis and pickleball covers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research, discretionary portfolio management, and a range of capital markets and fiduciary services.

Courtney Burn is a financial advisor with LPL Financial and holds a Series 66 designation. With 24 years of experience in the industry, Burn has held positions at firms including The Investment Center Inc, Emerson Reid, and Capstone Insurance and Financial Services. Outside of advisory roles, Burn is involved with Bullaro Landscaping LLC as a laborer. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various tools while overseeing significant assets and a large network of professionals.

Hemal Parikh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and previously spent 14 years with Metlife Financial Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-based advice using proprietary software tools.

Christian Brogan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior positions include roles at Equitable Advisors, LLC, Equitable, TPS Financial, and the University of Delaware. Outside of finance, he was involved with Bonds Tavern for five years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Thomas Smith is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Avantax and Blue Valley Financial LLC. In addition to his advisory role, Smith owns and operates Hess and Smith, a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

Cary Fliegler is a financial advisor at Fisher Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct globally diversified portfolios while implementing tax-aware risk management strategies.

Jordan Toma is a financial advisor with LPL Enterprise holding a Series 65 designation and 13 years of industry experience. He has worked at The Prudential Insurance Company of America since 2013 and was with Pruco Securities, LLC from 2013 to 2024 before joining LPL Enterprise. Outside of his advisory work, Jordan provides speaking engagements and workshops to schools and organizations through a separate business, I’m Just A Kid With An IEP LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs model-driven investment implementation and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Gary Nesta is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Mass Mutual Investors Services in 2020, he worked in various roles including positions at Retro Fitness and Ramapo College of New Jersey. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver written recommendations as part of annual, collaborative planning engagements.