Eugene Spitzer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He worked at Ameriprise Financial Services, Inc. for three years before joining LPL Financial in 2019. Outside of his advisory role, he is involved with Preserve Land Company LLC, where he provides guidance on home construction and contractor matters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Alexander Patunas is a financial advisor with LPL Enterprise based in Paramus, NJ. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Before his financial advisory career, he held positions at Golf Galaxy and Campgaw Mountain Ski Area. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios as well as third-party asset management, combining advisory programs with a range of financial products including insurance.

Jody Graber is a financial advisor with LPL Financial in Montvale, NJ, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2025, Graber worked at IC Advisory Services Inc. and The Investment Center, Inc., and has been involved with Graber Agency, Inc. since 1977. Graber is also associated with Graber Agency Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory and financial planning services, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Patrick Grady is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to clients' risk profiles through a mix of in-house and third-party investment managers.

Tiffany Carra is a financial advisor with Primerica Advisors in Oakland, NJ, holding her Series 63 and Series 65 credentials and bringing nine years of industry experience. Her prior work history includes roles at Theodore Agelis Jr. LLC, Dual Mark Inc., and PFS Investments Inc., among others. She is also involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Jason Borrelli is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 2003, progressing through roles including Financial Planning Consultant, Investments Representative, and Customer Service Representative. Prior to joining Fidelity, he worked as a Portfolio Administrator at Bank of New York from 2001 to 2003. Jason focuses on building long-term relationships by providing thoughtful guidance tailored to each client's unique financial situation. He emphasizes careful listening and aims to be a trusted resource in helping clients navigate financial decisions and develop personalized plans aligned with their goals. Outside of his professional responsibilities, Jason enjoys baseball, family activities, hiking, and skiing.

Daniel Parrott is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2018 and is also associated with A&E Nyack Enterprises Inc. outside of his advisory role. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach combines model-based and discretionary strategies implemented by affiliated managers, integrated with Bank of America’s broader corporate platform.

Veton Kaba is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, 1st Global Advisors, Inc., 1st Global Capital Corp., and Headquarters Advisory Group, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Rahil Patel is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including New York Life Insurance Company, Eagle Strategies, Summit Financial, and Pruco Securities. Patel is also engaged in non-variable insurance advisory activities through Prudential Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services supported by model portfolios and third-party management. The firm’s integrated platform combines advisory programs with financial product sales, including insurance, and offers discretionary and non-discretionary financial planning services.

Derrick Ossi is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with OSAIC and has previously worked at SagePoint Financial, LPL Financial, MassMutual, MML Investors Services, Guardian Life, and Northeast Planning. In addition to advisory work, he is an insurance agent at EBNY Insurance Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, while supporting multiple advisory platforms and transitions from prior mergers.

Jeannine Lennon is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked at MBIA for ten years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Minesh Patel is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes nine years with Bank of America and Merrill. Outside of his advisory role, he is a general partner at BM Vesh Assoc LLC, a for-profit LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Shane Oconnor is a CFP® professional with 13 years of industry experience. He has worked at OSAIC since 2025 and spent 10 years at Lincoln Financial Advisors prior to that. Oconnor also holds an insurance agent role, offering fixed and indexed annuities and traditional life insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified, portfolio-driven investment strategies and access to third-party money managers and managed-account solutions.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Kumar is involved in managing multiple residential rental real estate properties. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lauren Nassau is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009. Nassau also engages in non-variable insurance brokerage through Ash Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, supported by research and diversified investment strategies.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Royal Alliance Associates and PCI Staff Leasing. Outside of his advisory role, Boffa is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Dominic Meliado is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at J.P. Morgan Securities and Bank of America, N.A. Outside of finance, he works as a personal trainer on Sundays. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutions.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as a delivery consultant for DoorDash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jasmeet Kaur is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and 2017, respectively. Outside of her advisory role, she is involved with Literacy Volunteers of America and New Community Corp. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm sponsors a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.