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.

Maura Mallaney is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at LPL Financial, Mutual Securities, Inc., Macro Consulting Group, and TIAA-CREF. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

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.

Dennis Alicea is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Santander Securities, Santander Bank, LPL Financial, M&T Bank, and JPMorgan Chase. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and third-party portfolio management.

Thomas Nolan Jr. is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s approach involves algorithm-driven risk assessments and the use of approved model strategies managed by PNC or third-party strategists.

Michael Littmann is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and International Aromatics Inc. 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 uses a combination of strategic and tactical asset allocation through TD Managed Portfolios and partners with both affiliated and third-party sub-managers.

Robert Greulich is a financial advisor with Integrated Wealth Concepts LLC in Montville, NJ, holding a Series 65 designation and three years of industry experience. He also works with Hoogstra Greulich PC as a CPA, a role he has held since 2014. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a primarily long-term investment approach.

Michael Yannell is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2019, previously spending five years at Gapstow Capital Partners. Yannell serves on the advisory committee for the Marathon Dislocation Fund, L.P. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

John Kakolewski is a CFA® charterholder with 19 years of industry experience. He is currently with RBC Rochdale, LLC and has worked previously 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 public entities. The firm employs a multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and third-party sub-advisors to create 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.

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.

Rudenca Blloshmi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she helps clients develop personalized wealth management strategies tailored to their individual financial goals. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Rudenca focuses on client areas including family wealth management, personal retirement planning, philanthropic planning, tax minimization, retirement income, special needs planning, managing new wealth, and women and wealth. Rudenca holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She attended Pace University without earning a degree and conducts business in both English and Albanian. Rudenca is involved with the Global Albanians Foundation and enjoys baseball, biking, golfing, music, and photography in her personal time.

John Heintjes is a financial advisor with Cetera, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. His career includes roles at LPL Financial, Bank of America, Merrill, and Wells Fargo Clearing. He also manages JPH Wealth Management LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

Robert Blocker is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Cetera, he worked at Avantax in various capacities for more than two decades. He also operates a CPA practice focused on tax preparation and accounting. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management and financial planning through a multi-manager platform with access to various investment strategies and program structures.

Henry Liao is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2005 and is involved in several nonprofit organizations, serving on the boards of Forefront and Foster the Family. He is also the founder of The Jubilee Experiment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a written Recommendation Report developed by a centralized service team, integrating investment research and third-party data to guide asset allocation and Social Security claiming options.

Jonathan Sot is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. His prior roles include positions at the University of Notre Dame and RMR Group, as well as work in insurance sales. He is also involved in financial services through Allied Wealth Partners alongside his advisory duties. Cetera Investment Advisers LLC serves individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and various program platforms. The firm operates a multi-manager platform with access to both affiliated and unaffiliated managers, managing over $256 billion in assets through more than 10,000 advisors.

John Mooney is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and Wealthspring Financial Partners. Outside of his advisory work, Mooney serves as treasurer of the Blairstown Rotary Club, where he manages financial transactions and account reconciliation. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, with a multi-manager platform that supports discretionary and non-discretionary portfolio management and financial planning.

Mavi Thorpe is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2018, Thorpe worked at Merrill for two years. Thorpe also manages a rental property outside of work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Frederick Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Merrill. Outside of his advisory work, he is registered as a non-variable insurance agent. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational tools and a broad array of financial products.

Cyril Yannarelli is a CFP®-designated financial advisor with Edward Jones, based in Clifton, NJ, and has 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Yannarelli serves as a commissioner for the Paterson Housing Authority and is a board member of Mustard Seed Children/DR in Paterson, NJ, where he assists with fundraising and community support efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, affiliated mutual funds, and additional financial services. The firm maintains a large network of advisors and branches and operates under a fiduciary standard.