Glenn Cohen is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Clearing. Outside of his advisory duties, he is involved with Lifepolicy Pros, focusing on non-variable insurance sales. 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, and institutional platforms, supported by technology tools for research and operations.

Gabriela Tamakloe is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Money at Work, LLC, Drew University, Leslie Law Firm, LLC, and Kristin Sostowski. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Helman is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Wells Fargo Advisors since 2016, following seven years at Oppenheimer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Mary Jo Kerrigan is a financial advisor at LPL Financial with five years of industry experience. She previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America for ten years and spent one year at Equitable Advisors. Kerrigan serves as a board member of the Rensselaer Newman Foundation and is Co-President of the Washington Elementary Home School Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

James Dimitriou is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2011 and previously held positions at Raymond James Financial and Morgan Stanley. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2017, he worked at NFP Securities, Inc. for five years. Ross is involved in related business activities including The Ross Company and Asterion Wealth Advisory Group, which operate as DBAs 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.

Gabriel Catania is a financial advisor at Fidelity with Series 66 registration and less than one year of industry experience. Prior to joining Fidelity, he held roles at UBS, Schiller-Haskell Partners, and the John Templeton Foundation, as well as multiple positions at Bucknell University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Paul Randazzo is a Financial Advisor at Merrill Lynch Wealth Management specializing in serving service-based business owners. He focuses on aligning business and personal finances into coordinated plans aimed at simplifying complex financial situations, protecting assets, and creating strategies for business continuity and legacy. Paul works with clients to develop tailored solutions that include continuity and succession planning, wealth optimization, asset protection, and legacy planning. His approach aims to reduce reliance on the business owner, enabling clients to achieve more time and freedom while providing a clear roadmap for long-term confidence. He holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). Outside of his professional work, Paul enjoys activities such as boxing, fishing, football, pickleball, traveling, and watching movies.

Matthew Kraft is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at Bank of America, NA for 18 years before joining UBS in 2017. He has a role with City Coast Trust with no expected duties unless specific conditions occur. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

DeAnna Savarese is a Planning Consultant with Fidelity Investments, where she collaborates with clients and teams to create comprehensive financial plans aimed at helping clients pursue their future financial goals and establish generational relationships with Fidelity Investments. She has held various roles within Fidelity Investments since 2012, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to her tenure at Fidelity, DeAnna worked as a Financial Advisor at AXA Advisors from 2008 to 2012. Her professional experience centers around financial planning and client relationship management, with a focus on delivering personalized investment and financial consultation services. Outside of her professional career, DeAnna engages in family activities and enjoys gardening, horseback riding, skiing, snowboarding, and volunteering.

Jason Said is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with Mass Mutual Investors Services since 2023 and has experience working with several businesses outside of finance, including Torcello Ristorante and Greentree Country Club. 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, goal-based financial planning using firm-approved analytical tools and a variety of investment programs.

Katie Hudson is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Foresters Financial for 11 years before joining Mass Mutual in 2019. Outside of her advisory role, she also acts as an agent for life insurance 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 financial planning, asset management, and educational seminars with a collaborative, goal-oriented approach.

Eric Siegeltuch is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 designation and has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of financial advising, he is the owner of Eric Siegeltuch Fine Arts, an art sales and consulting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Charles Slater is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2011. Outside of his advisory role, he serves as a trustee for several family trusts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Saccento is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jason Babilonia is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated bank since 2019, following an 11-year tenure at TD Ameritrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Robert Ruscick is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at PNC Wealth Management, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options based on diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.

Abraham Mizrahi is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, Woodbury Financial Services, Capital One Advisors, and Chase Investment Services. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients meeting specific net-worth requirements. The firm integrates advisory services with various financial products and referral channels to offer comprehensive financial solutions.

John Salina is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at NYLife Securities and NYLife Insurance from 2014 to 2019. Salina is also involved in insurance brokerage, serving as president of Fortis Brokerage Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, goal-oriented planning engagements.

Joseph Zarejko is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with several firms including Botwinick & Company, LLC, and maintains ownership of Professional Accounting Services, LLC, a tax and accounting practice. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.