Glenn Schwier is a financial advisor with Cetera, holding a Series 66 license and four years of industry experience. He has previously worked at Avantax Insurance Services and Nisivoccia Wealth Advisors and is a partner in the accounting firm Nisivoccia LLP, where he focuses on tax advisory and complex tax research. Schwier is also the owner of Wealthspring Financial Partners LLC, which serves as an acquisition vehicle for various financial and tax practices. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and works with over 10,000 advisors managing more than $256 billion in assets.

Walter Golczewski is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cetera since 2016 and also operates a tax consulting and accounting business in Wayne, NJ. Additionally, he serves as a treasurer for a local homeowners association and works as a Certified Divorce Financial Analyst assisting couples with financial aspects of divorce. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

Douglas Fischer is a financial advisor with Merrill holding a Series 66 designation. He has one year of industry experience, previously working at UBS Financial Services Inc. and US Bank. Before entering the financial industry, Fischer worked in education at Rutgers University and Morris Knolls. Merrill, along 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Szalankiewicz is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2015. Outside of her advisory role, she has acted in plays, commercials, and TV under the names Lisa Szalankiewicz and Lisa Szalan, and serves as power of attorney and co-executor of her aunt’s will. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, including discretionary and non-discretionary options, and manages over $256 billion in assets.

Donald Worster is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Cetera since 2007 and was previously associated with Cetera Financial Specialists LLC and Worster and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, portfolio management services, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

George Zaki is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to connect all aspects of their financial lives and help prioritize and pursue the goals that matter most to them. He provides advice and guidance to develop personalized financial strategies that consider risk tolerance, time horizon, and liquidity needs. George's expertise encompasses a broad range of client focus areas including institutional and corporate benefit services, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. His advisory philosophy emphasizes working together with clients to uncover what matters most to them and their families and create strategies to pursue their financial goals. He holds a Bachelor's Degree from Ain Shams and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, George enjoys basketball, biking, fishing, music, photography, reading, running, soccer, swimming, and spending time with his family.

Clinton Omenyi is a Planning Consultant currently working at Fidelity Investments since 2024. In his role, he collaborates with clients to organize their financial matters and develop personalized financial plans tailored to their specific needs and long-term objectives. Prior to this position, he served as a Financial Solutions Advisor at Merrill from 2022 to 2024. He holds a California Insurance License. Outside of his professional career, Clinton has interests in bowling, fitness, outdoor adventures, soccer, table tennis, and traveling.

Gary Lynch is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2023 and previously spent over nine years at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory role, he is also involved in fixed insurance sales as an agent with Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and planning services, supporting both discretionary and non-discretionary strategies.

Michael Sparacino is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and E*TRADE in various roles since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Edward Book Jr. is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his advisory role, he worked at L’Oréal USA and Mondelez, and he serves in the Air Force. He is involved in the sale of investment and loan products through affiliated companies and participates in non-investment referrals related to home security and automation. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties and supports client accounts through BNY Mellon Advisors and Pershing custody services.

Paul Gabbianelli is a financial advisor with LPL Financial based in Franklin Lakes, NJ. He holds Series 63 and 65 licenses and has 32 years of industry experience. His prior career includes 18 years at Cetera and operating Paul Gabbianelli & Associates for over four decades. Gabbianelli is also involved in tax preparation and mortgage services through other business activities. 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 portfolios, third-party asset management, and institutional platforms.

Andrew Silverman is a financial advisor with Morgan Stanley in Little Falls, NJ, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Silverman serves on the advisory board of Preakness Hills Country Club and is the treasurer and a board member of the NephCure Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by proprietary tools and research.

Christopher Bellini is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has been with Fidelity-affiliated firms since 2011. Outside of his advisory role, Bellini is involved in managing several real estate properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Glenn Duphiney is a CFP® professional with 32 years of experience in the financial industry, currently serving at LPL Financial since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has participated as a part-time actor with occasional performances in the Tri-State area. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with a range of financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Robert Gude is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Citigroup Global Markets, IC Advisory Services, Inc., and The Investment Center, Inc. Gude also operates Montville Financial Group as a business related to his activities at LPL Financial. 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 portfolios, third-party asset management, and institutional platforms, supported by sophisticated operational and research tools.

Armando Garofalo is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and has maintained his own financial services business, MKN Financial Services, for 27 years. 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 other institutions. The firm offers a wide range of financial planning and investment management solutions through a large network of investment adviser representatives.

Deborah Dunne is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Thrivent Investment Management since 2002 and has worked under Scott Siripalaka at Thrivent Financial since 2022 and Mark Kleindienst from 2012 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based planning across a broad range of topics without discretionary trading authority or institutional portfolio management.

Bianca Capozzi is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2023 and Morgan Stanley since 2022. Prior to her financial career, she was employed at Muhlenberg College and Ramapo High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Giovani Reynoso is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Evelyn Borges is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, and PNC Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to registered investment companies and its use of advanced technologies such as AI in research.