Anthony Pauline is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is an NFL Draft analyst and author. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and integrated financial product offerings.

Laura Madonna is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. She has been with Merrill since 1996. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Daniel Borgia is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to his current role, he worked at The Beach Deli and was involved with GNY Stars Ice Hockey. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Armando Olivieri III is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America N.A. since 2020. Prior to this, he held roles at Acuris, Guidepoint, and Omnicom, and attended Colgate University from 2014 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Maria Maus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Cetera Wealth Services since 2013 and joined Cetera in 2023. In addition to her advisory role, she works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a nationwide network of independent advisors and a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management services and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

Jaime Guzman Jr. is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in the banking and finance industry. He partners with a dedicated team to address complex financial challenges faced by families and businesses, emphasizing a comprehensive approach that includes investment and liability management. Jaime leverages the research and investment capabilities of Merrill and banking resources of Bank of America to provide personalized financial strategies tailored to clients' priorities and goals. His areas of expertise encompass college education planning, family wealth management, personal retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income strategies. Jaime holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jaime earned his High School Diploma from North Bergen High School and is fluent in English and Spanish. Beyond his professional commitments, he engages in community involvement with organizations such as City Relief and Meals on Wheels. Jaime's personal interests include baseball, cooking, drawing, pickleball, reading, spending time with his family, and traveling. He also contributes to his community by co-leading a Men’s networking group at his church in Wayne, New Jersey.

Michael Defilippis is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, and Fidelity Investments. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, providing financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives. The firm offers diversified investment strategies supported by research from LPL Research and third-party subadvisors.

Bryan Nunberg is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Since beginning his career in 1992, Bryan has focused on delivering customized financial strategies that simplify the lives of his clients, guided by time-tested investment planning principles and a disciplined wealth management process adaptable to changing economic conditions. Bryan’s expertise encompasses legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, and retirement income. He works closely with clients to understand their unique needs, concerns, and priorities, developing personalized financial strategies to help them pursue long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kean University. Residing in Bergen County with his wife and three children, Bryan is active in his community, coaching lacrosse. He is an automotive enthusiast with a particular interest in exotic and muscle cars. His personal interests include golfing, ice skating, swimming, volleyball, spending time with family, and watching movies.

Gregg Woolven is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Advanced Corporation Solutions, Principal Financial Services, and Trinet. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending and custody services.

Matthew Thompson is a financial advisor with Ameriprise in Valhalla, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Potomac Financial Private Client Group and Carradice Wealth Advisors. Thompson is also involved in paraplanning through VMCK Associates, Inc. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Anthony Annunziata is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities, Inc. from 2015 to 2017. Outside of his advisory role, he is a member and owner of Nunzi Kim LLC, managing administrative support and associate expenses. 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 ongoing financial planning, asset management, and educational seminars, structuring financial planning engagements as annual, collaborative relationships that focus on goal analysis and written recommendations.

Mo Fahimi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting through a non-discretionary approach, combining analytical tools and research with a wide range of affiliated products and public finance capabilities.

Elaine Lin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at various J.P. Morgan entities since 2006, including JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 part of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Lisbel Rosario is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 10 years of industry experience. Her prior work includes roles at Community Capital NY, the Charter School of Educational Excellence, Pelham Plumbing & Heating Corp., and PFS Investments Inc. Outside of advising, she serves as an administrative assistant for the City Schools Sports Association. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and discretionary management options.

Nicolette Thibault is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, she held roles at Dutchess Community College, Trustco Bank, the State University of New York, and Dick's Sporting Goods. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a combination of advisory, brokerage, and investment management capabilities.

Millie France is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 15 years of industry experience and previously worked at Cetera Investment Services and Foresters Financial Services. Outside of her advisory role, she is also an insurance agent with Vanbridge Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Joseph Marino Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior work includes over a decade at Cantella & Co., Inc. He is also the founder of Ninham Capital Corp. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing various portfolio management and model-based strategies.

Sandra Gonzalez is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2017 and previously spent 16 years with Pfs Investments Inc. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, emphasizing oversight and independent due diligence in its investment approach.

Thomas Liquori Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 designations. Outside of advising, he is involved in vacation home rental management. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and planning tools.

Brian Vieselmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at firms including Mass Mutual, National Life Group, and currently serves as a partner at Corporate Plans Retirement Strategies LLC. In addition to his advisory roles, he is an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various account structures and investment strategies.