John Mackenzie Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior roles include positions at Sterling National Bank, Keybank, HSBC Securities, Chase Investment Services, and M&T Securities. 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, third-party asset management, and institutional platforms.

Christopher Feliz is a financial advisor with Edward Jones in Irvington, NY, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Commonfund Securities Inc and Barclays Services Corporation. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Noah Robinson is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Edward Jones and has experience in youth soccer coaching through his involvement with Coerver New York LLC and HV Hammers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael McGee is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002, totaling 24 years at both firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Nicholas Luisi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2004. He manages the financial affairs of a select group of families, many of whom have multigenerational wealth, as well as entrepreneurs including self-employed small business owners, equity partners, and corporate leaders. Nicholas specializes in pre- and post-liquidity planning, developing integrated strategies that address tax, estate, investment, and risk management considerations, often coordinating with attorneys, CPAs, and investment bankers to ensure a comprehensive approach. Nicholas holds a Bachelor's Degree from The College of New Jersey, graduating cum laude, and is a CERTIFIED FINANCIAL PLANNER® (CFP) as well as a Certified Plan Fiduciary Advisor (CPFA). He has been recognized by Forbes as one of America's Top Next-Generation Wealth Advisors and holds several professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He resides in Allendale, New Jersey with his wife and children, and his personal interests include cooking, hiking, spending time with family, and watching movies.

Ronald Pompei Jr. is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Crown Capital Securities for 22 years. Outside of his advisory work, he is involved in tax preparation and pursues interests as a musician. 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.

Michael Luftman is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 29 years of industry experience. His prior experience includes 16 years at Metlife Securities Inc. and over a decade with MassMutual Life Insurance. He also owns an S-Corp for tax purposes and works as an insurance broker specializing in individual life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual collaborative planning relationships using firm-approved software and delivers written recommendations without investment discretion.

Scott Bancroft is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2013 and previously spent seven years with Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with tools such as machine-learning for operational and research purposes.

Leonard Sander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He previously worked at National Planning Corporation for 19 years before joining LPL Financial in 2017. He is also involved in tax preparation and accounting services through The Creative Planners Group, Ltd. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cesarina Burgos is a financial advisor with J.P. Morgan Securities in Scarsdale, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Wells Fargo Bank and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a model-driven approach.

David Balkcom is a CFA® charterholder with four years of industry experience, currently serving at Mass Mutual Investors Services in Elmsford, NY. He previously worked with Equity Services, Inc. and National Life Group within the WealthBridge Financial Group, as well as New York Life Insurance Company. Prior to his financial services career, he was involved in dental practice administration. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning methods, offering various specialized planning programs including recent expansions in divorce and estate-settlement services.

David Ramirez serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a Senior Vice President and key member of the Ramirez Wealth Management team since February 2011. With over 35 years of experience in the financial services industry, he brings extensive knowledge and expertise cultivated through various market environments. Throughout his career, David has focused on delivering wealth management strategies for High Net Worth and Ultra-High Net Worth clients, emphasizing personal fixed income and asset management. David's professional background includes positions at UBS Financial Services Inc., Paine Webber, Kidder Peabody, and Ramirez & Co. He utilizes a client-centered philosophy that involves initial and ongoing reviews to develop tailored investment plans addressing specific asset and liability needs and long-term goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He received a Bachelor of Finance degree from Boston College's Carroll School of Management and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). David has been an active member of the Municipal Bond Club of New York since 1994. Outside of work, he enjoys boating, spending time with his family, and traveling.

Thomas Watkins is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. His work history includes roles at Cetera Investment Advisers, Jack Schroeder And Associates, and Thompson And Thompson Consulting. Outside of his advisory work, he owns and operates a tax and accounting business and serves as president of the Totowa Public Library board. Cetera Investment Advisers LLC is a large SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and retirement services across multiple program structures.

Daniel Prisciotta Jr. is a CFP® with 42 years of industry experience, currently serving at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of advising, he is an author and owner of Prisco Publishing LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various program options including Unified Managed Accounts and third-party money manager programs.

Scott Staropoli is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009, also maintaining a role with Bank of America, N.A. since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Makhoul is a Financial Consultant currently working at Fidelity Investments since 2020. He has previously served as a Financial Advisor at Merrill Lynch from 2016 to 2020. His earlier roles include Credit Broker positions at Chapdelaine from 2015 to 2016 and Whitaker Securities from 2004 to 2015. John holds the CFP® (Certified Financial Planner) and CPWA® (Certified Private Wealth Advisor) certifications. He also possesses a California Insurance License. His professional approach emphasizes commitment, integrity, and a client-first mindset, focusing on helping clients define their financial goals and develop clear, actionable plans they understand and feel empowered to execute.

Samantha Price is a Senior Financial Advisor at Merrill Lynch Wealth Management with 15 years of experience at the firm. She leads The Price Group, assisting affluent clients and business owners in developing and implementing both short and long-term financial strategies. The group's approach promotes "financial wellness" through a combination of professional investment management, home financing, insurance, and other services to help clients make sound financial decisions for the future. Samantha holds the Chartered Retirement Planning Counselor (CRPC™), Accredited Domestic Partnership Advisor (ADPA™), and Personal Investment Advisor (PIA) designations from The College for Financial Planning Institutes Corp. She earned a Bachelor's Degree from Loyola University Chicago and graduated from Waldwick High School. She is fluent in English, Spanish, and Italian. Residing in Bergen County, New Jersey, Samantha is involved in several professional and community organizations, including the Merrill Lynch Women's Exchange, Waldwick Chamber of Commerce, Waldwick Lions Club, Habitat for Humanity Bergen County Women Build Committee, and Bank of America LGBT Pride Ally. She also contributes to causes such as the American Cancer Society, American Heart Association, and National Multiple Sclerosis Society. Outside of her professional work, Samantha enjoys baseball, dancing, fishing, gardening, music, soccer, softball, and spending time with her family.

Thomas Gwin is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 20 years of industry experience, including roles at Metlife Securities, Inc. and MassMutual Life Insurance Co. In addition to his financial work, he is active as a fashion model and actor with Soul Artist Management. MassMutual 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 financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes.

John Nelson Henry is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Banc of America Investment Services and Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of advisors.

Gregory Field is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Edward Jones in 2017, he operated Field Consulting, a telecommunications business, for 12 years. He also serves as an Education Coordinator for BNI in White Plains, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.