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 with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked with Northwestern Mutual in various roles from 2023 to 2026 and spent ten years at International Aromatics Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, using a combination of strategic and tactical asset allocation with investments from 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.

Ralph Margel is a CFP® with 39 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2004 and was previously with Margel Wealth Management from 1991 to 2026. He currently is affiliated with Omnica Wealth since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

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 financial advisor at RBC Rochdale, LLC with 19 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. He has worked 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 government entities. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct 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.

James Foti is a CFP® professional with 37 years of industry experience, currently serving with Primerica Advisors and Park Avenue Securities. His prior roles include positions at Guardian Life Insurance Company from 2015 to 2018 and ongoing affiliations with Guardian Life and Park Avenue Securities since 2018. In addition to his advisory work, he occasionally implements insurance products outside of Guardian to meet client needs. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a variety of investment strategies and account services.

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.

Traci Tabback is a financial advisor with UBS Financial Services in Paramus, New Jersey, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as treasurer and officer for Alpine Home and School Administration, supporting fundraising for enrichment and extracurricular activities at Alpine Elementary School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and asset allocations.

Nishant Sharma is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He offers guidance on various aspects of financial planning, including investing, retirement planning, and savings for unexpected events. Additionally, he facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Nishant holds a Bachelor's Degree and a Master of Business Administration (MBA) from Guru Nanak Dev University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on identifying what matters most to clients and their families to craft strategies that align with their financial objectives.

Kirk Feret is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at J.P. Morgan Securities and Chase Investment Services Corp. 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 with various investment strategies, supported by extensive operational and research tools.

Kevin Mangam is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cadaret Grant & Co., Inc. for one year and has operated the Mangam Agency since 2015. Outside of advisory work, he is involved in selling various health, life, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and offers integrated financial and insurance services through a large network of advisors.

Kennith Bunis is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

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.

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.

Seong Hahn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for PNC Investments for 19 years before joining Equitable Advisors in 2023. Outside of his advisory role, he owns a home care service business in Westwood, NJ. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, and institutional clients, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Joseph Lauricella is a financial advisor with UBS Financial Services in Paramus, NJ, holding the Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Merrill for 24 years and Bank of America for 8 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.