Arvind Sood is a Series 66-licensed financial advisor at Equitable Advisors with 26 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of his advisory role, Sood serves as president of the Global Organization of People of Indian Origin and consults for education and health-related initiatives in India, including a day school for autistic children. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models, primarily using third-party asset managers and sponsored programs, and offers services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ashley Altman is a financial advisor with LPL Financial in Iselin, NJ, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Outside of advisory work, she is involved as a partner in a real estate business focused on purchasing, rehabbing, and reselling properties. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Kevin Conwell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within J.P. Morgan entities since 2017. Outside of his advisory work, he is a minority owner in an energy storage device company, Novele Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Kyle Kuriloff is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is also engaged in outside insurance sales, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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, with planning processes that utilize firm-approved software and deliver written recommendations.

Justin Taylor is a CFP® certificant with nine years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked at UBS Financial Services and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Angela Di Martino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Signature Securities Group Corp., Flagstar Securities, and Chase Investment Services Corp. She is based in Staten Island, NY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework, while delivering services on a non-discretionary basis.

Lindsay Heller is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Goldman, Sachs & Co. for 13 years and Farther Finance, Inc. for one year. She has been with J.P. Morgan Securities since 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Drake is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. Based in Warren, NJ, he serves clients through a range of brokerage and advisory services offered by the firm. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad platform that includes proprietary research and capital markets activities.

Brenda Titus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Enrico Bawar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and possessing 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years before joining Cambridge in 2022. Bawar serves as President and Board Member of the Rotary Club in Staten Island and holds board positions with several local organizations, including the Philippine Independence Committee of Staten Island and the Community Agency for Senior Citizens. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, featuring both proprietary and third-party investment strategies implemented across multiple platform arrangements.

Aleksey Olovyannikov is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Primerica Advisors, Guardian Life Insurance Company, and Northeast Financial Network. Outside of finance, Olovyannikov is involved in local politics with the South Bound Brook GOP and has expressed interest in serving as an elected borough council member. He also pursues photography and assists individuals with vehicle purchases through a separate auto-assist business. UBS Financial Services serves individual, corporate, and institutional clients by offering a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Christopher Doll is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to his current role at Fidelity, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Sean Lynch is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023, following a one-year tenure at The Vanguard Group. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Cupoli is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Chase Bank, J.P. Morgan Securities, Cetera Wealth Services, Fidelity Investments, and Securian Financial Services. Outside of finance, he worked at Uber Eats for two years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes ongoing advice and a written Recommendation Report focused on income sources and tax-aware withdrawal strategies.

William Murphy is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including Citizens Securities, Cetera, Wells Fargo Clearing, and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Fiona Cullen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles outside of finance, including positions at Java Love Coffee Roasting Company and Park West Tavern. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

David St. Louis is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. 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 and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Andrew Wayne is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, Wayne is involved in multiple private investment ventures and holds ownership interests in several investment-related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

Peter Jackowitz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current position. Outside of his advisory work, he is a co-owner of an investment-related merchant partnership and serves as vice president of a townhouse community association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Adam Greenstein is a financial advisor with LPL Financial in Summit, NJ, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes nearly two decades with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he owns an S-Corp that collects commissions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.