Christopher Kincade is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with UBS Financial Services and has previously worked with Bank of America, Merrill, Btig, and Merrill Lynch. Kincade attended Elon University from 2015 to 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities, combining institutional trading capabilities with wealth management.

Sandra Gonzalez is a financial advisor with Primerica Advisors, holding a Series 63 license and 24 years of industry experience. She has worked at Primerica Financial Services since 2000 and with Primerica Advisors since 2017. In addition to advisory services, she is involved in sales of loan products, home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs a model-delivery approach managed by third-party asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Kungyee Thompson is a financial advisor with Mass Mutual Investors Services in Paramus, NJ. He holds the CFP® designation and has 30 years of industry experience. Thompson has been with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and also offers specialized planning programs including divorce and estate settlement services.

Nickolas Venetos is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo in 2021, he worked at RBC Capital Markets from 2016 to 2021. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Michael Minevich is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. He has been with LPL Financial since 2008. 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 institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and employs various model portfolios, third-party subadvisors, and customized strategies.

Daniel Hirsch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on building strong client relationships and works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Daniel's areas of expertise include college education planning, divorce transition planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, retirement income, and services for endowments, foundations, and non-profits. He holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Penn State University. In addition to his professional work, Daniel is involved in his community as a coach for the Teaneck Junior Soccer League. His personal interests include boxing, camping, cooking, fishing, football, hiking, ice hockey, reading, and skiing.

Ann Prizzi is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, and Capitol Securities Management, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

John Pitton is a financial advisor with Merrill who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Merrill since 2010 and has also worked at Bank of America, N.A. since 1985. Outside of his advisory role, he serves as vice chairman of the advisory board and member of the executive and governance committees for the Rochester Business Alliance, a nonprofit business advocacy organization, and is a director of the Rochester Rotary Charitable Trust. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Lagasse is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Wells Fargo Advisors since 2025, following a nine-year tenure at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and planning tools, with clients choosing how to implement them through various brokerage or advisory options.

Maurice Andrade is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, business owners, and executives to develop financial strategies tailored to their personal wealth, business interests, and long-term goals. Maurice focuses on areas including retirement planning, portfolio management, tax minimization, and business-related financial strategies such as 401(k) plans and defined benefit strategies. He holds a Bachelor's Degree in Economics from the University at Albany SUNY and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Maurice takes a relationship-driven approach, beginning with understanding what matters most to his clients to help them evaluate options and develop strategies aligned with their objectives. Outside of his professional work, Maurice is involved with community organizations including Eva's Village and America Needs You (ANY). He enjoys recreational activities such as billiards, boxing, camping, football, golfing, pickleball, skiing, swimming, and spending time with his family.

Andre Zumtaugwald is a financial advisor at Edward Jones with a Series 66 designation. He joined Edward Jones in 2024 and has prior experience at McKinsey & Company from 2016 to 2024. He holds an MBA from Stanford University earned between 2018 and 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adam Rosenblatt is a Series 66 licensed financial advisor with J.P. Morgan Securities in Monsey, NY, with five years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Money Concepts Capital Corp, and Investors Advantage Portfolios, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG criteria in its recommendations.

Stephanie Cronin is a financial advisor at Merrill with Series 66 and Series 63 designations and four years of industry experience. She previously worked at Citibank from 2016 to 2024 and spent one year at Bank of America in 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Spanarkel is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Global Institutional Consultant with the Bank of America Global Institutional Consulting Group. In his role, he provides services to both nonprofit and for-profit institutional clients, assisting with a broad range of needs including retirement and benefit planning, consulting services, philanthropic management, and investment management and guidance. Since joining Merrill Lynch in 1984, Mr. Spanarkel has developed expertise in creating comprehensive financial strategies for high net worth families and individuals, focusing on retirement planning and forecasting, asset protection, and estate strategies. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, the Certified Investment Management Analyst® (CIMA®) designation, and the Certified Investment Management Consultant® (CIMC®) designation. Mr. Spanarkel holds a bachelor's degree from Duke University. Prior to his financial advisory career, he played professional basketball with the Philadelphia 76ers and the Dallas Mavericks in the National Basketball Association. He is a member of the Healthcare Financial Management Association, the New Jersey chapter of the Association of Fundraising Professionals, and the Investments & Wealth Institute™. He serves as a board member of the Board of Trustees for the Independent College Fund of New Jersey. His personal interests include basketball, golfing, swimming, and spending time with his family.

Sonyalis Marrone is a financial advisor at Primerica Advisors with 27 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1994. Her credentials include the Series 63 designation. Outside of advisory work, she is involved in sales 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 limited discretionary separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Eric Johnson is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services, Bank of America, Merrill, and Waddell & Reed. Outside of his advisory role, he serves as co-trustee of the Johnson Family IRR Trust in a fiduciary capacity. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools and technology.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves as a council member for the borough of Oradell, New Jersey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Daniel Sieman is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services and TJX Companies, along with several years in full-time education. Wells Fargo Advisors is a national securities firm that provides 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.

Abraham Fishweicher is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advising. He works with affluent clients across the Tri-State area and nationwide, including professional entertainers, physicians, senior financial executives, attorneys, business owners, retirees, and non-profit organizations. His focus areas include family wealth management strategies, liquidity management, personal retirement planning, portfolio management, sports and entertainment, tax minimization, and retirement income. Before joining Merrill Lynch Wealth Management in 1980, Abe gained experience at Paine Webber and Prudential Bache Securities, beginning his career in auditing, specifically auditing broker dealer firms. He holds a Bachelor's degree from Roosevelt University in Chicago, where he also played on the basketball team. Abe is a Personal Investment Advisor (PIA) and applies his accounting background to emphasize tax efficiency and integrate various components of clients’ financial circumstances. Abe and his team customize client portfolios across multiple asset classes, utilizing research from Merrill and other Wall Street resources to align portfolios with clients’ goals and risk tolerance. He emphasizes educating clients on asset allocation and maintaining disciplined portfolio rebalancing. Outside of work, Abe serves on his synagogue’s board, enjoys traveling, and follows baseball, basketball, and football. He lives in Fair Lawn, New Jersey, with his wife Renee and their four children.