Vito Bianco is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Lesley Sommers is a CFP® with 44 years of industry experience, currently serving as an advisor at Cetera. She has been associated with Cetera Wealth Services, LLC since 2013 and also operates Sommers Financial Group, Inc., a firm focused on fixed insurance products. Additionally, she works as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

John Ahart is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved planning tools, serving clients both directly and through corporate financial planning agreements.

Wayne Sammartino is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients since 1989. He assists individuals and families in assessing and achieving their financial goals through comprehensive planning, asset allocation, and risk management. His areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. A 1980 graduate of Brown University, Wayne holds the Personal Investment Advisor (PIA) designation. He takes a holistic approach to financial advising, evaluating clients’ situations and risk tolerance to develop suitable asset allocations and portfolio strategies. He collaborates with clients’ attorneys and CPAs to implement their financial plans effectively. Wayne is also involved in the community as a youth lacrosse coach and serves on the Board of Directors for Edward Sisco Village. Additionally, he is a member of the Brown University Alumni Association. Outside of his professional work, he enjoys hiking, reading, running, and spending time with his family.

Steven Zacharczyk is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Sharon Murdock is a Series 66 licensed financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as Treasurer for Make Change for Carter, a charity focused on mental health awareness and support programs for first responders and schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

Abraham Itani is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Enterprise, he founded Itani Wealth Management LLC and has worked in wealth management and investment services firms. He also operates Itani Accounting and Tax LLC, providing tax preparation and accounting services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and insurance products via an integrated platform combining advisory services with product sales.

Kenneth Berk is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 63 designation and 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide array of advisory programs and personalized financial planning using structured tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Brandon Gioia is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Private Bank, N.A. for 10 years. Outside of his advisory role, he serves as Vice President and coach for the Franklin Lakes Little League Softball board. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Daniel Montalvo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Bank of America and Merrill for 10 years. He is currently based in Hackensack, NJ. 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 an ESG eligibility framework in its investment approach.

Harish Jashnani is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 14 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of products, performance reporting, participant education, and plan benchmarking, with an advisory approach tailored to plan objectives and demographics.

Anthony Fresella is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios Advisors, Equitable Advisors, and The Medicines Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and various portfolio strategies.

William Hyde is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked previously at GWN SECURITIES, Inc. and AXA Advisors, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ruben Bakhash is a financial advisor with LPL Financial in Woodcliff Lake, NJ, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with LPL Financial since 1998 and has taught finance and CFP-related courses at Fairleigh Dickinson University since 2005. In addition to his advisory work, he is licensed as an independent insurance agent selling fixed annuities and has experience as a mortgage broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Adnan Raza Chowdhury is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes positions at Wells Fargo, Amazon, and Pier Sixty LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nicholas Aubin is a financial professional with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he has worked as a golf caddy since 2013. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with diverse program options.

Michael Sparago is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds a Series 63 designation and has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Andrew Kevlahan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership interests in a retail fish market and café, a wholesale fish sales business, and a personal fishing yacht with potential future charter activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jonathan Jaeger is a financial advisor with LPL Financial located in Yonkers, NY, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and Summit Financial Consultants since 2012. In addition to his advisory role, Jaeger sells term, permanent, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management options.