George Mitchell Jr. is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with MassMutual Investors Services and previously worked for The Windmill Group, Inc. He also maintains an outside insurance brokerage focused on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships and a range of event-driven planning services.

Alexander Guiliano is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill during a combined period from 2011 to 2022. Guiliano also operates Resonate Wealth Partners, LLC, an entity connected to his LPL business. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic and tactical allocations.

Thomas Janovic is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at MassMutual Life Insurance Co, TFS Securities Inc, and Professional Financial Services. Janovic is also an independent insurance agent specializing in life insurance and fixed annuities. Mass Mutual Investors Services 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and provides a range of event-driven planning services.

Maria Hamada is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes positions at Merrill since 2023, Wells Fargo Bank from 2018 to 2023, and Bank of America from 2015 to 2018. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Cannata is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and Victory Home Remodeling, as well as experience at Rutgers University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a large nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Chuck Patton is Vice President and Branch Leader at Fidelity Investments. In this role, he works with Associates and their Wealth Management Teams to deliver planning, guidance, and service to clients. He has held leadership positions in the financial services industry since 1999, including Branch Leader at Fidelity Investments since 2022, Branch Manager at Charles Schwab & Co. Inc. from 2015 to 2022, Head of Field Leadership Development at UBS Financial Services from 2006 to 2015, Branch Manager at Morgan Stanley from 1999 to 2006, and Financial Advisor at Morgan Stanley from 1992 to 1999.

Michael Rabasca is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Previously, he worked at Wachovia Bank, N.A. starting in 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research and analytics focused on diversification and modern portfolio theory.

William Senzer is a financial advisor at Osaic with 42 years of industry experience and holds the Series 63 designation. His prior roles include positions at LPL Financial LLC, Royal Alliance Associates, and Morgan Stanley DW Inc. Outside of his advisory work, he owns an LLC established for construction activities, though he does not currently receive compensation from it. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting a range of managed and third-party investment programs.

Maria Maus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Cetera Wealth Services since 2013 and joined Cetera in 2023. In addition to her advisory role, she works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a nationwide network of independent advisors and a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management services and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

Joseph Neri is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Charles Schwab Bank, SSB since 2018 and at Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he spent time at The M Group & Associates and was involved with My Big Fat Greek Restaurant. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a comprehensive operational structure including centralized custody and a formal alternative-investment onboarding process.

Peter Petronzio is a financial advisor at Edward Jones with 12 years of industry experience. His prior roles include positions at Morgan Stanley, Banc of America Investment Services, ICE Data Services, and several mortgage-related firms. He is a member of the Knights of Columbus, a global Catholic fraternal service organization. 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, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Jaime Guzman Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a dedicated team of specialists to address the complex financial challenges faced by families and businesses. His approach includes managing investments and liabilities to develop tailored strategies that align with his clients' priorities and goals. Jaime leverages the research and investment capabilities of Merrill, along with the banking resources of Bank of America, to provide personalized financial services. With over 15 years of experience in the banking and finance industry, Jaime focuses on areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible investing, women and wealth, tax minimization, and retirement income. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jaime earned his High School Diploma from North Bergen High School and communicates fluently in English and Spanish. Beyond his professional responsibilities, Jaime is involved in community activities such as supporting the Latinos of Fair Lawn and participating in organizations like Alpha, the Fair Lawn Chamber of Commerce, the Fair Lawn Latin Heritage Committee, and Hola. He is also a dedicated husband and father of two boys, with personal interests that include baseball, cooking, drawing/sketching, pickleball, reading, spending time with family, and traveling.

Michael Defilippis is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley, E*TRADE Securities, and Fidelity Investments. 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 other institutions, offering a range of financial planning and investment management solutions.

Bryan Nunberg is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Since beginning his career in 1992, Bryan has focused on delivering customized financial strategies that simplify the lives of his clients, guided by time-tested investment planning principles and a disciplined wealth management process adaptable to changing economic conditions. Bryan’s expertise encompasses legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, and retirement income. He works closely with clients to understand their unique needs, concerns, and priorities, developing personalized financial strategies to help them pursue long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kean University. Residing in Bergen County with his wife and three children, Bryan is active in his community, coaching lacrosse. He is an automotive enthusiast with a particular interest in exotic and muscle cars. His personal interests include golfing, ice skating, swimming, volleyball, spending time with family, and watching movies.

Colleen Di Paola is a financial advisor at LPL Financial with 22 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and Bank of America. Outside of her advisory role, she is involved with a handyman services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and trust companies. The firm offers a wide range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies.

Nancy Comparetto is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her prior roles include positions at UBS Financial Services and Morgan Stanley. 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 services including financial planning, model portfolio programs, and institutional platforms, with advisory support incorporating both proprietary research and third-party strategies.

Kyle Kautzmann is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked at Sagepoint Financial, Inc. and EBNY Insurance Services, Inc., where he is a partner running an insurance brokerage. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services and uses a model-based investment process with portfolio optimization and risk management tools.

Peter Casale is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials. He has 34 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anthony Annunziata is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities from 2015 to 2017. Outside of his advisory role, he is a member and owner of Nunzi Kim LLC, where he manages administrative support and associates' expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented client relationships.

Elaine Lin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan in various capacities since 2006, including roles at JPMorgan Chase Bank, N.A. outside her current firm affiliation. 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 searches, and customized performance reporting within a non-discretionary advisory program. The firm employs a centralized due diligence process, combining quantitative and qualitative research, and offers capabilities that include derivatives and commodities through its broader regulatory registrations.