Sherry Swenson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds a Series 66 designation and has been with UBS since 1987. Outside of her advisory work, she is involved with the Indian Hills High School Boys Soccer Boosters Association as a fundraiser and alumni member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Mauro Puello is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has been in the industry since 2025 and previously worked at Total Deployment Solutions, The Wright Star, FX Trading Academy, and Cardinal Bridge LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, and offers a range of financial planning, investment consulting, and municipal advisory services.

Thomas Divito Jr. is a financial advisor with Merrill in Paramus, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He has been associated with Merrill since 2007 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm integrates strategic asset allocation and tax-aware strategies, supported by Bank of America’s trading and custody infrastructure.

Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc. and Boston Harbor Wealth Advisors. He is also the CEO and President of Fondi Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Matthew Brogan is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Merrill and its parent Bank of America since 2013. Outside of his advisory role, he holds a power of attorney position for an entity named F A B based in Beach Haven, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Szalkiewicz is a financial advisor with Ameriprise in Rutherford, NJ, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Board of Directors for the Rutherford Futbol Club. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven modeling to deliver tailored, non-discretionary advice through a centralized consulting team.

Glenn Cohen is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Clearing. Outside of his advisory duties, he is involved with Lifepolicy Pros, focusing on non-variable insurance sales. 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, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for research and operations.

Kenneth Helman is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Wells Fargo Advisors since 2016, following seven years at Oppenheimer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Spencer Glaser is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Equitable, and various financial services firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mary Jo Kerrigan is a financial advisor at LPL Financial with five years of industry experience. She previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America for ten years and spent one year at Equitable Advisors. Kerrigan serves as a board member of the Rensselaer Newman Foundation and is Co-President of the Washington Elementary Home School Association. 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 various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

James Dimitriou is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2011 and previously held positions at Raymond James Financial and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2017, he worked at NFP Securities, Inc. for five years. Ross is involved in related business activities including The Ross Company and Asterion Wealth Advisory Group, which operate as DBAs for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.

Gabriel Catania is a financial advisor at Fidelity with Series 66 registration and less than one year of industry experience. Prior to joining Fidelity, he held roles at UBS, Schiller-Haskell Partners, and the John Templeton Foundation, as well as multiple positions at Bucknell University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Paul Randazzo is a Financial Advisor at Merrill Lynch Wealth Management specializing in serving service-based business owners. He focuses on aligning business and personal finances into coordinated plans aimed at simplifying complex financial situations, protecting assets, and creating strategies for business continuity and legacy. Paul works with clients to develop tailored solutions that include continuity and succession planning, wealth optimization, asset protection, and legacy planning. His approach aims to reduce reliance on the business owner, enabling clients to achieve more time and freedom while providing a clear roadmap for long-term confidence. He holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). Outside of his professional work, Paul enjoys activities such as boxing, fishing, football, pickleball, traveling, and watching movies.

Matthew Kraft is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at Bank of America, NA for 18 years before joining UBS in 2017. He has a role with City Coast Trust with no expected duties unless specific conditions occur. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Donald Rifkin is a CFP® professional affiliated with LPL Financial, with 27 years of industry experience. His prior roles include 15 years at Cadaret, Grant & Co., Inc., and he has operated his own CPA and financial planning practice since 1989. Rifkin also serves in fiduciary capacities outside of his advisory work. 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, including financial planning and access to third-party asset management, supported by technology tools and a broad platform of investment options.

Sarah Ricca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Ricca serves as a trustee and partner in investment-related businesses outside of her advisory role. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a range of advisory programs.

DeAnna Savarese is a Planning Consultant with Fidelity Investments, where she collaborates with clients and teams to create comprehensive financial plans aimed at helping clients pursue their future financial goals and establish generational relationships with Fidelity Investments. She has held various roles within Fidelity Investments since 2012, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to her tenure at Fidelity, DeAnna worked as a Financial Advisor at AXA Advisors from 2008 to 2012. Her professional experience centers around financial planning and client relationship management, with a focus on delivering personalized investment and financial consultation services. Outside of her professional career, DeAnna engages in family activities and enjoys gardening, horseback riding, skiing, snowboarding, and volunteering.

Mary Fava Marsh is a CFP®-designated financial advisor with 25 years of industry experience. She is currently with Morgan Stanley in Paramus, NJ, having joined the firm in 2025 after nine years at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Jason Said is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with Mass Mutual Investors Services since 2023 and has experience working with several businesses outside of finance, including Torcello Ristorante and Greentree Country Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning using firm-approved analytical tools and a variety of investment programs.