Kieran Finnegan is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized guidance to help clients navigate financial opportunities and challenges, aiming to build lasting relationships based on clarity and purpose. Kieran holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His educational background includes an Accredited Certificate Program from the University of Connecticut and a Bachelor's Degree from the State University of New York. Outside of his professional career, Kieran enjoys baseball, cooking, golfing, hiking, skiing, spending time with his family, and watching movies. He emphasizes the importance of tailoring financial advice to each client's unique goals and circumstances, striving to simplify complex decisions and support clients throughout their financial journey.

Alexander Palazzo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America Corp, JW Construction Group, and UpCycle USA. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jaret Mittenthal is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including American Portfolios Financial Services LLC and Equitable Advisors. Mittenthal has experience in non-variable insurance sales as reported in his other business activities. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive resources and technology across a large network of advisors.

Jennifer Williams is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Bank of America, and Merrill Lynch. Williams serves as a board member of the Northwest Area Foundation, a nonprofit organization focused on poverty reduction and economic prosperity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Nancy Lyons is a financial advisor at Merrill with 30 years of industry experience. She holds the Series 63 designation and has worked at Merrill since 2016. Her prior experience includes roles at UBS Financial Services, Morgan Stanley DW Inc., and Prudential Equity Group, LLC. Merrill, in conjunction 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Mark is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She has worked at JPMorgan Chase Bank, Bank of America, and Merrill prior to her current role. 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 screening with qualitative research and offers broader derivatives and commodities capabilities through multiple regulatory registrations.

Steven Syslo is a Series 66-credentialed financial advisor at UBS Financial Services with 25 years of industry experience, including 10 years at UBS since 2016. He also serves as an instructor at Wayne Adult School, teaching a course on the fundamentals of investing covering various asset classes and risk/reward concepts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations.

Brandy Rehberger is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS Financial Services since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Sarrail Morales Jr. is a financial advisor at Merrill with nine years of industry experience and a Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2014. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Ariel Rotenberg is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Viren Mahtani is a financial advisor with UBS Financial Services holding a Series 66 designation, currently based in Paramus, NJ. He has been with UBS since 2025, following previous roles at Planning Alliance and Morgan Stanley. Mahtani’s background includes education experience at Fordham University and area high schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

Eric Hopler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at A. G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. Outside of his advisory work, he teaches one martial arts class per week in Randolph, NJ. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and a broad platform of brokerage and advisory solutions.

Anthony Sciuto is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Ameriprise since 2014. Outside of his advisory role, he is involved with CMA92 LLC, where he assists with administrative duties, client appointments, portfolio reviews, and financial planning research. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Decorso is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Advisors since 2020 and has prior experience at JC Ehrlich and Haven Line Industries. In addition to advising, he has engaged in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and relies mainly on model-delivery strategies created by unaffiliated asset managers.

Andrew Sepulveda is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Antonio Carollo is a Financial Consultant at Fidelity Investments, where he provides ongoing financial guidance tailored to clients' evolving needs. He takes a holistic approach to financial planning, developing strategies that align with clients' unique goals and circumstances. Antonio aims to be a consistent and trusted resource, helping clients navigate the complexities of their financial lives with clarity and confidence. Antonio has held several roles at Fidelity Investments, including Financial Representative from 2022 to 2024 and Investment Consultant from 2024 to 2025, prior to his current position. Through these roles, he has gained experience in investment consulting and financial planning. Outside of his professional work, Antonio has personal interests that include cars, fitness, food, golf, movies, and music.

Dean Slader is a financial advisor with Wells Fargo Advisors based in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Thomas Grant is a financial advisor with Cetera possessing the Series 66 designation and six years of industry experience. His work history includes positions at Cetera Wealth Services, Marg Financial, and Mid Atlantic Resource Group. Grant also holds a role as a salesperson with Mid Atlantic Benefit Strategies LLC, focusing on fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large national network of independent advisors and features multiple program options including model portfolios, third-party managers, and bespoke strategies.

Ryan Vorhies is a financial advisor with LPL Financial holding a Series 66 license and eight years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, Morgan Stanley, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies with operational tools including machine learning for advisor support.

Simone Richardson is a financial advisor at Edward Jones with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Prudential Insurance Co of America and Prudential Annuities Distributors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.