Steve Killebrew is a financial advisor with Ameriprise in Ridgewood, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured process supported by algorithmic automation and oversight committees.

Paul Shirinian is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 registrations and 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and has served at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market models as part of its financial planning process.

Charles Linfante Jr. is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding a Series 63 designation and 35 years of industry experience. He has been with Mass Mutual and its affiliated firms since 2002. In addition to his advisory role, he is involved in insurance brokerage activities related to individual and group life, health, disability, and property/casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers various educational seminars and specialized planning programs.

James Langham is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Mass Mutual in 2023. MML 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that provide written recommendations using firm-approved software.

Gary Alfonso is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Timothy Brogan is a financial advisor with RBC Capital Markets in Pompton Lakes, NJ, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies according to client risk profiles.

Kevin Barone is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation with seven years of industry experience. He has worked at Morgan Stanley since 2019, including five years with Morgan Stanley Private Bank, N.A. Prior to this, he held roles at Vector Marketing and Collector's Cafe and studied at Bloomsburg University of Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Kevin Maguire is a financial advisor at Edelman Financial Engines with 39 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at several firms, including Chase Investment Services Corp. and multiple entities affiliated with Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a diversified range of investment offerings.

Michael Lipani is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2017. Outside of his advisory role, he owns and operates a personal holding company for automobiles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and incorporates an ESG eligibility framework.

Joseph Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He previously worked at National Planning Corporation and Wells Fargo Clearing before joining LPL Financial in 2017. 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. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing tools.

Jeffrey Alecci is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 designation and 38 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to clients’ goals and risk tolerances.

Michael Gorman is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been an advisor with Merrill since 1991 and holds a Bachelor's degree in Finance from Iona College. With over 30 years of investment management experience, Michael specializes in addressing clients' financial, retirement, and estate planning needs through customized financial strategies and investment planning. His expertise includes retirement income advice, investment asset allocation strategies, liability management, cash management, and working capital needs of corporations and small businesses. Michael serves a diverse client base that includes high net-worth individuals, families, senior-level executives, business owners, corporations, non-profit institutions, endowments, and estates. He is recognized for his commitment to understanding his clients' individual circumstances and objectives. Michael holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2017 to 2024. His personal interests include golfing, reading, and skiing.

Dominick Merlucci is a financial advisor at Fidelity with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Merlucci has been with Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Joseph Obrien is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at Massachusetts Mutual Life Insurance Company and MSI Financial Services. In addition to his advisory role, Obrien operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software tools and offering programs such as money-manager options and educational seminars.

Joseph Gammarati is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley since 2009 and has worked in the Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Linda Schnell is a financial advisor at Morgan Stanley with 31 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following eight years with Citigroup Global Markets. Schnell holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, utilizing structured discovery processes and advanced modeling tools.

Courtenay Hathcock is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Paramus, NJ. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, leveraging a structured planning process and various analytical tools to support client goals.

John Mackenzie Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior roles include positions at Sterling National Bank, Keybank, HSBC Securities, Chase Investment Services, and M&T Securities. 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, third-party asset management, and institutional platforms.

Christopher Feliz is a financial advisor with Edward Jones in Irvington, NY, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior roles include positions at Commonfund Securities Inc and Barclays Services Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive retail advisor network and affiliated financial services.