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.

Joseph Andreoli Jr. is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Maxine Hyrkas is a CFP® with 45 years of industry experience, currently serving at OSAIC since 2023. She has extensive prior experience managing her own advisory practice and held roles at FSC Securities Corporation and Hyrkas Financial Services for over three decades. She is also president of Maxine Hyrkas & Associates, an S Corporation managing the business aspects of her investment advisory activities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services supported by a multi-advisor platform and model-based portfolio management tools. The firm is noted for its scale, affiliate network, and comprehensive program offerings.

Matthew Brewer is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2019. His prior experience includes roles at JPMorgan Chase Bank and Raymond James Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Michael Tarashuk is a financial advisor at Cetera with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. He also operates as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various third-party managers through multiple program structures and custodial relationships.

Nick Kouletas is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity in 2023 and has progressed through several positions including Planning Consultant, Investment Consultant, and serving in Wealth Management Services. Prior to joining Fidelity, Nick worked in wealth management and client advisory roles at Wells Fargo Advisors and PNC Investments. His experience spans various aspects of financial planning and wealth management, focusing on helping clients establish clear and personalized strategies for retirement and other financial goals. Nick and his team aim to provide tailored guidance backed by Fidelity's trusted industry presence. Outside of his professional work, Nick enjoys spending time at the beach, cooking and baking, engaging in family activities, attending social events with friends, visiting museums, and traveling.

Collin Moran is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securian Financial Services Inc and Allied Wealth Partners. Outside of financial advising, he also works as an independent contractor for Instacart. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with both discretionary and non-discretionary program options.

John Kennelly is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at SagePoint Financial Advisors, Chase Investment Services Corp., Wamu Investments, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. He is also an insurance agent selling fixed insurance. 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, combining a broad advisory platform with non-advisory financial services.

Fredericka Conner is a Series 66-licensed financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 1998. 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 Donahue is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a tenure at Morgan Stanley DW Inc. from 2005 to 2006. Outside of his advisory role, he manages an investment-related business and assists with financial needs for a family member. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to support its diversified investment approach and offers both brokerage and advisory solutions.

Lawrence Sailer is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Wayne, New Jersey. With 44 years of experience at Merrill Lynch, he specializes in college education planning, managing new wealth, and retirement income strategies. His approach focuses on developing personalized financial plans that reflect clients’ unique goals and priorities, aiming to simplify the complexities of investing. Lawrence holds a Bachelor of Arts degree in Psychology from Jacksonville University and is a Personal Investment Advisor (PIA). He resides in Kinnelon, New Jersey with his wife, Leslie. Outside of his professional work, Lawrence enjoys golfing, spending time with his family, traveling, and is actively involved in his church community.