Jaime Banghart is a financial advisor with UBS Financial Services in Middlesex, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Paul Tompkin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Penn Mutual Life Insurance Co. He operates out of Warren, NJ. 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 provides collaborative, annual financial planning engagements supported by firm-approved software and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Juan Alzate is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Citigroup, Merrill, and Bank of America. Outside of his advisory work, he has ownership in a rental property business. 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 both brokerage and advisory solutions.

Leonard Thor is a financial advisor with Ameriprise in Metuchen, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and its affiliate since 2015. Thor serves as a trustee on the board of the Brookview Commons Homeowners Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating proprietary research, third-party data, and algorithmic tools to provide tailored recommendations.

William Santoriello is a financial advisor with Primerica Advisors based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His work history includes roles at Westgate Recruiting, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory role, he assists with property management on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Robert Beylickjian is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2017. Prior to that, he was with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined total of 18 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, enabling access to a wide array of financial products and services.

Michael Riera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and concurrent experience with Wachovia Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ikechukwu Oguh is a financial advisor with Wells Fargo Clearing in South Orange, NJ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Michael Digiovanni is a financial advisor with LPL Enterprise and holds Series 66 and Series 63 licenses. He has seven years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities LLC, Vestwell, Betterment, and ADP LLC. He is also involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Matthew Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and manages a rental property in Clifton, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Charles Tamayo Mayorga is a financial advisor with LPL Financial based in Basking Ridge, NJ. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior work at INVEST Financial Corp. He has also been associated with Affinity FCU for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and diverse investment strategies.

Wesley Storr is a financial advisor with Ameriprise in Cedar Knolls, NJ, holding a Series 66 designation and three years of industry experience. He previously worked at Beck Consulting & Associates and Avantik. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sterling Quick Jr. is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Garrett Valentino is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services LLC and Chubb/Avenica Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Gary Selecky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously was with RBC Capital Markets for seven years. Outside of his advisory role, he serves as a FINRA arbitrator and participates as a poll worker for the Essex County Board of Elections. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jeanna Markovich is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 63 designation and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Christopher Heiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan entities since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Samuel Dicocco is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Equitable Advisors and Axa Advisors, LLC. His career also includes four years at Penn State University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm’s approach combines research, modeling, tax-efficiency analysis, and algorithmic automation to deliver written recommendation reports tailored to clients’ income sources and withdrawal strategies.

Violet Mtisi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alistair Flynn is a Wealth Management Advisor affiliated with the Carlson Group, a wealth management team at Merrill Lynch Wealth Management. He focuses on delivering wealth management planning, investment management, and custom credit strategies through Bank of America, N.A. Alistair mainly works with business owners, founders, and executives, with a strategic emphasis on exit strategies and liquidity events. His areas of expertise include executive compensation, family wealth management strategies, liquidity management, portfolio management services, and serving clients in sports and entertainment. Alistair is a CERTIFIED FINANCIAL PLANNER (CFP) and holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Arts degree in Economics and Spanish Studies from Kenyon College and speaks both English and Spanish. Alistair has been recognized by Forbes in their "Top Next-Gen Wealth Advisors Best-in-State" lists, including the 2019 and 2025 editions. Outside of his professional work, he enjoys golfing, hiking, reading, running, playing soccer, and engaging with the community through volunteer activities. He resides in Downtown St. Pete with his wife, Natalie, and their son.