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.

Arnaldo Martinez is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 registrations and four years of industry experience. His prior work includes roles at Uber and Home Depot. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Sarrail Morales Jr. is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has worked at both Merrill and Bank of America since 2014. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, including trading, lending, and custody, providing clients access to a wide array of products.

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.

Elayna Mitrakos is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She began her career at Fidelity Investments in 2019, progressing through several positions including Financial Representative, Relationship Manager, and Planning Consultant before her current role. Prior to joining Fidelity, she worked as a Business Development Specialist at TD Ameritrade and completed an internship with Foresters Financial Services. Elayna specializes in designing comprehensive financial strategies that align with clients' personal values and objectives. She emphasizes ongoing education and disciplined guidance to foster relationships based on trust, professionalism, and consistency. Outside of her professional work, Elayna has interests in cooking and baking, outdoor adventures, snowboarding, tennis, traveling, and volunteering.

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 licenses and having 32 years of industry experience. He has been with Morgan Stanley since 2009, including his role at 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 wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market analysis models.

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.

Jonathan Gallashaw is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Teachers Insurance and Annuity Association (TIAA). Outside of his advisory role, he serves as President of the board of managers for Colonial Towne Homes Condominium, a self-managed community association. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

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 in Paramus, NJ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at B. Riley Wealth Management, Morgan Stanley, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Simone Richardson is a financial advisor at Edward Jones with two years of industry experience. She holds Series 66 and Series 63 credentials. Prior to joining Edward Jones, she worked at Prudential Insurance Co of America and Prudential Annuities Distributors Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Joseph Andreoli Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 38 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Maxine Hyrkas is a CFP® with 45 years of industry experience, currently affiliated with OSAIC since 2023. She has a long history in financial services, having founded Maxine Hyrkas & Associates in 1988 and previously worked with FSC Securities Corporation. She manages her investment advisory business through her S Corporation and services client accounts owning variable annuities through a sole proprietorship. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services, employing asset-allocation tools and third-party managers to tailor portfolios across various asset classes for discretionary and non-discretionary accounts.

Matthew Brewer is a financial advisor with J.P. Morgan Securities in Oakland, NJ, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at J.P. Morgan Securities since 2019 and also has experience with JPMorgan Chase Bank and Raymond James Financial Services. Prior to his financial services career, he worked at Costco Wholesale for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

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.

John Kennelly is a financial advisor with LPL Financial in Pearl River, NY, holding the PFS™ designation and Series 63 and 65 licenses. He has 26 years of industry experience, including a decade at Sagepoint Financial Advisors before joining LPL Financial in 2020. Kennelly is also licensed to sell fixed insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs, financial planning, and brokerage services.

Fredericka Conner is a Series 66-licensed advisor with Merrill in Wayne, NJ, where she has worked since 1998. She has 25 years of industry experience. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies implemented by Managed Account Advisors LLC and Merrill’s Chief Investment Office, integrated within Bank of America’s broader corporate platform.