Christopher Hormaza is a financial advisor at Equitable Advisors with a Series 66 credential and one year of experience in the industry. His prior work history includes roles at Blinds To Go, AT&T, and T-Mobile. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and a variety of asset management programs through a broad network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, providing clients access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Yanhong Li is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Axa Advisors LLC, First Heartland Consultants Inc., AIG, Equity Services, Inc., National Life Group, and MSI Financial Services, Inc. She also serves as a trustee for her husband's and mother's trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory programs, including third-party model portfolios and discretionary managers, and offers ERISA fiduciary services to qualified plans through credentialed advisors.

Annie Chen is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and also has a related role at MassMutual Life Insurance Co since 2016. Outside of her advisory work, she co-owns Eco Paper Products Inc., a business involved in the import and wholesale of paper bags. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved tools and structured annual planning relationships.

Gerard O'Connell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with the firm in 1999 and holds the Senior Vice President and Senior Financial Advisor titles. Gerard focuses on designing and implementing equity, fixed-income, and alternative investment strategies for retirement planning. He applies a goals-based approach to create comprehensive wealth management plans tailored to each client's objectives. Gerard also manages discretionary custom investment strategies and selects from a variety of Merrill model portfolios and third-party investment options. Gerard holds several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from Montclair State University. Gerard collaborates with clients' attorneys, accountants, and other advisors on estate planning, financing strategies, and key transition events such as retirement, inheritance, and business sale. Residing in East Hanover with his family, Gerard has practiced martial arts for over 20 years and holds multiple black belts across eight disciplines. He competes in Isshin-Ryu, Jiu Jitsu, and Doce Pares tournaments. Gerard also has interests in baseball, boating, and football.

George Epitropakis is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at LPL Enterprise and PRUCO Securities, LLC. He has also been employed in non-financial roles, including positions at Mendham Golf and Tennis Club and Rutgers University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers integrated planning services through its Financial Advisors and specialized groups.

Daniel Klippel Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, First Hope Wealth Management, Raymond James Financial Services, and Wells Fargo Bank. 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 advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Osamah Mari is a financial advisor at Edward Jones with 26 years of industry experience. He previously spent 23 years at Alliance Capital before joining Edward Jones in 2024. Mari holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Brittney Secreto is a financial advisor with Cetera, holding a Series 63 license and 16 years of industry experience. She has worked with Cetera and its affiliates since 2019 and previously served at Foresters Financial Advisory Services LLC from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Ryan Coyle is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with high net worth individuals, families, and small businesses to prioritize and pursue their financial goals. He focuses on creating personalized wealth management strategies based on a comprehensive understanding of his clients' financial situations. Ryan specializes in areas including college education planning, personal retirement planning, and sports and entertainment. He develops investment strategies tailored to the needs and priorities of his clients with the aim of achieving financial stability. He holds a Bachelor's Degree from Fairfield University and is a Personal Investment Advisor (PIA). Outside of his professional work, Ryan enjoys cooking, football, golfing, ice hockey, and spending time with his family.

Glenn Fischer is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joseph Costa is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 63 designation and over 50 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured planning tools and scenario modeling, offering services primarily in an advisory capacity.

Marc Laxer is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 29 years of industry experience, including 24 years at Metlife Securities and over a decade with MassMutual and its affiliated entities. In addition to his advisory role, he is licensed to sell life and health insurance as well as fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships that emphasize goal analysis and strategic recommendations.

Timothy Cappadona is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2025, he worked at Bank of America and Merrill for nine years. 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 from Wells Fargo Investment Institute and third-party sources.

Chad Greenholtz is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets in various capacities since 2013, including a brief tenure at Janney Montgomery Scott LLC. He serves on the Board of Directors of the Florida Municipal Bond Club, participating in organizing networking events for municipal bond professionals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers.

Dominic Alfieri is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial advisory field and more than 22 years at Merrill Lynch. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is a qualified Portfolio Manager. Dominic graduated from the Accredited Certificate Program at Fairleigh Dickinson University. He focuses on retirement and estate planning strategies including risk management, strategic and tactical asset allocation, and portfolio management services. Dominic works with the Alfieri/Stark Wealth Management Group to help clients, including successful business owners and individuals, plan for their long-term financial goals using a goals-based approach. His expertise includes college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Dominic volunteers his time for charitable organizations such as Habitat for Humanity and the Boys and Girls Clubs of Northern New Jersey. In his free time, he enjoys traveling, reading, golfing, and spending time with his family.

Nicholas Randazzo is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017, following six years at UBS Financial Services. Outside of his advisory role, he is involved in managing a rental property as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Kateryn Peguero is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and JP Morgan Securities LLC. Outside of her advisory role, she is connected to a retail and online store business owned by her husband. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets with a structured planning process that incorporates firm-approved tools and models.

William Pressman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience serving the complex financial needs of affluent individuals and their families. William joined Merrill Lynch in 2014 after a career at another leading wealth management firm. Before entering financial services, he owned and operated a marketing agency focused on the retail sector. William specializes in areas including college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned his bachelor's degree from The Ohio State University. Based in Manhattan and Harvey Cedars, New Jersey, William is originally from Queens, New York. He and his wife support the Indiana University Foundation and are involved with the Beth Haverim Shir Sholom community. Outside of work, William enjoys cooking, music, spending time with his family, traveling, and watching movies.

Michael Derosa is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Foresters Financial Services. Additionally, he operates THE FENNELL GROUP and FENNELL FINANCIAL SOLUTIONS as dba entities for Cetera and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Maria Myers is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill, where she has worked since 1989. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.