Anthony Chuck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked for Morgan Stanley Private Bank, National Association, where he spent 10 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Libien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he serves as treasurer for The Actors Temple/Congregation Ezrath Israel and The Tenafly Foundation, where he is involved in financial oversight and fundraising activities. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions.

Stephanie Maione is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. Her work history includes roles at Prudential Insurance Company of America, Pruco Securities, and Fidelity Investments. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Levine is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Oppenheimerfunds for 24 years. 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 approach 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.

Patricia Muha is a financial advisor with Wells Fargo Advisors in Warren, NJ, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously spent 12 years with Ameriprise Financial Services, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s services include a broad range of planning options tailored to clients meeting certain net-worth thresholds, supported by proprietary research and planning tools.

Alfred Tolli is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Merrill. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm’s approach emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, along with access to various financial planning and insurance-related services.

Kenneth Ramirez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as Senior Vice President - Wealth Management and Portfolio Manager. He has been with Merrill Lynch since February 2011 and brings extensive experience from previous roles at UBS Financial Services, Paine Webber, and Kidder Peabody. His career in the financial services industry began in 1992. Ramirez specializes in wealth management solutions tailored for High Net Worth and Ultra High Net Worth clients. His expertise focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He approaches his work by implementing disciplined processes to help clients pursue their financial goals while adapting to changes in the market and client circumstances. Ken holds a Bachelor of Arts degree in Marketing and Finance from Boston College's Carroll School of Management. He is a member of the Municipal Bond Club of New York and holds the Personal Investment Advisor (PIA) designation. Outside of his professional pursuits, he enjoys basketball, biking, boating, and spending time with his family.

Peter Zagrobelny is a financial advisor with LPL Financial based in Airmont, NY, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Webster Bank, Sterling National Bank, CitiGroup Global Markets Inc., Merrill, Guardian Life, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, and supports advisors with research and operational tools.

Gilbert Moscatello Jr. is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cetera and has held roles at Allied Wealth Partners and Securian Financial Services, among others. Moscatello is involved in community outreach as an officer of the College of NJ Wrestling Endowment Committee and owns an independent business called Independent Wealth Strategies. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.

Robert Oneill is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments, Inc. since 2003 and with Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of loan products through Primerica Mortgage, LLC and referrals for home security and automation products via Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating on a tiered wrap-fee basis rather than fixed fees.

Easton Brenner is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Sullivan O'Neil Group. He joined the firm in 2025 following his graduation from Lafayette College. At Lafayette, Easton earned a bachelor's degree with a double major in Economics and Policy Studies while competing as a four-year starter on the baseball team. Easton's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, liquidity management, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, and individual and corporate investment strategy. He holds the Personal Investment Advisor (PIA) designation and is actively involved in the Hudson Baseball Club. In addition to his professional work, Easton resides in Hoboken, New Jersey, where he dedicates time to coaching high school and collegiate athletes. His personal interests include adventure sports, baseball, boxing, camping, fishing, golfing, hiking, hunting, pickleball, and yoga.

Patrick Dolan is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 44 years of experience in the industry, having worked at MML Investors Services, Inc. since 1982 and with MassMutual Life Insurance Company since 1977. His work includes analyzing various insurance products to support client retirement planning needs. MML Investors Services, LLC 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, with a focus on collaborative, annual planning relationships and event-driven services such as divorce, estate settlement, and employer-sponsored planning.

Omar Lascelles is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Outside of finance, he operated Candles by Andreina, LLC for five years and has been affiliated with Baruch College since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates broader derivatives and commodities capabilities.

Thomas Weber Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 35 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services including model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of non-advisory financial products.

Jenna Fass is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has prior work experience in the food services sector, including roles at Root Nine Baking Company and Dartcor Food Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Barry Morris is a CFP® professional with 17 years of industry experience, currently serving at Cetera. His prior career includes roles at Avantax Investment Services, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory work, he owns ROCMOR Financial Services, which provides tax preparation, accounting, and financial services, and serves as an elected volunteer board member for The Sheen Center for Thought & Culture. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors offering a range of services including portfolio management, financial planning, and retirement plan consulting. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through multiple investment platforms and program structures.

Christopher De Luca is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Valerie Sanchez is a financial advisor at Morgan Stanley with 27 years of industry experience. Her prior roles include positions at Divine Asset Management LLC, Essex Securities, Empire Asset Management Company, and Guardian Life Insurance Company. Outside of her advisory work, she owns a furniture painting and decor business and is a contractor at a hair and beauty salon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides tailored financial planning and advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Kevin Sincavage is a Series 66-licensed financial advisor with LPL Financial in Paramus, NJ, and has 12 years of industry experience. He previously worked at Private Portfolio Partners, LLC for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by proprietary research and technology tools.

Daniel Richards is a CFP® professional with 36 years of experience in the financial industry. He has worked at Charles Schwab since 2019 and previously spent 25 years at Citigroup Global Markets. Richards holds Series 63 and Series 65 licenses and is based in Montville, NJ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab’s Center for Financial Research.