David Goldwasser is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Massachusetts Mutual Life Insurance Company in 2016. Outside of his advisory role, he also works as a tax preparer and serves as an insurance agent. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, focusing on collaborative, goal-based financial strategies.

Michael Bellace is a Series 66-registered financial advisor with Morgan Stanley in Paramus, NJ, bringing 28 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank 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, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

Brent Weinmann is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he owns and operates Weinmann's Antiques and Collectibles as a hobby. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, serving clients through various programs including corporate financial planning agreements.

Thomas Dalton is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party research teams, and it offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Veronica Vorhies is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including B. Riley Wealth Management, Morgan Stanley, and J.P. Morgan Securities. She operates Vorhies Private Wealth Management as a DBA under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services, with offerings that include model portfolios, third-party asset management, and institutional platforms.

Carlos Del Rio Madero is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2025 after working for two years at Prudential Advisors, where he obtained his financial licenses and gained industry experience. Prior to his career in financial advising, Carlos worked for one of eBay's top consignors, assisting clients with million-dollar portfolios during significant liquidation events. Carlos's expertise includes divorce transition planning, employee financial health, legacy planning, liquidity management, managing new wealth, and personal retirement planning. He holds the Personal Investment Advisor (PIA) designation and is fluent in English, Spanish, and Hindi. Carlos earned his high school diploma from Passaic Valley Regional High School. In addition to his professional work, Carlos is involved in the Hispanic/Latino Organization for Leadership and Advancement and the Parents and Caregivers Network. His personal interests include dancing, football, music, reading, and tennis.

Laura Sollecito is a CFP® and holds a Series 66 license with 11 years of industry experience. She joined UBS Financial Services in 2024 after a decade of prior experience elsewhere. She is based in Paramus, NJ. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to client goals.

Matthew Nitto is a financial advisor at Edward Jones with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Campbell Lutyens, Levelup HCS LLC, and Jefferies. Prior to his advisory career, he also spent time as a self-employed fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Tariq Marouf is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding a Series 66 designation and one year of industry experience. His career includes roles at Wells Fargo Bank, Truist Securities, and teaching positions at the University of Maryland and Modern American School. 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 supported by research from Wells Fargo Investment Institute and other sources.

Melissa Lovell is a financial advisor at UBS Financial Services with 32 years of industry experience. She has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining UBS in 2017. Lovell holds Series 63 and Series 65 designations and serves as trustee for family trusts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Maddie Hasson is a Financial Consultant at Fidelity Investments. She works with individuals and families to develop customized financial plans that align with their unique goals and preferences. Maddie has been with Fidelity Investments since 2021, holding roles as a Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant. Her experience spans client relationship management and investment consulting. Outside of her professional career, Maddie enjoys reading, running, and traveling.

Arianna Meehan is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior work includes roles at Webster Investments and Federici Brands LLC, in addition to several periods of full-time education. 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, offering both non-discretionary and discretionary investment options with centralized custody and operational support.

Mark Sauceda is a Financial Consultant at Fidelity Investments, where he leads a collaborative financial planning experience. He emphasizes a client-centric approach with personalized strategies tailored to unique goals and financial circumstances. Mark has extensive experience in the financial services industry, having served as a Senior Financial Advisor at Vanguard from 2019 to 2022 and as a Wealth Management Advisor at TIAA from 2010 to 2019.

Miguel Colon is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. He holds Series 63 and Series 66 designations. 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 is supported by a centralized due diligence team that combines quantitative and qualitative research to build model asset allocations.

Giuseppina Geissbuhler is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and bringing eight years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is involved in wellness and wellness-related entrepreneurial activities, including operating a business focused on meditation, fear release tools, and birth preparation support. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering various capital markets services alongside fee-based financial planning and portfolio management.

Kate Trosset is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to enhance client relationships and manage day-to-day operations. Her role focuses on ensuring a seamless and high-quality experience for Fidelity clients. She has held various positions within Fidelity Investments since 2023, including Financial Representative and Relationship Manager, gaining experience in client service and relationship management. Through these roles, she has developed expertise in supporting financial professionals and contributing to client loyalty and satisfaction. Outside of work, Kate enjoys activities such as running, tennis, traveling, spending time at the beach, and participating in family and social events.

Peter Canale is a CFP® with 27 years of experience in the financial services industry. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following prior roles at Santander Bank and Santander Securities from 2017 to 2020, and MML Investors Services and MassMutual Insurance Group from 2004 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Tanmeeka Ahuja is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work history includes positions outside the financial industry, and she is also engaged in babysitting on weekends through a platform called UrbanSitter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Vito Bianco is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.