Rachel Liebers is a financial advisor with Raymond James & Associates in Hackensack, NJ, holding the Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked at Speech and Hearing Associates and the Children's Evaluation and Therapy Center. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Frank Newman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP® and ChFC® designations along with a Series 66 license. He has five years of industry experience, including prior roles at MassMutual Life Insurance Co and MML Investors Services, LLC. Newman also works as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements around annual collaborative relationships with clients.

Gary Neumann is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He is also the owner of Gineumann Tax & Accounting Services LLC, providing tax preparation and representation before tax authorities. His prior work includes roles at Botwinick & Company LLC CPAs and BGS Capital Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Steven Syslo is a Series 66-credentialed financial advisor at UBS Financial Services with 25 years of industry experience, including 10 years at UBS since 2016. He also serves as an instructor at Wayne Adult School, teaching a course on the fundamentals of investing covering various asset classes and risk/reward concepts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations.

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.

Loren Ward is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates closely with her colleagues within the Werbitt Cicale Group to provide individualized wealth management services and recommendations to clients. Loren focuses on wealth planning and financial strategies that support not only her clients but also extend to their families, helping bridge generations in financial management. Loren began her career at Merrill Lynch Wealth Management’s World Headquarters in 2007 and joined the Werbitt Cicale Group in 2010. She has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Loren holds a Bachelor's Degree from Bucknell University. Loren is involved in several community organizations including the Bucknell University Professional Network, the City Year New York Investment Community Board, where she serves as Co-Chair of the City Year New York Women's Board, Let's Win Pancreatic Cancer, and the YWCA of White Plains & Central Westchester. Through her work and community involvement, Loren aims to build relationships based on trust and help clients make informed financial decisions.

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.

Viren Mahtani is a financial advisor with UBS Financial Services holding a Series 66 designation, currently based in Paramus, NJ. He has been with UBS since 2025, following previous roles at Planning Alliance and Morgan Stanley. Mahtani’s background includes education experience at Fordham University and area high schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

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.

Kenneth Weinstein is a financial advisor with LPL Financial, holding a Series 66 designation and over 33 years of industry experience. His work history includes roles at Flagstar Bank N.A., Key Investment Services LLC, Cetera, CUNA Brokerage Services, M&T Securities, Chase Investment Services Corp., and Edward Jones. Outside of advisory work, he is involved in events and entertainment at MetLife Stadium. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

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 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and 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 range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

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.

Stacie Weber is a Financial Consultant currently working at Fidelity Investments since 2019. She has previously held positions as a Private Client Advisor at J.P. Morgan Securities from 2013 to 2015 and again from 2016 to 2019, as well as a Financial Consultant at E*TRADE Securities from 2015 to 2016. Throughout her career, Stacie has focused on partnering with clients and their families to understand their financial goals and develop customized financial plans tailored to their unique needs. She emphasizes building strong relationships based on trust, reliability, and competence. Outside of her professional work, Stacie enjoys golf, hiking, running, and traveling.

Jonathan Gallashaw is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Charles Schwab, TIAA, and Capital One Financial Advisors. 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 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 combines quantitative screening and qualitative research with forward-looking capital market assumptions and may incorporate an ESG eligibility framework.

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 holding a Series 66 license and eight years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, Morgan Stanley, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies with operational tools including machine learning for advisor support.

Christopher Brenner is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked for Mercer Allied Company, L.P. for 22 years before joining LPL Financial in 2019. Brenner holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 advisors.

Joseph Andreoli Jr. is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.