Matthew Mancuso is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Matthew worked as a Financial Advisor at UBS Financial Services Inc. from 2020 to 2021 and as a Personal Banker at HSBC from 2019 to 2020. Matthew holds a California Insurance License. He focuses on partnering with clients to provide tailored guidance and build comprehensive financial plans that evolve with their goals. His approach emphasizes trust and lasting relationships, helping clients align their finances with their priorities both now and in the future. Outside of his professional work, Matthew enjoys cooking and baking, engaging in family activities, maintaining fitness, exploring food interests, socializing with friends, and playing golf.

Angella Dorsch is a financial advisor at Edward Jones with a Series 66 designation and 16 years of experience at the firm. She is based in Wayne, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a national network of financial advisors and branch offices.

John O'hara is a financial advisor at Edward Jones with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2017. Previously, he was involved with Heim Realty and coached youth lacrosse for several years. Outside of his advisory role, he coaches 5th and 6th graders in lacrosse in South Seaside Park. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Craig Seminara is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds the Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously serving at MassMutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he is involved in health and group life insurance sales. Mass Mutual 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Jason Reback is a financial advisor with RBC Capital Markets in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at RBC Capital Markets since 2009 and has also been affiliated with City National Bank since 2017. Outside of his advisory work, Reback serves on the Board of Directors for the Cystic Fibrosis Foundation in New Jersey, where he participates in volunteering and fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

John Lancia is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Pruco Securities LLC. His background also includes roles outside finance, such as working at Colony Grill and in media services at Hartwick College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software tools and offering a range of planning programs including divorce, estate-settlement, and employer-sponsored planning.

Glenn Schwier is a Series 66-licensed financial professional with five years of industry experience. He is currently with Cetera and also a partner at Nisivoccia LLP, where he oversees tax services and handles complex tax research and planning. Schwier is an owner of Wealthspring Financial Partners LLC, a vehicle created to acquire and operate financial services and tax practices separately from Nisivoccia LLP. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and financial planning services across various program structures and custodial relationships.

Walter Golczewski is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cetera since 2016 and also operates a tax consulting and accounting business in Wayne, NJ. Additionally, he serves as a treasurer for a local homeowners association and works as a Certified Divorce Financial Analyst assisting couples with financial aspects of divorce. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

Douglas Fischer is a financial advisor with Merrill and holds a Series 66 designation. He has experience at several financial institutions, including Bank of America, UBS Financial Services, and US Bank, with his most recent roles beginning in 2023. Prior to his financial career, he attended Rutgers University and worked at Morris Knolls. Merrill, together 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.

Susan Mcgeachen is a financial advisor with Ameriprise in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes 11 years at UBS Financial Services and over six years with Ameriprise. Outside of her advisory role, she has involvement in multi-family real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Melanie Harada is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ, holding Series 63 and Series 66 credentials and with 23 years of industry experience. She has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2007. Outside of her advisory role, she serves as a trustee for the Hillsdale Free Public Library, advising on charitable donation use and helping raise awareness of the library’s offerings. 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 financial planning, asset management, and educational programs, providing ongoing, collaborative planning engagements typically recommending investment strategies rather than specific products.

Lisa Szalankiewicz is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2015. Outside of her advisory role, she has acted in plays, commercials, and TV under the names Lisa Szalankiewicz and Lisa Szalan, and serves as power of attorney and co-executor of her aunt’s will. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, including discretionary and non-discretionary options, and manages over $256 billion in assets.

Donald Worster is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Cetera since 2007 and was previously associated with Cetera Financial Specialists LLC and Worster and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, portfolio management services, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

George Zaki is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to connect all aspects of their financial lives and help prioritize and pursue the goals that matter most to them. He provides advice and guidance to develop personalized financial strategies that consider risk tolerance, time horizon, and liquidity needs. George's expertise encompasses a broad range of client focus areas including institutional and corporate benefit services, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. His advisory philosophy emphasizes working together with clients to uncover what matters most to them and their families and create strategies to pursue their financial goals. He holds a Bachelor's Degree from Ain Shams and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, George enjoys basketball, biking, fishing, music, photography, reading, running, soccer, swimming, and spending time with his family.

Clinton Omenyi is a Planning Consultant currently working at Fidelity Investments since 2024. In his role, he collaborates with clients to organize their financial matters and develop personalized financial plans tailored to their specific needs and long-term objectives. Prior to this position, he served as a Financial Solutions Advisor at Merrill from 2022 to 2024. He holds a California Insurance License. Outside of his professional career, Clinton has interests in bowling, fitness, outdoor adventures, soccer, table tennis, and traveling.

Gary Lynch is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2023 and previously spent over nine years at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory role, he is also involved in fixed insurance sales as an agent with Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and planning services, supporting both discretionary and non-discretionary strategies.

Michael Sparacino is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and E*TRADE in various roles since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Edward Book Jr. is a financial advisor with Primerica Advisors located in Oakland, NJ. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory role, he held positions at Mondelez International and L’Oréal USA, and he serves in the Air Force. Outside of his advisory duties, he is a partner and owner of Alpha Investment Properties, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through about 3,698 advisors. The firm relies on model-driven strategies created by unaffiliated managers and offers a range of portfolio options supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Stephen Orenchuk is a financial advisor at Ameriprise with 32 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he serves on the Board of Directors for the Meadowlands Regional Chamber of Commerce and holds an ex-officio position at Felician University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data and operates within a product ecosystem that includes sub-advised options and managed accounts.

Paul Gabbianelli is a financial advisor with LPL Financial based in Franklin Lakes, NJ. He holds Series 63 and 65 licenses and has 32 years of industry experience. His prior career includes 18 years at Cetera and operating Paul Gabbianelli & Associates for over four decades. Gabbianelli is also involved in tax preparation and mortgage services through other business activities. 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 portfolios, third-party asset management, and institutional platforms.