William O'Doherty is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive goal-based planning on topics such as retirement, tax, estate, and special needs planning, delivered either as a one-time or ongoing engagement.

Jean Chung is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Jean partners with clients to develop strategies that address their short-, mid-, and long-term financial goals. Jean serves as a resource for general investing, retirement planning, and saving for unexpected needs, as well as facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jean’s client focus areas include college education planning, corporate executive services, divorce transition planning, executive compensation, and personal retirement planning. Holding the Personal Investment Advisor (PIA) designation, Jean completed an Accredited Certificate Program from DeVry University. Outside of work, Jean is involved with the Rotary Club of Tenafly and participates in community activities such as Feed the Streets, JA BizTown, and Passaic County Habitat for Humanity. Personal interests include basketball, football, golfing, hiking, pickleball, and tennis.

Christopher Kim is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® and ChFC® designations, has 17 years of industry experience, and previously worked at MetLife Securities Inc. Kim is also an independent insurance agent and is involved as a member and owner of two LLCs, managing administrative support and associate expenses for one of them. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using firm-approved software tools and offers event-driven planning services such as divorce and estate settlement planning.

Stanley Quelle is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates, Bank of America, Merrill Lynch, and Prudential Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that extend to corporate financial planning agreements.

John Catanzaro is a financial advisor at Stifel with Series 63 and Series 65 licenses and 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy developed by its Investment Strategy Group, emphasizing client discretion and tailored financial planning.

Craig Greenberg is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

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.

Mark Giordano is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial. He previously worked at American Portfolios Financial Services, Inc. for a decade and at OSAIC for two years. He is also co-founder of FFG Management and Consulting LLC, which focuses on life insurance and fixed annuity sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Marc Stein is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 23 years of industry experience. He previously worked at NORTH RIDGE SECURITIES CORP for 13 years and Cetera Advisor Networks for one year before joining LPL Financial in 2019. Stein is involved in a health insurance business that provides coverage primarily to small businesses, including dental and vision plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

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 worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in a real estate rental business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing research, model portfolios, and third-party management within an integrated platform.

Veronica Vorhies is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at firms including B. Riley Wealth Management, National Asset Management, Winslow, Evans & Crocker, Inc., and Morgan Stanley in various capacities over the past decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Breen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

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.

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.

Erin Sullivan is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Her career includes roles at Ameriprise since 2019 and prior experience in banking and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Melissa Lovell is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining UBS in 2017. Outside of her advisory role, she serves as a trustee for family trusts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, customized investment solutions.

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.

Giuseppina Geissbuhler is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and seven years of industry experience. She previously worked at Brain Balance Achievement Center from 2011 to 2016. Outside of her advisory role, she is involved in wellness and meditation as the proprietor of The Intuitive Doula and Find Your Tribe Wellness, where she supports people in meditation, breathwork, and birth preparation, and she also engages in selling clothing through a separate business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

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.