Alexandra Russo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. She also worked at the Mike Anthony Group and has a background that includes a year at Monmouth University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including multi-manager fund advisory and model portfolio delivery.

Tony Ganter is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. In his professional approach, Tony emphasizes the importance of trust in financial relationships. He focuses on understanding individual goals, values, and financial situations to co-create bespoke financial plans that are tailored to each person’s unique circumstances and adaptable over time. Outside of his professional work, Tony's personal interests include activities such as beach visits, fitness, golf, music, and running.

Debra Gloster is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2010. Prior to that, she worked at Morgan Stanley Services Group Inc. for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Emily Paget is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at the University of Delaware and in the Smithtown School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and ongoing advice, using proprietary research and a centralized service team.

Thomas Chiellini is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His prior work includes service in the Army and various roles outside the financial sector, including positions with Long Beach Township Beach Patrol and Enterprise Rental Cars. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Brendan O'Connor is a financial advisor at Osaic with 17 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Osaic in 2025, he spent 15 years at Lincoln Financial Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services across various programs and investment strategies.

Joseph Pellitteri is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 58 years of industry experience. He has worked at RBC Capital Markets LLC since 2015 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies administered through a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Frederick Igarta is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2004. Outside of his advisory role, he is also the owner of Igarta Capital, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Kenneth Mills is a financial advisor with Mass Mutual Investors Services who holds the Series 63 and Series 66 designations and has 13 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and New England Securities. Outside of his advisory role, he is also an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual Investors Services 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, emphasizing annual collaborative planning relationships and the use of firm-approved analytical tools.

Carlina Jessen is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1995. Outside of her advisory role, she serves as a board member for the Count Basie Center for the Arts, where she contributes ideas to enhance fundraising strategies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Kevin Dolan is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms, including Axa Advisors and Garden State Securities. Outside of his advisory role, he serves as treasurer for a youth football league. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to match clients with investment solutions based on risk tolerance and individual needs.

Abraham Weiss is a financial advisor with MassMutual Investors Services in Jackson, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is involved in the insurance brokerage business through Sterling Insurance Concepts Inc., which focuses on life and health insurance sales and ownership. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning using firm-approved software and hosts educational seminars, with planning engagements structured as ongoing, collaborative relationships.

Michael Francis is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at Goldman Sachs & Co. for seven years before joining UBS in 2020. He serves as an advisory board member of the Archdiocese of Washington D.C., providing advice on general finance trends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans.

Douglas Berry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 17 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, annual financial plans tailored to client goals.

Gerard Bifulco is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate since 2010. Outside of his advisory role, he is a self-employed CPA providing tax preparation services and serves as an adjunct professor at St. Peter's University. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eric Saenz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he was involved with DJ Johnny's Magic Moments for over a decade and has an interest in marketing through his connection to Zenith Marketing. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

James Costabile Jr. is a Series 66-registered financial advisor with Osaic Wealth Inc. in Wall Township, NJ, bringing 23 years of industry experience. His prior roles include seven years at LPL Financial LLC and 14 years at Ameriprise Financial Services, Inc. He is also the owner of Final Turn Racing Stables, LLC, a business outside of the financial industry. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, offering a variety of brokerage and advisory programs delivered through an extensive affiliate network.

Michael Farinacci Jr. is a financial advisor at Ameriprise Financial Services, LLC with a Series 66 designation and one year of industry experience. Before joining Ameriprise, he held positions in engineering and construction firms and has experience working with Mad Dog Lacrosse, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Anthony Sandomierski is a CFP® and PFS™ with 11 years of industry experience, currently serving as a financial advisor at Cetera. His work history includes roles at Avantax Advisory Services and Avantax Insurance Agency, and he is involved in providing tax and accounting services through Jack Oujo CPA, Inc. He is also a managing partner of SG Realty Group LLC, which manages rental property for his financial and tax services office. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager investment platform with discretionary and non-discretionary management options, enabling advisors to customize portfolios through affiliated and third-party managers.

Christine Fredericks is a financial advisor with Ameriprise in Matawan, NJ, holding a Series 66 credential and 14 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2017 and previously was with Sandra Dalton from 2013 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving 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.