Lukasz Syrek is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013, following a one-year tenure at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Taha Laique is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and two years of industry experience. He has worked at several firms, including J.P. Morgan Investment Management Inc., First Citizens BancShares, Inc., and Mercer/Marsh & McLennan Companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Hitesh Patel is a financial advisor with LPL Financial in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Northfield Bank, Cetera Advisor Networks, Summit Financial Group, Summit Brokerage Services, and Wells Fargo Clearing. 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 and model portfolio programs, supported by a large network of investment adviser representatives and various institutional platforms.

Louis Wolfson is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019, following an 11-year tenure at LPL Financial. Outside of Cetera, he is involved with GGW Financial Group and operates an insurance business under certain restrictions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors, utilizing multiple program structures and investment approaches.

Justin Pak is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Louis Simone is a Series 66 licensed financial advisor with Equitable Advisors in Woodbridge, NJ. He has 20 years of industry experience, spending his entire career since 2006 with Equitable Advisors and its predecessor Axa Advisors. Outside of advising, he is a silent owner of a fitness business, AFC Hudson LLC, holding a 40% stake without day-to-day involvement. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of investment professionals, utilizing third-party managers and a variety of investment programs.

Giovanni Duran is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining Raymond James in 2019. Outside of his advisory role, Duran owns two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting supported by analytical tools, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA employer advisory services.

Daniel Campanelli is a financial advisor with LPL Financial based in Rahway, NJ, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors who utilize both proprietary and third-party strategies.

Colin Wingate is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has previously worked at Prudential Financial and Widener University. Outside of finance, he has experience in the food service industry with Vagabond Kitchen & Tap House. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and other services.

Prasanna Joshi is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Prasanna provides access to Merrill’s investment insights alongside the banking and lending services of Bank of America to support comprehensive wealth management. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes a Bachelor's Degree from the Indian Institute of Technology and a Master's Degree from Stevens Institute of Technology. Prasanna also participates in community service, volunteering with local organizations aligned with Merrill’s tradition of community involvement. His approach emphasizes one-on-one collaboration to help clients pursue their long-term financial objectives.

Pavel Leokumovich is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2010, also working with JPMorgan Chase Bank, N.A. since 2009. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research conducted by a dedicated manager solutions team and incorporates an ESG eligibility framework in its recommendations.

James Malmstrom is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His previous roles include positions at Wells Fargo Clearing and UBS Financial Services. 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, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Connor O'Reilly is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Connor's educational background includes a Bachelor's Degree from Seton Hall University.

Harry Harris is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2001. Outside of his advisory role, he owns a CPA and tax preparation business and operates a vending machine retail business. Mass Mutual 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 seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Thomas Zupancic is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Marsh and McLennan Companies Inc. and managing a window cleaning business. The business is now dormant and in the process of dissolution. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, relying on both proprietary and third-party investment models delivered through its network of Investment Adviser Representatives.

Ryan Tantleff is a financial advisor at UBS Financial Services in Warren, NJ, holding a Series 66 designation with two years of industry experience. His background includes roles outside finance such as work at Overbrook Golf Club and Bernards Cafe. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory solutions, leveraging proprietary market research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerance.

Corey Seckular is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Edward Jones, he worked at Solve Fixed Income and Broadridge Financial Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Evan Brown is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Absolute Fire Protection, Firestone Complete Autocare, and Universal Technical Institute. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Binni Shah is a financial advisor at Merrill with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Bank of America, NYLIFE Securities LLC, and Motilal Oswal Financial Service Limited. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Quincy West is a financial advisor at MassMutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at MassMutual since 2021. Outside of his advisory role, he operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools and offers a range of specialized planning programs.