Susan McGeachen is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2006 to 2017. Outside of her advisory role, she has real estate ownership interests in a multi-family property in Rutherford, NJ. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers non-discretionary recommendations through a centralized consulting team.

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 affiliated with Merrill Lynch Wealth Management. In his role, he focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. He provides advice and guidance to develop personalized financial strategies that consider risk tolerance, time horizon, and liquidity needs. He has expertise in 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. George utilizes Merrill's investment insights alongside Bank of America's banking and lending capabilities to create comprehensive and flexible wealth management strategies. George holds a Bachelor's Degree from Ain Shams and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he enjoys basketball, biking, fishing, music, photography, reading, running, soccer, spending time with family, and swimming.

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 in Oakland, NJ, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his advisory role, he worked at L’Oréal USA and Mondelez, and he serves in the Air Force. He is involved in the sale of investment and loan products through affiliated companies and participates in non-investment referrals related to home security and automation. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties and supports client accounts through BNY Mellon Advisors and Pershing custody services.

Stephen Orenchuk is a financial advisor with Ameriprise in Mahwah, NJ, holding a Series 63 designation and over 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Board of Directors for the Meadowlands Regional Chamber of Commerce and is a Regent at Felician University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income advice through a centralized consulting team.

Paul Gabbianelli is a financial advisor at LPL Financial with over thirty-two years of industry experience. He previously worked at Cetera and operated Paul Gabbianelli & Associates for more than four decades. He also provides tax preparation and accounting services through his CPA practice and is involved in mortgage services. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Silverman is a financial advisor with Morgan Stanley in Little Falls, NJ, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Silverman serves on the advisory board of Preakness Hills Country Club and is the treasurer and a board member of the NephCure Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by proprietary tools and research.

Christopher Bellini is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has been with Fidelity-affiliated firms since 2011. Outside of his advisory role, Bellini is involved in managing several real estate properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Glenn Duphiney is a CFP® certified financial advisor with LPL Financial in Denville, NJ, where he has worked since 2008. He has 32 years of experience in the financial services industry. Outside of his advisory role, he has participated as a part-time actor with occasional performances in the tri-state area. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Richard Vanderpool is a financial advisor at Raymond James Financial with 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 1999 to 2026. Vanderpool holds the Series 63 designation. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm also offers a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and provides municipal and public finance-related services through its affiliated departments.

Robert Gude is a financial advisor with LPL Financial in Montville, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., The Investment Center, Inc., and IC Advisory Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Thomas Kingsley is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Bloomberg Tradebook, Guidepoint, Alphasights, Third Bridge, Gerson Lehrman Group, and Telk Group. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of algorithmic methods and formal advisory roles within Fidelity’s institutional wealth platform.

Armando Garofalo is a financial advisor with LPL Financial, holding 29 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc for 24 years and has operated MKN Financial Services for over two decades. Outside of advisory work, he is involved in tax preparation and accounting through MKN Financial Services and is also a notary. LPL Financial is a national investment adviser and broker-dealer serving individual clients, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technology-driven strategies.

Deborah Dunne is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Thrivent Investment Management since 2002 and has worked under Scott Siripalaka at Thrivent Financial since 2022 and Mark Kleindienst from 2012 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based planning across a broad range of topics without discretionary trading authority or institutional portfolio management.

Steven Fuchs is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved in ventures such as Meadows Home Care LLC and Hudson Valley Hoosiers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.