Daniel Sieman is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services and TJX Companies, along with several years in full-time education. Wells Fargo Advisors is a national securities firm that provides 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.

Abraham Fishweicher is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advising. He works with affluent clients across the Tri-State area and nationwide, including professional entertainers, physicians, senior financial executives, attorneys, business owners, retirees, and non-profit organizations. His focus areas include family wealth management strategies, liquidity management, personal retirement planning, portfolio management, sports and entertainment, tax minimization, and retirement income. Before joining Merrill Lynch Wealth Management in 1980, Abe gained experience at Paine Webber and Prudential Bache Securities, beginning his career in auditing, specifically auditing broker dealer firms. He holds a Bachelor's degree from Roosevelt University in Chicago, where he also played on the basketball team. Abe is a Personal Investment Advisor (PIA) and applies his accounting background to emphasize tax efficiency and integrate various components of clients’ financial circumstances. Abe and his team customize client portfolios across multiple asset classes, utilizing research from Merrill and other Wall Street resources to align portfolios with clients’ goals and risk tolerance. He emphasizes educating clients on asset allocation and maintaining disciplined portfolio rebalancing. Outside of work, Abe serves on his synagogue’s board, enjoys traveling, and follows baseball, basketball, and football. He lives in Fair Lawn, New Jersey, with his wife Renee and their four children.

Anthony Martino is a CFP® with six years of industry experience, currently affiliated with Cetera. He has worked at several firms including Nicholas Pascarella & Co., Allied Wealth Partners, and Minnesota Life Insurance Co. Martino is also a financial professional at Pascarella Wealth Partners LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering various portfolio management and retirement services through a network of over 10,000 advisors.

Matthew Mais is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and preparing for unexpected expenses. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Matthew's expertise lies in assisting clients with managing complex financial demands such as home purchases, college savings, elder care, and healthcare preparation. He collaborates with clients to define their goals and tailor portfolio strategies accordingly, offering ongoing advice and portfolio adjustments as client needs evolve. He holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Montclair State University and is affiliated with the Montclair State Men's Soccer Alumni organization.

Mark Picardo is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He serves as a Senior Portfolio Advisor, providing clients with traditional advice and discretionary management of custom investment strategies. Mark works closely with clients to address financial objectives across various stages of life, including retirement planning, education funding, family wealth management, and legacy establishment. Mark earned a Bachelor of Arts degree from Marist College in 2008. He has attained professional designations including the Chartered Retirement Planning Counselor (CRPC™) in 2016 and the Chartered Financial Consultant (ChFC®) designation in 2021. These credentials support his expertise in retirement planning, investment strategy, and wealth management. He resides in Montville, New Jersey, with his wife and two sons. Mark participates actively in his community and enjoys traveling, spending time with family, and following sports such as baseball, football, and golf.

Ozair Niazi is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as a board member of the Islamic Center of Morris County and is president of Little Rising Star Inc, a company focused on autism-related services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Patricia Mason is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, with prior roles at Citigroup Global Markets and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and comprehensive investment resources.

Nicholas Aynilian Jr. is a Series 66-licensed financial advisor with Morgan Stanley, based in Paramus, NJ, and has one year of industry experience. His prior work includes roles at Silver Point Capital, LP, and Wells Fargo Bank, NA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates structured discovery and firm-approved tools, using modeling techniques such as Monte Carlo simulations.

David Sharpe is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 66 designation and over 23 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has a long tenure at CitiStreet starting in 2004. 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, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Thomas Threlfall is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2019, following eight years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Kenneth Angelo is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 license and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a trustee for the Theresa Angelo Testamentary Trust and is involved in managing mortgage investments through a partnership connected to a property sale. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services through a large network of financial advisors.

Terrence Klein is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including its predecessor AXA Advisors, LLC. 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 through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory programs.

Martin Ehrenreich is a financial advisor at UBS Financial Services with Series 63 and Series 65 designations and 51 years of industry experience. He has been with UBS since 1992. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-driven solutions.

Lauren Ricca is a Certified Financial Planner (CFP®) with 19 years of industry experience. She currently works at LPL Financial and has held prior roles at AllianceBernstein LP, Sanford C. Bernstein, Wells Fargo, Kestra Advisory Services, Maltin Wealth Management, and TIAA-CREF. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of more than 22,800 advisors with a range of discretionary and non-discretionary investment strategies.

Dom Palmeri is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In his role, he works with clients to understand their short and long-term financial goals, assisting in building financial plans and implementing strategies to help achieve those goals. He emphasizes trust, dedication, and open communication as key components of the client-advisor relationship.

Eric Schwartz is a financial advisor with Equitable Advisors in Saddle Brook, NJ, holding a Series 66 credential and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he is involved with UAAD Hanabonim of Queens, where he was active for 25 years. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm uses a range of advisory models, often implemented through third-party managers, and provides ERISA fiduciary services to qualified plans.

Steven Bermack is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Hassan Mansour is a financial advisor with Cetera Investment Advisers LLC, holding a Series 66 designation and beginning his advisory career in 2026. He has prior business experience with Barbell Medicine LLC since 2018 and Best Home Improvement LLC from 2012 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Michael Ragone is a Series 66-licensed financial advisor with J.P. Morgan Securities in Paramus, NJ, bringing three years of industry experience. He has been with J.P. Morgan Securities since 2022 and also holds employment with JPMorgan Chase Bank N.A. since 2019. Prior to his financial services career, he attended Seton Hall University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Thomas Mc Cabe is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation with six years of industry experience. He joined Morgan Stanley in 2017 after two years at Ameriprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.