Maria Nikolaidis is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, after seven years with Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Her spouse owns and operates a fur business outside the investment industry. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Kevin Wurst is Vice President Private Wealth Management Advisor at Fidelity Investments. He has held this position since 2025, following roles including Vice President, Branch Leader from 2013 to 2025, Assistant Branch Manager from 2012 to 2013, and Vice President, Senior Account Executive from 2008 to 2012. Prior to these roles, he worked as a Financial Planning Consultant and Investment Representative at Fidelity Investments, a Financial Advisor at Smith Barney, and an Investment Consultant at Morgan Wilshire Securities, Inc. With nearly 26 years of experience in financial services, Kevin is a Certified Financial Planner (CFP®) who focuses on guiding high net worth families through various stages of their financial journeys. His approach involves collaboration and tailoring financial plans to align with clients' aspirations and values, aiming to foster trust-based relationships that provide clarity and confidence. Outside of his professional work, Kevin's personal interests include family activities, fitness, food, golf, outdoor adventures, and traveling.

Michael Post is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, also serving at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Neal Gordon is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including J.P. Morgan Securities and Mass Mutual Investors Services. 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 advisory and brokerage services with a variety of investment strategies and utilizes technology for operational and research support.

Tony Antinori is a Planning Consultant at Fidelity Investments, a position he has held since 2015. Prior to this role, he worked as a Financial Representative at Fidelity Investments from 2013 to 2015 and briefly as a Financial Representative at JP Turner & Company in 2013. Before transitioning into financial advising, Tony had a 40-year career in the construction industry. He decided to change his professional path to focus on financial planning, which he describes as his passion. He enjoys assisting clients in developing and implementing investment strategies for their futures and intends to continue in this role as long as he finds it fulfilling. Tony is married and has five grown children and nineteen grandchildren. His personal interests include cooking and baking, gardening, and parenthood.

Patrick Harding is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at various Wells Fargo entities since 2009. Harding also owns Harding Wealth Management LLC, a separate financial practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo research and tools.

James Fontanella is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 31 years of industry experience. He has been with Cetera and its affiliates since 2005 and operates his own accounting and tax preparation business serving small businesses and individuals. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services with access to multiple investment strategies and managers.

Michael Napolitano is a CFP® professional with 43 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2007. He holds Series 63 and Series 65 licenses and is based in Paramus, NJ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Demarco is a financial advisor at Fidelity with a Series 66 license and less than one year of industry experience. His prior work includes roles at Nouveau Prosthetics & Orthotics and Mitsui Sumitomo Insurance Group, as well as multiple periods of study at Fairfield University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Zawadiwskyi is a CFP® professional with 17 years of industry experience. He is currently an advisor at LPL Financial, having joined in 2025 after seven years at Next Financial Group and four years with AXA Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Lindsay Reichert is a Senior Financial Advisor and a member of the RLA Group at Merrill Lynch Wealth Management. She advises clients on various financial matters, including planning for their financial future and addressing the financial aspects and consequences of divorce and post-divorce issues. Lindsay works closely with high net worth individuals, families, foundations, and corporate retirement plans, supporting them in defining objectives, exploring alternatives, and selecting appropriate financial and investment strategies. The RLA Group also assists clients in preparing for significant life events such as retirement and generational wealth transfer. Lindsay holds a Bachelor of Science degree in Finance and Marketing from Fairfield University. She has earned professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income, among others. In addition to her professional pursuits, Lindsay is involved with The Junior League of Bergen County. She enjoys cooking, hiking, skiing, tennis, watching movies, practicing yoga, and spending time with her family.

Klara Leon is a CFP®-certified financial advisor with Raymond James Financial, having 20 years of industry experience. She previously led Leon Wealth Management, LLC and has been associated with Axia Financial Advisors and Raymond James Financial Services since 2015. In addition to her advisory role, she serves as the court-appointed administrator and executor of an estate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse range of clients, including individuals, corporations, and institutional investors. The firm provides tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations that support municipal and public finance work.

Jeffrey Wilson is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He serves on the board of the Ridgewood Symphony Orchestra, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, and institutions, combining a broad platform with various strategic and tactical investment options.

Parker Gundeck is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004, the same year he joined Merrill Lynch. Parker works with individuals, families, and businesses to develop strategies and provide advice by understanding their short- and long-term financial objectives. He specializes in areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and values-based ESG investing, women and wealth, and retirement income. Parker holds several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Parker graduated from Penn State University with a degree in Finance from The Smeal College of Business Administration. He lives in Wyckoff, NJ with his wife Kathleen and their three children: Parker, Addison, and Evan.

Gary Rosen is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. Outside of his advisory role, he is the owner of RosenKramer LLC, a business entity established for liability protection related to his branch office lease. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary consulting based on comprehensive analyses.

Sandra Zyskowski is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Morgan Stanley during her career. Outside of advising, she is a silent partner in an automotive and technology consulting business, Northeast Distribution Services LLC. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Maccagnan is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 24 years of industry experience. His career includes roles at firms such as Equitable Advisors, AXA Advisors, and Summit Advisor Services. In addition to his advisory work, he is active as an insurance broker, specializing in life, disability, property and casualty, long-term care, fixed annuities, and health insurance. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charities, and employers, offering asset management, wrap programs, and educational seminars. The firm emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

Jack Hallak is a financial advisor at LPL Enterprise with 19 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, Morgan Stanley, Bank of America, and Merrill. He holds Series 63 and Series 66 designations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Raymond Buhrmeister is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he was involved with Clark's Botanicals L.L.C. for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm primarily implements investment strategies through model portfolios developed by internal and third-party research, while also offering financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Russell Grimm is a financial advisor with Edward Jones in Wyckoff, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Grimm serves on the board of trustees for SCARC Guardianship Services and acts as treasurer for CARC Guardianship Services, both organizations providing guardianship support for individuals with developmental disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.