Marie Errico is a financial advisor with UBS Financial Services in Ridgewood, NJ, holding a Series 63 designation and bringing 41 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Darrel Upson is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory work, Upson is involved in business consulting through Endurance Operations Management LLC and Puente Sur Sports Management LLC, and serves on the board of Lutheran Social Services of New York. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Sokol is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience in financial markets. Benjamin focuses on empowering clients to make informed financial decisions by uncovering their needs and goals, then implementing customized plans. Prior to joining Fidelity, Benjamin worked at JP Morgan from 2012 to 2019 in various positions including Private Client Advisor - Vice President and Investor Associate. He also held roles as Senior Associate in Advisory Services at Thomson Reuters in 2012 and as Senior Proprietary Equity Trader at AMR Capital Trading from 2002 to 2011. Benjamin holds a California Insurance License.

John Ford is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary wealth advisory services supported by a centralized due-diligence framework.

Paul Koerner III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Taylor Mosera is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing, Bain & Company, Ernst & Young (EY-Parthenon), Goldman Sachs, and served in the United States Army. He is also a 50% owner of Hillcrest Capital Advisors, Inc., an investment-related business based in Wyckoff, NJ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

Edwin Molina Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Bank of America, Visions Federal Credit Union, and Visions Analysis LLC. Molina currently serves clients from Westwood, NJ. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Andy Suh is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles in educational and investment-related services, such as PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in sales related to mortgage products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies with third-party asset managers and provides trade execution and custody services through Pershing.

Thomas Mullooly is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior work includes roles at Edward Jones and Credit Suisse Securities (USA) LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Robert Campolongo is a Certified Financial Planner® with 29 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Heather Haera is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds the Series 63 designation and has worked in various roles within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Wen Shao is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in direct sales of nutrition and cosmetic products with Atomy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Anthony Lo Casto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and various sports-related enterprises such as Westchester Giants and Justintime Baseball. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Joshua Gilenson is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. Outside of his advisory role, he is involved with J Realty Group, a mortgage and real estate services business for which he holds a real estate license. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

David Prockter is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to tailored financial plans and processes aligned with their individual goals. His approach emphasizes simplicity and transparency in managing wealth and investment decisions. David holds a Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the State University of New York at Plattsburgh and a Master's Degree from Pace University. His work involves helping clients address various financial objectives, including education funding, retirement planning, and long-term family goals.

Wesley Goldberg is a financial advisor with Ameriprise in Chester, NJ, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that incorporate income, Social Security, and tax-smart withdrawal strategies. The firm utilizes a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, to generate tailored recommendations.

Christopher Quigley is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on assisting clients in achieving their financial goals through comprehensive planning and personalized guidance. Christopher applies his expertise in retirement planning, investment strategies, wealth planning, and financial education to establish trusted client relationships. Before his current role, Christopher held several positions at Fidelity Investments, including Relationship Manager from 2024 to 2026, Transition Services Specialist from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023. This progression reflects his growing experience within the financial services industry.

Nicholas Thompson is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior roles include consulting at Thompson & Thompson Consulting Inc. and involvement with educational institutions such as Fairleigh Dickinson University and Cedar Stars Academy. He also served with the Morris County Youth Soccer Association for six years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Domenick Saglimbeni is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services and is a partner at the CPA firm PKF O'Connor Davies, where he provides accounting and auditing services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with discretionary and non-discretionary options.

John Sgombick is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2017, previously spending three years at STAC and ten years at Metro-Pack Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.