Algin Lagdameo is a financial advisor with MassMutual Investors Services holding a Series 66 designation and 18 years of industry experience. His prior work includes long-term roles at Pruco Securities, LLC and the Prudential Insurance Company of America. MML Investors Services, LLC 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 an emphasis on collaborative, annual client relationships and use of firm-approved analytical tools.

Warren King is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Capital Craft. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Christopher Ferrone is a financial advisor with LPL Financial in Branchburg, NJ, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at MMLIS Investors Services, Massmutual, Ameriprise Financial Services, and Morgan Stanley. Outside of his advisory work, he is involved with Going Gold Choreography, LLC, a non-investment-related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, and other institutions. The firm supports its investment adviser representatives with a broad platform including financial planning, model portfolios, third-party asset management, and institutional programs.

Rob Budziszewski is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. He leads a team of financial professionals focused on aligning with clients' evolving needs, collaborating to provide clarity and assist in developing personalized, goal-based financial plans. His approach aims to inspire clients to achieve peace of mind and fulfillment through their financial goals and dreams. Rob has held several positions within Fidelity Investments, including Assistant Branch Leader and Planning Consultant in 2021 and 2022. Prior to joining Fidelity, he worked at Hennion & Walsh, Inc. from 2008 to 2021, serving as Associate Vice President and Investment Associate Supervisor. Outside of his professional responsibilities, Rob enjoys family activities, golf, music, pets, skiing, and traveling.

Neesha Khanna is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Credit Suisse Securities (USA) LLC and New York University Stern School of Business. Khanna is a silent partner in a consulting business owned by her husband. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process involves a combination of quantitative screening and qualitative research to build model asset allocations, with a focus on non-discretionary written asset allocation advice and customized reporting.

Lynn Delprado Araneta is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with OSAIC. She was previously with Signator Investors, Inc. for 37 years before joining Royal Alliance Associates, Inc. in 2018. In addition to her advisory roles, she is involved with ACORN Financial Services Inc., focusing on retirement, insurance, investment, and college education planning, as well as term and universal life insurance brokerage. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, affiliate network, and private-equity ownership.

Patrick Tierney is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1998, bringing 24 years of experience in financial services. He specializes in guiding and advising clients on wealth management strategies aimed at helping them pursue their financial goals. Patrick focuses on maintaining moderate risk in investment portfolios while pursuing absolute returns and maximum diversification. His expertise includes areas such as college education planning, executive and equity compensation, family wealth management strategies, individual and corporate investment strategy, tax minimization, and retirement income planning. As a Senior Portfolio Manager, Patrick manages his own discretionary Personalized and Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Patrick holds a Bachelor's Degree from the University of Scranton and holds several professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Alternative Investment Analyst (CAIA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Patrick spends time volunteering in his community and enjoys basketball, music, reading, and spending time with his family.

Michael Madden is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Wells Fargo Advisors since 2026, following a 10-year tenure at Raymond James & Associates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering a broad range of planning services including specialized areas like business-owner transition and special-needs planning.

Monika Nemeth is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 and Series 63 licenses and has worked previously at Morgan Stanley and AIG Funds. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through proprietary research and model-based asset allocations.

Yuval Brokman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following roles at OppenheimerFunds and Credit Suisse Securities (USA) LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Dietrich is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2007. He holds Series 63 and Series 66 licenses. UBS Financial Services Inc. 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 blends 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.

Rosanna Vizzoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. She has previously worked at Merrill, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Vizzoni also owns two small property construction and renovation businesses. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, leveraging research and analytics to support diversified investment approaches.

Alex Perlberg is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. 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 provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Michael Healey is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes nine years at Wells Fargo Clearing and a year at Prudential Equity Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across a broad range of planning needs.

Sophia Gallant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Millennium Management, and Seventy2 Capital. Outside of finance, she has experience in the restaurant and brewery industry. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates a range of investment strategies with an ESG eligibility framework.

Richard Miktus is a financial advisor with Raymond James Financial Services Advisors, Inc. in Morristown, NJ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior experience includes roles at Merrill Lynch, Bank of America, HSBC Securities, and TD Ameritrade. He is also associated with 1792 Wealth Advisors LLC as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

James Fahey Jr. serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Bedminster, New Jersey. He assists a diverse client base including executives, healthcare professionals, retirees, and business owners in retirement planning, managing concentrated stock positions, equity compensation, and complex wealth planning decisions. Additionally, as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), he provides guidance to retirement plan sponsors and fiduciaries on plan governance and best practices. With a background as a U.S. Navy Veteran and decades of experience, James holds several professional designations including Accredited Asset Management Specialist (AAMS), Chartered Life Underwriter (CLU), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has completed an Accredited Certificate Program from the College for Financial Planning and is affiliated with professional organizations such as the Greater Middlesex Somerset County Estate Planning Council and the Somerset County Business Partnership. James is involved with institutions including Blair Academy, Fordham University, Lafayette College, and Lehigh University. His approach focuses on providing clear, practical advice and disciplined financial guidance to help clients pursue their financial goals with confidence.

Daniel Botero Torres is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes positions at the University of Miami and several educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Matthew Vamvakis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he serves as a board member and Vice President of Finance for Congregation Ohr Shalom-Summit Jewish Community Center and is a director on the New Jersey Boys State Foundation, which supports youth civic leadership. 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 searches, and customized performance reporting. The firm’s advisory program integrates systematic quantitative screening and qualitative research to build model asset allocations, with a non-discretionary approach where clients retain final decision-making authority.

Michael Purcell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank, NA dating back to 2015. Outside of his advisory role, he owns and operates RPM Entertainment, a music business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics to guide investment decisions within a broad platform that includes brokerage and advisory solutions.