Samantha Price is a Senior Financial Advisor with over 15 years of experience at Merrill Lynch Wealth Management. She leads The Price Group, providing financial advisory services focused on developing and implementing both short- and long-term financial strategies for affluent clients and business owners. Her approach promotes "financial wellness" through a combination of professional investment management, home financing, insurance, and other services aimed at helping clients make sound financial decisions to achieve their goals. Samantha holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Domestic Partnership Advisor (ADPA) designations from The College for Financial Planning Institutes Corp. She earned a Bachelor's degree from Loyola University Chicago and graduated from Waldwick High School. Samantha is fluent in English, Spanish, and Italian. Residing in Bergen County, New Jersey, Samantha is involved in various community organizations including the Waldwick Lions Club, Habitat for Humanity Bergen County Women Build Committee, Merrill Lynch Women's Exchange, and the Waldwick Chamber of Commerce. She also supports causes such as the American Cancer Society and the American Heart Association. Samantha enjoys spending time with her daughter, fishing, dancing, gardening, and participating in sports such as baseball, soccer, and softball.

Charles Bracken is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked within Wells Fargo at various entities since 2010. Outside of advisory services, he is involved with Princeton Harriman Insurance Solutions as a financial advisor and has ownership interests in two investment-related LLCs. 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 solutions tailored to clients meeting a net-worth threshold. The firm combines advisory services with other financial products and referral channels to serve its clients.

Bradford Fulton Jr. is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the CFA® and Series 66 designations. His prior work includes roles at J.P. Morgan Institutional Investments Inc. and Bankers Healthcare Group. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a variety of investment and advisory offerings.

Thomas Gwin is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 20 years of industry experience, including roles at Metlife Securities, Inc. and MassMutual Life Insurance Co. In addition to his financial work, he is active as a fashion model and actor with Soul Artist Management. MassMutual 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 seminars, employing firm-approved software and collaborative planning processes.

Alyssa Salvo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Alyssa holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Gregory Field is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Edward Jones in 2017, he operated Field Consulting, a telecommunications business, for 12 years. He also serves as an Education Coordinator for BNI in White Plains, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Edward Kovac is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 26 years of industry experience. His prior work includes roles at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. He serves as a volunteer board member for organizations providing services and information to elderly and sight-impaired individuals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as an annual, collaborative process using analytical software and generally recommends investment categories and strategies rather than specific products.

Noah Sanders is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 14 years. Sanders serves as a trustee for a family trust, where he advises and educates his nephews on investment matters. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to various investment platforms and third-party managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Stephen Mangiacotti is a financial advisor with J.P. Morgan Securities in Yorktown Heights, NY, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at NYLife Distributors LLC and New York Life Investments. He served for five years with the Irvington Fire Company. 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. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Gabriel Salas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at JP Morgan Private Bank and Monahan's Seafood Market. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities.

Samuel Lazar is a financial advisor with Merrill, holding a Series 66 designation and based in Stamford, CT. He has one year of industry experience, having previously worked at GAMCO Investors, Inc. and Barnum Financial Group. Outside of his advisory roles, he has been involved with Old Oaks Country Club over multiple years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Nachman is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Nachman co-presides over Endurance Operations Management LLC, managing business operations including human resources, expense management, and accounting. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement income recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Yamelyn Asencio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing approximately four years of financial services experience, including roles at Wells Fargo Bank and JPMorgan Chase Bank. Outside of her advisory career, she has been involved with BYD Home Restoration Inc. since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

David Lasco is a financial advisor with Ameriprise in Valhalla, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he serves as Co-President of the Fordham University Alumni Westchester and sits on the Board of Directors for the Financial Planning Association of the Greater Hudson Valley. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Elbaum is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Private Bank and Padell Business Management. Outside of finance, he has worked in educational roles and with the Rising Stars Youth Foundation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and advanced modeling tools to develop planning strategies.

Ryan Hetzer is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Sabrina Gordon is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in roles at JPMorgan Chase Bank, A&E Real Estate, Fresh Prints, and Seidenfeld Associates. J.P. Morgan Securities 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.

Miyuki Kiyota is a financial advisor with Merrill in White Plains, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2016. 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.

Joseph Milano is a financial advisor at Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses with 17 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at KeyBank and Key Investment Services LLC from 2016 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Micah Stavenhagen 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., Ironhorn Enterprises, and Syracuse University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework.