Gabriel Catania is a financial advisor at Fidelity with Series 66 registration and less than one year of industry experience. Prior to joining Fidelity, he held roles at UBS, Schiller-Haskell Partners, and the John Templeton Foundation, as well as multiple positions at Bucknell University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Paul Randazzo is a Financial Advisor at Merrill Lynch Wealth Management specializing in serving service-based business owners. He focuses on aligning business and personal finances into coordinated plans aimed at simplifying complex financial situations, protecting assets, and creating strategies for business continuity and legacy. Paul works with clients to develop tailored solutions that include continuity and succession planning, wealth optimization, asset protection, and legacy planning. His approach aims to reduce reliance on the business owner, enabling clients to achieve more time and freedom while providing a clear roadmap for long-term confidence. He holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). Outside of his professional work, Paul enjoys activities such as boxing, fishing, football, pickleball, traveling, and watching movies.

Sevdi Dauti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Morgan Stanley in 2025, he spent 15 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process.

Matthew Kraft is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at Bank of America, NA for 18 years before joining UBS in 2017. He has a role with City Coast Trust with no expected duties unless specific conditions occur. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Sarah Ricca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Ricca serves as a trustee and partner in investment-related businesses outside of her advisory role. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a range of advisory programs.

Lukasz Skowronski is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a prior role at JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

DeAnna Savarese is a Planning Consultant with Fidelity Investments, where she collaborates with clients and teams to create comprehensive financial plans aimed at helping clients pursue their future financial goals and establish generational relationships with Fidelity Investments. She has held various roles within Fidelity Investments since 2012, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to her tenure at Fidelity, DeAnna worked as a Financial Advisor at AXA Advisors from 2008 to 2012. Her professional experience centers around financial planning and client relationship management, with a focus on delivering personalized investment and financial consultation services. Outside of her professional career, DeAnna engages in family activities and enjoys gardening, horseback riding, skiing, snowboarding, and volunteering.

Mary Fava Marsh is a CFP®-designated financial advisor with 25 years of industry experience. She is currently with Morgan Stanley in Paramus, NJ, having joined the firm in 2025 after nine years at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Jim Akasala is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CITI Private Advisory and Citigroup Global Markets. Outside of his advisory role, he is a silent partial owner of a gas station and convenience store. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Michael Vitacco is a financial advisor at Morgan Stanley with 33 years of industry experience. His prior roles include positions at JP Morgan Securities and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Jason Said is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience working at multiple firms, including MassMutual Life Insurance Co and Barnum Financial Group, and has prior experience in the hospitality industry and education. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement planning.

Katie Hudson is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Foresters Financial for 11 years before joining Mass Mutual in 2019. Outside of her advisory role, she also acts as an agent for life insurance and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a collaborative, goal-oriented approach.

Makenzie Martin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2024. Prior to this, she held positions at 220 Merrill/Elia Group and has been a full-time student at multiple institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Eric Siegeltuch is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 designation and has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of financial advising, he is the owner of Eric Siegeltuch Fine Arts, an art sales and consulting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Charles Slater is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2011. Outside of his advisory role, he serves as a trustee for several family trusts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Saccento is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial advisory and planning support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and advanced analytical tools to assist client decision-making.

Jason Babilonia is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated bank since 2019, following an 11-year tenure at TD Ameritrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Robert Ruscick is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at PNC Wealth Management, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options based on diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.

Eleanor Galt Lin is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2005 to 2009. Outside of her advisory role, she is involved as a presenter at Montclair Adult School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved planning tools and the Global Investment Committee’s research.