Anjed Eloued is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and four years of industry experience. His previous work includes roles at TD Bank N.A., TD Private Client Wealth LLC, Sterling National Bank, and Ritecheck Cashing. Outside of finance, he is the owner and clothing designer of SITR & SILK COLLECTIONS LLC. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools for goal analysis and delivering written recommendations.

Daniel Lamego is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has concurrently worked with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 2016 and 2015, respectively. Mass Mutual 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Lynn Liaskos is a financial advisor at LPL Financial with 24 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Ameriprise Financial Services, PNC Wealth Management, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Scott is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following a four-year tenure at Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Tyler Palumbo is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He currently works at Ameriprise Financial Services LLC, where he has been since 2021, following six years at Bruderman Brothers LLC and Bruderman Asset Management, LLC. In addition to his advisory role, he is involved in independent insurance brokering focused on fixed annuities with AIG. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sustainability and tax-aware strategies.

Jennifer Gethins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked in the mortgage and retail sectors, including positions at LoanDepot, Quintessential Mortgage Group LLC, and Macy's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Robert Ehinger Jr. is a CFP® and ChFC® with 42 years of experience, currently serving at Mass Mutual Investors Services. He has worked with Massachusetts Mutual Life Insurance Company since 1995 and MML Investors Services, Inc. since 1985. Ehinger is also active as a life and health insurance sales agent and serves as an insurance broker specializing in life settlements. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Rochelle Atengco is a financial professional with one year of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has previously worked with KLS Advisors, LLC/SVB Private, a Division of First Citizens Bank for 12 years. Since 2024, she has also been involved with Pascarella Wealth Partners LLC as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with a broad selection of program options.

Zachary Tanis is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Primerica Financial Services and Primerica Advisors, as well as positions with Kalish Law Group, Tanis Greens LLC, and educational institutions such as William Paterson University and the Netherlands Reformed Christian School. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based investment strategies managed by third-party asset managers.

Joshua Macias is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2007 and with Primerica Financial Services since 2006. Outside of his advisory role, he is the owner of Takeover Management, LLC, a business formed for Primerica purposes, and a partner in MBK Legacy LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure and multiple model approaches including Strategic, Tactical, Tax-Aware, and Income Distribution.

John Infante is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad array of capital markets and investment products.

Jordon Havens II serves as a Senior Resident Director at Merrill Lynch, leading the Sparta, NJ complex and heading the HBM Group, a planning team dedicated to servicing wealth management clients. With 25 years of experience in the financial industry, Jordon's expertise spans managing individual wealth through complex market cycles, constructing comprehensive financial and estate plans, and focusing on client segments including small business owners, executives, healthcare professionals, and retirees seeking income planning. Before joining Merrill Lynch Wealth Management in 2006, Jordon managed high-net-worth fixed income portfolios and worked in various roles including wholesaling for Oppenheimer and advising retail and institutional clients in New York City. He began his career at The Vanguard Group in Scottsdale, Arizona. Jordon holds a Bachelor's Degree in Finance from Arizona State University and has earned the Personal Investment Advisor (PIA) designation. Originally from Fishkill, NY, Jordon lives in Randolph, NJ with his wife, three children, and three Labrador retrievers. Outside of his professional commitments, he participates in activities such as golf, competitive fishing, cooking, and dog training. He is involved with organizations including ASPCA, the NRA, 11th Hour Dog Rescue, Camp Bow Wow Foundation, and serves as a softball coach for Girls Town Rec & Travel.

Stephen Rosenzweig is a financial advisor with Mass Mutual Investors Services holding a Series 66 license and starting his advisory career in 2025. Prior to joining the firm, he worked at Simple Funding Solutions for eight years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers detailed, collaborative planning engagements supported by firm-approved analytical tools and also provides specialized services such as divorce planning and estate-settlement programs.

Paul Gordon is a financial advisor with Ameriprise in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Maglio is a financial advisor with LPL Financial in Totowa, NJ, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory work, he occasionally performs mystery shopping evaluations for local businesses and is involved in a non-securities related family business called TopHealth.Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of over $819 billion in discretionary assets.

Patrick Doran is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience working closely with families, corporate executives, and retirees to provide dependable financial guidance tailored to their unique needs. Patrick’s approach centers on personalized service, thorough analysis and research, multigenerational support, and attentive listening to help clients develop lifelong financial wellness. Throughout his career, Patrick has focused on helping clients answer essential questions related to retirement planning, lifestyle support, investment alignment, and financial habits across generations. He emphasizes identifying opportunities and risks by researching market environments, analyzing potential setbacks, and providing detailed financial health reports. His expertise includes personal retirement planning, portfolio management services, and retirement income strategies. Patrick holds a bachelor’s degree from Seton Hall University and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Randolph with his wife and three children and enjoys spending time with his family, gardening, reading, and working out.

Brian Pomarlen is a financial advisor with Ameriprise in Wayne, NJ, holding a Series 66 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in business ownership with Bramwellworth Associates LLC and Doden Associates LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Michael Liskowitz is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mass Mutual since 2017 and at Metlife Securities since 2009. Additionally, he operates as an independent insurance agent specializing in fixed annuities, life, accident, health, long-term care, and property and casualty insurance. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements using firm-approved analytical tools and delivers recommendations primarily focused on investment strategy rather than specific product selection.

Michael Bostedo is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services and Provident Bank prior to his current roles. Outside of advising, he is a partner and co-owner of Bostedo Construction, LLC, where he manages financial aspects of the business with his father. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options and access to both affiliated and third-party money managers.

Stanley Malecki is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 and is currently co-owner of Crosscoast Legacy Partners, a recruiting platform where he leads recruitment efforts and business development. He is also president of Malecki Financial Group. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures and manager selections.