Anthony Stramiello is a Financial Consultant at Fidelity. In this role, he works closely with clients to develop practical, long-term financial strategies tailored to their individual goals. His approach emphasizes building relationships based on trust, transparency, and a shared commitment to clients' financial well-being. Anthony has held several positions within Fidelity, including Investment Consultant, Financial Representative, and Customer Relationship Advocate. This progression reflects his experience in various aspects of financial services and client support. Outside of his professional work, Anthony has personal interests that include cars, cooking and baking, family activities, golf, movies, and reading.

Daniel Gordon is a financial advisor with Ameriprise, holding a Series 66 designation and 20 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. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Seth Finkelstein is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. He has worked at IC Advisory Services, Inc. and The Investment Center Inc. since 2016. Outside of his advisory work, he owns a tax preparation business and operates as an independent insurance agent specializing in life, health, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Paul Ordonez is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he works directly with clients to address their wealth management needs, focusing on individualized financial planning. Prior to his current role, Paul gained experience as an Investment Consultant at Fidelity Investments from 2020 to 2021. He also worked at Merrill Lynch, serving as a Registered Private Wealth Associate from 2019 to 2020 and as a Registered Client Associate from 2014 to 2019.

Brian Criscione is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2022, following six years at UBS Financial Services. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized supervisory and custodial operations.

Kieran Finnegan is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing financial advice that is personal, understandable, and tailored to each client's unique goals and circumstances. By simplifying complex financial decisions and developing actionable strategies, Kieran aims to help clients gain clarity, build confidence, and make informed choices about their financial future. He is passionate about assisting clients in making smarter financial decisions and building lasting relationships through personalized guidance. Kieran helps clients navigate various financial opportunities and challenges with clarity and purpose. Kieran holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Connecticut and earned a Bachelor's Degree from the State University of New York.

Jennifer Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Bank of America, and Merrill Lynch. She serves on the board of the Northwest Area Foundation, a nonprofit focused on poverty reduction and prosperity initiatives. J.P. Morgan Securities LLC 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 in its recommendations.

Rachel Liebers is a financial advisor with Raymond James & Associates in Hackensack, NJ, holding the Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked at Speech and Hearing Associates and the Children's Evaluation and Therapy Center. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Frank Newman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP® and ChFC® designations along with a Series 66 license. He has five years of industry experience, including prior roles at MassMutual Life Insurance Co and MML Investors Services, LLC. Newman also works as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. 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 provides financial planning, asset management, and educational seminars, structuring engagements around annual collaborative relationships with clients.

Gary Neumann is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Cetera since 2006 and also has a background in tax and accounting services, including ownership of Gineumann Tax & Accounting Services LLC and a CPA role at Botwinick & Company, LLC. Neumann splits his time between financial advisory and tax preparation, with significant involvement in both fields. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that supports diverse investment strategies and program structures.

Steven Syslo is a Series 66-credentialed financial advisor at UBS Financial Services with 25 years of industry experience, including 10 years at UBS since 2016. He also serves as an instructor at Wayne Adult School, teaching a course on the fundamentals of investing covering various asset classes and risk/reward concepts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations.

Brandy Rehberger is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS Financial Services since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Arnaldo Martinez is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 registrations and four years of industry experience. His prior work includes roles at Uber and Home Depot. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Loren Ward is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill Lynch Wealth Management’s World Headquarters in 2007 and joined the Werbitt Cicale Group in 2010. Loren collaborates with Judith and Jacqueline to tailor wealth management services and recommendations to individual client needs, focusing on wealth planning and financial strategies for clients and their children. She works with rising business leaders, young families, and entrepreneurs to emphasize the importance of future planning, saving, and investing. Loren holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's Degree from Bucknell University. In 2021, she was designated as a Sports & Entertainment Advisor by Merrill Lynch Wealth Management. Her work has been recognized through multiple Forbes listings, including the 2024 Forbes "Best-in-State Wealth Management Teams" as a member of the Werbitt Cicale team, the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State", and previous recognitions dating back to 2018. Loren is also involved in several community organizations such as the Bucknell University Professional Network, City Year New York Investment Community Board, Co-Chair of the City Year New York Women's Board, Let's Win Pancreatic Cancer, and the YWCA of White Plains & Central Westchester.

Ariel Rotenberg is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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.

Elayna Mitrakos is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She began her career at Fidelity Investments in 2019, progressing through several positions including Financial Representative, Relationship Manager, and Planning Consultant before her current role. Prior to joining Fidelity, she worked as a Business Development Specialist at TD Ameritrade and completed an internship with Foresters Financial Services. Elayna specializes in designing comprehensive financial strategies that align with clients' personal values and objectives. She emphasizes ongoing education and disciplined guidance to foster relationships based on trust, professionalism, and consistency. Outside of her professional work, Elayna has interests in cooking and baking, outdoor adventures, snowboarding, tennis, traveling, and volunteering.

Kenneth Weinstein is a financial advisor with LPL Financial, holding a Series 66 designation and over 33 years of industry experience. His prior firms include Key Investment Services LLC, Cetera, CUNA Brokerage Services, and M&T Securities. Outside of his advisory role, he is involved with events and entertainment at MetLife Stadium in East Rutherford, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and advanced technologies.

Anthony Sciuto is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Ameriprise since 2014. Outside of his advisory role, he is involved with CMA92 LLC, where he assists with administrative duties, client appointments, portfolio reviews, and financial planning research. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Decorso is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Advisors since 2020 and has prior experience at JC Ehrlich and Haven Line Industries. In addition to advising, he has engaged in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors 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 delivers advisory services through a large network of advisors and relies mainly on model-delivery strategies created by unaffiliated asset managers.

Andrew Sepulveda is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Morgan Stanley since 2009, including his role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market analysis models.