Corey Albright is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions in various industries including automotive and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Robin Ax is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as an investment committee member for the Sisters of Saint Dominic of Blauvelt, a religious organization involved in education and special education programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with fiduciary financial planning. The firm integrates institutional trading capabilities with wealth management services to support a range of client needs.

Colin Figueroa is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Woodbury Financial Services, Capital One Financial, and Morgan Stanley. Outside of Osaic, he serves as First Vice President at Alpine Financial Planning LLC, assisting clients with insurance planning needs. Osaic Wealth, Inc. serves a diverse client base ranging from individuals to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Keith Small is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been associated with Cetera and its affiliates since 2009 and is also the managing partner of Kluge Financial Group, LLC. In addition to his advisory work, he holds a role as an enrolled agent providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers diversified portfolio management and planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Jack Van Itallie is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation. He joined Morgan Stanley in 2025 after completing ten years of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Mark Marotta is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and nonprofit organizations, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research.

Eric Shell is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Husan Iddin Abdul Ghani is a Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2012, he has brought over a decade of experience in the financial services industry, focusing on helping clients with financial strategies, asset allocation, and long-term investing to achieve their financial goals. Husan works closely with clients to develop personalized financial plans and serves as a financial quarterback, coordinating resources from Merrill Lynch and partnering with other trusted professionals to meet his clients' personal, business, and professional objectives. Husan's expertise includes corporate benefit programs such as equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation plans. His client focus areas cover liquidity management, retirement planning, philanthropic and socially responsible investing, portfolio management, and strategies for small businesses, sports, and entertainment sectors. He is a 2008 graduate of Johnson C. Smith University with a B.A. in Communication Arts and holds the Personal Investment Advisor (PIA) designation. Husan is actively involved in his community through volunteering with organizations including the International Gathering at Beth Rapha church, Omega Psi Phi Fraternity Inc., the NAACP's AACTSO mentoring program, Junior Achievement, and local food banks and shelters. He is also a sports enthusiast with a background playing college football and follows teams such as the New York Giants, Knicks, and Yankees.

Steven Samori is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining LPL Financial in 2025, he worked for David Lerner Associates for five years and has held various other roles including positions at Tesla and Manhattan College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and investment options.

Michael Di Giaimo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC, Eagle Strategies LLC, and Mass Mutual Life Insurance 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 and an ESG eligibility framework. The firm focuses on non-discretionary services delivered by a select group of Wealth Advisors.

Brian Kopilak is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory work, he is involved in affiliated business activities including sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Linda Godfrey is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients achieve financial freedom and peace of mind through personalized wealth management strategies. Her approach involves educating clients to understand their investments and structuring portfolios that support both accumulation during working years and income strategies in retirement. Linda specializes in areas including personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. She holds a Bachelor's Degree from Colgate University and professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is actively involved in Merrill Lynch Women's Exchange as President of the Northern New Jersey Chapter and is a contributing member of Phi Beta Kappa. Her community involvement includes volunteer work with the Center for Food Action, Make-A-Wish (Walk for Wishes), Ramapo Bergen Animal Refuge as a foster family member, and participation in United Way's Tribute to Women in Industry program. Linda is also fluent in French and English, with personal interests that include cooking, dancing, football, gardening, hiking, scuba diving, tennis, traveling, and writing.

Richard Gaba is a financial advisor with Cetera, holding a Series 66 designation and 30 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. Cetera Investment Advisers LLC is a nationally registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Adam Pena is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals, families, and business owners to simplify wealth management. He focuses on understanding clients' goals, family priorities, business interests, and legacy objectives to develop personalized strategies. His expertise includes wealth growth and preservation, retirement planning, education funding, tax-efficient strategies, and legacy planning. Adam holds the Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree in Economics from the State University of New York System at Binghamton. Adam resides in Westwood, NJ, and enjoys spending time with his family, as well as participating in adventure sports, football, golfing, hiking, music, photography, running, traveling, and watching movies. He is also committed to giving back to his faith and community.

Dinesh Mahtani is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 designations and over 21 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and Primerica Financial Services since 2000. In addition to advisory services, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing its services primarily on individual rather than institutional clients.

Deborah Richin is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 designation and bringing 27 years of industry experience. She has been with UBS since 2014. Outside of her advisory work, she serves as executor and administrator for multiple estates, working alongside attorneys and accountants to manage and distribute assets according to the respective wills. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

David Berntsen is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing 38 years of experience in the wealth management field. He specializes in family wealth management strategies, legacy planning, and portfolio management services. David works closely with clients to examine various financial documents and understand family dynamics to deliver tailored advice and guidance. Throughout his career, David has worked for an institutional bond broker and other prominent wealth management firms before joining Merrill in 2014 along with his team members. He holds a Bachelor's degree from Ramapo College and the Professional Investment Advisor (PIA) designation. A native of Allendale, New Jersey, David resides with his family in Chester, New York. His personal interests include sailing, biking, skiing, golf, and fly-fishing.

Pascal Murphy is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Murphy serves on the board of Bear Brook Village in Wood Ridge, NJ, in addition to managing his own financial advisory practice through GREP Holdings LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of investment, brokerage, and insurance solutions.

John Diaz is a financial advisor at Morgan Stanley with Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Tommy Bahama, Capozzi Advisory Group, and INC Advisors. Diaz also has experience with the YMCA and studied full-time at the University of Rochester. 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.

Matthew Perreault is a Financial Consultant at the Paramus, NJ Investor Center, where he works closely with local clients to provide guidance and education about their investments and their overall financial picture. He and his team focus on understanding each client's full situation and goals to help build comprehensive financial plans tailored to those objectives, aiming for successful outcomes and peace of mind. Matthew has held a series of roles at Fidelity Investments since 2021, including positions as Customer Relationship Advocate, Help Desk, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently as Financial Consultant. This progression reflects his broad experience within the company and the financial services industry. Outside of his professional career, Matthew has personal interests that include hiking, movies, music, outdoor adventures, pets, and soccer.