Paul Hashim is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2014 to 2017. In addition to his advisory role, he is involved in individual life and health insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements using firm-approved tools and delivers recommendations covering investment categories and strategies.

Jed Limmer is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 17 years of industry experience. He has previously worked at Wedbush Securities, D.A. Davidson & Co., and Onward Advisors. Outside of his advisory role, he consults on business development and strategy for a firm providing investment opportunities in pre-IPO defense technology companies. 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 range of financial planning and advisory programs, combining proprietary research with third-party strategies and technology-driven portfolio management.

Caren Malitsky is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and offers a range of investment programs and educational seminars.

Sam Rajguru is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. Prior to joining Fidelity, he was involved with Ohm Shri Riddhi Siddhi. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Bryan Calderon is a financial advisor at Morgan Stanley with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Columbia Bank. Outside of finance, he is the owner of a local freight trucking business and serves as a consultant for a long-haul freight trucking company. 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 through a structured planning process supported by firm-approved tools.

John Hofman is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A. since 2018, with periods of unemployment in between. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Wisnovsky is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Nylife Securities LLC, New York Life Insurance Co, and National Securities Corporation. Outside of finance, he serves as a deckhand for Jordi Sportfishing, a fishing charter based in New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and engages in oversight of sub-advisers and evaluation of share classes, with notable activities including commodity pool operator registration and advisory roles for multiple registered investment companies.

Alexander Parisis is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Ramsey, NJ. He has 10 years of industry experience, including prior roles at PNC Investments LLC and PNC Bank, N.A. He has been with J.P. Morgan Chase Bank and JPMorgan Securities LLC for the past eight years. 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 applying an ESG eligibility framework in its investment recommendations.

Paul Levis is a Series 63-registered financial advisor with 42 years of industry experience. He is currently with LPL Financial, having joined in 2025, and has a long career history including tenures at Massachusetts Mutual Life Insurance Company, Summit Financial Consultants, and Cadaret, Grant & Co., Inc. Levis is also involved in insurance sales through related activities with Mass Mutual and ASH Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a diverse range of financial planning and advisory programs, combined with access to research and model portfolios from internal and third-party sources.

Jake Fletcher is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His work history includes roles at Primerica Financial Services and Eversana Life Science Services LLC. Outside of his advisory role, he is involved in sales of loan products and home security referrals for affiliates of Primerica. Primerica Advisors manages 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 operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Paul Leesman is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Leesman serves as Treasurer of the Boys and Girls Club of Hawthorne. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Theresa Rosa is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for 16 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marina Mazo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Clancy is a Financial Advisor at Merrill Lynch Wealth Management. He began his professional career in 1997 as a Revenue Credit Analyst with Merrill and joined the Mahoney Clancy Group as a Financial Advisor in 1999. Mr. Clancy holds a Bachelor of Arts degree in Economics from Tufts University, graduating Cum Laude in 1997. He also earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He has obtained several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional duties, Douglas Clancy is involved in his community as an assistant coach for his son's outdoor and indoor soccer teams in the Montvale Athletic League.

Marek Mezyk is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles within various Morgan Stanley entities since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Dawn Budde is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering diverse products and services including fee-based planning, portfolio management, and capital markets activities.

Christina Hoerter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers a variety of financial planning and consulting services with a range of portfolio management styles and firm research.

Vincent Dedominicis is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at AAG Capital, Accurate Wealth Management, and Northwestern Mutual. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with clients able to choose the extent of plan implementation through various brokerage or advisory programs.

Shawn Salge is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2006 to 2017 and Bank of America from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Victoria Lugo is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2015. Outside of her advisory role, she works as a part-time dog walker. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition, special-needs analysis, and divorce planning, using Wells Fargo’s research and planning tools to develop tailored recommendations.