Wesley Goldberg is a financial advisor with Ameriprise in Chester, NJ, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that incorporate income, Social Security, and tax-smart withdrawal strategies. The firm utilizes a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, to generate tailored recommendations.

Christopher Quigley is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on assisting clients in achieving their financial goals through comprehensive planning and personalized guidance. Christopher applies his expertise in retirement planning, investment strategies, wealth planning, and financial education to establish trusted client relationships. Before his current role, Christopher held several positions at Fidelity Investments, including Relationship Manager from 2024 to 2026, Transition Services Specialist from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023. This progression reflects his growing experience within the financial services industry.

Nicholas Thompson is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior roles include consulting at Thompson & Thompson Consulting Inc. and involvement with educational institutions such as Fairleigh Dickinson University and Cedar Stars Academy. He also served with the Morris County Youth Soccer Association for six years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Domenick Saglimbeni is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services and is a partner at the CPA firm PKF O'Connor Davies, where he provides accounting and auditing services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with discretionary and non-discretionary options.

Brian Latz is a CFP®-certified financial advisor with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked for Wells Fargo Advisors LLC. He is based in Paramus, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Sgombick is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2017, previously spending three years at STAC and ten years at Metro-Pack Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

David Juechter is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds Series 66 and Series 63 licenses and has previously worked at First Trust Portfolios L.P. and First Trust Advisors L.P. In addition to his role at Cetera, he is also associated with Hunter Financial Advisors Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

Jon Schulz is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 66 designations. He has 15 years of industry experience, including 13 years at Bank of America and Merrill prior to joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Scott Flood is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Cambridge in 2020, he worked for Royal Alliance Associates, Inc. for 18 years. He also operates as an independent insurance agent and a CPA/enrolled agent providing tax preparation and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a broad network of independent Financial Professionals, using a range of portfolio management approaches and proprietary and third-party strategies.

Jacob Stromer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Prudential Insurance Company of America since 1984 and was with Pruco Securities, LLC for 40 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

Vincent Albanese is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining RBC Capital Markets and City National Bank in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies, utilizing both in-house and third-party investment managers and providing various options for rebalancing, tax management, and responsible investing.

Barbara Delaney is a financial advisor with LPL Financial in Palisades, NY, holding Series 63 and Series 65 credentials and over 38 years of industry experience. She has worked with LPL Financial since 2010 and has been affiliated with Global Retirement Partners, LLC since 2015. Delaney is also involved with HUB International, which acquired her practice in 2019, where she continues her advisory role as an employee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Brian Higgins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial advice to high net worth individuals, business owners, and retirement plans, focusing on understanding each client's specific life and financial objectives to manage their investment life cycles effectively. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and individual and corporate investment strategy. Brian began his career in the financial services industry by joining Merrill in 1977. He holds a Bachelor's degree from Wayne State University, where he studied finance. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian has been named to the Forbes Best-in-State Wealth Advisors list for 2022, 2023, and 2024. Originally from Detroit, Michigan, Brian resides in Bloomfield Hills with his wife Clarice. They have three sons: Robert, Patrick, and Stuart, the latter of whom is his business partner. Brian’s personal interests include baseball, basketball, boxing, football, ice hockey, spending time with his family, and enjoying a nice cigar.

Georgios Kyriakopoulos is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2017. Prior to joining Merrill, he was self-employed and worked at GenSpring (SunTrust Bank). Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Paul Svetik is a financial advisor with MassMutual Investors Services in Paramus, NJ, holding a Series 63 designation and bringing 29 years of industry experience. He has been with MassMutual-related firms since 2016, including a current role at Massachusetts Mutual Life Insurance Company since 2017. Outside of his advisory work, Svetik is involved in insurance brokerage sales focused on property, casualty, and group health through separate entities. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved analytical tools to deliver detailed planning and offers various investment programs alongside educational seminars.

Mario Afram is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2011 to 2022. 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 investment options and bank deposit sweep programs.

Jean Sears is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Ameriprise in 2021. Outside of advising, she owns Smart and Simple, LLC, which manages business expenses related to her Ameriprise franchise, and is involved in independent insurance brokering focused on long-term care. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions and employs algorithmic tools alongside professional oversight to support retirement planning.

Adam Riback is an Investment Consultant at Fidelity Investments, based in the Nanuet, NY Investor Center. He collaborates with clients to develop customized financial plans that align with their short and long-term goals, emphasizing strong relationships and trust with clients and their families. Adam has been with Fidelity Investments since 2021, advancing from Financial Consultant to Planning Consultant before his current role as Investment Consultant. Prior to joining Fidelity, he served as a Senior Financial Consultant at TD Ameritrade from 2019 to 2021 and as a Financial Specialist at Allstate Life and Retirement from 2015 to 2019. He holds an AR Insurance License. Outside of his professional work, Adam enjoys outdoor activities such as camping, hiking, kayaking, scuba diving, and skiing. He also dedicates time to volunteering in his community.

Andrew Squillante is a financial advisor at Fidelity with a Series 66 credential and currently beginning his career in the industry. He previously worked at Dwight-Englewood School and attended SUNY Binghamton University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Crystal Roger is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies based on each client's risk profile, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.