Christopher Bellini is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has been with Fidelity-affiliated firms since 2011. Outside of his advisory role, Bellini is involved in managing several real estate properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Glenn Duphiney is a CFP® certified financial advisor with LPL Financial in Denville, NJ, where he has worked since 2008. He has 32 years of experience in the financial services industry. Outside of his advisory role, he has participated as a part-time actor with occasional performances in the tri-state area. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Richard Vanderpool is a Series 63-credentialed financial advisor with 27 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 27 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Gude is a financial advisor with LPL Financial in Montville, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., The Investment Center, Inc., and IC Advisory Services, Inc. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Armando Garofalo is a financial advisor with LPL Financial, holding 29 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc for 24 years and has operated MKN Financial Services for over two decades. Outside of advisory work, he is involved in tax preparation and accounting through MKN Financial Services and is also a notary. LPL Financial is a national investment adviser and broker-dealer serving individual clients, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technology-driven strategies.

Deborah Dunne is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Thrivent Investment Management since 2002 and has worked under Scott Siripalaka at Thrivent Financial since 2022 and Mark Kleindienst from 2012 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based planning across a broad range of topics without discretionary trading authority or institutional portfolio management.

Steven Fuchs is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved in ventures such as Meadows Home Care LLC and Hudson Valley Hoosiers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Kevin Rakowski is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Axa Advisors, LLC. Outside of financial services, he has experience with fitness and rehabilitation businesses. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, leveraging multiple third-party asset managers and offering both advisory and brokerage channels.

George Tsiknis is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America, N.A. since 2014. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bianca Capozzi is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2023 and Morgan Stanley since 2022. Prior to her financial career, she was employed at Muhlenberg College and Ramapo High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Alan Levine is a CFP® professional with 36 years of experience in financial advising. He has been with LPL Financial since 2010 and also maintains a longstanding affiliation with Diversified Financial Consultants, Inc., where he has worked since 1989. Levine serves as a fiduciary for several family trusts. 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 representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Babajide Oluyemi is a financial advisor with LPL Financial in Whippany, NJ, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved with Overcomers Wealth Management LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Antonio Competiello is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Fidelity Investments and Equitable. OSAIC Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment management tools and third-party platforms.

Giovani Reynoso is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Evelyn Borges is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, and PNC Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to registered investment companies and its use of advanced technologies such as AI in research.

Gregory Duch is a financial advisor with LPL Financial in Wallington, NJ. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Polish & Slavic FCU and Distinctive Voice and Data. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Giordano is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and also operates Financial Principles, LLC. Outside of his advisory work, Giordano is an author of mystery novels. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients with a range of financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers various investment solutions, including proprietary and third-party model strategies, delivered through a network of independent financial professionals tailored to client objectives.

Frances Heath is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 credentials. She has 40 years of industry experience, including 25 years at UBS, where she has worked since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Robert Mosera is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo affiliates since 2009. Outside of his advisory role, he owns a 50% stake in Hillcrest Capital Advisors Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides planning in areas including retirement, education, risk management, and specialized needs such as business-owner transition and special-needs analysis.

Iorwuese Ifan is a financial advisor at OSAIC with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America Advisors, Allied Wealth Partners, New York Life, and J.P. Morgan Securities. Outside of advising, he serves as a board member for the Adopt a Village Foundation, writes self-published books, leads financial literacy workshops, pastors at a church in Hawthorne, NJ, and composes music. OSAIC serves a mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.