Omar Lascelles is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Outside of finance, he operated Candles by Andreina, LLC for five years and has been affiliated with Baruch College since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates broader derivatives and commodities capabilities.

Thomas Weber Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 35 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services including model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of non-advisory financial products.

Enrique Forero is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 25 years of industry experience. He has worked at J.P. Morgan since 2012, including roles at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., and previously spent six years with HSBC Securities (USA) Inc. Outside of his advisory work, he serves as a board member of a cooperative in the Bronx. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that integrates quantitative and qualitative research.

Christopher De Luca is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Valerie Sanchez is a financial advisor at Morgan Stanley with 27 years of industry experience. Her prior roles include positions at Divine Asset Management LLC, Essex Securities, Empire Asset Management Company, and Guardian Life Insurance Company. Outside of her advisory work, she owns a furniture painting and decor business and is a contractor at a hair and beauty salon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides tailored financial planning and advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Kevin Sincavage is a Series 66-licensed financial advisor with LPL Financial in Paramus, NJ, and has 12 years of industry experience. He previously worked at Private Portfolio Partners, LLC for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by proprietary research and technology tools.

Daniel Richards is a CFP® professional with 36 years of experience in the financial industry. He has worked at Charles Schwab since 2019 and previously spent 25 years at Citigroup Global Markets. Richards holds Series 63 and Series 65 licenses and is based in Montville, NJ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab’s Center for Financial Research.

Mami Ogawa is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Skylands Global LLC and Lord Capital LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that blends fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to registered investment companies, and developer of model portfolios using systematic methodologies.

James Ellowitch is a financial advisor at OSAIC with 58 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, Mr. Ellowitch worked at SagePoint Financial, Lincoln Financial Advisors, and International Planning Alliance. Outside of his advisory role, he provides expert witness services for insurance-related matters and manages businesses involved in long-term care insurance, group insurance, and life settlements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform, with an investment approach focused on model-based asset allocation, portfolio optimization, and flexibility in strategy implementation.

Shin Goda is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. In addition to his advisory role, he has outside business activities connected with Nippon Life. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory solutions.

Christopher Hanly is a financial advisor with Raymond James & Associates in Paramus, NJ. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2021, he worked for Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2021. Hanly is also a member of Legacy Benefit Assurance LLC, where he sells insurance products and receives commissions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Andrew Maldonado is a financial advisor with Merrill in Paramus, NJ, holding Series 66 and Series 63 licenses and possessing 27 years of industry experience. His career includes multiple tenures at Merrill, spanning from 2007 to 2012 and from 2022 to the present, as well as eight years at MBSC Securities Corporation. Outside of his advisory role, Maldonado serves as a tennis trustee at the Beacon Hill Club and holds board memberships with the Commerce & Industry Association of New Jersey and the New Jersey Policy Research Organization Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Alexander Mendoza is a financial advisor with J.P. Morgan Securities in Nutley, NJ, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with J.P. Morgan entities since 2016, working across J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Jason Braunstein is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and joined Mass Mutual Investors Services in 2017. Braunstein also operates an outside insurance sales business focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved analytics, offering recommendations without discretionary authority.

Manny Pak is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Creative Financial Group and United States Liability Insurance Group. He has also worked in educational settings, including Eastern University and Fort Lee High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements using firm-approved analytical tools and supports various event-driven planning programs.

Stephen Galli is a CFP® with 23 years of industry experience, currently serving as a financial advisor with Cetera. His career includes roles at Avantax, Nisivoccia Wealth Advisors, and 1st Global Advisors. He is a board member of WJM Associates, a firm focused on executive coaching and development. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures.

Marciana Elliott is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates since 2015, Guardian Life Insurance Company since 2010, and Equitable Advisors from 2007 to 2008. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with tools such as risk-tolerance questionnaires and portfolio optimization, supporting various portfolio strategies and third-party manager selections.

Jake Von Halle is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Securities and Guardian Life Insurance Company of America. In addition to his advisory role, he operates the Von Halle Brokerage Group, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, combining advisory services with a broad platform that includes insurance, credit products, and institutional relationships.

Francesco Federico is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank, PNC Bank, and Bank of America. 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 grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving institutional clients with tailored plan-level solutions.

Robert Hellwig is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities since 2009. Hellwig serves as a board member of the Unitas Caritas Foundation, a nonprofit supporting his alma mater, Immaculata High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements supported by firm-approved analytical tools and various event-driven planning services.