Kris Martini is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience, including roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. Prior to his advisory career, he worked at Copia Home and Garden and studied at Sacred Heart University. Mass Mutual Investors Services, LLC 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 seminars, using firm-approved software to analyze client goals and deliver written recommendations.

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.

Pasquale Palumbo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at New York Life Securities and Mass Mutual in various roles from 2013 to 2022. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

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.

Paul Kalra is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has a progressive career at Fidelity, having held roles including Planning Consultant from 2021 to 2023, Investment Consultant from 2019 to 2021, and Financial Representative from 2018 to 2019. Throughout his tenure, Paul focuses on developing tailored financial plans that reflect each client's unique goals and circumstances. He emphasizes listening and understanding clients' perspectives to support and empower them in achieving financial confidence. Outside of his professional role, Paul has personal interests that include family activities, exploring culinary experiences, parenthood, and traveling.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

Brett Cassidy is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Atlantic Social Research Corporation for 11 years before joining Merrill in 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Faherty is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and Royal Alliance Associates. Faherty is also an advisor for Garden State Capital Investments LLC, a business entity used for tax and investment purposes. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using advanced asset-allocation tools and supports a broad range of investment options, combining multiple advisory platforms and third-party solutions.

Kitty Chung is a CFP® and ChFC® credentialed financial advisor at Edward Jones with 19 years of industry experience. She previously worked at JPMorgan Chase & Co, JPMorgan Securities LLC, and New York Life Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Je Park is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also involved in non-variable insurance and property and casualty insurance activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, brokerage products, and insurance through an integrated platform combining adviser programs with active financial product sales.

Nicole Menzie is a Planning Consultant at Fidelity Investments, where she collaborates with individuals, business owners, corporate executives, and their families to build, manage, protect, and transition wealth. Her approach involves listening carefully to her clients and co-creating financial plans tailored to their goals, utilizing the resources of Fidelity's wealth management team and comprehensive planning tools. Before joining Fidelity in 2022, Nicole gained experience as a Private Client Advisor at J.P. Morgan Chase, N.A. from 2017 to 2022, and as an Investment Associate at UBS Financial Services between 2008 and 2017. Her professional background includes developing expertise in financial planning and wealth management across diverse client segments. Nicole's personal interests include biking, comedy, family activities, movies, museums, and theater.

Todd Dates is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1998 and has extensive experience in wealth management. Over the years, Todd has worked with firms including Merrill, Smith Barney, and Morgan Stanley, returning to Merrill Lynch in 2016. He focuses on family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Todd holds a bachelor's degree from Montclair State University and is a Personal Investment Advisor (PIA). Throughout his career, he has emphasized building durable client relationships based on exemplary service, accuracy, timely responsiveness, and proactive communication. He attributes much of his success to attentiveness and accessibility, serving multiple generations of clients. Residing in Wayne with his wife and two sons, Todd enjoys running, reading, and spending time with his family. Committed to community involvement, he participates in volunteer activities reflecting Merrill's tradition of engagement in the communities served.

Michael Lavalley is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is president and sole shareholder of Park Avenue Benefit Planning Inc., a company focused on life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes without investment discretion.

Rafael Torres Logreira is a financial advisor with Charles Schwab and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Morgan Stanley, E*TRADE, and Wells Fargo. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.