William Hellmers II is a financial advisor with OSAIC based in Brooklyn, NY. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2002. Outside of his advisory role, he is involved in tax preparation through Maiorano & Associates, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Darren Lehrman is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 29 years of industry experience, including roles at City National Bank and RBC Capital Markets over the past decade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Ava Brown is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Ava is focused on working closely with clients to develop and implement financial strategies utilizing Fidelity Investment's resources to achieve their goals. Her professional experience spans several years within Fidelity Investments, where she has developed expertise in financial consulting and investment advisory services. Ava emphasizes attentive listening and collaboration in her approach to client financial well-being. Outside of her professional role, Ava's personal interests include cooking and baking, family activities, fitness, gardening, reading, and skiing.

Wanwen Wu is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Wu worked at Bank of America and has held various roles including positions at educational institutions such as Baruch College. Merrill, along 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.

David Ferrell is a financial advisor with LPL Financial in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Ameriprise Financial Services from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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 supported by research and model portfolios.

Isaiah John is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over five years of experience in financial services. His prior roles include positions at Empire State Realty Group, eXp Realty, and the U.S. Census Bureau. He is also involved with Vee International Inc., an outside business activity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

James Galipean is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He has been with Equitable Advisors since 2026 and has prior experience as a caregiver and in roles at Kean University and Middlesex County College. Outside of advising, he has been involved in operating Magliones Italian Ice. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Anthony De Angelo is a financial advisor with Ameriprise in Cranford, NJ, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory work, he is co-founder of Teddy Atlas Coaching, a personal development and business coaching company where he manages content, sales, and project teams. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Peter Shaker is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior roles include positions at OSAIC, Martin Insurance Group, Brown & Brown, and AXA Advisors, as well as a period of self-employment. He also worked at Montclair State University for two years. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and a range of endorsed third-party managers.

Thomas Forde is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at J.P. Morgan Securities since 2021 and concurrently at JPMorgan Chase Bank, N.A. since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank, N.A. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment programs supported by a centralized due-diligence process.

Gabriel Simon is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he holds a 90% ownership interest in a merchant partnership, GSIMON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Darraugh Valli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2024 and has been involved with Family Investors Company since 2000 as an owner. He serves as a board member of the Silver Beach Association and is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of proprietary and third-party strategies across multiple platforms.

Elizabeth Punzi is a Series 66-licensed financial advisor with Morgan Stanley in Red Bank, NJ, bringing 17 years of industry experience. She has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning and utilizes firm-approved tools and models to support client strategies.

Leonardo Urena Guzman is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes positions at Bank of America, Market Securities LLC, Petco, and teaching roles at Middlebury College and Cresskill High School. 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.

Anthony Xerri is a financial advisor at Wells Fargo Advisors with one year of industry experience. He has been self-employed as a musician and content creator since 2011, writing, recording, and performing music alongside his advisory role. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services with tailored recommendations supported by Wells Fargo research and planning tools.

Bernard Pigott is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Merrill, as well as owning a Fit Body Boot Camp franchise and operating Pigott Consulting. 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, pension plans, corporations, and charitable organizations.

David Krietzberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 19 years before joining LPL Financial in 2024. In addition to his advisory role, he serves as an instructor with the Financial Educators Network. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs and financial planning services supported by research and a diversified investment approach.

Frank Maltez Barahona is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill and Bank of America, he worked at Morgan Stanley and TD Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rob Sim is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He partners with clients to educate, develop, and manage plans aimed at assisting them in working toward their financial goals, emphasizing the importance of understanding each client's unique concerns and issues before creating a strategy. Rob has over a decade of professional experience in financial planning and advisory roles. Prior to his current role, he served as Financial Consultant and Investment Consultant at Fidelity Investments from 2012 to 2018. His earlier positions include Financial Adviser at Benjamin F. Edwards from 2011 to 2012 and Financial Planner at Diversified Financial Consultants from 2006 to 2010.

Matthew Fazendeiro is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Park Avenue Securities and Guardian Life Insurance Agency. His background also includes roles at the Food and Drug Administration and Fairleigh Dickinson University. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering diverse advisory and brokerage services supported by model portfolios and research from multiple sources.