Katelyn Koumbem is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she owns C Tech Computing LLC, a business that sources electronic devices for educational institutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Arthur Crist is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brigita Rumpeters is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been providing financial services since 1989. She specializes in working with affluent clients, non-profit organizations, and small businesses, focusing on investment management and wealth preservation. Brigita offers a wide range of services, including portfolio management strategies, stock option analysis, retirement planning, hedging and monetization of concentrated equity positions, life insurance analysis, and wealth preservation and transfer services. She also provides lending and mortgage options and assists small businesses and non-profit organizations with cash management, business lending, and retirement plans. Brigita holds a B.S. in Business/Marketing from Stockton University. She has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), which underline her expertise in retirement planning and fiduciary responsibilities. Residing in Westfield, New Jersey, Brigita is involved in her community through volunteering with local non-profit organizations such as the Center for Hope. She is also an active volleyball player, participating in co-ed leagues and tournaments.

Gerard Erbeck is a Financial Consultant currently working at Fidelity Investments since 2021. He partners with clients to help them make educated decisions regarding their finances and goals by understanding their unique objectives and overall vision for their financial future. Gerard collaborates with clients to create a roadmap aimed at growing, protecting, and distributing their wealth, with the purpose of fostering confidence and security in their financial plans. Prior to his current role, Gerard accumulated experience as a Specialist at PIMCO from 2011 to 2021, and as a Senior Internal Advisor Consultant at Allianz Global Investors from 2006 to 2011. His professional background spans over a decade and a half in financial services, focusing on client advisory and wealth management. Outside of his professional responsibilities, Gerard has personal interests in baseball, cooking and baking, family activities, football, golf, and photography.

Gilbert Blitz is a CFP® professional with 39 years of industry experience, currently serving at UBS Financial Services since 1986. He is based in Warren, NJ, and holds Series 63 and Series 66 licenses. Outside of his financial advisory work, Blitz serves on several nonprofit boards, including Young Audiences New Jersey and Robert Wood Johnson University Hospital. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment plans supported by proprietary research and model-based asset allocations.

Gerald Silberman is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with Metlife Securities Incorporated for seven years. Outside of his advisory role, he is involved in insurance brokerage, focusing on individual life, disability, long-term care, fixed annuities, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using technology to analyze client goals and offers event-driven planning programs such as divorce and estate-settlement planning.

George Castellano is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. 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.

Lukasz Syrek is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to client goals and risk tolerances.

Larry Gamboa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Taha Laique is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including First Citizens BancShares and Mercer/Marsh & McLennan Companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Adam Gurien is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience in financial advisory roles, having joined Merrill in 2011. Adam leads his team’s goals-based wealth management process and utilizes Merrill’s resources to guide investment portfolios and assist clients across a broad array of financial matters. His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Adam began his financial services career in 1991 at Shearson-Lehman Brothers and completed the management training program at CitiBank, where he eventually managed retail and mortgage branches in Manhattan. He holds a bachelor’s degree from the University of Vermont and attended the Center of Medieval and Renaissance Studies at Keble College, Oxford University. Adam maintains FINRA Series 4, 7, 24, 31, 53, 63, and 65 registrations and holds the Personal Investment Advisor (PIA) designation. He has been recognized on Forbes’ "Best-in-State Wealth Advisors" list in 2021 and 2022 and Barron’s "Top 1,200 Financial Advisors" list in 2021 and 2022, as well as their "Top 1,000 Financial Advisors" list in 2010 and 2011. In addition to his professional work, Adam has served as a board member of a large non-profit organization and a public purpose organization and has contributed as a recreational youth coach. He resides in Palm Beach Gardens, Florida, with his wife Lynn and their three children. His personal interests include skiing and tennis.

Theodore Fleming is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds the Series 63, 65, and 66 designations. His prior roles include positions at BNY Mellon Wealth Management and RJ & Makay. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to develop tailored plans, serving clients through a variety of advisory and estate planning services.

Hitesh Patel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Northfield Bank, Cetera Advisor Networks LLC, and Summit Financial Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by proprietary research and third-party subadvisors.

William Jannicelli is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and FTI Consulting. J.P. Morgan Securities 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 large institutional advisory operations with brokerage and investment management capabilities.

Kenneth Levene is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves as a board member of the Federal Drug Agents Foundation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and various investment strategies while managing approximately $2.74 trillion in client assets.

Justin Pak is a financial advisor with Wells Fargo Clearing in Iselin, NJ, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm's advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Louis Simone is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is a silent owner of a fitness business, AFC Hudson LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Pedro Coello is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill for 15 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 grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Giovanni Duran is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining Raymond James in 2019. Outside of his advisory role, Duran owns two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting supported by analytical tools, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA employer advisory services.

Daniel Campanelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 36 years of industry experience. His prior career includes roles at CUNA Brokerage Services and Cuna Mutual Group. Campanelli’s activities involve multiple DBA entities associated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.