Vincent D'angelis is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with Life Policy Pros, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christina Dambra is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated into Bank of America’s platform, which includes access to a broad range of products and services beyond traditional investment management.

Mark Durkin is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2024, he operated MVDurkin LLC for a decade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is recognized for its extensive retail advisor network and additional affiliated financial services.

Grigori Lvov is a financial advisor with Raymond James & Associates in Hackensack, NJ, holding a Series 66 designation and 22 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting services to individuals, including high-net-worth clients, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

Steven Torrico is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services for 16 years. He serves as a board member of the Arcola Country Club in Paramus, where he is involved in general oversight and strategic decision making. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial plans and a structured discovery process.

Raydel Hernandez is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including 11 years at J.P. Morgan Securities and has been with LPL Financial since 2023. Outside of advisory work, he is involved in an online cookbook publishing venture through M & R Writing and Publishing. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Evan Levitsky is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bank of America and Merrill Lynch. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients and offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers, with options for tax management and responsible investing.

Ramy Hakim is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in the financial industry in 2014, he has provided consultations to clients aiming to identify their financial goals and offer tailored advice in investments, estate planning, education savings, wealth building, and retirement. His areas of expertise include family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Ramy holds a Bachelor's degree in Finance from Aleppo University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Raised in a bilingual environment, he is fluent in both English and Arabic. Beyond his professional work, Ramy engages in community activities aligned with the Merrill tradition of service. In his personal time, he enjoys playing tennis and soccer and traveling.

Edmund Delorenzo is a CFP® with 28 years of industry experience, currently affiliated with Cetera since 2005. He has held roles at McGoff, Collins & Delorenzo CPAs since 1998, providing tax, accounting, and forensic investigative services. Outside of advisory work, he is involved in forensic accounting consulting and also holds an insurance agent license, selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of over 10,000 advisors and approximately 800,000 clients.

Thomas Lopez is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Cambridge Investment Research Advisors and American Portfolios Financial Services, Inc. Outside of his advisory work, he is also an independent insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by multiple platforms, using asset-allocation tools and third-party money managers to manage portfolios across various asset classes.

Wayne Brunck is a CFP® with 41 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at American Portfolios Financial Services, Inc. and Questar Asset Management. Outside of his advisory work, he owns Partners in Planning, Inc., an insurance brokerage offering fixed annuities and various insurance products. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ambrose Chan is a CFP® professional with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He also operates AC Financial Advisory Group, LLC, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based solutions tailored to client objectives.

Frances Goldstein is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its private bank since 2015. Outside of her advisory role, she is a trustee for Helaine Shimel and is involved in the purchase and occasional sale of antiques. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Pasquale Castaldo is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. His prior work includes roles at Prudential Kafcos Realty and Cetera, with an ongoing business providing tax preparation services since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management.

Jose Martinez is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Certified Financial Services and the UFCW National Health & Welfare Fund. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Alexander Narciso is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to that, he held roles at ABM Industries and Marketing Advertising Promotions, Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Stern is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2016, he worked at Joonbug for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthiew Martinez is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA, as well as positions outside finance at Petco and Modell's Sporting Goods. He also has experience associated with Pace University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its roles as a commodity pool operator and advisor to various registered investment companies.

Americo Lisboano is the Senior Resident Director at Merrill, leading the Montvale, New Jersey office. He has been with Merrill since 1996 and brings extensive experience in wealth management, serving High Net-Worth investors with complex financial situations. Americo is committed to providing clients with sound financial advice, premier service, and extensive resources to help them achieve their financial goals. He manages discretionary portfolios through personalized or defined strategies, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Americo holds the Chartered Retirement Planning Counselor™ designation, along with other professional certifications including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He assists clients in developing strategies to manage their personal and business assets and liabilities, considering their goals, time horizons, and risk tolerances. A graduate of Rutgers University, Americo has been active in the financial services industry since 1992. In addition to his professional work, Americo is involved in the community as a board member of the Bergen County United Way. He also has language proficiency in Portuguese and English.

Gregory Amerkanian is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he coaches youth hockey at Englewood Field Club and serves on the board and finance committee of The Elisabeth Morrow School, where he is also the proposed treasurer. He is a trustee of the Armenian Church Endowment Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.