Daniel Buckley is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is based in Staten Island, NY. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary advice as part of a broad range of advisory, brokerage, and insurance solutions.

Stephen Sassi is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Charles Schwab and Financial Engines Advisors L.L.C. prior to his current role. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, provides sub-advisory services, and serves a large client base through advisor-led and online platforms.

Lauren Lamartine is a Series 66-licensed financial advisor with Raymond James Financial, based in Basking Ridge, NJ, and has 15 years of industry experience. She previously worked at Morgan Stanley from 2004 to 2019 before joining Raymond James Financial in 2019. Outside of advisory services, she is involved with Iron Ridge Wealth Management, where she supports day-to-day operations and client issue resolution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to guide client decisions.

Viviana Santiago is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank. She also owns St James Wealth Management, a financial practice based in West Caldwell, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Daniel Wuhrman is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, J.P. Morgan Chase, TD Bank, Entegee, Inc., and Bergen Community College. He also volunteered with Special Olympics New Jersey for one year. 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 strategies for a range of individual and institutional clients.

Matthew Barkauskas is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and having four years of industry experience. His career includes roles at JPMorgan Chase Bank, SidelineSwap, Proficio Capital Partners, and Tradition. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence to guide investment recommendations.

Irina Lovelace is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior work includes roles at Webster Bank, Israel Discount Bank, and TIAA. Outside of her advisory work, she manages a residential rental property. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jason Tribandis is a financial advisor with Merrill holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Bank of America, BNY, and various other companies across different sectors. 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 and profit-sharing plans, corporations, and charitable organizations.

Arvind Sood is a financial advisor with Equitable Advisors in Edison, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of his advisory role, Sood serves as president of the Global Organization of People of Indian Origin and consults for education and healthcare initiatives in India. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates dual registrations as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions.

Vito Manno is a Planning Consultant at Fidelity, a role he has held since 2024. He has been a financial professional for over two decades, accumulating extensive experience across various roles in the financial services industry. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2020 to 2024. His earlier positions include Retirement Education Specialist at Principal Financial Group from 2014 to 2020, Financial Advisor at Cambridge Investment Research, Inc. in 2014, Financial Advisor at NFP Advisor Services from 2006 to 2014, and Financial Consultant at AXA Advisors from 2003 to 2006. Vito holds a degree in Finance and maintains a California Insurance License. Throughout his career, he has focused on building trusting relationships with clients by listening carefully to their needs, concerns, and goals. He aims to be a financial confidant who partners closely with clients and their families. Vito and his team are committed to earning trust and fostering collaboration with those they advise.

Ashley Altman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Foresters Advisory Services LLC and Foresters Financial. Outside of her advisory role, she is involved in purchasing, rehabbing, and reselling real estate properties. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kevin Conwell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within J.P. Morgan entities since 2017. Outside of his advisory work, he is a minority owner in an energy storage device company, Novele Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Mark Ruggiero is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 credential and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in baseball and softball training and instruction as a partner. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Kyle Kuriloff is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is also engaged in outside insurance sales, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning processes that utilize firm-approved software and deliver written recommendations.

Justin Taylor is a CFP® certificant with nine years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked at UBS Financial Services and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Angela Di Martino is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and Signature Securities Group Corp./Signature Bank. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Lindsay Heller is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Goldman, Sachs & Co. for 13 years and Farther Finance, Inc. for one year. She has been with J.P. Morgan Securities since 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John-Paul Tancona is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management, retirement planning, and complex divorce financial analysis. He brings over 26 years of experience in the financial industry, including 19 years as a fixed income trader. John-Paul combines his institutional market background with personalized planning to assist clients in making informed financial decisions. His practice focuses on helping busy professionals and families align their current financial situation with their future goals, including college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income. John-Paul and his team emphasize honesty, trust, and transparency, providing custom-managed strategies tailored to each client's unique needs. John-Paul holds a Bachelor's Degree from Villanova University and is a Personal Investment Advisor (PIA) and Certified Divorce Financial Analyst® (CDFA®). He is a founding member of the Sparta, NJ chapter for Stand for the Silent and serves on the Sparta Education Foundation board. Additionally, he is involved with the Lake Hopatcong Foundation and Our Lady of the Lake Church. In his personal time, he enjoys hiking, spending time with his family, playing tennis, and traveling.

Denis Walker is a CFP® with 24 years of industry experience, currently with Mass Mutual Investors Services since 2017. He previously worked for MetLife Securities from 2005 to 2017 and has been affiliated with MassMutual Life Insurance Co since 2016. Outside of his advisory role, he serves as a trustee for a family dynasty trust and is an independent insurance agent specializing in health, dental, vision, and fixed annuity products. 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, focusing on collaborative, goal-driven planning without discretionary investment authority.

Mahi Haider is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held positions at LPL Enterprise LLC and has experience in retail and information technology roles. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.