Darren James is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera, Reach Financial, and New York Life. Outside of his advisory work, he is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning and consulting services.

Sebastien Cassu is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2021. Outside of his advisory role, he is also an independent insurance agent selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements using firm-approved software and tools, with optional implementation of recommendations through brokerage or insurance products.

John Duggan is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and previously worked at Cetera and Mid Atlantic Resource Group. Outside of advisory work, he has held positions at local businesses including the Driftwood Motel. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and also provides access to non-securities products such as affiliated trust services and insurance.

Vincent Signa is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts investment strategies as clients' needs evolve. Vincent specializes in general investing, retirement planning, and preparing for unexpected expenses. He takes the time to understand clients' priorities to craft personalized financial plans. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Vincent earned his Bachelor's Degree from the College of Staten Island.

Danielle Mrozek is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their Wealth Management Teams to develop financial plans that align with their goals. She joined Fidelity Investments in 2023 and has held various positions including Financial Representative and Relationship Manager before assuming her current role in 2026. Her experience at Fidelity Investments has provided her with a comprehensive understanding of financial planning and client relationship management. Danielle holds a California Insurance License.

Daniel Wilson is a CFP® professional with 29 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Guardian Life. Outside of advising, he is a partner in several private investment ventures including a restaurant, specialty pharmacy, and rental real estate projects, and he is a passive member of the Entrepreneurs Organization. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.

John Crlencic is a Series 66 licensed financial advisor with Wells Fargo Clearing, where he has worked since 2016. He has nine years of industry experience. Outside of his advisory role, he is involved in managing a rental property with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, combining research-driven investment strategies with access to a broad range of financial products.

Erika Boyer is a CFP® with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2017. She has experience with entrepreneurial ventures, including roles at Dryve LLC and RaspberryRed III LLC, a marketing consulting business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Peter Baldeo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on collaborating with clients to develop personalized wealth management strategies that align with their life priorities, family goals, and aspirations. Peter emphasizes service and client education to help clients avoid financial pitfalls and navigate both stable and turbulent market conditions in pursuit of financial independence. He brings experience in areas including corporate executive services, education planning, executive compensation, retirement income, socially responsible and ESG investing, as well as serving specialized client groups such as women and the LGBT community. Peter holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He earned both his Bachelor's degree and MBA from Rider University and is affiliated with the College of Financial Planning, the CFP Board, and the Investments and Wealth Institute. Beyond his professional work, Peter is active in community service, volunteering with organizations such as Susan G Komen, Big Brothers and Big Sisters of Trenton, and Happy Healing Ideas. His personal interests include adventure sports, football, golfing, music, reading, scuba diving, skydiving, soccer, spending time with his family, and watching movies.

Alan Friedman is a Senior Financial Advisor at Merrill Lynch Wealth Management, leading a wealth management practice serving clients in Lower Manhattan and Staten Island. With over 30 years of experience in financial services, he works closely with individuals, corporate executives, business owners, and their families to develop customized wealth management plans aimed at achieving personal goals. His approach emphasizes personalized strategies that reflect each client's unique needs, including college education planning, executive compensation, divorce transition planning, retirement income, and family wealth management. Alan holds a Bachelor's Degree from the University at Albany SUNY and carries professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He offers a comprehensive range of financial services, from wealth management and portfolio management to lending, insurance, and estate planning. His client philosophy centers on integrity, transparency, and competency, viewing each client relationship as one akin to family. Outside of his professional work, Alan enjoys playing volleyball and pickleball, running, reading, and spending time with his wife, Marla, and their three sons. They reside on the South Shore of Staten Island. Alan welcomes opportunities to connect and discuss how he can support clients’ financial goals.

Neal Maqboul is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors, LLC since 2009. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kevin Mendez is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work includes roles at Bank of America, N.A., Superdry, Brooklyn College, and Bard High School Early 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Song is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at Jpmorgan Chase Bank, N.A. since 2003. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis where clients retain final decision authority.

Edwin Ruiz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and educational positions at Universidad de San Carlos de Guatemala and Centro Educativo Juvenil Católico "Nuestra Señora de Fátima." He also has experience with Supremo Food Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Salkin is a financial advisor at LPL Financial with a Series 66 credential. He has been associated with LPL Financial and its predecessor firms since 2023 and has prior experience working at Blue Owl Capital. Joshua’s background includes roles outside the financial industry, such as work at Metedeconk National Golf Club and Mangia Brick Oven Pizza. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Dubel is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following five years at INVEST Financial Corp and over two decades at Affinity Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Algin Lagdameo is a financial advisor with MassMutual Investors Services holding a Series 66 designation and 18 years of industry experience. His prior work includes long-term roles at Pruco Securities, LLC and the Prudential Insurance Company of America. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, annual client relationships and use of firm-approved analytical tools.

Travis Rosa is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Raymond James since 2018. Prior to his advisory role, he spent several years associated with Spring Lake Golf Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by extensive research, multiple portfolio management styles, and a range of affiliated asset managers.

Warren King is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has held roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Capital Craft. Outside of finance, he has worked at the Orange Lawn Tennis Club and served in educational roles at Skidmore College and West Essex Regional High School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program through its network of investment adviser representatives.

Christopher Ferrone is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Ameriprise Financial Services, Morgan Stanley, and MassMutual. Outside of his advisory work, he is involved with Going Gold Choreography, LLC, a non-investment-related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.