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, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked with Axa Advisors, LLC during overlapping years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Kevin Mendez is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2022 and has prior experience at Bank of America and Superdry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Sayegh is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 23 years of industry experience, including 11 years at LPL Financial and 10 years at New York Community Bank prior to joining Cetera in 2020. Outside of his advisory work, he is involved in product development through ownership of JTD Products LLC and serves as co-director of Finest AAU, a basketball training and travel program. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Raymond Vega is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked within various Wells Fargo entities since 2009. Vega also owns Raymond Vega Wealth Management, LLC, where he dedicates part of his time outside the firm. 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 financial planning services with tailored recommendations supported by in-house research and tools.

Michael Rosenthal is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 17 years and Overtime Angels, Inc. for nine years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Richard Kelly is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Akhileswar Patel is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory work, he is a partner in a child care business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to client goals and risk tolerance.

Andrew Jurczynski is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works with clients to develop strategies that address their short-, mid-, and long-term financial goals. He provides guidance on a range of matters including general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he can connect clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Andrew's areas of focus include college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Andrew earned a Bachelor's Degree from Monmouth University. Outside of his professional responsibilities, Andrew enjoys camping, fishing, football, golfing, and spending time with his family.

Lauren Maguire is a financial advisor at Morgan Stanley with 11 years of industry experience. She has worked at Morgan Stanley since 2017 and previously at Merrill from 2013 to 2017. She holds a Series 66 designation and is based in Shrewsbury, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and investment outlook models.

Michael Centonza is a Financial Advisor with Merrill Lynch Wealth Management based in Staten Island. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works closely with clients to understand their priorities and develop strategies to pursue their financial goals, providing guidance on general investing, retirement planning, and saving for unexpected events. Michael holds a Bachelor's Degree from the College of Staten Island and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Michael is involved with the Knights of Columbus. His personal interests include baseball, football, golfing, music, and spending time with his family.

Kevin Meszaros is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He also manages multiple accounting and tax firms and serves as chairman of the South Amboy Redevelopment Agency. Additionally, he is a partner in Maison De Fils of NJ, a needlepoint supplies business where he works as a photographer. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Paul Ulanich is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding a Series 66 designation and 26 years of industry experience. He worked at Citigroup Global Markets for 17 years before joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored investment strategies implemented through a mix of in-house and third-party managers, with options for tax management and responsible investing.

Michael Pimpinelli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 16 years at Metlife Securities and over a decade at MassMutual Life Insurance Company. Outside of his advisory role, he is involved in developing a smartphone application through an LLC he owns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars using firm-approved analytical tools.

David Marks is a financial advisor at Edelman Financial Engines with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several related firms, including Financial Engines Advisors L.L.C. and Personal Capital Advisors Corporation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a combination of committee-driven, proprietary modeling with planner delivery and online tools, managing diversified model portfolios with a long-term orientation.

Lauren Ruperto is an Investment Consultant at Fidelity Investments, a position she has held since 2024. In this role, she collaborates with clients to develop personalized investment strategies that align with their unique financial goals, focusing on balancing risk, protection, and growth. Prior to joining Fidelity Investments, Lauren worked as a Financial Solution Advisor at Merrill Lynch from 2023 to 2024. Her professional experience centers on investment consulting and financial advising, aiming to provide tailored financial planning services. Outside of her professional work, Lauren has interests that include beach activities, cooking and baking, family activities, fitness, outdoor adventures, and parenthood.

Kevin Rodin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust for a non-family member. 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, leveraging third-party programs and endorsed TAMPs to deliver a range of advisory and brokerage solutions.

Michael Didario is a financial advisor at Fidelity with a Series 66 designation and industry experience beginning in 2024. Prior to joining Fidelity, he was involved with Didario Financial L and has worked in roles outside of finance, including at the Hollywood Golf Club. Fidelity’s Strategic Advisers LLC, where he is employed, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

David Munoz is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing before joining Merrill in 2018 and subsequently Bank of America in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Joseph Mele is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Equitable Advisors since 2020, Fairleigh Dickinson University from 2018 to 2022, and Brightview from 2014 to 2018. He maintains outside insurance appointments in addition to his advisory work. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.