Patrick Sweeney is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior firms include Ameriprise, UBS Financial Services, and Morgan Stanley. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amanda Cain is a CFP® professional based in Ridgewood, NJ, with 22 years of industry experience. She has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Philippos Sifakis is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process using firm-approved tools and emphasizes an advisory role without providing individual security recommendations in standalone financial plans.

Kalpana Thakkar is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved with business activities including 167-169 Newark Ave Realty, Dollar Strength, and Dollar Paradise. Fidelity’s Strategic Advisers LLC, where she operates, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Matthew Foley is a financial advisor at UBS Financial Services with 29 years of industry experience. He has previously worked at Bank of America and Merrill. He serves as an advisory board member for the nonprofit organization Eva’s Village, where he participates in fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Alfred Young is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services, Inc. for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets.

Anthony Cristiano is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years. Cristiano serves on the board of directors for the Jersey City Medical Center Foundation, assisting with fundraising and events. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual, institutional, corporate, and charitable clients through tailored investment strategies and multiple advisory programs that include portfolio management and financial planning. The firm integrates in-house and third-party managers and offers specialized features such as tax management and responsible-investing options.

Neal Desai is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley. In addition to his advisory role, he is involved in insurance sales, specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved software to analyze client goals and provide recommendations.

William Parisi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes multiple tenures at LPL Financial as well as positions at M&T Securities, Santander Securities LLC, and Ifmg Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by technology and a large network of advisors.

James Cadet is a Series 66 licensed financial advisor with Merrill, based in Paramus, NJ. He has 23 years of industry experience, including previous roles at UBS Financial Services. Outside of his advisory work, he is involved in multiple business ventures including fitness studio ownership and serves on the board of charitable organizations focused on community development and veteran support. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations, implementing both internal Chief Investment Office models and third-party managers.

Kristopher Hargraves is a financial advisor at Raymond James & Associates with eight years of industry experience. He previously worked at UBS Financial Services for nine years and has held roles at Branch Forty and Dominican College. Outside of his advisory work, he is a partner in Living Proof Basketball LLC, a youth basketball camps and training business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

Larry Lensak is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Cetera and its affiliate firms since 2021 and was previously with Voya Financial Advisors from 2014 to 2021. In addition to his advisory role, Lensak owns a business that provides income tax preparation services and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options, supported by extensive affiliations and a nationwide network of advisors.

John Connelly Jr. is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is designated as the future executor of his uncle’s estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, fiduciary financial planning, and a broad range of capital markets services.

Tae Kim is a Financial Consultant at Fidelity Investments, a position held since 2014. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2013 to 2014. From 2007 to 2013, he worked as a Financial Advisor at UBS Financial Services. Throughout his career, Tae has focused on partnering with clients to provide tailored investment options and leveraging Fidelity's resources to support clients' financial goals. He emphasizes understanding clients' personal stories to address what is most important to them and their families. Tae holds a California Insurance License.

James Lemons is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1995 and also has involvement with Fantasy Island Amusement Park and Red Robert Ball. Outside of his advisory role, he participates in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure.

Miriam Gentile is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following seven years at Morgan Stanley Smith Barney. 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 plans, corporations, and charitable organizations.

Louis D'Angelis is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 credentials and 48 years of industry experience. He previously worked at Oppenheimer from 2006 to 2010 before joining LPL Financial, where he has been since 2010. Outside of his advisory role, he is involved in selling non-variable life insurance. 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 broad range of financial planning and investment management services, utilizing both discretionary and non-discretionary strategies supported by technology and research resources.

Gregg Trentham is a financial advisor at Morgan Stanley with 24 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Scott Ashley is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Christine Weber is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Santander Securities, LLC and Santander Bank before joining Primerica in 2021. Outside of her advisory role, Weber owns a retail sales company, Miscellany Overhaul, LLC, and is a managing member of THE GOAT'S HAUL, LLC. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery investment strategies created by unaffiliated asset managers and supports trade execution and custody through third parties.