Steve Killebrew is a financial advisor with Ameriprise in Ridgewood, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured process supported by algorithmic automation and oversight committees.

Edward Alligier is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked primarily with Primerica in various capacities since 1998, including a recent tenure at Equitable Advisors. Outside of his advisory role, he owns Alligier Health and Entertainment, LLC, which offers personal training and character birthday party entertainment services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven strategies provided by third-party asset managers. The firm supports approximately 3,698 advisors across 1,829 offices and oversees about $15.5 billion in assets under management.

Paul Shirinian is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 registrations and 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and has served at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market models as part of its financial planning process.

Avery Krasnow is an Investment Consultant at Fidelity Investments, a role held since 2025. They work directly with clients to develop personalized financial strategies that align with their individual goals, using Fidelity's planning tools. Avery's professional background includes experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. This progression demonstrates a focus on client relationships and financial planning within the firm. Outside of work, Avery has personal interests in board games, cooking and baking, exploring food, caring for pets, pilates, and puzzles.

Manuel De Leon is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has been with JPMorgan Chase Bank and its affiliated entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations.

Charles Linfante Jr. is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding a Series 63 designation and 35 years of industry experience. He has been with Mass Mutual and its affiliated firms since 2002. In addition to his advisory role, he is involved in insurance brokerage activities related to individual and group life, health, disability, and property/casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers various educational seminars and specialized planning programs.

James Langham is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Mass Mutual in 2023. 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, structuring planning engagements as annual collaborative relationships that provide written recommendations using firm-approved software.

Gary Alfonso is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Timothy Brogan is a financial advisor with RBC Capital Markets in Pompton Lakes, NJ, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies according to client risk profiles.

Daniel Lane is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Bank of America and Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities in derivatives and commodities through affiliated entities.

Kevin Barone is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation with seven years of industry experience. He has worked at Morgan Stanley since 2019, including five years with Morgan Stanley Private Bank, N.A. Prior to this, he held roles at Vector Marketing and Collector's Cafe and studied at Bloomsburg University of Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Jeffrey Steinmann is a CFP®-certified financial advisor with 26 years of industry experience. He has been with OSAIC since 2018 and previously worked for John Hancock Mutual Life Insurance for 20 years. Outside of his advisory role, he serves as a varsity ski team coach in Rye, New York. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers both brokerage and advisory services across multiple program types.

Urszula Wierzgala is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2012, including prior roles at JPMorgan Chase Bank and Chase Investment Services Corp. Outside of her advisory work, she is a co-owner and landlord of a rental property in Kearny, New Jersey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Joseph Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He previously worked at National Planning Corporation and Wells Fargo Clearing before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing tools.

Brian Rudin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously spent two years at HSBC Securities (USA) Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized performance reporting within a non-discretionary advisory framework.

Jeffrey Jacobs is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved with Plymouth Rock in property and casualty insurance. 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’s approach includes model-driven investment implementation and access to third-party asset managers, alongside offering non-securities products such as affiliated insurance and trust services.

Richard Hennessy Jr. is a financial advisor with Mass Mutual Investors Services who holds 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 30 years. He also maintains a role with MassMutual Life Insurance Co. Mass Mutual 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 planning engagements focused on collaborative annual relationships and the use of firm-approved analytical tools.

Evan Dankner is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Dankner owns and manages Lexty Holdings LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Alecci is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 designation and 38 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to clients’ goals and risk tolerances.

Ryan Hodgins is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. His prior roles include positions at Celebrate the Children and the University of New Haven. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm emphasizes matching clients to program models or discretionary managers, utilizing a range of investment products and offering ERISA fiduciary services through its network of Investment Adviser Representatives.