George Castellano is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lukasz Syrek is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to client goals and risk tolerances.

Larry Gamboa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Taha Laique is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including First Citizens BancShares and Mercer/Marsh & McLennan Companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Adam Gurien is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience in financial advisory roles, having joined Merrill in 2011. Adam leads his team’s goals-based wealth management process and utilizes Merrill’s resources to guide investment portfolios and assist clients across a broad array of financial matters. His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Adam began his financial services career in 1991 at Shearson-Lehman Brothers and completed the management training program at CitiBank, where he eventually managed retail and mortgage branches in Manhattan. He holds a bachelor’s degree from the University of Vermont and attended the Center of Medieval and Renaissance Studies at Keble College, Oxford University. Adam maintains FINRA Series 4, 7, 24, 31, 53, 63, and 65 registrations and holds the Personal Investment Advisor (PIA) designation. He has been recognized on Forbes’ "Best-in-State Wealth Advisors" list in 2021 and 2022 and Barron’s "Top 1,200 Financial Advisors" list in 2021 and 2022, as well as their "Top 1,000 Financial Advisors" list in 2010 and 2011. In addition to his professional work, Adam has served as a board member of a large non-profit organization and a public purpose organization and has contributed as a recreational youth coach. He resides in Palm Beach Gardens, Florida, with his wife Lynn and their three children. His personal interests include skiing and tennis.

Theodore Fleming is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds the Series 63, 65, and 66 designations. His prior roles include positions at BNY Mellon Wealth Management and RJ & Makay. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to develop tailored plans, serving clients through a variety of advisory and estate planning services.

Hitesh Patel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Northfield Bank, Cetera Advisor Networks LLC, and Summit Financial Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by proprietary research and third-party subadvisors.

William Jannicelli is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and FTI Consulting. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kenneth Levene is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves as a board member of the Federal Drug Agents Foundation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and various investment strategies while managing approximately $2.74 trillion in client assets.

Louis Wolfson is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019, following an 11-year tenure at LPL Financial. Outside of Cetera, he is involved with GGW Financial Group and operates an insurance business under certain restrictions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors, utilizing multiple program structures and investment approaches.

Justin Pak is a financial advisor with Wells Fargo Clearing in Iselin, NJ, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm's advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Louis Simone is a Series 66 licensed financial advisor with Equitable Advisors in Woodbridge, NJ. He has 20 years of industry experience, spending his entire career since 2006 with Equitable Advisors and its predecessor Axa Advisors. Outside of advising, he is a silent owner of a fitness business, AFC Hudson LLC, holding a 40% stake without day-to-day involvement. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of investment professionals, utilizing third-party managers and a variety of investment programs.

Christopher Vitale is a financial advisor with J.P. Morgan Securities in Jersey City, NJ, holding a Series 66 credential and 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. In addition to his advisory role, he is employed by JPMorgan Bank, which enables him to offer certain banking products and services, including deposit and credit products. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Pedro Coello is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2009 to 2024. 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 provides both brokerage and advisory solutions.

Daniel Campanelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 36 years of industry experience. His prior career includes roles at CUNA Brokerage Services and Cuna Mutual Group. Campanelli’s activities involve multiple DBA entities associated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Jessica Lin is a financial advisor with UBS Financial Services in Jersey City, NJ, holding a Series 66 designation and three years of industry experience. She previously worked at Enstar Group and Prudential Financial, with career spans of three and seven years respectively. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering customized financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Prasanna Joshi is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Prasanna provides access to Merrill’s investment insights alongside the banking and lending services of Bank of America to support comprehensive wealth management. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes a Bachelor's Degree from the Indian Institute of Technology and a Master's Degree from Stevens Institute of Technology. Prasanna also participates in community service, volunteering with local organizations aligned with Merrill’s tradition of community involvement. His approach emphasizes one-on-one collaboration to help clients pursue their long-term financial objectives.

Pavel Leokumovich is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2010, also maintaining a role at JPMorgan Chase Bank, N.A. since 2009. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Harry Harris is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2001. Outside of his advisory role, he owns a CPA and tax preparation business and operates a vending machine retail business. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Thomas Zupancic is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Marsh and McLennan Companies Inc. and operating a window cleaning business, TDCM Inc., which is currently in the process of dissolution. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, often utilizing third-party asset managers and programs.