David Callot is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work experience includes roles at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with both discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing in-house and third-party managers.

Eugene Peysakh is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and 13 years of industry experience. He previously worked at Northwestern Mutual in a variety of roles from 2014 to 2018 before joining Mass Mutual in 2018. In addition to his advisory work, he serves as a Certified Exit Planning Advisor, consulting with entrepreneurs on business value creation and post-exit financial planning. Mass Mutual Investors Services 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 structured, collaborative financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through brokerage or insurance arrangements.

Ronald Schmitt Sr. is a financial advisor with Primerica Advisors in New Rochelle, NY, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1988. Outside of advisory work, he is involved with affiliated companies in the sale of home security and automation products, loan products, and other home-related services through part-time referral activities. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that employs a model-delivery approach across a range of strategic, tactical, tax-managed, and income-distribution investment strategies.

Frank Senzino is a Series 66-licensed financial advisor with Morgan Stanley in Little Falls, NJ, with 19 years of industry experience. He has been with Morgan Stanley since 2014 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with St Ann Church in Hoboken and is preparing to join its finance council to advise on financial matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad suite of investment products.

Rodolfo Chua is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. In addition to advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Lauren Johnson is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments in various capacities since 2017, progressing from Associate Financial Consultant to Financial Consultant and then to her current position. Prior to joining Fidelity, Lauren worked as a Realtor and Buyers Agent with Remax Accomplished Realty from 2014 to 2017, and as a Realtor with Weichert Realtor and Coldwell Banker between 1998 and 2003. Lauren's professional experience also includes roles in investor relations and financial consulting. She was Director of Investor Relations for the Individual Investor Group from 1997 to 1998, a Financial Consultant at Dreyfus Service Corporation from 1994 to 1997, and held sales positions at Dreyfus Service Corporation and Equitable Life Assurance Society in the early 1990s. In her current role, Lauren focuses on providing a client-centered wealth management experience, emphasizing understanding the priorities of clients and their families for both present and future financial planning.

Richard Murnick is a financial advisor at Cetera with 35 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Investors Capital Corp. and National Planning Corporation. He is president and CEO of Murnick Financial Group, a financial services business he has operated since 2002, and is also involved with Athlete Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

Colin Flynn is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His background includes roles at Loyola University Maryland and operating Bovella's Bakery Cafe. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm also serves multiple registered investment companies and employs systematic methodologies supported by AI and established governance procedures.

Nicolas Luxama Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing two years of industry experience. His prior roles include positions with Primerica Advisors and Primerica Financial Services. Outside of financial advising, he is employed by the City University of New York and has experience serving in the United States Marine Corps Reserves. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives who use a range of strategies including discretionary and non-discretionary management.

Lewis Bordoley is a Senior Financial Advisor and partner in the Ouriel Bordoley Group at Merrill Lynch Wealth Management. In this role, he provides planning, investment, and wealth management advisory services to high net worth individuals, families, and executives. Lewis has experience working with ultra-high net worth families globally, having served as a Director at Clarity Capital, a multifamily office in New York. He began his career at Alliance Bernstein and later worked as an investment banker focused on mergers and acquisitions at Pali Capital. Lewis holds a bachelor's degree from American InterContinental University in London, England, and has earned the Personal Investment Advisor (PIA) designation. His client focus areas include education planning, family wealth management, services for endowments and non-profits, international wealth management, liquidity management, portfolio management, investment strategy, tax minimization, and retirement income. Outside of work, Lewis enjoys adventure sports, soccer, and traveling.

Mark Van Ostenbridge is a Financial Consultant with experience in the financial industry. He previously served as Vice President of Sales at Fidelity Investments from 2020 to 2025. In his current role, he collaborates with clients to clarify their financial plans and investment strategies, emphasizing personalized coaching and guidance. Mark focuses on transforming uncertainty into purpose and empowering clients to make confident, values-driven financial decisions. Outside of his professional work, Mark has interests in cooking and baking, fitness, gardening, spending time at the lake, parenthood, and volunteering.

David Amato is a financial advisor with Cetera Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and various other financial firms. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides diverse investment solutions through a multi-manager platform that features discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Spinelli is a financial advisor with Mass Mutual Investors Services in Bronx, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His previous roles include tenures at JP Morgan Securities and JP Morgan Chase Bank. In addition to his advisory work, he is an independent real estate agent representing clients in property transactions. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses detailed client data and firm-approved software to develop written financial recommendations within annual planning engagements.

Bill Jones is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients to develop personalized financial plans tailored to their individual and family needs, regularly reviewing these plans to ensure alignment with their evolving priorities. He collaborates with a team of wealth planning specialists to provide comprehensive support throughout the financial planning process. Bill joined Fidelity Investments in 2013 and has held several positions within the company, including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant, Investment Consultant, and Financial Consultant before assuming his current role in 2024. His experience spans various areas of financial advising, including investment consulting and retirement solutions. Outside of his professional responsibilities, Bill enjoys golf, reading, skiing, and traveling.

Anthony Chuck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked for Morgan Stanley Private Bank, National Association, where he spent 10 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Libien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he serves as treasurer for The Actors Temple/Congregation Ezrath Israel and The Tenafly Foundation, where he is involved in financial oversight and fundraising activities. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions.

Michael Levine is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Oppenheimerfunds for 24 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alfred Tolli is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Merrill. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm’s approach emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, along with access to various financial planning and insurance-related services.

Sunhee Lee is a financial advisor with LPL Financial in Englewood, NJ, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. Prior to joining LPL Financial in 2017, Lee worked for Axa Advisors, LLC for 12 years. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 investment adviser representatives.

Christopher Cameron is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and affiliated entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.