George Feneis is a financial advisor at RBC Capital Markets with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at City National Bank, Morgan Stanley, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

David Fierro is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Steven Posluszny is a financial advisor at UBS Financial Services with 42 years of industry experience, including 33 years at UBS. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as trustee for an irrevocable trust established for his father. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory solutions.

Joe Marraccino is a Series 66-credentialed financial advisor with 11 years of experience, currently practicing at Wells Fargo Advisors in Nyack, NY. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Ryan Hunt is a financial advisor at J.P. Morgan Securities with 23 years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley, Edward Jones, Citigroup Global Markets, and Lord, Abbett & Co. LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s 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.

Steven Sellman is a financial advisor with Stifel who holds a Series 63 designation and has 39 years of industry experience. Prior to joining Stifel in 2020, he worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he manages a rental property in East Hampton, NY. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

James Cha is a CFP®-designated financial advisor at Ameriprise with 28 years of industry experience. His career includes roles at Ameriprise Financial Services Inc., Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Merrill. He holds Series 63, 65, and 66 licenses and is based in Saddle Brook, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning, utilizing proprietary research and third-party data to support tax-aware withdrawal strategies and Social Security claiming options.

Thomas Braun is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing in-house and third-party investment managers to tailor strategies according to client risk profiles.

James Egan is a financial advisor with Merrill, holding a Series 63 designation and 37 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, he serves as an assistant varsity lacrosse coach at Glen Rock High School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Leavy is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services primarily through non-discretionary advisory relationships.

Scott Olson is a financial advisor at Fidelity with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at New York Life, Nylife Securities LLC, and PRUCO Securities, LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including model portfolios and fund advisory services.

Diane Galvin is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 13 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.

Paul Renfro is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1995 following his graduation from the University at Buffalo (SUNY) where he earned degrees in International Business and Economics. Paul specializes in areas such as family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, sports and entertainment, tax minimization, and retirement income. He holds several professional designations, including Certified Investment Management Analyst (CIMA®) awarded by the Investments & Wealth Institute® in conjunction with The Wharton School of Business, and Certified Financial Planner (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. Other credentials he holds include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Paul is a member of the National Association of Eagle Scouts. In addition to his professional work, Paul has served on the boards of charitable and non-profit organizations in New York and New Jersey, including serving as a trustee for the Bruce E. Vivino Foundation. His personal interests include chess, golfing, reading, running, and skiing.

Gaetano Germinario is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in concentrated stock and stock-option strategies, providing disciplined, goals-based financial guidance aimed at helping clients navigate complex equity positions with confidence. His approach focuses on connecting all aspects of a client's financial life to prioritize and pursue meaningful goals. With over ten years of experience in the financial field, Gaetano has built a foundation centered on clients' financial wellness. His expertise encompasses areas such as college education planning, executive compensation, retirement income, portfolio management, and socially responsible investing. He holds multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Old Tappan, New Jersey, Gaetano attended Don Bosco Prep High School and earned his bachelor's degree from Fordham University in New York. He resides in River Vale, New Jersey, with his wife and two daughters. Outside of his professional work, he enjoys golfing, reading, traveling, and spending time with his family.

Michael Pear is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2020, with prior roles at Fiera Capital and experience in academic and corporate settings including Fordham University and Express Scripts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Steven Masciovecchio is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities. He also earns referral income through client introductions within his local professional network. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, using model-driven portfolios and offering access to third-party asset managers and financial planning.

Barbara Shaker is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Brady Remshak is a financial advisor with UBS Financial Services holding a Series 66 designation. He has recently started his career in the industry, joining UBS in 2025. His prior work experience includes roles outside of finance and attendance at Providence College. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.

Gordon Haas is a CFP® professional with seven years of industry experience, currently serving at LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Tapfin/EY. Outside of his advisory work, he hosts a podcast focused on retirement planning through his media platform, Gen-Relational Wealth. 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 utilizes model-driven investment strategies developed by internal and third-party research specialists and offers access to financial planning, third-party asset managers, and wrap programs.

Louis Jondee is a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in 2022 from First Republic Private Wealth Management and has over eight years of experience in the financial services industry. Louis and his team provide financial expertise along with the global investment and risk management capabilities of Merrill to serve their clients. Louis specializes in financial and estate planning services, personalized portfolio management, and risk management. He works with a diverse client base including business owners and corporate executives, offering guidance on equity compensation, retirement income, tax minimization, exit planning, and long-term financial strategies. His approach focuses on tailoring financial plans to individual client needs and priorities. He holds a Bachelor's Degree from Baruch College and professional designations including Certified Private Wealth Advisor (CPWA), Certified Portfolio Manager (CPM), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). Louis is involved in the Catholic Youth Organization and is fluent in English and Spanish.