Edwin Bueno is a financial advisor with J.P. Morgan Securities in Staten Island, NY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior work experience at Amazon between 2019 and 2021. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Joseph Frisella is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Agency. Outside of finance, he has experience working in education and at AHRC NYC, as well as running a business called Mikey Bagels. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages diverse portfolios including mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in research.

Roseann Cretella is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 63 designation and previously worked for more than two decades at Avantax Advisory Services and its affiliated entities. In addition to her advisory role, she owns Tax On Wheels, Inc., a tax preparation and bookkeeping business, and serves as treasurer and comptroller for the Mid-Island Babe Ruth League, as well as a finance committee member at the Church of St. Andrew. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers, with program options designed for discretionary and non-discretionary management.

Daniel Wilson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Guardian Life Insurance Company of America. Outside of his advisory work, he is a partner in several private investment ventures, including real estate and specialty businesses, and is a passive member of the Entrepreneurs Organization. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, multi-advisor platform, and integration of multiple affiliated entities.

Alan Friedman is a Senior Financial Advisor at Merrill Lynch Wealth Management, leading a wealth management practice serving clients in Lower Manhattan and Staten Island. With over 30 years of experience in financial services, he works closely with individuals, corporate executives, business owners, and their families to develop customized wealth management plans aimed at achieving personal goals. His approach emphasizes personalized strategies that reflect each client's unique needs, including college education planning, executive compensation, divorce transition planning, retirement income, and family wealth management. Alan holds a Bachelor's Degree from the University at Albany SUNY and carries professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He offers a comprehensive range of financial services, from wealth management and portfolio management to lending, insurance, and estate planning. His client philosophy centers on integrity, transparency, and competency, viewing each client relationship as one akin to family. Outside of his professional work, Alan enjoys playing volleyball and pickleball, running, reading, and spending time with his wife, Marla, and their three sons. They reside on the South Shore of Staten Island. Alan welcomes opportunities to connect and discuss how he can support clients’ financial goals.

Neal Maqboul is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors, LLC since 2009. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kevin Mendez is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work includes roles at Bank of America, N.A., Superdry, Brooklyn College, and Bard High School Early College. Merrill, along 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 plans, corporations, and charitable organizations.

Steven Sayegh is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 23 years of industry experience, including 11 years at LPL Financial and 10 years at New York Community Bank prior to joining Cetera in 2020. Outside of his advisory work, he is involved in product development through ownership of JTD Products LLC and serves as co-director of Finest AAU, a basketball training and travel program. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Edwin Ruiz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and educational positions at Universidad de San Carlos de Guatemala and Centro Educativo Juvenil Católico "Nuestra Señora de Fátima." He also has experience with Supremo Food Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Dubel is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following five years at INVEST Financial Corp and over two decades at Affinity Federal Credit Union. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Algin Lagdameo is a financial advisor with MassMutual Investors Services holding a Series 66 designation and 18 years of industry experience. His prior work includes long-term roles at Pruco Securities, LLC and the Prudential Insurance Company of America. 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 with an emphasis on collaborative, annual client relationships and use of firm-approved analytical tools.

Rob Budziszewski is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. He leads a team of financial professionals focused on aligning with clients' evolving needs, collaborating to provide clarity and assist in developing personalized, goal-based financial plans. His approach aims to inspire clients to achieve peace of mind and fulfillment through their financial goals and dreams. Rob has held several positions within Fidelity Investments, including Assistant Branch Leader and Planning Consultant in 2021 and 2022. Prior to joining Fidelity, he worked at Hennion & Walsh, Inc. from 2008 to 2021, serving as Associate Vice President and Investment Associate Supervisor. Outside of his professional responsibilities, Rob enjoys family activities, golf, music, pets, skiing, and traveling.

Akhileswar Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is a partner in a child care business. Equitable Advisors serves individuals across a range of wealth levels, as well as pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset management services. The firm’s approach involves matching clients to advisory models or discretionary managers, often utilizing third-party programs and providing a variety of investment options and ERISA fiduciary services through credentialed representatives.

Neesha Khanna is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Credit Suisse Securities (USA) LLC and New York University Stern School of Business. Khanna is a silent partner in a consulting business owned by her husband. 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 advisory process involves a combination of quantitative screening and qualitative research to build model asset allocations, with a focus on non-discretionary written asset allocation advice and customized reporting.

Andrew Jurczynski is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting clients with college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Andrew works closely with clients to understand their short-, mid-, and long-term goals and helps develop strategies to pursue these objectives. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Andrew holds a Bachelor's Degree from Monmouth University and has obtained professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on uncovering what matters to clients and their families to create tailored financial strategies. Outside of his professional work, Andrew enjoys camping, fishing, football, golfing, and spending time with his family.

Kevin Meszaros is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He also manages multiple accounting and tax firms and serves as chairman of the South Amboy Redevelopment Agency. Additionally, he is a partner in Maison De Fils of NJ, a needlepoint supplies business where he works as a photographer. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Michael Pimpinelli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 16 years at Metlife Securities and over a decade at MassMutual Life Insurance Company. Outside of his advisory role, he is involved in developing a smartphone application through an LLC he owns. 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 comprehensive financial planning, asset management, and educational seminars using firm-approved analytical tools.

Kevin Rodin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors since 1999, including during its prior affiliation as AXA Advisors, LLC. Outside of advising, he serves as an administrator or executor of an estate or trustee of a trust for a non-family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and proprietary programs.

David Munoz is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing before joining Merrill in 2018 and subsequently Bank of America in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Ingrida Veizaj is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various J.P. Morgan entities since 2016. Prior to her financial career, she was associated with the College of Staten Island from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.