George Castellano is a financial advisor with Merrill who holds a Series 66 designation and has 25 years of industry experience. He has been with Merrill since 2000. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide set of financial products and services.

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.

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 financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is a silent owner of a fitness business, AFC Hudson LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Pedro Coello is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill for 15 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 investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Giovanni Duran is a CFP® professional with 28 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2019. Prior to joining Raymond James, he worked at Morgan Stanley for 11 years. He is the owner of two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations based on risk profiling and firm research, with a notable focus on advisory services that support client decision-making rather than delegated management.

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.

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.

Connor O'Reilly is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Softwave, Coinbound, Diamond Global, Summit Financial, Merrill Lynch, and other firms. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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 licenses and having four years of industry experience. His prior work includes roles at Marsh and McLennan Companies Inc. and operating a window cleaning business that is now dormant and in the process of dissolution. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on LPL-sponsored programs and endorsed turnkey asset management platforms to deliver advisory and brokerage solutions.

Ryan Tantleff is a financial advisor at UBS Financial Services in Warren, NJ, holding a Series 66 designation with two years of industry experience. His background includes roles outside finance such as work at Overbrook Golf Club and Bernards Cafe. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory solutions, leveraging proprietary market research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerance.