Charles Slater is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2011. Outside of his advisory role, he serves as a trustee for several family trusts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Saccento is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial advisory and planning support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and advanced analytical tools to assist client decision-making.

Jason Babilonia is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated bank since 2019, following an 11-year tenure at TD Ameritrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Robert Ruscick is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options including insurance-related vehicles and bank deposit sweep programs.

Eleanor Galt Lin is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory activities, she serves as a presenter at Montclair Adult School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process includes structured discovery conversations and firm-approved tools, with a focus on advisory services rather than direct security recommendations.

Cooper Ficarra is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Stockton University and Tucker's Tavern. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Abraham Mizrahi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Capital One Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.

John Salina is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at NYLife Securities and NYLife Insurance from 2014 to 2019. Salina is also involved in insurance brokerage, serving as president of Fortis Brokerage Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, goal-oriented planning engagements.

Robert Rosenberg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Joseph Zarejko is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with several firms including Botwinick & Company, LLC, and maintains ownership of Professional Accounting Services, LLC, a tax and accounting practice. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Tiffany Stewart is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley. Her prior experience includes nine years at UBS Financial Services and two years working in the hospitality sector. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process incorporates structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Gregory Ruppel is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Marks Paneth and spent five years at Fairfield University. He has also been involved with Hackensack Golf Club since 2014. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Caroline Carrello is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Possip, Inc., AlphaSights, and Sirus and Associates. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Michael Tenore is a Series 66-licensed advisor with Fidelity Investments in Nanuet, NY. He has been with Fidelity since 2026 and has a diverse background including roles in educational and religious organizations as well as in moving and storage services. Prior to his financial advisory role, he held positions at institutions such as Gordon-Conwell Theological Seminary and Trinity Broadcasting Network. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs with oversight of sub-advisers and a structured approach to governance and conflicts of interest.

Simona Bagwill is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 credential and four years of industry experience. She previously worked at UBS and the Ramsey Golf and Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Vincent Villodas is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Ashley Helrich is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2026, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2024 to 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

John Clarke II is a financial advisor with LPL Financial in Paramus, NJ, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Merrill and Morgan Stanley. Outside of his advisory work, he serves on a NICU advisory board and is involved in construction management for personal projects. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Gregory Chimenti is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America since 2009. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.