John Doran is a financial advisor with J.P. Morgan Securities in New City, NY, holding CFP® and ChFC® designations and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with a brief period at Edward Jones and a two-year employment gap prior to rejoining J.P. Morgan. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Mark Skirbe is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade Investment Management, T. Rowe Price Advisory Services, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and qualitative research.

Sarah Nabeel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and J. Josephson. She has also spent time involved with the School For Transformational Healing and worked at Montville Smiles and AJ Perri. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, consulting, and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and oversight of sub-advisers to serve a range of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

John Algarin is a financial advisor with Equitable Advisors in Saddle Brook, NJ. He holds a Series 66 designation and has experience in financial services roles since 2014, including positions at Pinnacle Risk Solutions and Ray Catena Porsche. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of investment models and third-party managers while providing ERISA fiduciary services for qualified plans.

Vladislav Zherenovsky is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. His prior work includes roles at VOYA Financial Advisors, Wells Fargo Clearing, and Morgan Stanley DW Inc. He also has involvement in tax preparation and accounting services through Kraner, LLC. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Beena Maharjan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been associated with Primerica Advisors since 2000, with a brief period of unemployment from 2015 to 2025. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, providing a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Cristian Rojas is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, including roles at JP Morgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

David Hartgers is a Series 66 licensed financial advisor with two years of industry experience, currently with Wells Fargo Advisors. He previously worked at Ameriprise Financial Services and has a background that includes coaching as the head coach for the Wyckoff Recreational Department. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Reed Smith is a financial advisor with Ameriprise in Rutherford, NJ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Northwestern Mutual, Invesco, and Prudential. Outside of finance, he was involved with Baseball Zone from 2018 to 2019. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Daniel Mahoney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1984 as an institutional bond trader before transitioning to a Financial Advisor role in 1985. Over his career, he has developed expertise in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Daniel holds a Bachelor of Science degree from Fordham University, where he was a member of Beta Gamma Sigma, and a Master of Business Administration from Columbia University. He has also earned professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Daniel has personal interests that include golfing, hiking, reading, and skiing.

Bryan Dunst is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Wayne, New Jersey. He provides financial advisory services to a diverse clientele including families, private and public business non-profit organizations across the United States. He assists clients in portfolio management, corporate retirement, small business strategies, personal retirement planning, tax minimization, and socially responsible investing. Bryan is known for a consultative approach focused on helping clients make informed decisions to grow and preserve wealth. Bryan holds numerous professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), Certified Portfolio Manager (CPM), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has extensive experience speaking and training on financial topics such as portfolio preservation, asset allocation, effective portfolio management, and estate planning. Bryan earned a Bachelor's degree in Business Administration from Ramapo College and a Master's degree in Finance from Fairleigh Dickinson University. Outside of his professional career, Bryan is a Mensan and a Mason, and is involved with NY/NJ Blood Services. He resides in Kinnelon, New Jersey with his wife Natalie and their four sons. His personal interests include hiking, music, spending time with family, and watching movies.

James Lee is a financial advisor at Equitable Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and utilizes both firm-offered programs and third-party asset managers to implement a variety of investment strategies.

Nadezda Timokhova is a Financial Advisor at Merrill Lynch Wealth Management. She combines her background in investment research, company valuation, and capital markets analysis with her financial planning expertise to assist clients in making informed financial decisions. Nadezda works with individuals, families, and business owners to address a variety of financial priorities, including investing, retirement planning, and preparation for expected and unexpected life events. She places emphasis on understanding each client's goals, priorities, and financial situation in order to develop personalized strategies aligned with their objectives. Nadezda is committed to building long-term relationships and providing guidance as her clients' needs and circumstances evolve to help them pursue greater financial confidence over time. Nadezda holds a Doctorate Degree from the State University of Management and has earned professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She is proficient in English and Russian.

Ryan O'Leary is a CFP® professional with 13 years of experience, all with Edward Jones since 2013. In addition to his advisory role, he owns and operates an Amazon retail business focused on selling products through the Amazon Sellers platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Serena Otazu is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools to inform client strategies.

Angella Dorsch is a financial advisor at Edward Jones with a Series 66 designation and 16 years of experience at the firm. She is based in Wayne, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a national network of financial advisors and branch offices.

David Laster is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Edward Jones since 2018 and previously spent seven years at Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Nicholas Dimitriou is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has worked with Cambridge since 2007 and previously held positions at Chase Investment Services, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. Outside of advising, he is an independent insurance agent and is involved in accounting and bookkeeping services through his ownership of ND Financial Services LLC. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and provides access to proprietary model strategies and third-party advisers.

Isaac Frankel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leverages more than 25 years of investment management experience, including roles as a fixed income portfolio manager for mutual funds, pension plans, endowments, insurance companies, and high-net-worth individuals. Since joining Merrill in 2011, Isaac has applied the Goals-Based Wealth Management process to create personalized financial plans tailored to each client's unique needs and goals. He collaborates closely with internal partners at Bank of America and Merrill to implement wealth-building and income-generating strategies. Isaac holds a bachelor's degree in engineering and computer science from Princeton University and an MBA in finance from the Wharton School at the University of Pennsylvania. He is a Certified Financial Planner (CFP) certificant and a Personal Investment Advisor (PIA). His professional affiliations include membership in the Estate Planning Council of Bergen County. Additionally, he has served as an adjunct instructor of Economics and Finance at Fairleigh Dickinson University and volunteered as an income tax preparer with The Food Bank of New York City's VITA program. Outside of his professional work, Isaac resides in Fort Lee, New Jersey, with family members living in Boston and New York City. His personal interests include music, reading, skiing, tennis, spending time with family, and watching movies.

Anthony Mccrimlisk is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2008. Based in Paramus, NJ, his career spans nearly two decades at the firm. 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 integrates institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.