Alexander Arns Jr. is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and data-driven modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Robert Jelderks II is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 63 designation and 33 years of industry experience. He has been with Stifel since 2014. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Felipe Stanev is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and one year of industry experience. His previous roles include positions at PFS Investments Inc., Primerica Financial Services, and T3 Trading Group. Outside of advising, he is involved in sales of home-related products through Primerica Mortgage and Primerica Client Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in insurance and affiliated trust custody services.

Anita Thomas is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 63, Series 66, and Series 65 credentials. Prior to joining Morgan Stanley in 2022, she worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of her advisory role, she manages an accounting and bookkeeping business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and a variety of investment strategies.

Eric Mercado is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Northwell Health Labs, as well as twelve years at Zadies Bake Shop. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Siegler is a Series 66-licensed financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2020. His previous roles include positions at Lakeland Financial Services, Raymond James Financial Services, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Peter Demarco is a financial advisor with Morgan Stanley, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and spent ten years at UBS Financial Services prior to that. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

David Samuel is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. His prior experience includes roles at Solix Inc and J Knipper & Co. He also engages in part-time sales of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients, offering model-driven investment strategies supported by third-party managers and custodial services.

Jennifer Jervis Babish is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience in the financial industry and joined Merrill Lynch in 2012. Prior to that, she served as a Senior Financial Center Manager for Wells Fargo. Jennifer holds FINRA Series 7 and 66 registrations and has earned professional designations including Chartered Special Needs Consultant (ChSNC) and Personal Investment Advisor (PIA). Her expertise includes personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income. Before entering the financial industry, Jennifer was a teacher, which informs her approach to financial education. She focuses on helping women investors and their families by providing financial education and promoting healthy financial habits. Jennifer holds a Bachelor's degree from Saint Thomas Aquinas College. In her personal life, she enjoys cooking, music, pickleball, reading, sewing, spending time with her family, tennis, watching movies, and practicing yoga.

Thomas Kelly is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill and Bank of America since 2026. Prior to his financial industry roles, he worked in various positions including at Louis Vuitton Malletier and other firms. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dillon Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 12 years and has been involved with New Horizon Financial Corporation and Pearl River Hilton for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various asset classes.

Helen Alberto is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to identify their short-, mid-, and long-term financial goals and develops portfolio strategies designed to help achieve them. Her approach includes providing ongoing advice and adapting strategies as clients' financial situations evolve, covering areas such as investing, retirement planning, and saving for unexpected events. Helen also facilitates access to Bank of America specialists for banking, credit, lending, and small business solutions. Helen holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Montclair State University. She is proficient in both Spanish and English and is involved in several professional organizations, including the Hudson County Chamber of Commerce, the New Jersey Association of Women Business Owners, and the Statewide Hispanic Chamber of Commerce. Additionally, she contributes to the community through her involvement with Jersey City Medical Center. Outside of her professional work, Helen enjoys activities such as cooking, dancing, playing pickleball and tennis, traveling, and practicing yoga. She values building long-term relationships with individuals and families to support their holistic wealth management across generations.

Johannes De Waal is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Mountain Creek, DCI Inc, and Stevens Institute of Technology. He is also involved with HJP Financial Group LLC, a business related to his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial services.

Nancy Amalfitano is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2007 and previously spent five years at Citigroup Global Markets. Outside of her advisory role, she volunteers as co-chair of the Saddle River Valley Branch at Valley Hospital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various strategies and technology to support its network of over 22,000 advisors.

Javier Bustamante is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Morris Tech Partners and AT&T. Outside of advisory work, he is involved in managing Captain Gambit Studios, LLC and has worked as a Lyft driver since 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, emphasizing a range of strategic and tax-aware investment models.

Walter Janeczek is a Series 66 registered financial advisor with Edward Jones, based in Franklin Lakes, NJ. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he is associated with Cascade Medical Enterprises LLC, a medical device business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lewie Soaivan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to his advisory role, he is involved in the sale of loan products and home security 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. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Frank Convertini is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 credentials. In addition to his work in financial advisory, he is a certified public accountant and co-owner of Wetter and Convertini CPA LLC, a firm providing consulting, tax return preparation, and financial statement services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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 third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Marc Delgaudio is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. His prior work includes roles at Securian Financial Services and Minnesota Life Insurance Company, spanning nearly two decades. Outside of his advisory work, he is an officer at Langdon Ford Financial Inc., a business owner with responsibilities beyond investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of advisors and managing substantial assets.

David Schrader is a financial advisor with Ameriprise in Wayne, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Merrill from 2008 to 2017 before joining Ameriprise Financial Services, Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate personalized recommendations, delivered through a centralized consulting team in partnership with financial advisors.