Joseph Virgone is a financial advisor with Ameriprise in Paramus, NJ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he provides client-related investment and planning services as part of the Scott Sosna SSFS Group. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aleksandar Matovski is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Merrill, Bank of America, and Woodbury Financial Services. Outside of advisory, he is involved in commercial lending origination and serves as a referral partner to human capital management and professional employer organization providers. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering a range of investment programs alongside affiliated broker-dealer and RIA relationships.

Michael Reynolds is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Merrill since 2022 and previously spent six years at Wells Fargo Clearing and 26 years at Wachovia Bank, N.A. Outside of his advisory role, he serves as executor for an estate. 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 a range of individual, corporate, and nonprofit clients.

Nicholas Iarrapino is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Merrill. Outside of his financial advisory role, he serves as head coach for the St. Joseph High School crew team. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to client needs, leveraging Wells Fargo’s research and tools to develop recommendations that clients may choose to implement through various programs.

Shane Oconnor is a CFP® professional with 13 years of industry experience, currently with OSAIC since 2025. His prior experience includes ten years at Lincoln Financial Advisors and roles at Wells Fargo Clearing and Osaic FA, Inc. He is also licensed as an insurance agent offering fixed and indexed annuities and traditional life insurance. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Li Pan is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, Merrill, NYLIFE Securities, and New York Life Insurance Company. Outside of her advisory roles, she was involved with Livingston HuaXia Chinese School and operated Sweet Basil Technology LLC. 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 for individuals, high-net-worth clients, and institutional investors.

Ethan Bordman is a Team Financial Advisor with The Covitz McCauley Bordman Group at Merrill Lynch Wealth Management. He specializes in working with high-net-worth individuals, families, and professionals in the entertainment and sports industries, providing tailored financial and retirement planning strategies. Ethan connects clients to customized financial and retirement plans that align with their unique ambitions, focusing on family wealth management, legacy planning, and personal retirement planning. Before joining Merrill Lynch, Ethan practiced as a media, sports, and entertainment attorney for 16 years, including serving as Assistant Executive Director of SAG/AFTRA. His legal background informs his understanding of the financial needs within the entertainment industry. Ethan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He maintains FINRA Series 7, 31, and 66 registrations. Ethan earned a Juris Doctor from the University of Detroit School of Law and a Master of Business Administration from Wayne State University. He also holds two master's degrees in law from universities in England: a Master of Laws in Entertainment Law from the University of Westminster and a Master of Laws in International Sports Law from Anglia Ruskin University. He is active with the New York State Bar Association's Entertainment, Arts & Sports Law Section, where he served as Chairperson from 2022 to 2024 and continues as an Executive Committee Member. Ethan is involved in various professional and community organizations connected to law and the arts. Outside of work, he enjoys spending time with his family, swimming, playing tennis, and watching movies.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in managing multiple residential real estate properties with his partner. 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 program focuses on non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting.

Lauren Nassau is a financial advisor with LPL Financial based in Wyckoff, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Ameriprise for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Whelan is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His career includes roles at Cetera Wealth Services, Allied Wealth Partners, and Securian Financial Services. He also worked at Corporate Jet Support and attended Franklin and Marshall College. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Matthew Jack is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a decade at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a comprehensive range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Alae Jaber is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Investments. Outside of finance, he is involved with LNY Ice Cream LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Reyhan Lalaoui is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Reyhan held roles at Jersey City Municipal Court and W Hoboken. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a diverse client base with a focus on systematic, long-term asset allocation strategies.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include ten years at Royal Alliance Associates and over two decades at PCI Staff Leasing, where he held leadership positions. Outside of advising, he is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Patricia Sadowski is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill and its affiliate Bank of America since 2006. Outside of her advisory role, she serves as an executor for her parents' estate. Merrill, together with 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 strategies for individuals, high-net-worth clients, and institutions.

Jay Dewan is a financial advisor with Morgan Stanley in Little Falls, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as an independent contractor delivering food and groceries for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Michael Kostecki is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he owns and operates a dog shampoo business called Kos Supply Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including specialized groups for estate planning.

Nicholas Poulis is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2004. Outside of his advisory role, he serves as Chief Financial Officer and a member of the Finance Committee for the Chian Federation, a Greek cultural, educational, and charitable organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and modeling techniques without providing individual security recommendations in standalone plans.