Roxanne Calabrese is a financial advisor at OSAIC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Woodbury Financial Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Randall Brewster is a financial advisor at Ameriprise with 19 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Ameriprise Financial Services in 2017. Outside of his advisory role, Brewster serves as a softball commissioner for The Mahwah Youth Sports Boosters, where he develops teams, rosters, and programs. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Mary Dunne is a financial advisor at LPL Financial with 43 years of industry experience. She has been with LPL Financial, formerly known as Linsco/Private Ledger Corp., since 1996. Mary holds the Series 63 designation. 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, third-party asset management, and institutional platforms.

Matthew Sadowsky is a financial advisor at Charles Schwab with 15 years of industry experience and a Series 66 designation. He previously worked at TD Ameritrade from 2006 to 2024 before joining Schwab in 2021. 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 provides a combination of non-discretionary advisory services and access to discretionary separatley managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Gary Pottinger is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial from 2016 to 2023 before joining Ameriprise. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income plans and ongoing advice. The firm’s approach includes comprehensive planning tools, restrictive enrollment criteria, and investment recommendations shaped by its affiliated product ecosystem.

Alexander Guiliano is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill during a combined period from 2011 to 2022. Guiliano also operates Resonate Wealth Partners, LLC, an entity connected to his LPL business. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic and tactical allocations.

Thomas Janovic is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at MassMutual Life Insurance Co, TFS Securities Inc, and Professional Financial Services. Janovic is also an independent insurance agent specializing in life insurance and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and provides a range of event-driven planning services.

Robert Ritchie is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn Sii from 2011 to 2018. Outside of his advisory work, he serves as a college ice hockey and lacrosse referee and coaches youth and high school ice hockey. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers a range of financial services including brokerage and investment advisory, retirement plan consulting, unified managed accounts, and access to third-party money managers, using various asset-allocation tools and investment vehicles.

Thomas Montemurro is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously spent three years each at Bank of America and Merrill. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

Maria Hamada is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes positions at Merrill since 2023, Wells Fargo Bank from 2018 to 2023, and Bank of America from 2015 to 2018. Merrill, along 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, pension plans, corporations, and charitable organizations.

Matthew Cannata is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and Victory Home Remodeling, as well as experience at Rutgers University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a large nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sean Kelly is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at BlackRock for three years and JP Morgan Chase for two years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside services such as portfolio management, financial planning, and custody.

Brent Roehrich is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2018, he worked at Genuine Parts Company from 2014 to 2018. He is also an associate advisor at Longohmont, LLC, where he manages an advisory business outside of his primary role. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team that delivers personalized, non-discretionary recommendations.

Michael Rabasca is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michelle Russotto is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and 30 years of industry experience. Her previous work includes ten years at Merrill and an additional five years at Ameriprise Financial Services, Inc. She is also engaged as an Associate Financial Advisor with PCA Management Corp, providing client support. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Senzer is a financial advisor at Osaic with 42 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Royal Alliance Associates. Outside of his advisory role, he owns an LLC created for construction work, though he does not currently receive compensation from it. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and advisory services with various investment options and uses firm-supported tools for portfolio construction and management.

Maria Maus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Cetera Wealth Services since 2013 and joined Cetera in 2023. In addition to her advisory role, she works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a nationwide network of independent advisors and a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management services and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

Joseph Neri is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Charles Schwab Bank, SSB since 2018 and at Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he spent time at The M Group & Associates and was involved with My Big Fat Greek Restaurant. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a comprehensive operational structure including centralized custody and a formal alternative-investment onboarding process.

Peter Petronzio is a financial advisor with Edward Jones in Ridgewood, NJ, holding Series 63, 65, and 66 licenses. He has 12 years of industry experience and has previously worked at firms including Morgan Stanley, Banc of America Investment Services, and ICE Data Services. He is a member of the Knights of Columbus, a global Catholic fraternal service organization. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Andrew Jacobson is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Equitable Advisors, Century 21, Hudson County, and Latham House. 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, third-party asset management, and institutional platforms.