Shanti Moore is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2012. In addition to her advisory role, Moore is involved in the sale of home security and automation products and other home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jacob Coleman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the Series 63 and Series 66 designations and has one year of industry experience. His prior work includes positions at DLC Management Corp and Crabtree's Kittle House. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a structured, annual planning process using firm-approved software and offers a range of programs including estate-settlement and employer-sponsored planning.

Peter Gut is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. Since joining Merrill in 2001 as a high school student, he has grown alongside the firm, sharing its commitment to putting clients first and fostering lasting relationships. In his current role, Peter works closely with individuals, families, and business owners to navigate complex financial decisions and deliver personalized strategies tailored to each client's goals, values, and life stage. His expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Peter holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. Outside of his professional work, Peter enjoys cooking, hiking, music, and traveling. His approach centers on empowering clients to achieve and maintain financial wellness through personalized advice, tailored solutions, and long-term relationships built on trust and transparency.

Todd Schroeder is a financial advisor with Cetera in Midland Park, NJ, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Columbia Bank, Allied Wealth Partners, and Securian Financial Services. Outside of his advisory work, he coaches wrestling five hours per week. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program platforms and a multi-manager approach.

Christopher Messler is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to help implement and monitor investment strategies aimed at pursuing long-term investment goals. He has progressed through multiple roles at Fidelity Investments, including Investment Management Consultant I through III from 2022 to 2026, and Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, he worked as a Registered Representative at Equitable from 2020 to 2021. Outside of his professional responsibilities, Christopher enjoys activities such as fishing, football, golf, skiing, soccer, and participating in social events with friends.

Margaret Athanasatos is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Eileen Finnegan is a financial advisor at Merrill with over 30 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1993, also affiliated with Bank of America since 2015. Outside of her advisory work, she oversees a family-run business involved in making and selling pet bow ties, with proceeds and donations benefiting animal shelters. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries.

Patrick Sweeney is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior firms include Ameriprise, UBS Financial Services, and Morgan Stanley. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amanda Cain is a CFP® professional based in Ridgewood, NJ, with 22 years of industry experience. She has worked at Edward Jones since 2013. 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 through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Susan Condit is a Senior Financial Advisor with Merrill Lynch Wealth Management. She adheres to a disciplined process that begins with gaining a full understanding of each client’s unique needs, concerns, and priorities. By considering the whole life or organization, Susan collaborates with clients to develop personalized plans aligned with their goals and aspirations. Her expertise encompasses family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and supporting women and wealth. Susan holds a Bachelor's Degree from The Catholic University of America and the Personal Investment Advisor (PIA) designation. She is actively involved in professional and community organizations, serving as a board member of The Cookstove Project and participating in the Briarcliff Rotary and the Social Justice Committee of the Presbyterian Church of Mt. Kisco. Outside of her professional duties, Susan engages in personal interests including biking, gardening, genealogy, golfing, hiking, photography, swimming, yoga, and spending time with her family.

Neville Kapoor is a Financial Consultant who partners with clients to understand their short- and long-term financial goals and to develop customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout their financial planning journey. Neville works collaboratively with clients to build financial plans, identify strategies for improvement, and maintain open communication. Neville has held various roles in the financial services industry since 2009. His professional experience includes positions such as Vice President - Financial Consultant at Charles Schwab in 2024, Senior Manager in Platinum Relationship Management at Morgan Stanley - ETRADE from 2023 to 2024, Financial Consultant at Morgan Stanley - ETRADE from 2018 to 2023, Financial Solutions Advisor at Merrill Lynch - Merrill Edge from 2014 to 2018, and Licensed Personal Banker in the Private Client division at JP Morgan Chase from 2009 to 2013. Outside of his professional work, Neville has personal interests that include the beach, cars, comedy, social events with friends, music, and traveling.

Carmine Filippone is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services and Avantax Insurance Agency for extensive periods. Outside of his advisory role, he is a partner at Heller & Filippone LLP, providing tax preparation and accounting services, and at HF Financial Group, offering mortgage and tax planning. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.

Kalpana Thakkar is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved with business activities including 167-169 Newark Ave Realty, Dollar Strength, and Dollar Paradise. Fidelity’s Strategic Advisers LLC, where she operates, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Christopher Calabro is a financial advisor with LPL Financial in Elmsford, NY, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Ameriprise Financial from 2015 to 2019. Outside of his advisory role, he has worked on a part-time basis in a non-investment related position at Precision Floor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and various investment strategies.

Charles Pollack is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving a diverse clientele that includes corporate executives, entrepreneurs, attorneys, retirees, millennials, divorced persons, and widows. With more than 25 years of experience, Charles focuses on helping clients preserve assets, manage risk, and plan for sustained lifestyles through various life stages, including retirement, loss of a spouse, or divorce. He emphasizes a collaborative, client-centric approach, valuing face-to-face meetings and empathetic listening to tailor strategies aligned with clients’ goals. Charles joined Merrill Lynch in 2008 to leverage the firm's extensive resources and acts as an active liaison between clients and specialists across Bank of America. He formulates customized investment portfolios by combining Merrill research portfolios and external managers, adapting strategies over time through ongoing client review. His expertise includes college education planning, legacy planning, liquidity management, portfolio management services, and retirement income. Charles holds the Personal Investment Advisor (PIA) designation and attended the University of Chicago without obtaining a degree. Outside of his professional role, Charles is involved in community organizations such as International Adoption, Kiwanis International, and the Salvation Army. He and his wife, Diane, are parents to three adopted children and engage in activities including cooking, reading, traveling, and maintaining an active fitness routine.

Landon Tan is a CFP®-designated financial advisor at LPL Financial with nine years of industry experience. He previously worked at KMS Financial Services / Robin Tan before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Izabella Wszolek is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services for twelve years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting a range of portfolio management and financial planning services.

Thomas Small is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.

Kenneth Rickens is a CFP® with 15 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Kestra Advisory, Kestra Investment Services, Premier Wealth Advisors, and First Allied Securities. Outside of his advisory work, he is involved with KWR Advisors LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.