Daniel Dawson is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Allstate Insurance Co for nine years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of advanced methodologies including AI in portfolio management.

Lisa Mcentee is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014 and Wells Fargo Advisors since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Adrian Ukaj is a financial advisor at Equitable Advisors with Series 66 credentials and two years of industry experience. His prior work history includes roles at ThorLabs and various other positions before joining Equitable Advisors in 2023. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Vincent Cooper is a Series 66-licensed financial advisor at Equitable Advisors with 16 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he serves as a police officer in Tenafly, New Jersey. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Brandon Goldstein is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining LPL Enterprise in 2024, he spent over a decade with Prudential Insurance Company of America and Pruco Securities, LLC. Goldstein is also involved in multiple insurance-related activities, including property and casualty insurance through his own agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Reed Karsen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Montclair State University and UPS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios and manage fund advisory services.

Michael Timchula is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 63 and Series 66 securities licenses. His prior experience includes roles at National Asset Management and National Securities Corp. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Rene Dierkes is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the Mountainside Town Council in New Jersey and owns a scrap metal business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

Gilbert Johnson is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017, previously working two years at Sprint. Outside of advising, he is a co-owner of Happy Photography LLC, which he manages administratively alongside his wife. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Nicholas Gullace is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Mizuho Shared Services, Corient Private Wealth, and USI Insurance. He also has a four-year background at Hobart & William Smith Colleges. 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.

William Samay is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He began his financial services career at Merrill Lynch in 1999 and specializes in creating and managing wealth management strategies for high-net-worth individuals. His expertise includes private equity, alternative investments, and discretionary portfolio management that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Will works closely with a largely referred clientele, focusing on developing new investment relationships and constructing personalized portfolio approaches. He holds the Certified Plan Fiduciary Advisor® designation and has been recognized nationally as a leading financial advisor, having been named to Forbes' "Best-in-State Wealth Advisors" list from 2020 through 2025. Will emphasizes the importance of retirement strategy within overall financial planning and provides services to small- and mid-sized business owners, including retirement plan administration, cash management, succession planning, and credit and lending through Bank of America. He graduated from the Stillman School of Business at Seton Hall University with a bachelor's degree in Economics and Finance. Additionally, he has contributed as a coach and instructor in Merrill Lynch’s Financial Advisor Development Program. Outside of his professional duties, William is involved in the Commonwealth Club of Montclair. He enjoys adventure sports, fishing, and music, and values spending time with his family.

Christopher Perrotta is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and previously worked at Avantax and 1st Global Advisors. Outside of advising, he serves as treasurer for the Vernon Township Little League and is involved with the Sussex County YMCA. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliations.

Anthony Pecora is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Outside of finance, he assists in marketing at a family automotive sales business, VMP Auto Inc., on weekends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Brian Stickler is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. His professional background includes roles at Morgan Stanley Private Bank and prior experience at Frito Lay. Outside of finance, he was involved with Camp Harmony for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Lisa Bazzani is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019. Her previous roles include positions at Morgan Stanley, LPL Financial, and Private Advisor Group, LLC. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Albert Passanante is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Passanante is also an owner and financial advisor at Nisivoccia LLP, where he has been involved in providing financial services since 2001. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various program structures and investment options.

Ryan Jurist is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Guggenheim Securities, LLC for two years and has a background that includes four years at Bucknell University and six years in primary education. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to deliver customized recommendations across various planning areas, integrating these advisory services with multiple financial product offerings.

Jayme Califano is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2021. Outside of his advisory role, he is a partner at Taylor Palmer LLC, a construction and engineering technology firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and economic modeling.

Robert Egan is a CFP® professional with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at multiple firms, including Northstar Wealth Planning and Cetera Advisors LLC. Egan is a founder of EP Wealth Management, LLC, and Northstar Wealth Planning, and he is also a co-founder of Alpha Goose, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides tailored investment solutions through various platform arrangements and maintains both proprietary and third-party model strategies.

Mark Fleksher is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Securities America Advisors, Inc., and Prestige Wealth Group, LLC. Fleksher continues to be involved with Prestige Wealth Group, LLC in addition to his role at LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies including machine learning.