Ryan Mctigue is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2017, following a year at Ameriprise Financial Services. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach managed by an Investment Policy Committee and incorporates tax-aware strategies and risk management techniques in its portfolios.

Ernest Escobar is a financial advisor with LPL Financial in Mahwah, NJ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at JP Morgan Securities and JP Morgan Chase Bank. Outside of advising, he is a co-owner of BE Method, LLC, an e-commerce sales 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 offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of representatives.

Stephanie Kokot is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Merrill and Bank of America prior to joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Kristen Koluch is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Raymond James since 2015 and previously spent 12 years at Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Yechezkel Kasnett is a financial advisor at Cetera with eight years of industry experience. He has worked at various Cetera entities since 2015 and previously spent eleven years with Michael S. Frohlich. Outside of his advisory role, Kasnett teaches Talmud to adult learners each morning. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party investment managers.

Craig Bartlett is a CFP® professional at OSAIC with 31 years of industry experience. He was previously with Lincoln Financial Advisors Corporation for 30 years. He authored a chapter on generational wealth planning in a multi-advisor educational book. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and model-based asset allocation strategies supported by both proprietary and third-party investment solutions.

Ryan O'neil is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Whaley Cornwell Group. He joined the firm in 2012, directly after graduating from Lafayette College with a B.A. in Economics and Business. Ryan holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, awarded by the Certified Financial Planner Board of Standards, Inc. in 2017, and is also a Personal Investment Advisor (PIA). Ryan specializes in areas including education planning, legacy planning, philanthropic planning, liquidity management, personal retirement planning, and portfolio management services with a focus on socially responsible, values-based, and ESG investing. He works with a diverse client base that includes individuals, multi-generational families, corporate executives, small business owners, as well as endowments, foundations, and non-profit organizations. His approach emphasizes long-term financial strategies to help clients meet retirement and legacy goals. Beyond his professional role, Ryan participated in collegiate athletics as the captain and quarterback of the Lafayette College football team. He resides in Hoboken, New Jersey, with his wife, Mary, and son, Shane. His personal interests include basketball, football, golfing, running, and spending time with his family.

Phillip Kostantas is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Guardian Life and Morgan Stanley. He has partial ownership in CHRISAPHIL LLP, a bookkeeping business in Hackensack, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines extensive research and analytics with a broad range of financial products offered through bank and insurance affiliates.

Sean Martin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked with various entities, including ownership roles in an automated e-commerce business and a sports venture focused on organizing a men's lacrosse league. Martin also works part-time at a ski area where he teaches skiing and supervises staff. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Its program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision authority.

Agnes Cahill is a financial advisor with Charles Schwab, holding a Series 66 credential and 23 years of industry experience. She has worked at multiple Schwab entities since 2013 and previously at TD Ameritrade from 2021 to 2024. Outside of advising, she co-owns a home in Nantucket with her husband, which is occasionally rented during the summer months. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Sudip Mukherjee is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following a 14-year tenure at MBIA Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm offers a broad range of services including portfolio management, financial planning, and capital markets activities.

Andrew Prisco is a CFP®-certified financial advisor with 23 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing from 2016 to 2025. Prisco is a principal owner of Pronomic Wealth Management, LLC, a financial planning practice based in Paramus, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services, using Wells Fargo research and tools to develop tailored recommendations. The firm offers a broad range of planning services to clients who meet certain net-worth thresholds, including specialized planning in areas such as business-owner transitions and special-needs analysis.

Michael Mazzilli is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Wolferman is a financial advisor with LPL Financial in Paramus, NJ, holding a Series 66 designation and 19 years of industry experience. His prior work includes positions at Bank of America and Merrill Lynch over nearly two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services primarily through a large network of investment adviser representatives.

Vincent Paone is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds the Series 63 designation and has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016. Prior to that, he was with Metlife Securities Inc. for 20 years. He is also involved in insurance sales, focusing on individual and group life, health, property/casualty, and identity theft services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships around collaborative annual planning engagements using firm-approved analytical tools.

Ruhi Unwalla is a Series 66-licensed advisor at J.P. Morgan Securities with six years of industry experience. Prior to joining J.P. Morgan in 2020, Ruhi held roles at ASK Wealth Advisors and in debt and treasury advisory at Redbridge. Outside of finance, Ruhi has experience working in fitness-related businesses, including Lucille Roberts and Kika Stretch Studio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop asset allocation models and offers broader derivatives and commodities capabilities than many institutional advisory programs.

Richard Galgano is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior work includes 14 years with Securities America Advisors and Securities America, Inc. Galgano is involved with Prestige Wealth Group LLC and G2 Financial LLC outside of his advisory role. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Francis Giordano is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantor Fitzgerald Securities and NatAlliance Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Michael Werfel is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at METLIFE Securities Inc from 2005 to 2017. Werfel serves on the board of directors for the Kiwanis Club of Pascack Valley, a charitable organization focused on local community support and fundraising for children's programs. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars.

William Hunt III is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 11 years. Outside of his advisory role, Hunt serves as a firefighter and treasurer for the Mahwah Fire Department. 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 and model portfolio programs, utilizing both proprietary and third-party investment strategies.