Robert Castella III is a Series 66-registered financial advisor with LPL Financial, based in Montvale, NJ, and has five years of industry experience. Prior to joining LPL in 2022, he worked at Equitable Advisors and has coaching experience with the New Jersey Ice Dogs hockey team. He combines his financial advisory role with part-time coaching responsibilities. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Salmon is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as co-trustee for his son’s trust and manages Salmon Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using Wells Fargo research and tools to develop customized recommendations delivered through meetings and client letters.

Fern Tamborra is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her career includes roles at Robert Half and Zonin Wealth Management, among others. Tamborra serves as a board member for the Biomedical Research & Education Foundation of Southern Arizona, which reviews human medical studies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Christopher Curcio is a financial advisor with Fidelity in Paramus, NJ, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Fidelity Investments and prior work in various service and educational positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, with oversight controls and algorithmic methods playing key roles in its investment approach.

David Mital is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with Cetera. He has served at Cetera and CETERA Financial Specialists LLC since 2005 and operates his own financial services business, Mital Financial Services, since 2017. Outside of advisory work, he also runs a tax preparation service and holds a notary public commission. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with various program structures and custodial relationships.

Matthew Graf is a financial advisor with Ameriprise Financial Service, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked with Ameriprise since 1999, including 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Graf serves as president of the Packanack Golf Club board of directors and manages a business focused on operational support. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations prepared by a centralized retirement-income consulting team in partnership with clients' financial advisors.

John Serocke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at UBS Financial Services for ten years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jessie Slavin is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Frank Gaetano is a financial advisor with Wells Fargo Clearing located in Paramus, NJ. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Morgan Stanley Private Bank, N.A. for 11 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases.

Basil Benny is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to develop comprehensive plans that align with their values, priorities, and long-term objectives. Prior to this, Basil gained experience at Fidelity Investments as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. He also worked as a Relationship Banker at JPMorgan Chase & Co. from 2023 to 2024 and completed a Private Equity Internship at Mioym Equity in 2021. Outside of his professional career, Basil enjoys engaging in family activities, social events with friends, golf, music, and outdoor adventures.

Charles Bowman is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities, Morgan Stanley, and UBS Financial Services. Outside of his advisory role, Bowman is also a musician and composer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with technology and operational tools.

William Jordan is a financial advisor with LPL Financial in Tarrytown, NY, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial and Lexco Wealth Management in 2021, he worked in the restaurant industry and was a student at Fordham University for 21 years. Outside of his advisory role, he is involved with Mounted Memories NY LLC, a firearm and security retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions with a range of financial planning and investment management options.

Matthew Clement is a CFP® certificant with 22 years of industry experience. He is currently affiliated with Cetera and has prior experience at Cantella and Co., Inc. Clement serves as owner and president of Emerald Retirement Planning Group, Inc., and holds board positions with Helen Hayes Hospital Foundation and Rockland Recovery Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and $256 billion in assets under management.

Huan Yuan Chen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked at PFS Investments Inc. since 2021 and has longstanding roles at New York City Transit and Primerica Financial Services. Chen is involved in the sale of investment-related products and also receives compensation related to mortgage loan sales and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Lance Millman is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has held roles at Millman and Rosenberg Associates, Ltd, Mulligan Security Corp, and his own CPA firm. He serves as mayor of the Village of Montebello and is involved in several business activities, including tax consulting and business management. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with various investment program options and over $256 billion in assets under management.

Arthur Sisco is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Securities America Advisors and National Planning Corp and maintains an active CPA practice providing tax return preparation and consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment approaches and operational tools while overseeing over $819 billion in discretionary assets through a large network of advisors.

James Angelone Jr. is a financial advisor at OSAIC with 50 years of industry experience. He holds a Series 63 designation and previously worked for FSC Securities Corporation for 14 years. Angelone is also a partner and insurance agent at Multivest Planning Corporation, where he sells fixed annuities and fixed life products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed account solutions.

Todd Lapinson is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2025, he worked within related Wells Fargo entities since 2009. He has an ownership interest in Pronomic Wealth Management, LLC, which he manages alongside another related entity, Jaz Holdings, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a comprehensive range of financial planning and investment services, utilizing proprietary research and tools to develop tailored recommendations for clients who meet net-worth thresholds.

Walter Holmes is the Wealth Management Planning Consultant at Fidelity Private Wealth Management in Paramus, NJ. In this role, he assists families in building, preserving, and transferring their wealth according to their wishes. He has been with Fidelity Private Wealth Management since 2015. Prior to this, he held positions as Vice President-Financial Consultant and Financial Consultant at Fidelity Investments from 2007 to 2015. His earlier experience includes financial consulting roles at JPMorgan Chase, Morgan Stanley, and Olde Discount Corp from 1995 to 2006. Outside of his professional work, Walter enjoys spending time at the beach, attending concerts, engaging in family activities, hiking, skiing, and traveling.

Zachary Tanis is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Primerica Financial Services and Primerica Advisors, as well as positions with Kalish Law Group, Tanis Greens LLC, and educational institutions such as William Paterson University and the Netherlands Reformed Christian School. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based investment strategies managed by third-party asset managers.