Craig Levin is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Prudential Equity Group, LLC from 2002 to 2003. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jessica Palou is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including previous roles at T. Rowe Price Investment Services and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports with ongoing tax-aware withdrawal strategies.

Peter Pitucco is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with MML Investors Services since 1989 and with MassMutual Life Insurance Company since 1988. In addition to his advisory role, he is involved in the sales and service of insurance products for various carriers. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and offers specialized planning services including divorce planning, estate settlement, and employer-sponsored programs.

Arthur Warden IV is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Morgan Stanley, and E*TRADE Securities. Outside of his advisory role, he volunteers as a youth lacrosse coach. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a variety of third-party and firm-sponsored programs.

Mark Erikson is a financial advisor with Merrill in Bridgewater, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Merrill since 1992 and Bank of America, N.A. since 2016. Outside of his advisory role, he serves as a fiduciary for a for-profit organization. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Steven Strambi is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decisions.

Rocco Fiato is a financial advisor with Merrill based in Bridgewater, NJ, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he worked at Northeast Planning Corp for one year. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. since 2017 and 2018 respectively. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Herbert Bolivar is a financial advisor at Merrill in Madison, NJ, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA, as well as a position at Montclair State University. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Christopher Dipietro is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Michael Ricca is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and with 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques, such as Monte Carlo simulations, in its planning process.

Rohan Walker Jr. is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022. Outside of his advisory role, he is the sole proprietor of Know Good LLC, a consulting business based in Morristown, New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its financial planning process.

Steven Parente is a financial advisor with Merrill in Bridgewater, NJ, holding a Series 66 license and 18 years of industry experience. He has worked at Merrill since 2007 and has additionally been with Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Kerest Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Linsco Private Ledger, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He is also associated with Flemington Financial Group LLC as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives.

Denise Petti is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Todd Patton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2021, transitioning from a Financial Consultant role to his current vice presidential role. Todd has over three decades of experience in the financial services industry, with a career spanning several major firms including UBS Financial Services, Merrill Lynch Global Wealth Management, Bernstein Global Wealth Management, and AllianceBernstein. His roles have included Director of Retirement Plans, Financial Advisor, Senior Retirement Product Manager, and various leadership positions focused on retirement and defined contribution services. Outside of his professional career, Todd has personal interests in golf and military service.

Tess Cusate is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked at UBS since 2021. Prior to that, she was not employed in the financial sector and completed her education at Villanova University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning and portfolio management supported by proprietary research and capital market models. The firm integrates institutional trading capabilities with wealth management, providing a broad range of services including custody, underwriting, and capital markets solutions.

Jeffrey Fischman is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on client risk profiles, utilizing a mix of in-house and third-party investment managers and providing a range of portfolio management, financial planning, custody, and brokerage services.

Patrick Kilcooley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Patrick has joined the Hinds Fisher Ahern group, a team with extensive experience in financial advising at Merrill. This team focuses on understanding clients and what matters most to them. With 25 years of experience in the Institutional Equity markets, Patrick brings a depth of knowledge shaped by firsthand experience with significant market fluctuations. He leverages this expertise to assist clients in meeting their financial goals and aspirations through tailored wealth management strategies. Patrick holds a Bachelor's Degree from Monmouth University and holds the Professional Investment Advisor (PIA) designation. He is also involved in community activities, dedicating time to volunteering with local organizations.

Dominic Pinto is a financial advisor at Charles Schwab with 11 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America, N.A. and Merrill for 10 years before joining Charles Schwab in 2025. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios backed by due diligence from its Center for Financial Research.

Emmanuel Itembe is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining LPL Enterprise, he held positions at Equitable Advisors and Bankers Life and has also worked outside the financial industry at retailers including Lowe's and Macy's. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, using portfolios developed by LPL’s Research Department or third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.