Tony Law is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he serves on the boards of Compass Fellowship Church and the Nom Hoy & Sun Tuck Association Inc, contributing to nonprofit governance and community activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, alongside access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Brian Buckley is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, having previously worked at Metropolitan Life Insurance Company and related entities for over three decades before joining Mass Mutual in 2016. In addition to his advisory role, he is an independent insurance agent specializing in health, group health, property and casualty, life insurance, and fixed annuities. Mass Mutual Investors Services 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 engagements as ongoing, collaborative relationships focused on goal analysis and written recommendations.

Nicholas Pepe is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and six years of industry experience. He has worked at UBS since 2019 and was previously employed at Nasdaq Inc. from 2014 to 2019. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Gregory Tonnon is a financial advisor with LPL Financial in Ridgewood, NJ, holding the ChFC® designation and Series 63 registration. He has 43 years of industry experience, including prior roles at Sagepoint Financial, Inc. and The Guardian Life Insurance Company. In addition to his advisory work, he is involved as an employee benefits broker with Elite Financial Services. 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, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Matthew Lodato is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, Equitable Financial Life Insurance, and Bergenfield Public Schools, among others. He has also been involved with the U.S. Gymnastics Development Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jake Hasenbalg is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as an Investment Consultant and Financial Representative. Prior to joining Fidelity, Jake worked as a Medicare Advisor at Advise Insurance from 2021 to 2022. Jake approaches financial planning as a personalized and collaborative process rooted in trust, transparency, and long-term strategy. He aims to help clients feel calm and confident about their accounts, enabling them to focus on their personal interests. His goal is to provide clients with peace of mind regarding their finances and assist them in achieving financial fulfillment. Outside of his professional work, Jake has interests in music, reading, and traveling.

Justin Dell'aglio is a CFP® with 10 years of industry experience, currently serving clients at Ameriprise in Valhalla, NY. He has been with Ameriprise since 2018, including its affiliated entities, and previously worked at Renthop from 2013 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jowita Jurkiewicz is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She previously worked at RBC Capital Markets and Wells Fargo Clearing Services, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers specialized planning services and integrates advisory services with various financial products and referral channels.

Miro Fain is a Financial Consultant at Fidelity Investments, where he has worked since 2018. Prior to this role, he served as an Investment Consultant from 2015 to 2018 and as a Financial Representative from 2013 to 2015 within the same organization. His approach focuses on building long-term relationships grounded in trust and understanding of his clients' financial goals. Miro provides support and guidance through proactive planning and transparent communication to help clients navigate financial decisions and market uncertainties. Outside of his professional work, Miro has personal interests in food, golf, hiking, and traveling.

James Stapleton is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Cetera since 2007 and also operates his own CPA firm, James M. Stapleton, CPA, PC, providing auditing, accounting, and tax services since 1992. 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 variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across multiple program structures.

Robert Gariano is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been affiliated with Cetera and its related entities since 2005 and has operated Gariano Wealth Management since 2015. In addition to his advisory work, he serves as a notary public on an ad hoc basis. Cetera Investment Advisers LLC is a large SEC-registered firm serving 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 network of independent advisors and provides access to affiliated and third-party investment strategies across multiple program platforms.

James Verga is an Investment Consultant currently working with Fidelity Investments since 2025. In this role, he collaborates with clients to develop personalized investment strategies that align with their individual needs and goals, emphasizing trust and transparency. Prior to his current position, James worked as a Financial Advisor at Equitable Advisors from 2022 to 2025. His experience in these roles centers on financial planning and investment advisory services. Outside of his professional work, James has interests that include baseball, golf, movies, reading, writing, and culinary experiences.

David Volkman is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including First Allied Advisory Services and Premier Wealth Advisors. Beyond advising, he is engaged as an author, speaker, media contributor, and serves on the board of trustees for Torah Beth Shalom, a nonprofit organization. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, supporting both discretionary and non-discretionary accounts.

Kim Qvistorff is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 35 years of industry experience. Prior to joining LPL Financial in 2026, Kim worked at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. He serves as the local chapter president of the Rebild National Park Society, a 501(c)(3) charity, and is a board member of the Hans Christian Andersen Storytelling Center, which organizes storytelling events in New York's Central Park. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for research and operations.

Michael Seidenfrau is a financial advisor with Wells Fargo Clearing in Pearl River, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. He serves as a trustee of a trust for his daughter. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

David Friedman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include long-term positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as a power of attorney for his immediate family’s estate and works as an employee benefits broker and property and casualty insurance agent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as retirement plans and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers and wrap programs, and maintains a notable presence in non-securities products and affiliated insurance services.

Brad McIntyre is a Financial Consultant currently working at Fidelity Investments since 2021. He focuses on assisting individuals, families, and businesses in pursuing their financial goals through a holistic financial planning process that involves understanding clients' needs, goals, and concerns to develop tailored plans and provide guidance. Brad has extensive experience in the financial services industry, having served as a Wealth Management Advisor at TIAA CREF from 2013 to 2020, a Financial Advisor at Morgan Stanley from 2011 to 2013, and a Financial Advisor at Citi Smith Barney from 2005 to 2011. He holds a California Insurance License. Outside of his professional work, Brad has interests in the beach, cars, concerts, food, pets, and yoga.

Paul Ruggiero is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 66 designation and 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytics and offers asset management, wrap and money-manager programs, and educational seminars.

Julieta Corrales is a financial advisor at Primerica Advisors with nine years of industry experience. She holds the Series 63 designation and has been with Primerica Advisors since 2016. In addition to her advisory role, she is involved in sales of investment-related products and also receives non-investment compensation related to mortgage and home services referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Alan Waidelich is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has been associated with Cetera and its related entities since 2013. In addition to his advisory role, he is an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple program structures and third-party managers.